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

68 hedge funds and large institutions have $95M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
15
Increased
24
Reduced
17
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$6.95M
2
MAG
Mokosak Advisory Group
Iowa
+$3.33M
3
RA
Riversedge Advisors
Delaware
+$2.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
5
Morgan Stanley
Morgan Stanley
New York
+$1.61M

Top Sellers

1
PAS
Park Avenue Securities
New York
-$7.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
3
Bank of America
Bank of America
North Carolina
-$2.16M
4
EK
Evensky & Katz
Florida
-$766K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$479K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$931K +$931K +21,530 New
SFO
27
Stokes Family Office
Louisiana
$890K -$164K -3,794 -16%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$848K -$233K -5,400 -22%
RDWM
29
Red Door Wealth Management
Tennessee
$806K +$806K +18,634 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K +$179K +4,138 +34%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$651K +$112K +2,590 +21%
EWA
33
EP Wealth Advisors
California
$627K -$322K -7,440 -34%
WA
34
Wealth Architects
California
$596K – – –
Ameriprise
35
Ameriprise
Minnesota
$573K +$60.5K +1,400 +12%
Osaic Holdings
36
Osaic Holdings
Arizona
$561K +$561K +12,982 New
PSF
37
Pacific Sun Financial
California
$509K +$112K +2,594 +28%
B
38
Bailard
California
$481K +$481K +11,120 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$411K +$44K +1,016 +12%
DADC
40
D.A. Davidson & Co
Montana
$337K -$139K -3,216 -29%
RJA
41
Raymond James & Associates
Florida
$327K +$44.3K +1,024 +16%
AWM
42
Avior Wealth Management
Nebraska
$284K – – –
CS
43
Comerica Securities
Michigan
$284K +$111K +2,560 +64%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$281K -$479K -11,066 -63%
SFS
45
Sowell Financial Services
Arkansas
$265K +$67.7K +1,564 +34%
FAAS
46
First Allied Advisory Services
California
$257K -$33.4K -772 -12%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$174K +$93.6K +2,166 +116%
Wells Fargo
48
Wells Fargo
California
$117K +$18.9K +438 +19%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$96K +$35.1K +812 +58%
CWC
50
Carolinas Wealth Consulting
North Carolina
$72K +$68.3K +1,570 +1,869%
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