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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
+$70.7M
2
Cerity Partners
Cerity Partners
New York
+$42M
3
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
+$13.7M
4
UBS Group
UBS Group
Switzerland
+$7.14M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$7.06M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$17.5M
3
WWM
Wiser Wealth Management
Georgia
-$5.14M
4
PIMG
Patriot Investment Management Group
Tennessee
-$4.78M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
201
Napa Wealth Management
California
$238K +$238K +2,399 New
AT
202
American Trust
Kentucky
$234K +$234K +2,361 New
NSG
203
Nalls Sherbakoff Group
Tennessee
$229K – – –
SPC
204
Sigma Planning Corp
Michigan
$229K -$408K -4,118 -64%
WS
205
Wedbush Securities
California
$227K +$227K +2,288 New
AAS
206
Ameritas Advisory Services
Nebraska
$220K +$220K +2,228 New
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$219K +$216K +2,179 +6,809%
CGPCS
208
Capital Group Private Client Services
California
$219K +$219K +2,208 New
BPA
209
Beacon Pointe Advisors
California
$218K -$65.5K -660 -23%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$206K +$206K +2,076 New
VR
211
Valued Retirements
Texas
$206K +$206K +2,076 New
LIA
212
LBMC Investment Advisors
Tennessee
$201K +$201K +2,024 New
WPW
213
Watershed Private Wealth
Illinois
$200K -$140K -1,414 -41%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$179K -$45.9K -463 -20%
CF
215
Centaurus Financial
California
$174K +$16K +162 +10%
AWM
216
Activest Wealth Management
Florida
$173K -$12.5K -126 -7%
LFG
217
Larson Financial Group
Missouri
$172K +$86.2K +869 +100%
HGERS
218
Householder Group Estate & Retirement Specialist
Arizona
$162K +$80.3K +813 +98%
CAL
219
Capital Analysts LLC
Pennsylvania
$155K +$696 +7 +0.5%
ASN
220
Advisory Services Network
Georgia
$154K +$154K +1,551 New
EWA
221
EP Wealth Advisors
California
$152K – – –
EWM
222
Evermay Wealth Management
Virginia
$145K +$6.94K +70 +5%
FHA
223
First Horizon Advisors
Tennessee
$125K +$125K +1,262 New
FFA
224
Frazier Financial Advisors
Ohio
$122K +$122K +1,234 New
PS
225
Principal Securities
Iowa
$110K +$110K +1,107 New
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9
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