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

282 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
$47.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.6M
3
Bank of America
Bank of America
North Carolina
$119M
4
WIM
Warwick Investment Management
Texas
$16.1M
5
TTWM
TCV Trust & Wealth Management
Virginia
$14.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$70.7M
2
EWS
Eagle Wealth Strategies
New Jersey
$633K
3
UBS Group
UBS Group
Switzerland
$20.7M
4
OWM
Orgel Wealth Management
Wisconsin
$189M
5
Wells Fargo
Wells Fargo
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$663K +$34.7K +342 +6%
EH
127
Equitable Holdings
New York
$663K -$29.9K -295 -4%
1IA
128
1834 Investment Advisors
Wisconsin
$652K +$312K +3,074 +92%
DWT
129
Dorsey & Whitney Trust
South Dakota
$648K -$8.02K -79 -1%
Northern Trust
130
Northern Trust
Illinois
$646K -$1.42K -14 -0.2%
SFA
131
Source Financial Advisors
New York
$633K +$15.3K +151 +2%
EWS
132
Eagle Wealth Strategies
New Jersey
$633K -$14.9M -148,285 -96%
AO
133
Advisor OS
Illinois
$622K -$27.2K -268 -4%
WFA
134
Wellspring Financial Advisors
Ohio
$610K – – –
TMWM
135
Taylor & Morgan Wealth Management
Michigan
$608K -$20.9K -206 -3%
FHA
136
Flagship Harbor Advisors
Massachusetts
$598K -$4.47K -44 -0.7%
CAM
137
Cresset Asset Management
Illinois
$587K -$1.02K -10 -0.2%
KNFPWM
138
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$584K -$19K -187 -3%
FFL
139
Financial Freedom LLC
Ohio
$572K -$9.64K -95 -2%
FPW
140
Flagship Private Wealth
Massachusetts
$566K +$566K +5,576 New
Comerica Bank
141
Comerica Bank
Texas
$555K -$54.8K -540 -9%
Brown Advisory
142
Brown Advisory
Maryland
$546K +$40.6K +400 +8%
SFG
143
Sovereign Financial Group
Connecticut
$544K +$10.7K +105 +2%
HSA
144
HBK Sorce Advisory
Pennsylvania
$543K +$19.6K +193 +4%
WANY
145
Wealthspire Advisors (New York)
New York
$541K -$342K -3,371 -39%
CCM
146
Coldstream Capital Management
Washington
$521K -$22.7K -224 -4%
V
147
ViaWealth
Kansas
$508K -$28.6K -282 -5%
BPA
148
Beacon Pointe Advisors
California
$499K +$276K +2,723 +124%
MWM
149
Modera Wealth Management
New Jersey
$498K – – –
EWM
150
Executive Wealth Management
Michigan
$495K +$48.3K +481 +11%
4 5
6
7 8