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Vanguard S&P Small-Cap 600 Growth ETF

61 hedge funds and large institutions have $64.2M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $55.4M → $64.2M (+$8.82M)

0% more funds holding

Funds holding: 6161 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.77% less ownership

Funds ownership: 43.52%41.75% (-1.8%)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$609K -$6.44K -96 -1%
SAM
27
Summit Asset Management
Tennessee
$598K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$425K -$69.7K -1,040 -15%
CFGS
29
Concourse Financial Group Securities
Alabama
$375K +$46K +686 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$336K +$32.6K +486 +12%
BRWA
31
B. Riley Wealth Advisors
Florida
$328K +$300K +4,478 New
RZH
32
Relyea Zuckerberg Hanson
Connecticut
$310K -$680K -10,142 -70%
AAS
33
Avantax Advisory Services
Texas
$280K +$536 +8 +0.2%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K
Deutsche Bank
35
Deutsche Bank
Germany
$274K
EWA
36
EP Wealth Advisors
California
$239K -$399K -5,956 Closed
RJFSA
37
Raymond James Financial Services Advisors
Florida
$231K +$212K +3,160 New
RJT
38
Raymond James Trust
Florida
$218K +$200K +2,988 New
PSF
39
Pacific Sun Financial
California
$212K +$194K +2,898 New
Truist Financial
40
Truist Financial
North Carolina
$202K +$185K +2,766 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$190K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$131K -$805 -12 -0.7%
AIA
43
Arcadia Investment Advisors
Idaho
$109K -$59.4K -886 -37%
CAN
44
Cetera Advisor Networks
California
$74K +$67.5K +1,006 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$59K -$2.68K -40 -5%
SFS
46
Sowell Financial Services
Arkansas
$47K
WEC
47
Winslow Evans & Crocker
Massachusetts
$37K -$5.5K -82 -14%
Citigroup
48
Citigroup
New York
$27K -$3.22K -48 -11%
AF
49
Advisornet Financial
Minnesota
$26K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$20K

VIOG Hedge Fund Activity: Q2 2020 in Review

61 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q2 2020, worth a combined $64.2M — up 16% from $55.4M a quarter earlier.

Fund positioning in VIOG was balanced in Q2 2020: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.95M. The largest seller was Raymond James & Associates, cutting an estimated $4.96M.

  • 61 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $64.2M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q2 2020 and 9 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.95M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q2 2020 was Raymond James & Associates, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2020.