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Vanguard S&P Small-Cap 600 Value ETF

150 hedge funds and large institutions have $958M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.42%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
34
Increased
40
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
26
Aspiriant LLC
California
$5.8M +$5.27M +67,124 +987%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.32M +$719K +9,156 +16%
LPL Financial
28
LPL Financial
California
$4.92M +$417K +5,306 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.75M +$168K +2,144 +4%
FTS
30
Fifth Third Securities
Ohio
$4.5M -$47.1K -600 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.82M -$1.69M -21,518 -31%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.81M -$10.2K -130 -0.3%
VNA
33
Valley National Advisers
Pennsylvania
$3.63M +$2.54M +30,350 +234%
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.56M +$18.4K +234 +0.5%
TWP
35
TFO Wealth Partners
Ohio
$3.32M +$3.08M +118,938 +1,270%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$3.27M -$1.39M -17,676 -30%
ECM
37
Evergreen Capital Management
Washington
$3.23M +$234K +2,980 +8%
Wells Fargo
38
Wells Fargo
California
$2.97M +$265K +3,380 +10%
BWM
39
Baystate Wealth Management
Massachusetts
$2.74M -$1.93M -24,632 -41%
SAM
40
Silvercrest Asset Management
New York
$2.63M +$792K +10,084 +43%
Truist Financial
41
Truist Financial
North Carolina
$2.59M +$628 +8 +0%
IIC
42
Integrated Investment Consultants
Michigan
$2.45M +$1.64M +20,944 +203%
Ameriprise
43
Ameriprise
Minnesota
$2.44M +$177K +2,252 +8%
EWA
44
Exencial Wealth Advisors
Oklahoma
$2.4M -$23.1K -294 -1%
RCA
45
Resonant Capital Advisors
Wisconsin
$2.38M +$2.38M +30,338 New
RCAG
46
Rehmann Capital Advisory Group
Michigan
$2.34M -$1.67M -21,214 -42%
Stifel Financial
47
Stifel Financial
Missouri
$2.31M +$81.7K +1,040 +4%
EK
48
Evensky & Katz
Florida
$2.26M +$22.8K +290 +1%
DADC
49
D.A. Davidson & Co
Montana
$1.99M +$912K +11,616 +84%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$1.85M +$54.8K +698 +3%