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

166 hedge funds and large institutions have $625M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
166
Holders Change
+20
Holders Change %
+13.7%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
59
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tanglewood Wealth Management
Texas
$18.3M
2
Bank of America
2
Bank of America
North Carolina
$33.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.5M
4
CIC
4
Cornercap Investment Counsel
Georgia
$4.79M
5
CWC
5
Carolinas Wealth Consulting
North Carolina
$13.9M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$25.7M
3
SCM
3
Stordahl Capital Management
Colorado
$3.85M
4
ODIJL
4
One Day In July LLC
Vermont
$31.2M
5
FFA
5
First Foundation Advisors
California
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.3M 293,031 +8,448 +3%
BJ
2
Brouwer & Janachowski
California
$45.1M 226,731 +2,368 +1%
CIAS
3
CBIZ Investment Advisory Services
Ohio
– – – –
Bank of America
4
Bank of America
North Carolina
$33.2M 166,909 +89,599 +116%
ODIJL
5
One Day In July LLC
Vermont
$31.2M 156,794 -4,918 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$27.4M 137,899 +20,917 +18%
PIMG
7
Patriot Investment Management Group
Tennessee
$26.7M 134,253 +11,396 +9%
SC
8
Savant Capital
Illinois
$26.4M 132,479 -2,881 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.7M 129,148 -7,047 -5%
LPL Financial
10
LPL Financial
California
$21.9M 110,279 +70 +0.1%
Wells Fargo
11
Wells Fargo
California
$20.7M 103,877 +7,607 +8%
TWM
12
Tanglewood Wealth Management
Texas
$18.3M 91,809 +91,809 New
B
13
Bridgeworth
Alabama
$16.9M 85,124 -2,567 -3%
UBS Group
14
UBS Group
Switzerland
$16.4M 82,209 +4,391 +6%
Ameriprise
15
Ameriprise
Minnesota
$15.7M 78,797 -1,173 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14.5M 73,118 +40,168 +122%
CWC
17
Carolinas Wealth Consulting
North Carolina
$13.9M 69,698 +22,716 +48%
CA
18
Cetera Advisors
Colorado
$8.08M 40,601 +2,581 +7%
RJA
19
Raymond James & Associates
Florida
$7.8M 39,197 +400 +1%
DAS
20
Dynamic Advisor Solutions
Arizona
$7.38M 37,120 +4,755 +15%
PFP
21
Pinnacle Financial Partners
Tennessee
$6.87M 34,558 -496 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.48M 32,508 +2,380 +8%
OWM
23
Orgel Wealth Management
Wisconsin
$6.46M 32,487 +7,236 +29%
CIC
24
Cornercap Investment Counsel
Georgia
$4.79M 24,076 +24,076 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.51M 22,678 +207 +0.9%
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