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Vanguard S&P Small-Cap 600 ETF

302 hedge funds and large institutions have $1.36B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
30
Increased
101
Reduced
80
Closed
24
Calls
$108K
Puts
$238K
Net Calls
-$130K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$867K -$11.7K -108 -1%
TAM
127
Tocqueville Asset Management
New York
$858K -$62.7K -580 -7%
CA
128
Continuum Advisory
Idaho
$831K +$7.32K +65 +0.9%
Citigroup
129
Citigroup
New York
$827K
SFA
130
Source Financial Advisors
New York
$807K +$13.6K +126 +2%
BBHC
131
Brown Brothers Harriman & Co
New York
$768K
PSF
132
Pacific Sun Financial
California
$759K -$42.6K -394 -5%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$757K -$3.03K -28 -0.4%
FSA
134
Fort Sheridan Advisors
Illinois
$708K +$62.7K +580 +10%
DWT
135
Dorsey & Whitney Trust
South Dakota
$689K -$649 -6 -0.1%
MAWA
136
Moss Adams Wealth Advisors
Washington
$681K
FC
137
Financial Council
Maryland
$669K
WANY
138
Wealthspire Advisors (New York)
New York
$646K +$69.5K +642 +12%
SIA
139
Soltis Investment Advisors
Utah
$642K -$1.8M -16,670 -74%
EWS
140
Eagle Wealth Strategies
New Jersey
$638K -$23.4K -216 -4%
FHA
141
Flagship Harbor Advisors
Massachusetts
$632K +$632K +5,842 New
AO
142
Advisor OS
Illinois
$626K -$3.57K -33 -0.6%
TMWM
143
Taylor & Morgan Wealth Management
Michigan
$616K -$32.5K -300 -5%
WFA
144
Wellspring Financial Advisors
Ohio
$614K -$36.3K -336 -6%
EWM
145
Executive Wealth Management
Michigan
$597K +$597K +5,520 New
NG
146
Northstar Group
New York
$596K +$186K +1,720 +45%
Northern Trust
147
Northern Trust
Illinois
$596K -$92.8K -858 -13%
HSA
148
HBK Sorce Advisory
Pennsylvania
$594K +$8.33K +77 +1%
Brown Advisory
149
Brown Advisory
Maryland
$593K -$33.2K -307 -5%
Comerica Bank
150
Comerica Bank
Texas
$590K