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

150 hedge funds and large institutions have $958M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.42%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
34
Increased
40
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
+$14.4M
2
AWA
Arete Wealth Advisors
Illinois
+$13M
3
First Manhattan
First Manhattan
New York
+$6.65M
4
AL
Aspiriant LLC
California
+$5.27M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.02M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$5.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
3
MWM
Merriman Wealth Management
Washington
-$2.84M
4
BWM
Baystate Wealth Management
Massachusetts
-$1.93M
5
AWM
AE Wealth Management
Kansas
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$569K -$108K -1,374 -16%
FFL
77
Financial Freedom LLC
Ohio
$553K +$553K +7,040 New
CS
78
Comerica Securities
Michigan
$552K +$7.07K +90 +1%
AWM
79
Avior Wealth Management
Nebraska
$551K -$471 -6 -0.1%
AWS
80
Atria Wealth Solutions
New York
$473K -$58.6K -746 -11%
SC
81
Sepio Capital
Utah
$469K +$469K +5,978 New
RIM
82
Rockbridge Investment Management
New York
$469K +$469K +5,976 New
MWA
83
Mills Wealth Advisors
Texas
$459K +$459K +5,846 New
Creative Planning
84
Creative Planning
Kansas
$443K -$574K -7,312 -56%
RWP
85
RWA Wealth Partners
Massachusetts
$399K +$399K +4,772 New
FWP
86
FAS Wealth Partners
Kansas
$354K -$26.9K -342 -7%
TSS
87
Two Sigma Securities
New York
$349K +$349K +4,440 New
IWA
88
Icon Wealth Advisors
Texas
$348K – – –
SC
89
Sierra Capital
Florida
$343K +$203K +2,580 +145%
AWM
90
Arista Wealth Management
Nevada
$338K +$338K +4,298 New
SSW
91
Stone Summit Wealth
Florida
$317K – – –
BC
92
Barrett & Company
Rhode Island
$309K – – –
EWA
93
ERTS Wealth Advisors
Michigan
$305K +$305K +3,888 New
EH
94
Equitable Holdings
New York
$297K -$12.4K -158 -4%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$276K – – –
VA
96
Valmark Advisers
Ohio
$272K +$272K +3,466 New
Bessemer Group
97
Bessemer Group
New Jersey
$272K – – –
MWM
98
Modera Wealth Management
New Jersey
$267K – – –
BSW
99
Buckingham Strategic Wealth
Missouri
$265K -$20.7K -264 -7%
BFA
100
Bragg Financial Advisors
North Carolina
$258K – – –
2 3
4
5 6