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

150 hedge funds and large institutions have $958M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.42%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
34
Increased
40
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
+$14.4M
2
AWA
Arete Wealth Advisors
Illinois
+$13M
3
First Manhattan
First Manhattan
New York
+$6.65M
4
AL
Aspiriant LLC
California
+$5.27M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.02M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$5.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
3
MWM
Merriman Wealth Management
Washington
-$2.84M
4
BWM
Baystate Wealth Management
Massachusetts
-$1.93M
5
AWM
AE Wealth Management
Kansas
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$477M +$13M +166 +3%
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$39.6M +$3.87M +49,294 +11%
UBS Group
3
UBS Group
Switzerland
$32.9M -$1.15M -14,708 -3%
F
4
F3Logic
Minnesota
$27.6M +$1.41M +17,984 +5%
GBS
5
Gallagher Benefit Services
Illinois
$27.6M +$27.6M +351,700 New
Bank of America
6
Bank of America
North Carolina
$26.5M -$249K -3,174 -0.9%
Morgan Stanley
7
Morgan Stanley
New York
$23.9M -$652K -8,304 -3%
RH
8
RFG Holdings
Texas
$18.3M -$289K -3,676 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.1M +$170K +2,166 +0.9%
ODIJL
10
One Day In July LLC
Vermont
$16.2M +$104K +1,326 +0.6%
SFC
11
SYM Financial Corp
Indiana
$14.4M +$14.4M +183,062 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$4.02M +51,238 +46%
RJA
13
Raymond James & Associates
Florida
$11.2M -$129K -1,642 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.2M +$3.58M +45,550 +54%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.1M -$511K -6,502 -5%
First Manhattan
16
First Manhattan
New York
$9.96M +$6.65M +84,722 +201%
SOAG
17
Silver Oak Advisory Group
Oregon
$7.23M +$29.2K +372 +0.4%
CFS
18
Cannon Financial Strategists
Georgia
$6.88M -$391K -4,984 -5%
LFA
19
Legend Financial Advisors
Pennsylvania
$6.83M -$268K -3,414 -4%
APC
20
Asset Planning Corporation
Tennessee
$6.73M +$84K +1,070 +1%
RA
21
Riversedge Advisors
Delaware
$6.15M -$474K -6,034 -7%
PAS
22
Park Avenue Securities
New York
$6.07M -$157K -1,998 -3%
FBT
23
First Bank & Trust
South Dakota
$6.02M – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.02M +$149K +1,892 +3%
MAG
25
Mokosak Advisory Group
Iowa
$6.01M -$189K -2,410 -3%
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