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

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.1M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$9.37M
4
V
4
Veritable
Delaware
$981K
5
1WM
5
1900 Wealth Management
Texas
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
176
Kestra Private Wealth Services
Texas
$224K -$4.97K -56 -2%
1IA
177
1834 Investment Advisors
Wisconsin
$219K +$219K +2,466 New
GLA
178
Good Life Advisors
Pennsylvania
$216K – – –
BPA
179
Beacon Pointe Advisors
California
$214K – – –
YWS
180
Yarger Wealth Strategies
Ohio
$210K – – –
AFM
181
Andesa Financial Management
Pennsylvania
$204K +$204K +4,600 New
NSG
182
Nalls Sherbakoff Group
Tennessee
$201K +$201K +2,308 New
AWM
183
Activest Wealth Management
Florida
$163K +$163K +1,872 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$150K +$19.7K +222 +15%
Belvedere Trading
185
Belvedere Trading
Illinois
$143K +$76.5K +862 +114%
RBC
186
Roble Belko & Company
Pennsylvania
$130K – – –
BA
187
Bristlecone Advisors
Washington
$128K +$128K +1,440 New
EWM
188
Evermay Wealth Management
Virginia
$123K -$127K -1,430 -51%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$112K +$112K +1,256 New
WFA
190
WestHill Financial Advisors
California
$110K – – –
CF
191
Centaurus Financial
California
$106K -$89 -1 -0.1%
OA
192
Operose Advisors
Wisconsin
$95K – – –
BFEC
193
Benjamin F. Edwards & Company
Missouri
$94K – – –
FWP
194
FAS Wealth Partners
Kansas
$91.2K -$89 -1 -0.1%
PCMC
195
Private Capital Management (Colorado)
Colorado
$88.8K +$88.8K +1,000 New
IA
196
IFP Advisors
Florida
$87K -$282K -1,855 -76%
FPB
197
First PREMIER Bank
South Dakota
$76K – – –
First Manhattan
198
First Manhattan
New York
$75.5K – – –
GBT
199
Grove Bank & Trust
Florida
$75.3K – – –
CWM
200
Cranbrook Wealth Management
Michigan
$73.7K – – –
6 7
8
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