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

158 hedge funds and large institutions have $486M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
28
Increased
60
Reduced
46
Closed
13
Calls
$258K
Puts
$105K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$25.9M
2
SWM
Spire Wealth Management
Virginia
+$3.56M
3
Wells Fargo
Wells Fargo
California
+$3.15M
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$2.83M
5
SI
Saxon Interests
Texas
+$2.34M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$2.15M
3
BWM
Baystate Wealth Management
Massachusetts
-$1.57M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Northern Trust
Northern Trust
Illinois
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
ERTS Wealth Advisors
Michigan
$295K -$19.4K -240 -6%
VA
102
Valmark Advisers
Ohio
$291K +$11.5K +142 +4%
EH
103
Equitable Holdings
New York
$290K -$15.3K -189 -5%
RJT
104
Raymond James Trust
Florida
$289K +$289K +3,578 New
LTL
105
Lowery Thomas LLC
California
$280K +$43.8K +542 +19%
Bessemer Group
106
Bessemer Group
New Jersey
$279K – – –
WP
107
WealthSource Partners
California
$276K +$276K +3,418 New
AWM
108
Arista Wealth Management
Nevada
$275K -$71.9K -890 -21%
MWM
109
Modera Wealth Management
New Jersey
$275K – – –
MFWP
110
Mosaic Family Wealth Partners
Missouri
$275K +$275K +3,400 New
BSW
111
Buckingham Strategic Wealth
Missouri
$265K -$265K -1,690 -50%
BFA
112
Bragg Financial Advisors
North Carolina
$265K – – –
BIA
113
BHK Investment Advisors
Alabama
$258K +$258K +3,200 New
CAN
114
Cetera Advisor Networks
California
$256K +$15K +186 +6%
CFA
115
Cahill Financial Advisors
Minnesota
$252K +$646 +8 +0.3%
TC
116
TownSquare Capital
Utah
$248K +$248K +3,068 New
SI
117
Stephens Inc
Arkansas
$242K -$9.69K -120 -4%
MOS
118
MGO One Seven
Ohio
$239K +$239K +2,962 New
BC
119
Barrett & Company
Rhode Island
$239K -$79K -978 -25%
CWM
120
Collaborative Wealth Management
Florida
$235K -$7.91K -98 -3%
Corient Private Wealth
121
Corient Private Wealth
Florida
$233K – – –
1WM
122
1900 Wealth Management
Texas
$215K -$215K -1,371 -50%
JWM
123
Jeppson Wealth Management
California
$211K -$8.08K -100 -4%
SAM
124
SignalPoint Asset Management
Missouri
$203K -$13.9K -172 -6%
BRWA
125
B. Riley Wealth Advisors
Florida
$200K +$200K +2,482 New
3 4
5
6 7