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

85 hedge funds and large institutions have $262M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
17
Increased
33
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$21.5M
2
Morgan Stanley
Morgan Stanley
New York
+$4.68M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.44M
4
Bank of America
Bank of America
North Carolina
+$3.72M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.99M

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.67M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.62M
3
JG
Jefferies Group
New York
-$2.66M
4
ODIJL
One Day In July LLC
Vermont
-$2.02M
5
CIC
Cornercap Investment Counsel
Georgia
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.43M +$180K +2,570 +8%
ECM
27
Evergreen Capital Management
Washington
$2.3M -$402K -5,722 -15%
MAS
28
Managed Account Services
Florida
$2.22M -$618 -8 -0%
EWA
29
Exencial Wealth Advisors
Oklahoma
$2.17M -$14.3K -204 -0.7%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.02M +$111K +1,576 +6%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.99M +$1.99M +28,272 New
PAG
32
Private Advisor Group
New Jersey
$1.88M -$3.65K -52 -0.2%
ACA
33
Ackerman Capital Advisors
Texas
$1.81M -$297K -4,230 -14%
MMA
34
Miracle Mile Advisors
California
$1.81M +$21.1K +300 +1%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.79M -$29.3K -418 -2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.59M – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.45M +$401K +5,720 +38%
RDWM
38
Red Door Wealth Management
Tennessee
$1.31M – – –
RZH
39
Relyea Zuckerberg Hanson
Connecticut
$1.29M -$61.4K -874 -5%
Wells Fargo
40
Wells Fargo
California
$1.27M +$701K +9,980 +123%
FAIM
41
Financial Advocates Investment Management
Washington
$1.23M -$155K -2,214 -11%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.21M +$85.7K +1,220 +8%
Creative Planning
43
Creative Planning
Kansas
$1.15M +$15.2K +216 +1%
IIC
44
Integrated Investment Consultants
Michigan
$1.07M +$1.07M +15,232 New
RA
45
Rodgers & Associates
Pennsylvania
$1.04M +$1.04M +14,746 New
WA
46
Wealth Architects
California
$967K – – –
SFO
47
Stokes Family Office
Louisiana
$890K +$4.22K +60 +0.5%
MWM
48
Merriman Wealth Management
Washington
$843K +$843K +12,000 New
KW
49
KWB Wealth
California
$831K +$831K +11,832 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
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