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

131 hedge funds and large institutions have $551M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
18
Increased
51
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.3M
2
EF
Empowered Funds
Pennsylvania
+$8.06M
3
CCFM
Clear Creek Financial Management
Washington
+$6.19M
4
NEWAS
N.E.W. Advisory Services
Wisconsin
+$5.98M
5
Bank of America
Bank of America
North Carolina
+$5.21M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$33M
2
VA
Verdad Advisers
Massachusetts
-$7.84M
3
OMC
Old Mission Capital
Illinois
-$7.12M
4
UBS Group
UBS Group
Switzerland
-$4.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$2.06M -$7.66K -84 -0.4%
PWS
52
Precision Wealth Strategies
Missouri
$1.76M +$1.76M +19,274 New
RZH
53
Relyea Zuckerberg Hanson
Connecticut
$1.7M -$32.8K -360 -2%
RDWM
54
Red Door Wealth Management
Tennessee
$1.67M – – –
IIC
55
Integrated Investment Consultants
Michigan
$1.66M +$207K +2,270 +14%
1WM
56
1900 Wealth Management
Texas
$1.51M +$1.05M +11,554 +230%
JWA
57
JFS Wealth Advisors
Pennsylvania
$1.49M +$1.47M +16,082 +7,515%
Creative Planning
58
Creative Planning
Kansas
$1.43M -$39K -428 -3%
Prudential Financial
59
Prudential Financial
New Jersey
$1.43M +$930K +10,200 +185%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$1.43M -$912 -10 -0.1%
RA
61
Rodgers & Associates
Pennsylvania
$1.12M -$45.4K -498 -4%
WA
62
Wealth Architects
California
$1.1M – – –
Citadel Advisors
63
Citadel Advisors
Florida
$1.1M +$1.1M +12,062 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.09M +$531K +5,830 +96%
DADC
65
D.A. Davidson & Co
Montana
$954K +$35.5K +390 +4%
KW
66
KWB Wealth
California
$928K – – –
Renaissance Technologies
67
Renaissance Technologies
New York
$875K +$875K +9,600 New
TRCT
68
Tower Research Capital (TRC)
New York
$874K -$966K -10,588 -52%
AWM
69
AE Wealth Management
Kansas
$830K +$44.7K +490 +6%
AWA
70
Arete Wealth Advisors
Illinois
$787K -$370K -4,300 -32%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
SFO
72
Stokes Family Office
Louisiana
$730K -$21.7K -238 -3%
BA
73
Bristlecone Advisors
Washington
$711K – – –
CS
74
Comerica Securities
Michigan
$645K -$12.4K -136 -2%
SAM
75
Silvercrest Asset Management
New York
$640K – – –
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3
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