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

171 hedge funds and large institutions have $569M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
54
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
Octavia Wealth Advisors
Ohio
+$14.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.25M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.59M
5
RJA
Raymond James & Associates
Florida
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.3M
2
RH
RFG Holdings
Texas
-$10.9M
3
Bank of America
Bank of America
North Carolina
-$5.65M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$51.3M +$1.2M +13,566 +2%
UBS Group
2
UBS Group
Switzerland
$34.3M -$1.42M -16,095 -4%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$32M -$256K -2,895 -0.8%
AI
4
Atria Investments
North Carolina
$31.5M +$530K +5,994 +2%
Morgan Stanley
5
Morgan Stanley
New York
$26.2M -$26.3M -297,951 -50%
Bank of America
6
Bank of America
North Carolina
$23.6M -$5.65M -63,920 -19%
ODIJL
7
One Day In July LLC
Vermont
$19.4M +$149K +1,687 +0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.6M -$1.38M -15,595 -7%
RJA
9
Raymond James & Associates
Florida
$15.8M +$1.56M +17,651 +11%
MGIA
10
Moneta Group Investment Advisors
Missouri
$14.7M – – –
OWA
11
Octavia Wealth Advisors
Ohio
$14.4M +$14.4M +162,921 New
SFC
12
SYM Financial Corp
Indiana
$13.9M -$600K -6,785 -4%
First Manhattan
13
First Manhattan
New York
$11.1M -$41.6K -471 -0.4%
SAM
14
Silvercrest Asset Management
New York
$11M -$915K -10,347 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.5M -$726K -8,212 -6%
CFS
16
Cannon Financial Strategists
Georgia
$9.61M -$65.1K -736 -0.7%
RH
17
RFG Holdings
Texas
$8.99M -$10.9M -122,619 -55%
APC
18
Asset Planning Corporation
Tennessee
$8.97M +$215K +2,437 +2%
SOAG
19
Silver Oak Advisory Group
Oregon
$8.72M +$202K +2,280 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$8.31M +$18.4K +208 +0.2%
LFA
21
Legend Financial Advisors
Pennsylvania
$7.84M +$279K +3,151 +4%
MAG
22
Mokosak Advisory Group
Iowa
$7.67M +$315K +3,564 +4%
LPL Financial
23
LPL Financial
California
$7.33M -$362K -4,094 -5%
FBT
24
First Bank & Trust
South Dakota
$6.93M – – –
RA
25
Riversedge Advisors
Delaware
$6.82M -$187K -2,117 -3%
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