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Vanguard S&P Small-Cap 600 Value ETF

85 hedge funds and large institutions have $262M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
17
Increased
33
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$31.9M +$990K +14,100 +3%
Ameriprise
2
Ameriprise
Minnesota
$22.6M +$21.5M +306,450 +1,926%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M +$4.68M +66,678 +33%
RH
4
RFG Holdings
Texas
$17.7M +$17.7M +251,398 New
ODIJL
5
One Day In July LLC
Vermont
$14M -$2.02M -28,800 -13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.9M -$494K -7,040 -4%
FMP
7
Financial Management Professionals
Texas
$10.4M -$271K -3,858 -3%
RJA
8
Raymond James & Associates
Florida
$9.57M +$182K +2,592 +2%
Bank of America
9
Bank of America
North Carolina
$9.49M +$3.72M +53,000 +64%
PAS
10
Park Avenue Securities
New York
$8.42M -$345K -4,920 -4%
First Manhattan
11
First Manhattan
New York
$7.72M +$561K +7,990 +8%
SI
12
Stephens Inc
Arkansas
$6.27M -$247K -3,518 -4%
APC
13
Asset Planning Corporation
Tennessee
$6.01M +$6.01M +85,622 New
MAG
14
Mokosak Advisory Group
Iowa
$5.33M +$86.2K +1,228 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.01M +$4.44M +63,248 +781%
RA
16
Riversedge Advisors
Delaware
$4.67M +$14.3K +204 +0.3%
ICMP
17
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.57M -$138K -1,962 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.2M -$31.6K -450 -0.7%
LPL Financial
19
LPL Financial
California
$3.25M -$4.67M -66,528 -59%
CFS
20
Cannon Financial Strategists
Georgia
$3M +$354K +5,046 +13%
EK
21
Evensky & Katz
Florida
$2.98M -$446K -6,358 -13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.93M +$1.14M +16,186 +64%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.64M -$3.62M -51,592 -58%
Jane Street
24
Jane Street
New York
$2.51M +$1.74M +24,838 +228%
Truist Financial
25
Truist Financial
North Carolina
$2.49M +$136K +1,930 +6%