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Vanguard S&P Small-Cap 600 ETF

302 hedge funds and large institutions have $1.36B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
30
Increased
101
Reduced
80
Closed
24
Calls
$108K
Puts
$238K
Net Calls
-$130K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
201
Merit Financial Group
Georgia
$360K -$12.7K -117 -3%
WS
202
Wedbush Securities
California
$353K
William Blair & Company
203
William Blair & Company
Illinois
$353K -$30.3K -280 -8%
RJT
204
Raymond James Trust
Florida
$350K -$2.06K -19 -0.6%
FA
205
Financial Advisors
Massachusetts
$338K
AWS
206
Atria Wealth Solutions
New York
$332K +$1.19K +11 +0.4%
BHWM
207
Beaird Harris Wealth Management
Texas
$314K +$314K +2,906 New
VFA
208
Valeo Financial Advisors
Indiana
$296K +$12.8K +118 +5%
KPWS
209
Kestra Private Wealth Services
Texas
$285K
SMA
210
Sage Mountain Advisors
Georgia
$284K
TFS
211
Thoroughbred Financial Services
Tennessee
$281K +$19.6K +181 +7%
3F
212
360 Financial
Minnesota
$275K -$11.8K -109 -4%
HTHT
213
Hemenway Trust Hemenway Trust
New Hampshire
$266K +$266K +2,457 New
GLA
214
Good Life Advisors
Pennsylvania
$264K
YWS
215
Yarger Wealth Strategies
Ohio
$260K
NWM
216
Napa Wealth Management
California
$259K
OIA
217
OneDigital Investment Advisors
Kansas
$259K
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$257K +$21.6K +200 +9%
SPC
219
Sigma Planning Corp
Michigan
$253K +$9.85K +91 +4%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$252K +$10.8K +100 +4%
UCFA
221
United Capital Financial Advisors
Texas
$250K -$6.06K -56 -2%
SL
222
Salomon & Ludwin
Virginia
$250K
TSMHT
223
Thurston Springer Miller Herd & Titak
Indiana
$247K
BRWA
224
B. Riley Wealth Advisors
Florida
$239K -$383K -3,556 -62%
CGPCS
225
Capital Group Private Client Services
California
$239K