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Vanguard S&P Small-Cap 600 Value ETF

173 hedge funds and large institutions have $540M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
50
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$858K +$10.6K +115 +1%
HWM
77
HB Wealth Management
Georgia
$801K
FSG
78
Financial Strategies Group
Michigan
$744K -$70.7K -767 -9%
BA
79
Bristlecone Advisors
Washington
$721K
LTL
80
Lowery Thomas LLC
California
$716K +$36.2K +392 +5%
RWP
81
RWA Wealth Partners
Massachusetts
$641K -$2.4K -26 -0.4%
SC
82
Sierra Capital
Florida
$637K -$363K -3,922 -36%
FTS
83
Fifth Third Securities
Ohio
$630K -$45.8K -495 -7%
DWP
84
Daymark Wealth Partners
Ohio
$621K -$13.6K -147 -2%
HighTower Advisors
85
HighTower Advisors
Illinois
$617K -$8.7K -94 -1%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$612K +$170K +1,842 +39%
HCA
87
Harbour Capital Advisors
Virginia
$579K
RA
88
Rodgers & Associates
Pennsylvania
$573K
Brown Advisory
89
Brown Advisory
Maryland
$553K -$343K -3,709 -38%
AWM
90
Avior Wealth Management
Nebraska
$536K -$21.6K -234 -4%
FFL
91
Financial Freedom LLC
Ohio
$535K -$28.4K -307 -5%
Comerica Bank
92
Comerica Bank
Texas
$531K -$148K -1,601 -22%
SC
93
Sepio Capital
Utah
$519K
MWA
94
Mills Wealth Advisors
Texas
$507K -$4.85K -53 -0.9%
Jane Street
95
Jane Street
New York
$497K -$214K -2,318 -30%
KPWS
96
Kestra Private Wealth Services
Texas
$479K +$479K +5,178 New
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$455K -$714K -7,723 -61%
SFO
98
Stokes Family Office
Louisiana
$451K +$1.85K +20 +0.4%
Betterment LLC
99
Betterment LLC
New York
$450K +$51.2K +553 +13%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$433K