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

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
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$31M
2
Morgan Stanley
Morgan Stanley
New York
+$27.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$14.7M
4
Bank of America
Bank of America
North Carolina
+$6.65M
5
SAM
Silvercrest Asset Management
New York
+$4.21M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$11M
2
Truist Financial
Truist Financial
North Carolina
-$3.04M
3
AL
Aspiriant LLC
California
-$2.03M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.22M
5
RJA
Raymond James & Associates
Florida
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
101
FAS Wealth Partners
Kansas
$318K -$17K -192 -5%
BC
102
Barrett & Company
Rhode Island
$315K +$53.5K +605 +20%
BSW
103
Buckingham Strategic Wealth
Missouri
$314K +$1.59K +18 +0.5%
RJT
104
Raymond James Trust
Florida
$312K +$531 +6 +0.2%
Bessemer Group
105
Bessemer Group
New Jersey
$306K – – –
MWM
106
Modera Wealth Management
New Jersey
$301K – – –
CPIG
107
Chicago Partners Investment Group
Illinois
$300K +$17.2K +202 +6%
Corient Private Wealth
108
Corient Private Wealth
Florida
$296K +$89 +1 +0%
MFWP
109
Mosaic Family Wealth Partners
Missouri
$294K +$1.86K +21 +0.6%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$288K -$41.9K -474 -13%
Two Sigma Investments
111
Two Sigma Investments
New York
$283K -$575K -6,500 -67%
EWA
112
ERTS Wealth Advisors
Michigan
$282K -$47.9K -541 -15%
CFA
113
Cahill Financial Advisors
Minnesota
$281K +$3.72K +42 +1%
SWM
114
Silverlake Wealth Management
Vermont
$279K +$3.27K +37 +1%
BFA
115
Bragg Financial Advisors
North Carolina
$277K -$13.3K -150 -5%
SI
116
Stephens Inc
Arkansas
$265K – – –
AWS
117
Atria Wealth Solutions
New York
$260K -$41.9K -474 -14%
US Bancorp
118
US Bancorp
Minnesota
$255K -$415K -4,692 -62%
TW
119
TritonPoint Wealth
Maryland
$251K +$251K +2,840 New
BRWA
120
B. Riley Wealth Advisors
Florida
$243K -$4.43K -50 -2%
Creative Planning
121
Creative Planning
Kansas
$222K +$222K +2,504 New
CWM
122
Collaborative Wealth Management
Florida
$215K +$215K +2,432 New
SCM
123
Saxony Capital Management
Missouri
$213K +$213K +2,412 New
SAM
124
SignalPoint Asset Management
Missouri
$209K +$209K +2,366 New
FWM
125
FSA Wealth Management
Massachusetts
$205K +$205K +2,313 New
3 4
5
6 7