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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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$184K +$21.4K +265 +13%
ACA
127
Aptus Capital Advisors
Alabama
$175K +$175K +2,170 New
CWC
128
Carolinas Wealth Consulting
North Carolina
$157K +$404 +5 +0.3%
ASN
129
Advisory Services Network
Georgia
$133K -$646 -8 -0.5%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$129K +$122K +1,514 +1,941%
HCP
131
Hexagon Capital Partners
Arkansas
$98.7K – – –
BFEC
132
Benjamin F. Edwards & Company
Missouri
$48K – – –
EWA
133
EverSource Wealth Advisors
Alabama
$45.4K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$42.9K -$404 -5 -0.9%
IA
135
IFP Advisors
Florida
$36.7K -$9.88K -70 -21%
TWP
136
TFO Wealth Partners
Ohio
$36.2K -$10.3M -127,854 -100%
AF
137
Advisornet Financial
Minnesota
$33.4K +$81 +1 +0.2%
TPCW
138
TD Private Client Wealth
New York
$31.2K +$31.2K +386 New
BBHC
139
Brown Brothers Harriman & Co
New York
$28.1K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$28.1K – – –
SIM
141
Studio Investment Management
Illinois
$27.3K +$27.3K +338 New
HI
142
Harbour Investments
Wisconsin
$21.5K – – –
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$18.5K -$18.2K -225 -50%
PA
144
Parallel Advisors
California
$18.3K +$17.6K +218 +2,725%
GEA
145
Glen Eagle Advisors
New Jersey
$16.2K – – –
ONST
146
Old North State Trust
North Carolina
$16K – – –
2L
147
25 LLC
Missouri
$15.6K +$15.6K +202 New
PCMC
148
Private Capital Management (Colorado)
Colorado
$12.1K +$12.1K +150 New
PO
149
Private Ocean
California
$11.4K -$81 -1 -0.7%
TWC
150
TD Waterhouse Canada
Ontario, Canada
$9.77K – – –
3 4 5
6
7