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Vanguard S&P Small-Cap 600 Value ETF

160 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$768K -$298K -3,365 -28%
FSG
77
Financial Strategies Group
Michigan
$736K -$532K -6,263 -42%
HighTower Advisors
78
HighTower Advisors
Illinois
$703K -$5.76K -65 -0.8%
BA
79
Bristlecone Advisors
Washington
$690K
BWM
80
Baystate Wealth Management
Massachusetts
$680K -$45K -508 -6%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$678K +$134K +1,517 +25%
MWA
82
Mills Wealth Advisors
Texas
$636K -$25.7K -292 -4%
AWM
83
Avior Wealth Management
Nebraska
$617K -$620 -7 -0.1%
RWP
84
RWA Wealth Partners
Massachusetts
$607K -$53.7K -607 -8%
FFL
85
Financial Freedom LLC
Ohio
$559K -$66.1K -747 -11%
SFO
86
Stokes Family Office
Louisiana
$556K -$1.68K -19 -0.3%
RA
87
Rodgers & Associates
Pennsylvania
$549K
HCA
88
Harbour Capital Advisors
Virginia
$546K -$24.5K -286 -4%
LTL
89
Lowery Thomas LLC
California
$499K +$58.2K +658 +13%
SC
90
Sepio Capital
Utah
$497K -$32.2K -364 -6%
AWM
91
AE Wealth Management
Kansas
$467K -$155K -1,803 -25%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$430K
CC
93
Cannell & Co
New York
$413K +$413K +4,664 New
SSW
94
Stone Summit Wealth
Florida
$407K -$71.2K -805 -15%
Betterment LLC
95
Betterment LLC
New York
$394K +$394K +4,448 New
IWA
96
Icon Wealth Advisors
Texas
$393K +$393K +4,438 New
RIM
97
Rockbridge Investment Management
New York
$387K -$2.3K -26 -0.6%
VA
98
Valmark Advisers
Ohio
$343K
MFF
99
Mango Five Family
Nevada
$340K +$340K +3,846 New
EH
100
Equitable Holdings
New York
$324K -$10.6K -120 -3%