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Vanguard S&P Small-Cap 600 Value ETF

171 hedge funds and large institutions have $569M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
54
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.54M -$115K -1,297 -2%
VNA
27
Valley National Advisers
Pennsylvania
$6.5M +$312K +3,526 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.08M -$4.38M -49,585 -42%
PAS
29
Park Avenue Securities
New York
$5.92M -$445K -5,032 -7%
SWM
30
Spire Wealth Management
Virginia
$5.86M -$35K -396 -0.6%
Wells Fargo
31
Wells Fargo
California
$5.08M +$784K +8,867 +18%
FTS
32
Fifth Third Securities
Ohio
$4.9M -$53.1K -601 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.62M -$2.34M -26,431 -34%
Ameriprise
34
Ameriprise
Minnesota
$4.36M +$384K +4,342 +10%
ECM
35
Evergreen Capital Management
Washington
$3.8M +$91.3K +1,032 +2%
JWA
36
JFS Wealth Advisors
Pennsylvania
$3.75M -$15.9K -180 -0.4%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.71M -$115K -1,304 -3%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.61M -$727K -8,222 -17%
AL
39
Aspiriant LLC
California
$3.23M -$517K -5,844 -14%
GRP
40
Global Retirement Partners
California
$3.2M +$421K +4,758 +15%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$3.15M -$53.6K -606 -2%
RCA
42
Resonant Capital Advisors
Wisconsin
$3.15M +$19.4K +219 +0.6%
DADC
43
D.A. Davidson & Co
Montana
$3.03M +$672K +7,595 +28%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$3.02M +$2.25M +25,457 +293%
SI
45
Saxon Interests
Texas
$2.94M +$494K +5,585 +20%
EWA
46
Exencial Wealth Advisors
Oklahoma
$2.75M +$884 +10 +0%
PAG
47
Private Advisor Group
New Jersey
$2.46M -$62K -701 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.37M -$125K -1,415 -5%
EK
49
Evensky & Katz
Florida
$2.35M -$55.1K -623 -2%
FDDB
50
Fidelity D&D Bancorp
Pennsylvania
$2.2M -$82.1K -929 -4%