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Vanguard S&P Small-Cap 600 Value ETF

148 hedge funds and large institutions have $459M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
17
Increased
56
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$584K +$584K +7,573 New
MWA
77
Mills Wealth Advisors
Texas
$583K -$32.7K -422 -5%
RWP
78
RWA Wealth Partners
Massachusetts
$575K -$2.62K -34 -0.5%
AWM
79
AE Wealth Management
Kansas
$558K -$44.2K -573 -7%
FFL
80
Financial Freedom LLC
Ohio
$545K +$1.39K +18 +0.3%
CS
81
Comerica Securities
Michigan
$544K
AWM
82
Avior Wealth Management
Nebraska
$537K -$3.78K -49 -0.7%
HCA
83
Harbour Capital Advisors
Virginia
$514K +$514K +6,677 New
SFO
84
Stokes Family Office
Louisiana
$486K -$76.6K -994 -14%
RA
85
Rodgers & Associates
Pennsylvania
$478K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$473K +$25.4K +330 +6%
SC
87
Sepio Capital
Utah
$461K
SSW
88
Stone Summit Wealth
Florida
$416K +$36.1K +468 +9%
IAIM
89
International Assets Investment Management
Florida
$387K +$387K +3,956 New
BIAS
90
Beacon Investment Advisory Services
New Jersey
$385K
LTL
91
Lowery Thomas LLC
California
$384K +$101K +1,316 +36%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$374K +$67.2K +872 +22%
IWP
93
Icon Wealth Partners
Texas
$342K
RIM
94
Rockbridge Investment Management
New York
$339K -$2.31K -30 -0.7%
HWM
95
HB Wealth Management
Georgia
$324K +$324K +4,202 New
VA
96
Valmark Advisers
Ohio
$298K +$231 +3 +0.1%
FWP
97
FAS Wealth Partners
Kansas
$291K +$539 +7 +0.2%
EH
98
Equitable Holdings
New York
$291K +$2.47K +32 +0.9%
EWA
99
ERTS Wealth Advisors
Michigan
$287K -$11.6K -150 -4%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$287K +$287K +3,726 New