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

173 hedge funds and large institutions have $540M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
50
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$11.1M
2
ECG
EPIQ Capital Group
California
+$2.72M
3
EWA
EP Wealth Advisors
California
+$2.37M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.71M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$12M
2
AI
Atria Investments
North Carolina
-$11.6M
3
VNA
Valley National Advisers
Pennsylvania
-$6.88M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.74M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
126
Lido Advisors
California
$218K +$218K +2,358 New
VCP
127
Verus Capital Partners
Arizona
$213K +$213K +2,305 New
FWM
128
FSA Wealth Management
Massachusetts
$211K +$211K +2,284 New
SWP
129
Stratos Wealth Partners
Ohio
$203K +$203K +2,196 New
VNA
130
Valley National Advisers
Pennsylvania
$198K -$6.88M -74,461 -97%
SMA
131
Sage Mountain Advisors
Georgia
$175K – – –
CWC
132
Carolinas Wealth Consulting
North Carolina
$166K +$929 +10 +0.6%
AP
133
Aspect Partners
Virginia
$148K – – –
CA
134
Continuum Advisory
Idaho
$118K +$21K +216 +22%
ACA
135
Aptus Capital Advisors
Alabama
$98.7K +$21.9K +237 +29%
US Bancorp
136
US Bancorp
Minnesota
$88.6K +$3.89K +42 +5%
CFGS
137
Concourse Financial Group Securities
Alabama
$82.6K – – –
LFG
138
Larson Financial Group
Missouri
$76.6K +$5.73K +62 +8%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$75.1K +$75.1K +812 New
SL
140
Salomon & Ludwin
Virginia
$69K – – –
MIM
141
Macroview Investment Management
Maryland
$68.2K -$27.5K -298 -29%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$58.8K – – –
BGAI
143
Bruce G. Allen Investments
Colorado
$56.8K +$92 +1 +0.2%
HCP
144
Hexagon Capital Partners
Arkansas
$56.6K -$56.4K -610 -50%
TPCW
145
TD Private Client Wealth
New York
$40K +$1.66K +18 +4%
PG
146
Proffitt & Goodson
Tennessee
$39K +$39K +422 New
FIA
147
FNY Investment Advisers
New York
$36K +$36K +400 New
Citigroup
148
Citigroup
New York
$35.3K -$9.25K -100 -21%
BBHC
149
Brown Brothers Harriman & Co
New York
$32.2K – – –
CA
150
CoreCap Advisors
Michigan
$30.3K +$30.3K +328 New
4 5
6
7 8