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Vanguard S&P Small-Cap 600 Value ETF

153 hedge funds and large institutions have $474M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
15
Increased
47
Reduced
51
Closed
19
Calls
$296K
Puts
$82K
Net Calls
+$214K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
51
Integrated Investment Consultants
Michigan
$1.84M -$116K -1,416 -6%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$1.8M -$53K -646 -3%
ACA
53
Ackerman Capital Advisors
Texas
$1.67M -$81.2K -989 -5%
RDWM
54
Red Door Wealth Management
Tennessee
$1.52M
SPC
55
Sigma Planning Corp
Michigan
$1.43M +$341K +4,158 +31%
Mariner
56
Mariner
Kansas
$1.37M +$267K +3,249 +24%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.35M +$1.35M +16,484 New
PFM
58
Phillips Financial Management
Indiana
$1.26M -$123K -1,504 -9%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.16M -$676K -8,232 -37%
Prudential Financial
60
Prudential Financial
New Jersey
$1.15M -$632K -7,701 -35%
AWM
61
Arista Wealth Management
Nevada
$1.11M +$832K +10,135 +297%
FSG
62
Financial Strategies Group
Michigan
$1.09M -$42.3K -515 -4%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.08M -$2.78M -33,854 -72%
RZH
64
Relyea Zuckerberg Hanson
Connecticut
$1.07M -$69.9K -851 -6%
PSF
65
Pacific Sun Financial
California
$1.06M +$1.06M +13,094 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.02M +$34.4K +419 +3%
WA
67
Wealth Architects
California
$991K
MIM
68
Macroview Investment Management
Maryland
$931K +$29.7K +362 +3%
AllianceBernstein
69
AllianceBernstein
Tennessee
$920K
BWM
70
Baystate Wealth Management
Massachusetts
$901K -$368K -4,478 -29%
Citadel Advisors
71
Citadel Advisors
Florida
$796K -$278K -3,387 -26%
Jane Street
72
Jane Street
New York
$734K -$488K -5,941 -40%
Two Sigma Investments
73
Two Sigma Investments
New York
$714K +$714K +8,700 New
BA
74
Bristlecone Advisors
Washington
$690K
MWA
75
Mills Wealth Advisors
Texas
$652K -$3.7K -45 -0.6%