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

123 hedge funds and large institutions have $516M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+38
Holders Change %
+44.71%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
42
Increased
35
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
+$34.9M
2
GWM
Geneos Wealth Management
Colorado
+$33M
3
BWM
Baystate Wealth Management
Massachusetts
+$26.7M
4
SW
Signify Wealth
Missouri
+$8.65M
5
EE
EWG Elevate
California
+$8.39M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$2.77M
2
Jane Street
Jane Street
New York
-$2.51M
3
PAS
Park Avenue Securities
New York
-$2.01M
4
APC
Asset Planning Corporation
Tennessee
-$1.49M
5
RJA
Raymond James & Associates
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
51
Relyea Zuckerberg Hanson
Connecticut
$1.69M +$47.5K +532 +3%
RDWM
52
Red Door Wealth Management
Tennessee
$1.6M -$28.7K -328 -2%
Creative Planning
53
Creative Planning
Kansas
$1.41M -$15.1K -174 -1%
IIC
54
Integrated Investment Consultants
Michigan
$1.39M +$61.4K +706 +5%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$1.37M -$127K -1,460 -9%
FAIM
56
Financial Advocates Investment Management
Washington
$1.3M -$226K -2,602 -15%
AWA
57
Arete Wealth Advisors
Illinois
$1.17M +$1.17M +13,438 New
RA
58
Rodgers & Associates
Pennsylvania
$1.11M -$175K -2,014 -14%
WA
59
Wealth Architects
California
$1.05M -$148K -1,700 -12%
KW
60
KWB Wealth
California
$928K -$102K -1,172 -10%
DADC
61
D.A. Davidson & Co
Montana
$877K +$877K +10,078 New
KWM
62
Kingsview Wealth Management
Oregon
$774K +$774K +8,802 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
AWM
64
AE Wealth Management
Kansas
$750K +$463K +5,318 +161%
SFO
65
Stokes Family Office
Louisiana
$683K -$367K -4,430 -35%
BA
66
Bristlecone Advisors
Washington
$679K – – –
First Trust Advisors
67
First Trust Advisors
Illinois
$628K +$628K +7,216 New
CS
68
Comerica Securities
Michigan
$627K +$28.7K +330 +5%
FWP
69
FAS Wealth Partners
Kansas
$618K +$3.83K +44 +0.6%
SAM
70
Silvercrest Asset Management
New York
$611K +$611K +7,022 New
SFS
71
Sowell Financial Services
Arkansas
$570K +$8.94K +98 +2%
AWM
72
Avior Wealth Management
Nebraska
$560K -$17.9K -206 -3%
LFA
73
Legend Financial Advisors
Pennsylvania
$541K +$541K +6,220 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$529K -$63.4K -728 -11%
MWM
75
Merriman Wealth Management
Washington
$522K -$522K -6,000 -50%
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