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

241 hedge funds and large institutions have $1.06B invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+39
Holders Change %
+19.31%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
53
Increased
89
Reduced
45
Closed
11
Calls
$329K
Puts
$52K
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$39.9M
2
OWM
Orgel Wealth Management
Wisconsin
$232M
3
Wells Fargo
Wells Fargo
California
$25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.2M
5
Mariner
Mariner
Kansas
$4.96M

Top Sellers

1
B
Bridgeworth
Alabama
$6.86M
2
IC
IEQ Capital
California
$475K
3
Bank of America
Bank of America
North Carolina
$72.3M
4
ACP
Aveo Capital Partners
Colorado
$245K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Bartlett & Co
Ohio
$314K – – –
BCWM
152
Bartlett & Co Wealth Management
Ohio
$314K – – –
CS
153
Comerica Securities
Michigan
$303K +$303K +3,500 New
JBA
154
Johnson Bixby & Associates
Washington
$303K +$303K +3,494 New
THWM
155
Taylor Hoffman Wealth Management
Virginia
$293K -$159K -1,838 -35%
3F
156
360 Financial
Minnesota
$287K – – –
Fidelity Investments
157
Fidelity Investments
Massachusetts
$287K -$10.2K -118 -3%
HSA
158
HBK Sorce Advisory
Pennsylvania
$281K +$281K +3,240 New
William Blair & Company
159
William Blair & Company
Illinois
$279K – – –
AWM
160
Accel Wealth Management
Iowa
$275K – – –
NG
161
Northstar Group
New York
$267K +$346 +4 +0.1%
TP
162
Tranquility Partners
Tennessee
$262K – – –
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$251K -$54.9K -634 -18%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$247K +$247K +2,852 New
ACP
165
Aveo Capital Partners
Colorado
$245K -$2.38M -27,470 -91%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$245K +$3.29K +38 +1%
EWM
167
Evermay Wealth Management
Virginia
$244K +$4.85K +56 +2%
RJT
168
Raymond James Trust
Florida
$243K – – –
BF
169
BOK Financial
Oklahoma
$228K +$228K +2,630 New
VFA
170
Valeo Financial Advisors
Indiana
$226K +$226K +2,612 New
BS
171
Boenning & Scattergood
Pennsylvania
$226K +$226K +2,280 New
KPWS
172
Kestra Private Wealth Services
Texas
$224K +$224K +2,580 New
SFA
173
Sequoia Financial Advisors
Ohio
$213K +$213K +2,454 New
GLA
174
Good Life Advisors
Pennsylvania
$211K +$211K +2,436 New
BPA
175
Beacon Pointe Advisors
California
$208K +$208K +2,406 New
5 6
7
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