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

241 hedge funds and large institutions have $1.06B invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
241
Holders Change
+39
Holders Change %
+19.31%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
53
Increased
89
Reduced
45
Closed
11
Calls
$329K
Puts
$52K
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$39.9M
2
OWM
2
Orgel Wealth Management
Wisconsin
$232M
3
Wells Fargo
3
Wells Fargo
California
$25M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.2M
5
SCM
5
Sebold Capital Management
Illinois
$5.39M

Top Sellers

1
B
1
Bridgeworth
Alabama
$6.86M
2
IC
2
IEQ Capital
California
$475K
3
Bank of America
3
Bank of America
North Carolina
$72.3M
4
ACP
4
Aveo Capital Partners
Colorado
$245K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.93M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$232M 1,339,571 +56,780 +4%
Ameriprise
2
Ameriprise
Minnesota
$104M 599,601 +2,605 +0.4%
Bank of America
3
Bank of America
North Carolina
$72.3M 417,458 -18,159 -4%
Morgan Stanley
4
Morgan Stanley
New York
$59.6M 344,128 -2,967 -0.9%
Cerity Partners
5
Cerity Partners
New York
$39.9M 230,014 +230,014 New
BWM
6
Baystate Wealth Management
Massachusetts
$35.5M 204,993 +15,179 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29M 167,003 +14,617 +10%
LPL Financial
8
LPL Financial
California
$28.6M 165,172 +11,481 +7%
PIMG
9
Patriot Investment Management Group
Tennessee
$27.1M 144,839 +6,337 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$26.2M 151,099 +21,703 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.2M 151,054 +31,818 +27%
ODIJL
12
One Day In July LLC
Vermont
$25.5M 147,111 -1,206 -0.8%
Wells Fargo
13
Wells Fargo
California
$25M 144,083 +36,740 +34%
SC
14
Savant Capital
Illinois
$22.3M 128,700 +6,576 +5%
CWC
15
Carolinas Wealth Consulting
North Carolina
$14M 81,037 +7,507 +10%
UBS Group
16
UBS Group
Switzerland
$14M 80,543 +8,759 +12%
WWM
17
Wiser Wealth Management
Georgia
$12.2M 70,636 +2,936 +4%
DAS
18
Dynamic Advisor Solutions
Arizona
$12.1M 69,625 -9,019 -11%
RJA
19
Raymond James & Associates
Florida
$11.4M 65,501 +4,117 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.9M 45,574 +2,246 +5%
ONB
21
Old National Bancorp
Indiana
$7.58M 43,716 +5,647 +15%
B
22
Bridgeworth
Alabama
$6.86M 39,593 -81,047 -67%
PFP
23
Pinnacle Financial Partners
Tennessee
$6.7M 38,669 -2,443 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.61M 38,167 +4,432 +13%
PFM
25
Phillips Financial Management
Indiana
$6.41M 36,977 -810 -2%
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