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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 %
FMP
151
Financial Management Professionals
Texas
$8K – – –
BWP
152
Baldwin Wealth Partners
Massachusetts
$7.27K +$7.27K +90 New
AAS
153
Ameritas Advisory Services
Nebraska
$6.88K +$6.88K +85 New
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$5.79K +$324 +4,006 +6%
RA
155
Rise Advisors
New York
$2.1K – – –
SSB
156
Sandy Spring Bank
Maryland
$1.94K – – –
HNB
157
Huntington National Bank
Ohio
$1.94K – – –
HS
158
Horan Securities
United States
$1.13K +$1.13K +14 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$485 – – –
Northern Trust
160
Northern Trust
Illinois
– -$749K -9,542 Closed
OMC
161
Old Mission Capital
Illinois
– -$587K -7,470 Closed
Brown Advisory
162
Brown Advisory
Maryland
– -$200K -2,550 Closed
USCWA
163
U.S. Capital Wealth Advisors
Texas
– -$152K -1,930 Closed
EWA
164
EP Wealth Advisors
California
– -$114K -1,458 Closed
MCC
165
Money Concepts Capital
Florida
– -$78.2K -996 Closed
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
– -$75K -962 Closed
NA
167
NewEdge Advisors
Louisiana
– -$65.8K -838 Closed
GWS
168
Glassman Wealth Services
Virginia
– -$59.8K -762 Closed
Citigroup
169
Citigroup
New York
– -$31.4K -400 Closed
AWM
170
Accurate Wealth Management
Florida
– -$25.7K -312 Closed
EE
171
EWG Elevate
California
– -$23.9K -304 Closed
CSB
172
City State Bank
Iowa
– -$16K -200 Closed
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