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

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$133M
2
Cerity Partners
Cerity Partners
New York
$42.7M
3
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$17.3M
4
UBS Group
UBS Group
Switzerland
$26.4M
5
MGIA
Moneta Group Investment Advisors
Missouri
$8.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$95.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$31M
3
WWM
Wiser Wealth Management
Georgia
$10.5M
4
PIMG
Patriot Investment Management Group
Tennessee
$12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
126
Foundations Investment Advisors
Arizona
$639K +$244K +2,537 +62%
AO
127
Advisor OS
Illinois
$634K +$24.1K +243 +4%
Northern Trust
128
Northern Trust
Illinois
$633K -$62.9K -634 -9%
TMWM
129
Taylor & Morgan Wealth Management
Michigan
$615K +$55.6K +561 +10%
AAS
130
Avantax Advisory Services
Texas
$614K -$139K -1,398 -18%
PPW
131
PACK Private Wealth
Minnesota
$608K +$234K +2,356 +62%
SFA
132
Source Financial Advisors
New York
$604K +$37.8K +381 +7%
WFA
133
Wellspring Financial Advisors
Ohio
$596K +$596K +6,014 New
Comerica Bank
134
Comerica Bank
Texas
$596K -$7.54K -76 -1%
FHA
135
Flagship Harbor Advisors
Massachusetts
$589K -$4.96K -50 -0.8%
KNFPWM
136
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$589K +$589K +5,936 New
CAM
137
Cresset Asset Management
Illinois
$575K – – –
FFL
138
Financial Freedom LLC
Ohio
$568K +$893 +9 +0.2%
CCM
139
Coldstream Capital Management
Washington
$531K +$8.13K +82 +2%
V
140
ViaWealth
Kansas
$524K -$39.7K -400 -7%
SFG
141
Sovereign Financial Group
Connecticut
$521K +$15.8K +159 +3%
HSA
142
HBK Sorce Advisory
Pennsylvania
$512K -$35.5K -358 -6%
BRWA
143
B. Riley Wealth Advisors
Florida
$509K -$18.5K -187 -4%
Brown Advisory
144
Brown Advisory
Maryland
$494K -$70.6K -712 -13%
MWM
145
Modera Wealth Management
New Jersey
$487K – – –
PWW
146
Pettyjohn Wood & White
Virginia
$482K – – –
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$478K +$19.8K +200 +4%
SMC
148
Smith, Moore & Co
Missouri
$475K +$25.9K +261 +6%
IW
149
Imprint Wealth
South Carolina
$448K +$448K +4,619 New
EWM
150
Executive Wealth Management
Michigan
$441K +$39.7K +400 +10%
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6
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