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Vanguard S&P Small-Cap 600 ETF

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
201
Cranbrook Wealth Management
Michigan
$76.3K
CFD
202
Creative Financial Designs
Indiana
$76K
AF
203
Allworth Financial
California
$73.5K
US Bancorp
204
US Bancorp
Minnesota
$67.4K -$8.54M -92,950 -99%
TSWM
205
Tyler-Stone Wealth Management
Ohio
$62K +$62K +678 New
CHA
206
Carmichael Hill & Associates
Maryland
$59.4K
LF
207
Lee Financial
Texas
$58.3K
IA
208
IFP Advisors
Florida
$45.2K -$7.44K -81 -14%
CFFP
209
Center for Financial Planning
Michigan
$41.4K +$41.4K +450 New
TLA
210
Tanglewood Legacy Advisors
Texas
$37.1K
CFGS
211
Concourse Financial Group Securities
Alabama
$36.8K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$32.5K
DWMG
213
DB Wealth Management Group
California
$29.6K
CA
214
Clearstead Advisors
Ohio
$28.9K +$23.5K +256 +434%
GRP
215
Global Retirement Partners
California
$27.6K
HCM
216
Hollencrest Capital Management
California
$24.8K
JWA
217
JFS Wealth Advisors
Pennsylvania
$21.5K
PMFA
218
Plante Moran Financial Advisors
Michigan
$20.8K -$3.31K -36 -14%
PA
219
Parallel Advisors
California
$19.8K
PIAS
220
PCA Investment Advisory Services
Ohio
$18K +$18K +196 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$18K -$15.3K -170 -46%
SC
222
Sawyer & Company
Massachusetts
$18K
AFS
223
Annapolis Financial Services
Maryland
$16K
BAM
224
Bellevue Asset Management
Washington
$13.8K
FFA
225
Farther Finance Advisors
California
$12.4K -$22K -239 -64%