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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
Bank of America
North Carolina
$120M
3
Osaic Holdings
Osaic Holdings
Arizona
$42.8M
4
CAN
Cetera Advisor Networks
California
$16.1M
5
CA
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$630K
2
Ameriprise
Ameriprise
Minnesota
$25M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
PIMG
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$549K -$788K -9,017 -59%
AO
127
Advisor OS
Illinois
$538K -$5.77K -66 -1%
Comerica Bank
128
Comerica Bank
Texas
$531K +$531K +6,080 New
FHA
129
Flagship Harbor Advisors
Massachusetts
$523K -$47.3K -541 -8%
CAM
130
Cresset Asset Management
Illinois
$507K -$10.7K -122 -2%
FFL
131
Financial Freedom LLC
Ohio
$500K – – –
SFA
132
Source Financial Advisors
New York
$499K -$158K -1,808 -24%
Brown Advisory
133
Brown Advisory
Maryland
$498K +$61.2K +700 +14%
V
134
ViaWealth
Kansas
$497K +$102K +1,168 +26%
TMWM
135
Taylor & Morgan Wealth Management
Michigan
$493K – – –
HSA
136
HBK Sorce Advisory
Pennsylvania
$482K +$64.4K +737 +15%
BRWA
137
B. Riley Wealth Advisors
Florida
$465K -$3.23K -37 -0.7%
CCM
138
Coldstream Capital Management
Washington
$461K -$120K -1,378 -21%
GA
139
Geller Advisors
New York
$450K – – –
SFG
140
Sovereign Financial Group
Connecticut
$445K -$4.72K -54 -1%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$433K +$9.44K +108 +2%
MWM
142
Modera Wealth Management
New Jersey
$429K -$36.9K -422 -8%
PWW
143
Pettyjohn Wood & White
Virginia
$425K – – –
FA
144
Financial Advisors
Massachusetts
$410K -$61.5K -704 -13%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$404K – – –
SMC
146
Smith, Moore & Co
Missouri
$396K +$20K +229 +5%
SWP
147
Stratos Wealth Partners
Ohio
$389K -$3.67K -42 -0.9%
ORC
148
O'Rourke & Company
Massachusetts
$386K -$10.5K -120 -3%
AF
149
Affiance Financial
Minnesota
$385K -$1.57K -18 -0.4%
IF
150
Ironwood Financial
Arizona
$381K – – –
4 5
6
7 8