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Vanguard S&P Small-Cap 600 Value ETF

134 hedge funds and large institutions have $390M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
24
Increased
43
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.18M +$1.37M +19,168 +49%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.17M -$219K -3,072 -5%
FTS
28
Fifth Third Securities
Ohio
$4.16M +$13.9K +194 +0.3%
LPL Financial
29
LPL Financial
California
$4.1M -$625K -8,758 -13%
MWM
30
Merriman Wealth Management
Washington
$3.69M +$3.69M +51,634 New
RCAG
31
Rehmann Capital Advisory Group
Michigan
$3.64M +$85.9K +1,204 +2%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.47M +$2.86K +40 +0.1%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.22M -$16.3K -228 -0.5%
First Manhattan
34
First Manhattan
New York
$3.01M -$6.07M -85,042 -67%
Citadel Advisors
35
Citadel Advisors
Florida
$2.98M +$2.98M +41,748 New
SWM
36
Spire Wealth Management
Virginia
$2.76M +$161K +2,250 +6%
ECM
37
Evergreen Capital Management
Washington
$2.72M
AWM
38
AE Wealth Management
Kansas
$2.47M +$1.85M +25,938 +301%
Wells Fargo
39
Wells Fargo
California
$2.46M -$91.2K -1,278 -4%
Truist Financial
40
Truist Financial
North Carolina
$2.35M -$1.21M -16,912 -34%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.31M +$135K +1,894 +6%
EWA
42
Exencial Wealth Advisors
Oklahoma
$2.2M +$75K +1,050 +4%
Ameriprise
43
Ameriprise
Minnesota
$2.13M +$151K +2,050 +8%
EK
44
Evensky & Katz
Florida
$2.04M -$33.8K -474 -2%
Stifel Financial
45
Stifel Financial
Missouri
$2.03M +$2.03M +28,412 New
PAG
46
Private Advisor Group
New Jersey
$2.01M +$26.8K +376 +1%
ACA
47
Ackerman Capital Advisors
Texas
$1.83M +$234K +3,282 +15%
SAM
48
Silvercrest Asset Management
New York
$1.67M +$130K +1,820 +8%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$1.64M +$151K +2,116 +10%
MMA
50
Miracle Mile Advisors
California
$1.63M +$2K +28 +0.1%