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

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$92.7M
2
CA
2
CoreCap Advisors
Michigan
$7.24M
3
MAWA
3
Moss Adams Wealth Advisors
Washington
$3.82M
4
UBS Group
4
UBS Group
Switzerland
$17.7M
5
CAN
5
Cetera Advisor Networks
California
$4.64M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
2
Ameriprise
Minnesota
$37M
3
US Bancorp
3
US Bancorp
Minnesota
$67.4K
4
BWM
4
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
5
Executive Wealth Management
Michigan
$395K
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$126M 1,367,480 -1,400,125 -51%
Bank of America
2
Bank of America
North Carolina
$92.7M 1,008,947 +109,713 +12%
Morgan Stanley
3
Morgan Stanley
New York
$64.8M 705,441 +24,133 +4%
Cerity Partners
4
Cerity Partners
New York
$43.3M 471,374 +11,032 +2%
Ameriprise
5
Ameriprise
Minnesota
$37M 402,426 -924,208 -70%
LPL Financial
6
LPL Financial
California
$31.9M 346,966 -11,266 -3%
BWM
7
Baystate Wealth Management
Massachusetts
$31.5M 343,324 -87,867 -20%
Wells Fargo
8
Wells Fargo
California
$28.1M 305,355 +17,811 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.9M 303,680 +40 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.4M 298,251 +14,879 +5%
ODIJL
11
One Day In July LLC
Vermont
$26.7M 290,488 +2,217 +0.8%
SC
12
Savant Capital
Illinois
$24.1M 262,337 +10,296 +4%
PIMG
13
Patriot Investment Management Group
Tennessee
$20.8M 226,791 -40,945 -15%
UBS Group
14
UBS Group
Switzerland
$17.7M 192,558 +27,181 +16%
WWM
15
Wiser Wealth Management
Georgia
$14.3M 155,163 +4,892 +3%
CWC
16
Carolinas Wealth Consulting
North Carolina
$13.8M 150,197 +587 +0.4%
RJA
17
Raymond James & Associates
Florida
$13.8M 149,993 +13,189 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13.2M 143,578 -15,598 -10%
ONB
19
Old National Bancorp
Indiana
$11.1M 120,443 +19,447 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.7M 94,638 +2,498 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.16M 88,752 +4,833 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.13M 88,480 -10,952 -11%
PFP
23
Pinnacle Financial Partners
Tennessee
$7.9M 86,024 +2,697 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.55M 82,139 +15,084 +22%
CA
25
CoreCap Advisors
Michigan
$7.24M 78,806 +78,806 New
1
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