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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
79
Reduced
80
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$118M
2
US Bancorp
US Bancorp
Minnesota
$8.32M
3
OWM
Orgel Wealth Management
Wisconsin
$246M
4
Bank of America
Bank of America
North Carolina
$79.8M
5
EWM
Executive Wealth Management
Michigan
$5.77M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$14.1M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$9.37M
4
V
Veritable
Delaware
$981K
5
1WM
1900 Wealth Management
Texas
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Modera Wealth Management
New Jersey
$502K – – –
TMWM
127
Taylor & Morgan Wealth Management
Michigan
$501K – – –
FA
128
Financial Advisors
Massachusetts
$479K -$80.3K -904 -14%
BRWA
129
B. Riley Wealth Advisors
Florida
$475K -$18.4K -207 -4%
FNBOO
130
First National Bank of Omaha
Nebraska
$454K – – –
SFG
131
Sovereign Financial Group
Connecticut
$444K -$81.2K -914 -15%
PWW
132
Pettyjohn Wood & White
Virginia
$432K – – –
Northern Trust
133
Northern Trust
Illinois
$429K -$41.2K -464 -9%
WCFA
134
Walkner Condon Financial Advisors
Wisconsin
$410K -$89 -1 -0%
SIA
135
Soltis Investment Advisors
Utah
$409K +$409K +4,602 New
ORC
136
O'Rourke & Company
Massachusetts
$403K -$62.3K -702 -13%
V
137
ViaWealth
Kansas
$401K -$4.79K -54 -1%
MCM
138
Manchester Capital Management
Vermont
$400K – – –
SWP
139
Stratos Wealth Partners
Ohio
$399K +$34K +383 +9%
AF
140
Affiance Financial
Minnesota
$393K – – –
IF
141
Ironwood Financial
Arizona
$388K +$89 +1 +0%
WH
142
Whitcomb & Hess
Ohio
$361K +$9.59K +108 +3%
SQA
143
Simon Quick Advisors
New Jersey
$358K – – –
SMC
144
Smith, Moore & Co
Missouri
$357K -$977 -11 -0.3%
Brown Advisory
145
Brown Advisory
Maryland
$354K +$8.52K +96 +2%
MFG
146
Merit Financial Group
Georgia
$352K -$92.9K -1,046 -21%
PAIM
147
Punch & Associates Investment Management
Minnesota
$351K +$351K +3,955 New
SF
148
Synovus Financial
Georgia
$351K +$4.26K +48 +1%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$335K +$13.7K +154 +4%
BC
150
Bartlett & Co
Ohio
$335K +$13.7K +154 +4%
4 5
6
7 8