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Vanguard S&P Small-Cap 600 Value ETF

148 hedge funds and large institutions have $459M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
17
Increased
56
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
26
Park Avenue Securities
New York
$5.53M -$78.7K -1,022 -1%
VNA
27
Valley National Advisers
Pennsylvania
$5.2M +$446K +5,787 +9%
SWM
28
Spire Wealth Management
Virginia
$5.07M +$59.3K +770 +1%
AL
29
Aspiriant LLC
California
$5.03M +$24.7K +321 +0.5%
FTS
30
Fifth Third Securities
Ohio
$4.34M -$50.3K -649 -1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$4.11M -$424K -5,506 -9%
Wells Fargo
32
Wells Fargo
California
$3.45M +$221K +2,871 +7%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.42M -$18.5K -240 -0.5%
ECM
34
Evergreen Capital Management
Washington
$3.39M -$86.8K -1,120 -2%
Ameriprise
35
Ameriprise
Minnesota
$3.3M -$176K -2,290 -5%
JWA
36
JFS Wealth Advisors
Pennsylvania
$3.29M -$457K -5,929 -12%
Truist Financial
37
Truist Financial
North Carolina
$3.04M -$1.08K -14 -0%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$3.01M -$71K -922 -2%
RCA
39
Resonant Capital Advisors
Wisconsin
$2.56M +$87.2K +1,125 +4%
EWA
40
Exencial Wealth Advisors
Oklahoma
$2.35M +$539 +7 +0%
GRP
41
Global Retirement Partners
California
$2.33M -$3.65K -49 -0.2%
PAG
42
Private Advisor Group
New Jersey
$2.19M +$14.7K +191 +0.7%
EK
43
Evensky & Katz
Florida
$2.11M -$25K -324 -1%
DADC
44
D.A. Davidson & Co
Montana
$2.09M -$11.7K -152 -0.6%
MMA
45
Miracle Mile Advisors
California
$1.98M -$113K -1,461 -5%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$1.88M +$35.4K +460 +2%
FDDB
47
Fidelity D&D Bancorp
Pennsylvania
$1.86M +$1.86M +24,085 New
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.69M
CAN
49
Cetera Advisor Networks
California
$1.69M +$1.42M +18,424 +535%
SC
50
Sierra Capital
Florida
$1.68M -$563K -7,302 -25%