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Vanguard S&P Small-Cap 600 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $818M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+28
Holders Change %
+15.91%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
38
Increased
83
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$106M
2
Cerity Partners
2
Cerity Partners
New York
$48.3M
3
CSPAM
3
Cary Street Partners Asset Management
Virginia
$16.4M
4
Bank of America
4
Bank of America
North Carolina
$66.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$26.8M
2
LIA
2
LBMC Investment Advisors
Tennessee
$213K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
CA
5
Cetera Advisors
Colorado
$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
126
PACK Private Wealth
Minnesota
$329K +$329K +3,128 New
CW
127
CreativeOne Wealth
Kansas
$326K +$82.7K +788 +34%
NG
128
Northstar Group
New York
$324K -$43.6K -416 -12%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$320K +$320K +3,044 New
TP
130
Tranquility Partners
Tennessee
$318K -$2.1K -20 -0.7%
RJT
131
Raymond James Trust
Florida
$291K +$15.4K +146 +6%
FA
132
Financial Advisors
Massachusetts
$283K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$279K +$6.92K +66 +3%
WIP
134
WealthCare Investment Partners
Rhode Island
$274K +$274K +2,608 New
SWP
135
Stratos Wealth Partners
Ohio
$264K +$8.82K +84 +3%
VFA
136
Valeo Financial Advisors
Indiana
$259K +$420 +4 +0.2%
AAS
137
Avantax Advisory Services
Texas
$256K +$13.4K +128 +6%
GLA
138
Good Life Advisors
Pennsylvania
$255K +$630 +6 +0.2%
Northern Trust
139
Northern Trust
Illinois
$253K – – –
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$253K +$253K +2,406 New
YWS
141
Yarger Wealth Strategies
Ohio
$245K +$245K +2,334 New
VA
142
Valmark Advisers
Ohio
$241K -$7.35K -70 -3%
BS
143
Boenning & Scattergood
Pennsylvania
$240K – – –
EFS
144
Essex Financial Services
Connecticut
$233K +$233K +2,220 New
AF
145
Aldebaran Financial
$233K +$233K +2,222 New
CGPCS
146
Capital Group Private Client Services
California
$231K +$2.73K +26 +1%
SWA
147
Sax Wealth Advisors
New Jersey
$229K – – –
5L
148
55I LLC
Massachusetts
$222K +$222K +2,114 New
FTUS
149
Flow Traders U.S.
New York
$221K -$896K -8,512 -80%
HSA
150
HBK Sorce Advisory
Pennsylvania
$216K +$420 +4 +0.2%
4 5
6
7 8