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

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$92.7M
2
MAWA
Moss Adams Wealth Advisors
Washington
$3.82M
3
UBS Group
UBS Group
Switzerland
$17.7M
4
CAN
Cetera Advisor Networks
California
$4.64M
5
Morgan Stanley
Morgan Stanley
New York
$64.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
Ameriprise
Minnesota
$37M
3
US Bancorp
US Bancorp
Minnesota
$67.4K
4
BWM
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
Executive Wealth Management
Michigan
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
151
Merit Financial Group
Georgia
$354K -$10.1K -110 -3%
WEG
152
World Equity Group
Illinois
$353K +$353K +3,846 New
DI
153
DFPG Investments
Utah
$352K +$37.3K +388 +12%
SFS
154
Summit Financial Strategies
Ohio
$347K +$3.68K +40 +1%
PPW
155
PACK Private Wealth
Minnesota
$344K +$1.38K +15 +0.4%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$343K +$1.56K +17 +0.5%
JBA
157
Johnson Bixby & Associates
Washington
$334K +$1.75K +19 +0.5%
THWM
158
Taylor Hoffman Wealth Management
Virginia
$330K +$3.4K +37 +1%
AWM
159
Accel Wealth Management
Iowa
$324K – – –
PWM
160
Perigon Wealth Management
California
$310K +$310K +3,374 New
WPW
161
Watershed Private Wealth
Illinois
$308K +$308K +3,347 New
3F
162
360 Financial
Minnesota
$306K -$6.52K -71 -2%
CFA
163
Cahill Financial Advisors
Minnesota
$305K – – –
Prudential Financial
164
Prudential Financial
New Jersey
$304K +$4.87K +53 +2%
AF
165
Advisornet Financial
Minnesota
$302K +$67.3K +733 +29%
M1FG
166
Mach-1 Financial Group
Arkansas
$294K +$294K +3,203 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$286K -$5.15K -56 -2%
NG
168
Northstar Group
New York
$283K – – –
TP
169
Tranquility Partners
Tennessee
$278K – – –
William Blair & Company
170
William Blair & Company
Illinois
$266K +$184 +2 +0.1%
RJT
171
Raymond James Trust
Florida
$265K -$5.33K -58 -2%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$251K -$10.5K -114 -4%
BF
173
BOK Financial
Oklahoma
$251K – – –
1IA
174
1834 Investment Advisors
Wisconsin
$250K +$23.3K +254 +10%
SAM
175
Silvercrest Asset Management
New York
$244K +$244K +2,650 New
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