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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 %
BSW
101
Buckingham Strategic Wealth
Missouri
$272K +$924 +12 +0.3%
RJT
102
Raymond James Trust
Florida
$271K
Bessemer Group
103
Bessemer Group
New Jersey
$267K
AWS
104
Atria Wealth Solutions
New York
$265K +$1.4K +18 +0.5%
MWM
105
Modera Wealth Management
New Jersey
$262K
Two Sigma Advisers
106
Two Sigma Advisers
New York
$262K +$262K +3,400 New
Corient Private Wealth
107
Corient Private Wealth
Florida
$257K
MFWP
108
Mosaic Family Wealth Partners
Missouri
$255K +$462 +6 +0.2%
BFA
109
Bragg Financial Advisors
North Carolina
$253K
CFA
110
Cahill Financial Advisors
Minnesota
$241K +$1K +13 +0.4%
CPIG
111
Chicago Partners Investment Group
Illinois
$241K +$241K +3,331 New
SWM
112
Silverlake Wealth Management
Vermont
$240K +$32.4K +420 +16%
WP
113
WealthSource Partners
California
$236K +$16.4K +213 +7%
SI
114
Stephens Inc
Arkansas
$231K
BC
115
Barrett & Company
Rhode Island
$228K +$77 +1 +0%
BRWA
116
B. Riley Wealth Advisors
Florida
$216K +$2.25K +29 +1%
MFG
117
Merit Financial Group
Georgia
$204K -$1.08K -14 -0.5%
SMA
118
Sage Mountain Advisors
Georgia
$146K +$146K +1,890 New
CWC
119
Carolinas Wealth Consulting
North Carolina
$142K +$1.23K +17 +0.9%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$123K +$77 +1 +0.1%
HCP
121
Hexagon Capital Partners
Arkansas
$94.2K
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$89.4K -$76.6K -994 -46%
GJIA
123
Glass Jacobson Investment Advisors
Maryland
$58.4K +$231 +3 +0.4%
LFG
124
Larson Financial Group
Missouri
$55.9K +$4.7K +61 +9%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$46K