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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 207 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
207
Reduced
9
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$246M
2
Ameriprise
2
Ameriprise
Minnesota
$118M
3
Bank of America
3
Bank of America
North Carolina
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.5M
5
Cerity Partners
5
Cerity Partners
New York
$40.9M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
V
2
Veritable
Delaware
$981K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$281K
5
Jane Street
5
Jane Street
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$246M 2,767,605 +1,428,034 +107%
Ameriprise
2
Ameriprise
Minnesota
$118M 1,326,634 +727,033 +121%
Bank of America
3
Bank of America
North Carolina
$79.8M 899,234 +481,776 +115%
Morgan Stanley
4
Morgan Stanley
New York
$60.5M 681,308 +337,180 +98%
Cerity Partners
5
Cerity Partners
New York
$40.9M 460,342 +230,328 +100%
BWM
6
Baystate Wealth Management
Massachusetts
$38.3M 431,191 +226,198 +110%
LPL Financial
7
LPL Financial
California
$31.8M 358,232 +193,060 +117%
Osaic Holdings
8
Osaic Holdings
Arizona
$27M 303,640 +152,541 +101%
ODIJL
9
One Day In July LLC
Vermont
$25.6M 288,271 +141,160 +96%
Wells Fargo
10
Wells Fargo
California
$25.5M 287,544 +143,461 +100%
PIMG
11
Patriot Investment Management Group
Tennessee
$23.8M 267,736 +122,897 +85%
SC
12
Savant Capital
Illinois
$22.4M 252,041 +123,341 +96%
UBS Group
13
UBS Group
Switzerland
$14.7M 165,377 +84,834 +105%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.1M 159,176 -7,827 -5%
WWM
15
Wiser Wealth Management
Georgia
$13.3M 150,271 +79,635 +113%
CWC
16
Carolinas Wealth Consulting
North Carolina
$13.3M 149,610 +68,573 +85%
RJA
17
Raymond James & Associates
Florida
$12.1M 136,804 +71,303 +109%
DAS
18
Dynamic Advisor Solutions
Arizona
$9.37M 105,535 +35,910 +52%
ONB
19
Old National Bancorp
Indiana
$8.97M 100,996 +57,280 +131%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.83M 99,432 +53,858 +118%
US Bancorp
21
US Bancorp
Minnesota
$8.32M 93,684 +93,303 +24,489%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.18M 92,140 +53,973 +141%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$7.45M 83,919 +48,798 +139%
PFP
24
Pinnacle Financial Partners
Tennessee
$7.4M 83,327 +44,658 +115%
B
25
Bridgeworth
Alabama
$6.65M 74,927 +35,334 +89%
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