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

76 hedge funds and large institutions have $153M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
22
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.4M
2
PAS
Park Avenue Securities
New York
+$6.74M
3
RJA
Raymond James & Associates
Florida
+$5.94M
4
Morgan Stanley
Morgan Stanley
New York
+$5.45M
5
Bank of America
Bank of America
North Carolina
+$4.23M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.58M
2
First Manhattan
First Manhattan
New York
-$1.98M
3
EK
Evensky & Katz
Florida
-$1.74M
4
LPL Financial
LPL Financial
California
-$1.37M
5
ODIJL
One Day In July LLC
Vermont
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$1.43M +$1.43M +27,370 New
PAG
27
Private Advisor Group
New Jersey
$1.39M +$51.1K +980 +4%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.18M +$8.77K +168 +0.7%
RZH
29
Relyea Zuckerberg Hanson
Connecticut
$1.18M -$162K -3,112 -12%
CFS
30
Cannon Financial Strategists
Georgia
$1.14M +$1.14M +21,898 New
FWP
31
FAS Wealth Partners
Kansas
$1.13M -$53K -1,016 -4%
SFO
32
Stokes Family Office
Louisiana
$1.04M -$35.7K -684 -3%
TRCT
33
Tower Research Capital (TRC)
New York
$1.01M +$1.01M +19,438 New
RDWM
34
Red Door Wealth Management
Tennessee
$972K – – –
AWM
35
AE Wealth Management
Kansas
$847K +$847K +16,232 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$835K -$16.7K -320 -2%
Creative Planning
37
Creative Planning
Kansas
$829K +$829K +15,882 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$821K +$36K +690 +5%
SS
39
Simplicity Solutions
Minnesota
$801K +$801K +15,348 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
WA
41
Wealth Architects
California
$718K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$706K +$706K +13,526 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$700K +$204K +3,912 +41%
Ameriprise
44
Ameriprise
Minnesota
$638K -$54.9K -1,050 -8%
PSF
45
Pacific Sun Financial
California
$637K +$23.5K +450 +4%
CAC
46
Certified Advisory Corp
Florida
$608K -$544K -10,420 -47%
EWA
47
EP Wealth Advisors
California
$484K -$272K -5,218 -36%
Osaic Holdings
48
Osaic Holdings
Arizona
$466K -$213K -4,070 -31%
VF
49
Virtu Financial
New York
$408K +$408K +7,822 New
BA
50
Bristlecone Advisors
Washington
$407K +$407K +7,800 New
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