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Vanguard S&P Small-Cap 600 Value ETF

160 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FBT
26
First Bank & Trust
South Dakota
$6.94M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$6.66M +$54.6K +617 +0.8%
PAS
28
Park Avenue Securities
New York
$6.37M +$13.9K +157 +0.2%
VNA
29
Valley National Advisers
Pennsylvania
$6.19M +$225K +2,538 +4%
SWM
30
Spire Wealth Management
Virginia
$5.6M +$70.8K +843 +1%
FTS
31
Fifth Third Securities
Ohio
$4.96M +$708 +8 +0%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$4.34M -$375K -4,238 -8%
Wells Fargo
33
Wells Fargo
California
$4.3M +$340K +3,840 +9%
Ameriprise
34
Ameriprise
Minnesota
$3.95M +$185K +2,109 +5%
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.83M -$96.6K -1,091 -2%
JWA
36
JFS Wealth Advisors
Pennsylvania
$3.77M -$6.46K -73 -0.2%
AL
37
Aspiriant LLC
California
$3.75M -$2.03M -22,903 -35%
ECM
38
Evergreen Capital Management
Washington
$3.71M -$159K -1,800 -4%
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$3.21M -$244K -2,755 -7%
RCA
40
Resonant Capital Advisors
Wisconsin
$3.13M +$210K +2,370 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.02M +$1.52M +17,184 +101%
EWA
42
Exencial Wealth Advisors
Oklahoma
$2.75M +$47.8K +540 +2%
Mariner
43
Mariner
Kansas
$2.66M +$1.05M +11,872 +65%
GRP
44
Global Retirement Partners
California
$2.63M +$9.69K +116 +0.4%
PAG
45
Private Advisor Group
New Jersey
$2.52M +$2.74K +31 +0.1%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.5M +$584K +6,597 +30%
SI
47
Saxon Interests
Texas
$2.45M +$2.45M +27,696 New
EK
48
Evensky & Katz
Florida
$2.41M -$19.9K -225 -0.8%
DADC
49
D.A. Davidson & Co
Montana
$2.36M -$33.3K -376 -1%
FDDB
50
Fidelity D&D Bancorp
Pennsylvania
$2.28M +$150K +1,692 +7%