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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 %
FSG
76
Financial Strategies Group
Michigan
$499K -$77.7K -892 -13%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$497K +$129K +1,480 +35%
SFG
78
Sovereign Financial Group
Connecticut
$485K +$485K +5,574 New
Prudential Financial
79
Prudential Financial
New Jersey
$480K +$41.5K +476 +9%
VWA
80
V Wealth Advisors
Kansas
$448K +$448K +5,148 New
BRWA
81
B. Riley Wealth Advisors
Florida
$437K – – –
BCA
82
Biltmore Capital Advisors
New Jersey
$421K +$62.5K +718 +17%
EWA
83
EP Wealth Advisors
California
$391K – – –
IWP
84
Icon Wealth Partners
Texas
$386K – – –
CAC
85
Certified Advisory Corp
Florida
$371K +$371K +4,264 New
RM
86
Resource Management
Louisiana
$348K – – –
MCC
87
Money Concepts Capital
Florida
$325K +$325K +3,736 New
AC
88
Avestar Capital
New York
$317K +$317K +3,540 New
CWM
89
Collaborative Wealth Management
Florida
$314K +$314K +3,544 New
BFA
90
Bragg Financial Advisors
North Carolina
$286K – – –
Brown Advisory
91
Brown Advisory
Maryland
$261K – – –
Stifel Financial
92
Stifel Financial
Missouri
$254K +$254K +2,916 New
RHBC
93
R.H. Bluestein & Co
Michigan
$245K +$245K +2,810 New
Bank of New York Mellon
94
Bank of New York Mellon
New York
$238K +$238K +2,734 New
HighTower Advisors
95
HighTower Advisors
Illinois
$235K +$235K +2,736 New
HI
96
Harbour Investments
Wisconsin
$229K +$229K +2,632 New
SAM
97
SignalPoint Asset Management
Missouri
$227K +$227K +2,604 New
BIA
98
BHK Investment Advisors
Alabama
$225K – – –
EH
99
Equitable Holdings
New York
$211K +$211K +2,422 New
CC
100
Cannell & Co
New York
$210K +$210K +2,408 New
2 3
4
5 6