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Vanguard S&P Small-Cap 600 Value ETF

153 hedge funds and large institutions have $474M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
15
Increased
47
Reduced
51
Closed
19
Calls
$296K
Puts
$82K
Net Calls
+$214K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
26
Aspiriant LLC
California
$5.34M -$421K -5,125 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.33M -$7.66M -93,275 -59%
LPL Financial
28
LPL Financial
California
$5.21M -$149K -1,816 -3%
VNA
29
Valley National Advisers
Pennsylvania
$5.06M +$576K +7,017 +13%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.83M -$1.68M -20,486 -26%
FTS
31
Fifth Third Securities
Ohio
$4.65M -$8.87K -108 -0.2%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.99M +$10.8K +132 +0.3%
Ameriprise
33
Ameriprise
Minnesota
$3.71M +$1.03M +12,600 +39%
ECM
34
Evergreen Capital Management
Washington
$3.69M
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.66M -$5.05M -61,472 -58%
Wells Fargo
36
Wells Fargo
California
$3.44M -$2.87M -34,894 -45%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$3.28M -$77.2K -940 -2%
Truist Financial
38
Truist Financial
North Carolina
$3.24M +$272K +3,310 +9%
RCA
39
Resonant Capital Advisors
Wisconsin
$2.63M +$128K +1,558 +5%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$2.59M +$109K +1,325 +4%
GRP
41
Global Retirement Partners
California
$2.58M +$363K +4,420 +16%
EWA
42
Exencial Wealth Advisors
Oklahoma
$2.51M
SI
43
Saxon Interests
Texas
$2.43M +$48.8K +594 +2%
SC
44
Sierra Capital
Florida
$2.39M +$124K +1,516 +6%
PAG
45
Private Advisor Group
New Jersey
$2.32M +$17.4K +212 +0.8%
EK
46
Evensky & Katz
Florida
$2.28M -$81.6K -994 -3%
DADC
47
D.A. Davidson & Co
Montana
$2.24M +$64K +779 +3%
MMA
48
Miracle Mile Advisors
California
$2.23M
CIBC World Market
49
CIBC World Market
Ontario, Canada
$1.97M +$20.5K +250 +1%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.88M +$42.3K +515 +2%