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

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$14.1M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$9.37M
4
V
Veritable
Delaware
$981K
5
1WM
1900 Wealth Management
Texas
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$73.4K +$89 +1 +0.1%
AF
202
Allworth Financial
California
$71K – – –
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$67.8K – – –
CHA
204
Carmichael Hill & Associates
Maryland
$57.4K – – –
LF
205
Lee Financial
Texas
$56.3K – – –
LFG
206
Larson Financial Group
Missouri
$54.8K – – –
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$51K +$51K +580 New
PO
208
Private Ocean
California
$39K -$89 -1 -0.2%
TLA
209
Tanglewood Legacy Advisors
Texas
$35.9K -$36.8K -414 -51%
CFGS
210
Concourse Financial Group Securities
Alabama
$35.5K – – –
FFA
211
Farther Finance Advisors
California
$33.2K +$33.2K +374 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$33K +$17.8K +200 +118%
DWMG
213
DB Wealth Management Group
California
$28.6K – – –
AAS
214
Ameritas Advisory Services
Nebraska
$26.9K +$26.9K +308 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$26.1K -$1.6K -18 -6%
GRP
216
Global Retirement Partners
California
$25.4K – – –
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$25.2K -$1.66K -18,736 -6%
BA
218
Bellwether Advisors
Nebraska
$24.9K – – –
HCM
219
Hollencrest Capital Management
California
$24K – – –
ACA
220
Aptus Capital Advisors
Alabama
$23.6K +$23.6K +266 New
PMFA
221
Plante Moran Financial Advisors
Michigan
$23.3K +$3.2K +36 +16%
JWA
222
JFS Wealth Advisors
Pennsylvania
$20.8K +$20.8K +234 New
BAM
223
Belpointe Asset Management
Nevada
$19.4K – – –
PA
224
Parallel Advisors
California
$19.2K – – –
CSB
225
City State Bank
Iowa
$18K – – –
7 8
9
10 11