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

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$201M
2
Ameriprise
Ameriprise
Minnesota
+$73.1M
3
BWM
Baystate Wealth Management
Massachusetts
+$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.45M
5
IC
IEQ Capital
California
+$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.6M
2
Cerity Partners
Cerity Partners
New York
-$38.6M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$8.43M
4
LPL Financial
LPL Financial
California
-$7.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
MUFG Americas
New York
$31K +$31K +388 New
AFS
177
Annapolis Financial Services
Maryland
$24K +$24K +300 New
LFG
178
Larson Financial Group
Missouri
$23K – – –
BA
179
Bellwether Advisors
Nebraska
$22K – – –
PMFA
180
Plante Moran Financial Advisors
Michigan
$18K – – –
PA
181
Parallel Advisors
California
$17K – – –
SC
182
Sawyer & Company
Massachusetts
$16K – – –
CSB
183
City State Bank
Iowa
$16K – – –
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$14K -$4.12K -50 -23%
BAM
185
Bellevue Asset Management
Washington
$12K – – –
NFSG
186
Newbridge Financial Services Group
Florida
$11K – – –
GEA
187
Glen Eagle Advisors
New Jersey
$10.6K – – –
SSB
188
Sandy Spring Bank
Maryland
$10K – – –
FSWA
189
Financial Synergies Wealth Advisors
Texas
$8.79K – – –
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +104 New
AIM
191
Anchor Investment Management
South Carolina
$5.17K – – –
GG
192
Gleason Group
Kentucky
$5K – – –
ACA
193
Atlas Capital Advisors
Wyoming
$4.52K +$3.07K +38 +211%
IFAM
194
Institutional & Family Asset Management
Colorado
$4K – – –
C
195
Covestor
United Kingdom
$4K – – –
KFI
196
Key Financial Inc
Pennsylvania
$4K +$4K +44 New
ADL
197
Asset Dedication LLC
California
$4K +$4K +44 New
AWM
198
Abound Wealth Management
Tennessee
$3.94K +$3.94K +48 New
BlackRock
199
BlackRock
New York
$3K – – –
GWM
200
Geneos Wealth Management
Colorado
$2K +$2K +34 New
5 6 7
8
9