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

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$207M
2
Ameriprise
Ameriprise
Minnesota
$96.5M
3
BWM
Baystate Wealth Management
Massachusetts
$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.9M
5
IC
IEQ Capital
California
$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$70.3M
2
Cerity Partners
Cerity Partners
New York
$0
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$0
4
LPL Financial
LPL Financial
California
$24.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$207M +$201M +2,488,188 +3,215%
Ameriprise
2
Ameriprise
Minnesota
$96.5M +$73.1M +904,732 +313%
Bank of America
3
Bank of America
North Carolina
$70.3M -$40.6M -503,380 -37%
Morgan Stanley
4
Morgan Stanley
New York
$56M +$1.02M +12,632 +2%
BWM
5
Baystate Wealth Management
Massachusetts
$30.6M +$30.6M +379,628 New
LPL Financial
6
LPL Financial
California
$24.8M -$7.24M -89,658 -23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.6M +$1.45M +17,958 +6%
ODIJL
8
One Day In July LLC
Vermont
$23.9M +$498K +6,166 +2%
PIMG
9
Patriot Investment Management Group
Tennessee
$22.4M +$656K +8,124 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$20.9M +$9.45M +117,100 +83%
SC
11
Savant Capital
Illinois
$19.7M -$95.7K -1,186 -0.5%
B
12
Bridgeworth
Alabama
$19.5M +$3.03M +37,572 +18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.3M -$1.51M -18,650 -7%
Wells Fargo
14
Wells Fargo
California
$17.3M +$434K +5,380 +3%
DAS
15
Dynamic Advisor Solutions
Arizona
$12.7M +$671K +8,310 +6%
CWC
16
Carolinas Wealth Consulting
North Carolina
$11.9M +$580K +7,180 +5%
UBS Group
17
UBS Group
Switzerland
$11.6M +$239K +2,960 +2%
WWM
18
Wiser Wealth Management
Georgia
$10.9M +$782K +9,684 +8%
RJA
19
Raymond James & Associates
Florida
$9.91M +$242K +3,002 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7M -$5.64M -69,878 -45%
PFP
21
Pinnacle Financial Partners
Tennessee
$6.64M +$394K +4,882 +6%
ONB
22
Old National Bancorp
Indiana
$6.15M +$1.54M +19,114 +34%
PFM
23
Phillips Financial Management
Indiana
$6.1M – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.63M +$690K +8,544 +14%
CA
25
Cetera Advisors
Colorado
$5.6M +$133K +1,648 +2%
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