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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
Bank of America
North Carolina
$120M
3
Osaic Holdings
Osaic Holdings
Arizona
$42.8M
4
CAN
Cetera Advisor Networks
California
$16.1M
5
CA
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$630K
2
Ameriprise
Ameriprise
Minnesota
$25M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
PIMG
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
151
World Equity Group
Illinois
$379K +$42.4K +485 +13%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$371K – – –
FIA
153
Foundations Investment Advisors
Arizona
$359K -$25.2K -288 -7%
WH
154
Whitcomb & Hess
Ohio
$357K – – –
EWM
155
Executive Wealth Management
Michigan
$354K -$22K -252 -6%
SQA
156
Simon Quick Advisors
New Jersey
$352K – – –
SF
157
Synovus Financial
Georgia
$345K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$345K +$18.4K +211 +6%
DI
159
DFPG Investments
Utah
$330K +$23.6K +282 +8%
SFS
160
Summit Financial Strategies
Ohio
$330K -$87 -1 -0%
PPW
161
PACK Private Wealth
Minnesota
$325K +$2.76K +32 +0.9%
THWM
162
Taylor Hoffman Wealth Management
Virginia
$316K +$1.49K +17 +0.5%
AWM
163
AE Wealth Management
Kansas
$311K -$57.6K -659 -16%
MCM
164
Manchester Capital Management
Vermont
$310K -$76.7K -878 -20%
PWM
165
Perigon Wealth Management
California
$304K +$9.18K +105 +3%
WPW
166
Watershed Private Wealth
Illinois
$300K +$7.34K +84 +3%
Prudential Financial
167
Prudential Financial
New Jersey
$296K +$7.08K +81 +2%
JBA
168
Johnson Bixby & Associates
Washington
$295K -$22.7K -260 -7%
M1FG
169
Mach-1 Financial Group
Arkansas
$292K +$12.1K +139 +4%
CFA
170
Cahill Financial Advisors
Minnesota
$290K – – –
AWM
171
Accel Wealth Management
Iowa
$288K -$19.9K -228 -6%
NG
172
Northstar Group
New York
$269K – – –
1IA
173
1834 Investment Advisors
Wisconsin
$269K +$31K +355 +13%
MFG
174
Merit Financial Group
Georgia
$266K -$70.4K -805 -21%
3F
175
360 Financial
Minnesota
$262K -$25.2K -292 -9%
5 6
7
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