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

241 hedge funds and large institutions have $1.06B invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+39
Holders Change %
+19.31%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
53
Increased
89
Reduced
45
Closed
11
Calls
$329K
Puts
$52K
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$39.9M
2
OWM
Orgel Wealth Management
Wisconsin
$232M
3
Wells Fargo
Wells Fargo
California
$25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.2M
5
Mariner
Mariner
Kansas
$4.96M

Top Sellers

1
B
Bridgeworth
Alabama
$6.86M
2
IC
IEQ Capital
California
$475K
3
Bank of America
Bank of America
North Carolina
$72.3M
4
ACP
Aveo Capital Partners
Colorado
$245K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$459K -$89.8K -1,036 -16%
ORC
127
O'Rourke & Company
Massachusetts
$454K -$56.1K -648 -11%
FNBOO
128
First National Bank of Omaha
Nebraska
$443K – – –
MFG
129
Merit Financial Group
Georgia
$434K +$44.5K +514 +11%
PWW
130
Pettyjohn Wood & White
Virginia
$421K – – –
V
131
ViaWealth
Kansas
$406K +$406K +4,568 New
WCFA
132
Walkner Condon Financial Advisors
Wisconsin
$400K +$8.67K +100 +2%
DCM
133
Davidson Capital Management
Texas
$395K +$395K +4,554 New
MCM
134
Manchester Capital Management
Vermont
$390K -$210K -2,426 -35%
AF
135
Affiance Financial
Minnesota
$384K – – –
Prudential Financial
136
Prudential Financial
New Jersey
$380K +$380K +4,386 New
IF
137
Ironwood Financial
Arizona
$378K +$378K +4,364 New
EWM
138
Executive Wealth Management
Michigan
$376K +$318K +3,670 +549%
SWP
139
Stratos Wealth Partners
Ohio
$356K +$18.2K +210 +5%
SMC
140
Smith, Moore & Co
Missouri
$350K +$28.3K +326 +9%
SQA
141
Simon Quick Advisors
New Jersey
$349K – – –
WEG
142
World Equity Group
Illinois
$345K -$173 -2 -0.1%
WH
143
Whitcomb & Hess
Ohio
$343K +$343K +3,962 New
SF
144
Synovus Financial
Georgia
$338K – – –
Brown Advisory
145
Brown Advisory
Maryland
$337K +$337K +3,888 New
FWM
146
ForthRight Wealth Management
Georgia
$330K +$330K +3,804 New
CFA
147
Cahill Financial Advisors
Minnesota
$325K – – –
SFS
148
Summit Financial Strategies
Ohio
$324K -$3.81K -44 -1%
PPW
149
PACK Private Wealth
Minnesota
$323K +$51.8K +598 +19%
WGCA
150
Wolf Group Capital Advisors
Virginia
$323K +$14.6K +168 +5%
4 5
6
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