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

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$201M
2
Ameriprise
Ameriprise
Minnesota
+$73.1M
3
BWM
Baystate Wealth Management
Massachusetts
+$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.45M
5
IC
IEQ Capital
California
+$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.6M
2
Cerity Partners
Cerity Partners
New York
-$38.6M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$8.43M
4
LPL Financial
LPL Financial
California
-$7.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
126
Simon Quick Advisors
New Jersey
$325K – – –
WEG
127
World Equity Group
Illinois
$322K +$122K +1,512 +61%
SWP
128
Stratos Wealth Partners
Ohio
$315K +$24.5K +304 +8%
SF
129
Synovus Financial
Georgia
$314K – – –
EVM
130
Eaton Vance Management
Massachusetts
$310K +$2.43K +30 +0.8%
SFS
131
Summit Financial Strategies
Ohio
$305K +$19.4K +240 +7%
CFA
132
Cahill Financial Advisors
Minnesota
$302K -$29K -360 -9%
SMC
133
Smith, Moore & Co
Missouri
$300K -$23.6K -292 -7%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$292K +$13.9K +172 +5%
BC
135
Bartlett & Co
Ohio
$292K +$13.9K +172 +5%
3F
136
360 Financial
Minnesota
$287K +$20.8K +258 +8%
WGCA
137
Wolf Group Capital Advisors
Virginia
$287K +$287K +3,556 New
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$285K -$6.94K -86 -2%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$277K +$50.9K +630 +23%
AWM
140
Accel Wealth Management
Iowa
$272K -$2.75K -32 -1%
ECG
141
Edge Capital Group
Georgia
$265K +$5.32K +66 +2%
William Blair & Company
142
William Blair & Company
Illinois
$260K – – –
PPW
143
PACK Private Wealth
Minnesota
$253K – – –
NG
144
Northstar Group
New York
$248K -$12.1K -150 -5%
TP
145
Tranquility Partners
Tennessee
$244K – – –
TRCT
146
Tower Research Capital (TRC)
New York
$236K +$73.9K +918 +46%
AT
147
American Trust
Kentucky
$236K +$236K +2,518 New
RJT
148
Raymond James Trust
Florida
$227K – – –
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$226K +$159K +1,964 +238%
EWM
150
Evermay Wealth Management
Virginia
$223K +$5K +62 +2%
4 5
6
7 8