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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
Bank of America
North Carolina
$120M
3
Osaic Holdings
Osaic Holdings
Arizona
$42.8M
4
CAN
Cetera Advisor Networks
California
$16.1M
5
CA
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$630K
2
Ameriprise
Ameriprise
Minnesota
$25M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
PIMG
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$93K – – –
PCMC
202
Private Capital Management (Colorado)
Colorado
$87.4K – – –
TRCT
203
Tower Research Capital (TRC)
New York
$80.2K +$79.7K +912 +15,200%
SL
204
Salomon & Ludwin
Virginia
$76.6K +$76.6K +876 New
LFG
205
Larson Financial Group
Missouri
$76K – – –
FPB
206
First PREMIER Bank
South Dakota
$75K – – –
FWP
207
FAS Wealth Partners
Kansas
$73.1K -$16.7K -191 -19%
US Bancorp
208
US Bancorp
Minnesota
$72.9K +$8.66K +99 +13%
CWM
209
Cranbrook Wealth Management
Michigan
$72.5K – – –
HGERS
210
Householder Group Estate & Retirement Specialist
Arizona
$72.4K +$72.4K +828 New
CFD
211
Creative Financial Designs
Indiana
$72.3K – – –
AF
212
Allworth Financial
California
$69.9K – – –
TSWM
213
Tyler-Stone Wealth Management
Ohio
$59K – – –
CHA
214
Carmichael Hill & Associates
Maryland
$56.5K – – –
LF
215
Lee Financial
Texas
$55.4K – – –
IA
216
IFP Advisors
Florida
$43K – – –
CAL
217
Capital Advisors Ltd
Ohio
$38K +$38K +437 New
First Manhattan
218
First Manhattan
New York
$37.2K -$37.1K -424 -50%
TLA
219
Tanglewood Legacy Advisors
Texas
$35.3K – – –
CFGS
220
Concourse Financial Group Securities
Alabama
$35K – – –
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$31.7K – – –
GRP
222
Global Retirement Partners
California
$31.4K +$5.95K +70 +23%
DWMG
223
DB Wealth Management Group
California
$28.1K – – –
HCM
224
Hollencrest Capital Management
California
$23.6K – – –
JWA
225
JFS Wealth Advisors
Pennsylvania
$20.5K – – –
7 8
9
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