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

158 hedge funds and large institutions have $486M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
28
Increased
60
Reduced
46
Closed
13
Calls
$258K
Puts
$105K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$25.9M
2
SWM
Spire Wealth Management
Virginia
+$3.56M
3
Wells Fargo
Wells Fargo
California
+$3.15M
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$2.83M
5
SI
Saxon Interests
Texas
+$2.34M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$2.15M
3
BWM
Baystate Wealth Management
Massachusetts
-$1.57M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Northern Trust
Northern Trust
Illinois
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$5.32M +$3.56M +44,067 +202%
LPL Financial
27
LPL Financial
California
$5.27M +$206K +2,556 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.02M +$135K +1,673 +3%
ICMP
29
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.94M +$2.83M +60,788 +134%
FTS
30
Fifth Third Securities
Ohio
$4.58M -$43K -533 -0.9%
VNA
31
Valley National Advisers
Pennsylvania
$4.34M +$897K +11,284 +26%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.92M +$242 +3 +0%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.8M -$132K -1,638 -3%
ECM
34
Evergreen Capital Management
Washington
$3.62M +$304K +3,768 +9%
SAM
35
Silvercrest Asset Management
New York
$3.4M +$701K +8,678 +26%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$3.3M -$61.9K -767 -2%
Truist Financial
37
Truist Financial
North Carolina
$2.92M +$260K +3,214 +10%
Stifel Financial
38
Stifel Financial
Missouri
$2.69M +$308K +3,815 +13%
Ameriprise
39
Ameriprise
Minnesota
$2.64M +$110K +1,362 +4%
EWA
40
Exencial Wealth Advisors
Oklahoma
$2.47M +$81 +1 +0%
RCA
41
Resonant Capital Advisors
Wisconsin
$2.45M -$1.45K -18 -0.1%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$2.43M +$33K +408 +1%
SI
43
Saxon Interests
Texas
$2.34M +$2.34M +29,012 New
EK
44
Evensky & Katz
Florida
$2.32M -$5.9K -73 -0.3%
PAG
45
Private Advisor Group
New Jersey
$2.27M +$323 +4 +0%
SC
46
Sierra Capital
Florida
$2.23M +$1.87M +23,193 +532%
FDDB
47
Fidelity D&D Bancorp
Pennsylvania
$2.2M +$2.2M +24,848 New
MMA
48
Miracle Mile Advisors
California
$2.19M +$327K +4,047 +18%
DADC
49
D.A. Davidson & Co
Montana
$2.14M +$84.9K +1,051 +4%
GRP
50
Global Retirement Partners
California
$2.07M +$2.07M +26,972 New
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