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

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$92.7M
2
MAWA
Moss Adams Wealth Advisors
Washington
$3.82M
3
UBS Group
UBS Group
Switzerland
$17.7M
4
CAN
Cetera Advisor Networks
California
$4.64M
5
Morgan Stanley
Morgan Stanley
New York
$64.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
Ameriprise
Minnesota
$37M
3
US Bancorp
US Bancorp
Minnesota
$67.4K
4
BWM
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
Executive Wealth Management
Michigan
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
Sovereign Financial Group
Connecticut
$473K +$13.7K +149 +3%
GA
127
Geller Advisors
New York
$473K -$51.5K -560 -10%
FNBOO
128
First National Bank of Omaha
Nebraska
$470K – – –
Brown Advisory
129
Brown Advisory
Maryland
$459K +$92.8K +1,010 +25%
PWW
130
Pettyjohn Wood & White
Virginia
$447K – – –
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$446K -$1.77M -19,231 -80%
Northern Trust
132
Northern Trust
Illinois
$444K – – –
HSA
133
HBK Sorce Advisory
Pennsylvania
$439K +$439K +4,780 New
WCFA
134
Walkner Condon Financial Advisors
Wisconsin
$425K – – –
ORC
135
O'Rourke & Company
Massachusetts
$417K – – –
V
136
ViaWealth
Kansas
$415K – – –
SWP
137
Stratos Wealth Partners
Ohio
$413K +$92 +1 +0%
AF
138
Affiance Financial
Minnesota
$407K – – –
MCM
139
Manchester Capital Management
Vermont
$407K -$7.54K -82 -2%
FIA
140
Foundations Investment Advisors
Arizona
$404K +$141K +1,535 +54%
IF
141
Ironwood Financial
Arizona
$401K – – –
SMC
142
Smith, Moore & Co
Missouri
$395K +$25.1K +273 +7%
EWM
143
Executive Wealth Management
Michigan
$395K -$5.57M -60,656 -93%
AWM
144
AE Wealth Management
Kansas
$387K +$112K +1,220 +41%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$387K -$244K -2,662 -39%
WH
146
Whitcomb & Hess
Ohio
$375K +$1.47K +16 +0.4%
SQA
147
Simon Quick Advisors
New Jersey
$370K – – –
SF
148
Synovus Financial
Georgia
$363K – – –
BCP
149
Blackhawk Capital Partners
Wisconsin
$362K +$362K +3,942 New
IAIM
150
International Assets Investment Management
Florida
$361K +$361K +3,398 New
4 5
6
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