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Vanguard S&P Small-Cap 600 ETF

327 hedge funds and large institutions have $2.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+25
Holders Change %
+8.28%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
51
Increased
124
Reduced
86
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
201
Avidian Wealth Enterprises
Texas
$362K -$18.6K -175 -5%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$360K -$22.4K -211 -6%
MCM
203
Manchester Capital Management
Vermont
$355K
AWS
204
Atria Wealth Solutions
New York
$350K +$23.7K +223 +7%
BF
205
BOK Financial
Oklahoma
$344K -$19K -183 -5%
1IA
206
1834 Investment Advisors
Wisconsin
$343K -$116K -1,095 -25%
MFG
207
Merit Financial Group
Georgia
$338K -$15.5K -146 -4%
USWIA
208
UP Strategic Wealth Investment Advisors
Pennsylvania
$335K -$82.6K -779 -20%
FTUS
209
Flow Traders U.S.
New York
$334K +$334K +3,147 New
FA
210
Financial Advisors
Massachusetts
$331K
IAA
211
Independent Advisor Alliance
North Carolina
$329K +$329K +3,104 New
ESB
212
Essex Savings Bank
Connecticut
$329K -$83.9K -791 -20%
SHF
213
Stage Harbor Financial
Massachusetts
$329K -$83.9K -791 -20%
DWM
214
Diversify Wealth Management
Utah
$327K +$327K +3,148 New
DAS
215
Diversify Advisory Services
Utah
$324K -$148K -1,424 -31%
ECG
216
Edge Capital Group
Georgia
$315K -$108K -1,020 -26%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$315K +$68.2K +643 +28%
BHWM
218
Beaird Harris Wealth Management
Texas
$308K
KeyBank National Association
219
KeyBank National Association
Ohio
$304K +$304K +2,871 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$303K +$303K +2,853 New
S
221
Sunpointe
Missouri
$283K -$192K -1,815 -40%
Financial Engines Advisors
222
Financial Engines Advisors
California
$281K +$281K +2,649 New
TFS
223
Thoroughbred Financial Services
Tennessee
$280K +$4.45K +42 +2%
KPWS
224
Kestra Private Wealth Services
Texas
$279K -$318 -3 -0.1%
SMA
225
Sage Mountain Advisors
Georgia
$279K