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

158 hedge funds and large institutions have $486M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
28
Increased
60
Reduced
46
Closed
13
Calls
$258K
Puts
$105K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$25.9M
2
SWM
Spire Wealth Management
Virginia
+$3.56M
3
Wells Fargo
Wells Fargo
California
+$3.15M
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$2.83M
5
SI
Saxon Interests
Texas
+$2.34M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$2.15M
3
BWM
Baystate Wealth Management
Massachusetts
-$1.57M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Northern Trust
Northern Trust
Illinois
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
51
Integrated Investment Consultants
Michigan
$1.93M -$596K -7,384 -24%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$1.91M +$5.65K +70 +0.3%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$1.82M – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.81M +$465K +5,756 +35%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.8M -$88.6K -1,097 -5%
EF
56
Empowered Funds
Pennsylvania
$1.78M +$1.78M +22,021 New
Prudential Financial
57
Prudential Financial
New Jersey
$1.75M +$308K +3,812 +21%
ACA
58
Ackerman Capital Advisors
Texas
$1.72M +$74.9K +927 +5%
RDWM
59
Red Door Wealth Management
Tennessee
$1.5M – – –
PFM
60
Phillips Financial Management
Indiana
$1.36M +$54.1K +670 +4%
BWM
61
Baystate Wealth Management
Massachusetts
$1.25M -$1.57M -19,450 -56%
Jane Street
62
Jane Street
New York
$1.2M +$961K +11,894 +398%
MWM
63
Merriman Wealth Management
Washington
$1.18M -$62.3K -771 -5%
RZH
64
Relyea Zuckerberg Hanson
Connecticut
$1.12M -$71.1K -881 -6%
FSG
65
Financial Strategies Group
Michigan
$1.11M +$56.2K +696 +5%
Mariner
66
Mariner
Kansas
$1.09M +$167K +2,063 +18%
SPC
67
Sigma Planning Corp
Michigan
$1.07M +$486K +6,012 +83%
Citadel Advisors
68
Citadel Advisors
Florida
$1.06M +$843K +10,442 +396%
VF
69
Virtu Financial
New York
$1.01M +$205K +2,540 +26%
WA
70
Wealth Architects
California
$975K – – –
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$971K +$6.87K +85 +0.7%
AllianceBernstein
72
AllianceBernstein
Tennessee
$905K +$905K +11,210 New
MIM
73
Macroview Investment Management
Maryland
$887K +$195K +2,417 +28%
AWM
74
AE Wealth Management
Kansas
$804K -$42.3K -524 -5%
TSS
75
Two Sigma Securities
New York
$730K +$371K +4,597 +104%
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3
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