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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
79
Reduced
80
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$118M
2
US Bancorp
US Bancorp
Minnesota
$8.32M
3
OWM
Orgel Wealth Management
Wisconsin
$246M
4
Bank of America
Bank of America
North Carolina
$79.8M
5
EWM
Executive Wealth Management
Michigan
$5.77M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$14.1M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$9.37M
4
V
Veritable
Delaware
$981K
5
1WM
1900 Wealth Management
Texas
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
151
Summit Financial Strategies
Ohio
$332K – – –
PPW
152
PACK Private Wealth
Minnesota
$331K – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$330K +$36.4K +410 +12%
JBA
154
Johnson Bixby & Associates
Washington
$321K +$10.4K +117 +3%
THWM
155
Taylor Hoffman Wealth Management
Virginia
$316K +$15.2K +171 +5%
AWM
156
Accel Wealth Management
Iowa
$313K +$31.3K +353 +11%
3F
157
360 Financial
Minnesota
$302K -$14.5K -163 -5%
CAL
158
Capital Analysts LLC
Pennsylvania
$296K +$165K +1,865 +127%
CFA
159
Cahill Financial Advisors
Minnesota
$295K -$38K -428 -11%
DI
160
DFPG Investments
Utah
$290K +$290K +3,269 New
Prudential Financial
161
Prudential Financial
New Jersey
$289K -$101K -1,132 -26%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$281K -$1.03M -11,602 -79%
NG
163
Northstar Group
New York
$273K -$266 -3 -0.1%
TP
164
Tranquility Partners
Tennessee
$269K – – –
AWM
165
AE Wealth Management
Kansas
$266K +$266K +2,995 New
RJT
166
Raymond James Trust
Florida
$261K +$12.1K +136 +5%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$258K +$888 +10 +0.3%
William Blair & Company
168
William Blair & Company
Illinois
$257K -$28.6K -322 -10%
Simplex Trading
169
Simplex Trading
Illinois
$255K +$59.8K +674 +31%
FIA
170
Foundations Investment Advisors
Arizona
$254K +$254K +2,865 New
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$253K -$533 -6 -0.2%
VFA
172
Valeo Financial Advisors
Indiana
$243K +$5.91K +65 +2%
BF
173
BOK Financial
Oklahoma
$242K +$8.88K +100 +4%
SFA
174
Sequoia Financial Advisors
Ohio
$228K +$9.86K +111 +5%
AF
175
Advisornet Financial
Minnesota
$227K +$47.1K +531 +26%
5 6
7
8 9