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Vanguard S&P Small-Cap 600 Value ETF

160 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.6M +$27.1M +306,329 +106%
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$50.1M -$143K -1,615 -0.3%
UBS Group
3
UBS Group
Switzerland
$35.7M +$1.4M +15,819 +4%
GFA
4
Gallagher Fiduciary Advisors
Illinois
$32.3M -$393K -4,444 -1%
AI
5
Atria Investments
North Carolina
$31M +$31M +350,270 New
Bank of America
6
Bank of America
North Carolina
$29.3M +$6.65M +75,158 +29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20M +$545K +6,153 +3%
RH
8
RFG Holdings
Texas
$19.9M -$54.1K -611 -0.3%
ODIJL
9
One Day In July LLC
Vermont
$19.3M +$154K +1,739 +0.8%
MGIA
10
Moneta Group Investment Advisors
Missouri
$14.7M +$14.7M +166,063 New
SFC
11
SYM Financial Corp
Indiana
$14.5M -$943K -10,653 -6%
RJA
12
Raymond James & Associates
Florida
$14.3M -$1.06M -11,986 -7%
SAM
13
Silvercrest Asset Management
New York
$11.9M +$4.21M +47,541 +55%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.2M -$11M -123,925 -49%
First Manhattan
15
First Manhattan
New York
$11.1M -$55.5K -627 -0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.5M +$915K +10,342 +10%
CFS
17
Cannon Financial Strategists
Georgia
$9.68M +$2.07M +23,421 +27%
APC
18
Asset Planning Corporation
Tennessee
$8.76M +$528K +5,966 +6%
SOAG
19
Silver Oak Advisory Group
Oregon
$8.52M +$310K +3,499 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$8.3M -$1.22M -13,737 -13%
LPL Financial
21
LPL Financial
California
$7.7M -$209K -2,365 -3%
LFA
22
Legend Financial Advisors
Pennsylvania
$7.57M +$153K +1,729 +2%
MAG
23
Mokosak Advisory Group
Iowa
$7.36M +$247K +2,796 +3%
RA
24
Riversedge Advisors
Delaware
$7.02M +$374K +4,228 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.97M -$340K -3,837 -5%