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Vanguard S&P Small-Cap 600 Value ETF

153 hedge funds and large institutions have $474M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
15
Increased
47
Reduced
51
Closed
19
Calls
$296K
Puts
$82K
Net Calls
+$214K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
101
Raymond James Trust
Florida
$289K -$5.26K -64 -2%
Bessemer Group
102
Bessemer Group
New Jersey
$284K
CAN
103
Cetera Advisor Networks
California
$283K +$22.7K +277 +9%
AWS
104
Atria Wealth Solutions
New York
$280K -$203K -2,465 -42%
MWM
105
Modera Wealth Management
New Jersey
$279K
Corient Private Wealth
106
Corient Private Wealth
Florida
$274K +$37.7K +459 +16%
MFWP
107
Mosaic Family Wealth Partners
Missouri
$271K -$8.46K -103 -3%
BFA
108
Bragg Financial Advisors
North Carolina
$269K
BIA
109
BHK Investment Advisors
Alabama
$263K
CFA
110
Cahill Financial Advisors
Minnesota
$256K
SI
111
Stephens Inc
Arkansas
$246K
TC
112
TownSquare Capital
Utah
$243K -$9.11K -111 -4%
MOS
113
MGO One Seven
Ohio
$243K -$411 -5 -0.2%
BC
114
Barrett & Company
Rhode Island
$243K
WP
115
WealthSource Partners
California
$234K -$46.5K -566 -17%
BRWA
116
B. Riley Wealth Advisors
Florida
$228K +$23.1K +280 +11%
CWM
117
Collaborative Wealth Management
Florida
$225K -$14.3K -174 -6%
Renaissance Technologies
118
Renaissance Technologies
New York
$222K -$238K -2,900 -52%
1WM
119
1900 Wealth Management
Texas
$222K +$109K +1,330 +97%
SWM
120
Silverlake Wealth Management
Vermont
$221K +$221K +2,694 New
MFG
121
Merit Financial Group
Georgia
$218K +$218K +2,661 New
Stifel Financial
122
Stifel Financial
Missouri
$207K -$2.52M -30,748 -92%
SAM
123
SignalPoint Asset Management
Missouri
$207K
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$177K -$10.4K -127 -6%
CWC
125
Carolinas Wealth Consulting
North Carolina
$161K