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

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$133M
2
Cerity Partners
Cerity Partners
New York
$42.7M
3
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$17.3M
4
UBS Group
UBS Group
Switzerland
$26.4M
5
MGIA
Moneta Group Investment Advisors
Missouri
$8.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$95.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$31M
3
WWM
Wiser Wealth Management
Georgia
$10.5M
4
PIMG
Patriot Investment Management Group
Tennessee
$12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
151
O'Rourke & Company
Massachusetts
$439K +$1.19K +12 +0.3%
IF
152
Ironwood Financial
Arizona
$433K – – –
MFG
153
Merit Financial Group
Georgia
$424K +$122K +1,227 +40%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$423K +$4.86K +49 +1%
ECG
155
Edge Capital Group
Georgia
$416K +$416K +4,195 New
SWP
156
Stratos Wealth Partners
Ohio
$415K -$26.8K -270 -6%
WH
157
Whitcomb & Hess
Ohio
$413K +$7.34K +74 +2%
WEG
158
World Equity Group
Illinois
$412K -$18.1K -182 -4%
Citadel Advisors
159
Citadel Advisors
Florida
$407K +$407K +4,106 New
CCA
160
Clarity Capital Advisors
Florida
$406K +$406K +4,094 New
SQA
161
Simon Quick Advisors
New Jersey
$400K – – –
SF
162
Synovus Financial
Georgia
$392K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$388K -$3.57K -36 -0.9%
Prudential Financial
164
Prudential Financial
New Jersey
$388K +$51.5K +519 +15%
DI
165
DFPG Investments
Utah
$378K – – –
Baird Financial Group
166
Baird Financial Group
Wisconsin
$376K +$376K +3,789 New
SFS
167
Summit Financial Strategies
Ohio
$373K -$1.79K -18 -0.5%
PAM
168
Palisade Asset Management
Minnesota
$372K +$372K +3,749 New
AF
169
Affiance Financial
Minnesota
$367K -$69.7K -703 -16%
S
170
Sunpointe
Missouri
$367K +$367K +3,698 New
AWM
171
AE Wealth Management
Kansas
$364K +$18.6K +192 +5%
USWIA
172
UP Strategic Wealth Investment Advisors
Pennsylvania
$362K +$362K +3,646 New
MFF
173
Mango Five Family
Nevada
$360K +$360K +3,630 New
THWM
174
Taylor Hoffman Wealth Management
Virginia
$353K -$5.55K -56 -2%
MCM
175
Manchester Capital Management
Vermont
$352K – – –
5 6
7
8 9