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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$42.8M
4
CAN
4
Cetera Advisor Networks
California
$16.1M
5
CA
5
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$630K
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$14.8M
5
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$164M 1,879,080 +511,600 +37%
Bank of America
2
Bank of America
North Carolina
$120M 1,370,817 +361,870 +36%
Morgan Stanley
3
Morgan Stanley
New York
$55.4M 633,388 -72,053 -10%
Osaic Holdings
4
Osaic Holdings
Arizona
$42.8M 489,106 +185,426 +61%
BWM
5
Baystate Wealth Management
Massachusetts
$31.6M 361,240 +17,916 +5%
LPL Financial
6
LPL Financial
California
$31M 355,096 +8,130 +2%
Wells Fargo
7
Wells Fargo
California
$28.4M 324,536 +19,181 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$26.6M 304,236 +5,985 +2%
ODIJL
9
One Day In July LLC
Vermont
$25.5M 291,626 +1,138 +0.4%
Ameriprise
10
Ameriprise
Minnesota
$25M 286,072 -116,354 -29%
SC
11
Savant Capital
Illinois
$22.6M 258,820 -3,517 -1%
UBS Group
12
UBS Group
Switzerland
$17M 194,389 +1,831 +1%
CAN
13
Cetera Advisor Networks
California
$16.1M 184,296 +133,840 +265%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.8M 180,664 +37,086 +26%
PIMG
15
Patriot Investment Management Group
Tennessee
$14.8M 169,072 -57,719 -25%
WWM
16
Wiser Wealth Management
Georgia
$14.3M 163,312 +8,149 +5%
RJA
17
Raymond James & Associates
Florida
$13M 149,012 -981 -0.7%
CWC
18
Carolinas Wealth Consulting
North Carolina
$11.3M 137,006 -13,191 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.88M 113,018 +24,538 +28%
ONB
20
Old National Bancorp
Indiana
$9.11M 104,263 -16,180 -13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.58M 98,135 +3,497 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$7.59M 86,814 -1,938 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.39M 84,594 +2,455 +3%
PFP
24
Pinnacle Financial Partners
Tennessee
$7.34M 83,930 -2,094 -2%
CA
25
CoreCap Advisors
Michigan
$7.15M 81,798 +2,992 +4%
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