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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 %
NFG
176
Nations Financial Group
Iowa
$351K +$351K +3,540 New
M1FG
177
Mach-1 Financial Group
Arkansas
$348K +$16.8K +169 +5%
PWM
178
Perigon Wealth Management
California
$347K +$1.49K +15 +0.4%
JBA
179
Johnson Bixby & Associates
Washington
$340K +$5.56K +56 +2%
1IA
180
1834 Investment Advisors
Wisconsin
$332K +$27.4K +276 +9%
AWM
181
Accel Wealth Management
Iowa
$327K +$397 +4 +0.1%
NG
182
Northstar Group
New York
$325K +$19.4K +196 +6%
3F
183
360 Financial
Minnesota
$325K +$23.4K +236 +8%
FA
184
Financial Advisors
Massachusetts
$309K -$156K -1,574 -34%
CFA
185
Cahill Financial Advisors
Minnesota
$303K -$26.1K -263 -8%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$299K -$1.45M -14,569 -83%
BF
187
BOK Financial
Oklahoma
$294K – – –
William Blair & Company
188
William Blair & Company
Illinois
$288K – – –
RJT
189
Raymond James Trust
Florida
$286K – – –
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
$268K +$268K +2,699 New
SMA
191
Sage Mountain Advisors
Georgia
$261K – – –
VFA
192
Valeo Financial Advisors
Indiana
$259K -$473K -4,769 -65%
BWM
193
BCS Wealth Management
Tennessee
$256K +$256K +2,581 New
SAM
194
Silvercrest Asset Management
New York
$253K +$253K +2,555 New
KPWS
195
Kestra Private Wealth Services
Texas
$253K +$2.28K +23 +0.9%
BC
196
Bartlett & Co
Ohio
$248K +$20.6K +205 +9%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$248K +$20.6K +205 +9%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$245K – – –
GLA
199
Good Life Advisors
Pennsylvania
$242K +$794 +8 +0.3%
YWS
200
Yarger Wealth Strategies
Ohio
$238K +$3.37K +34 +1%
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