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Vanguard S&P Small-Cap 600 Growth ETF
VIOG

65 hedge funds and large institutions have $84.2M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $69.8M → $84.2M (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 66 → 65 (-1)

4.74% less ownership

Funds ownership: 45.89% → 41.15% (-4.7%)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWA
Dougherty Wealth Advisers
Minnesota
+$2.73M
2
RWP
RWA Wealth Partners
Massachusetts
+$984K
3
ACA
Ackerman Capital Advisors
Texas
+$796K
4
UBS Group
UBS Group
Switzerland
+$290K
5
AF
Advisornet Financial
Minnesota
+$238K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$1.65M
4
TRCT
Tower Research Capital (TRC)
New York
-$674K
5
AAS
Avantax Advisory Services
Texas
-$611K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$807K +$1.93K +22 +0.3%
MML Investors Services
27
MML Investors Services
Massachusetts
$764K +$176 +2 +0%
CFGS
28
Concourse Financial Group Securities
Alabama
$755K +$3.34K +38 +0.5%
AF
29
Advisornet Financial
Minnesota
$707K +$238K +2,710 +60%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$626K – – –
Deutsche Bank
31
Deutsche Bank
Germany
$571K +$181K +2,060 +55%
BRWA
32
B. Riley Wealth Advisors
Florida
$437K -$268K -3,050 -41%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$435K -$3.87K -44 -1%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$372K – – –
RZH
35
Relyea Zuckerberg Hanson
Connecticut
$315K +$176 +2 +0.1%
BCA
36
Biltmore Capital Advisors
New Jersey
$295K +$527 +6 +0.2%
EWA
37
EP Wealth Advisors
California
$293K -$25.8K -294 -9%
Truist Financial
38
Truist Financial
North Carolina
$256K -$19.2K -218 -8%
CA
39
Cetera Advisors
Colorado
$256K +$229K +2,606 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$245K +$218K +2,486 New
AIC
41
Archer Investment Corporation
Indiana
$236K +$192K +2,188 +1,022%
Creative Planning
42
Creative Planning
Kansas
$235K +$210K +2,388 New
FC
43
Forte Capital
New York
$221K +$197K +2,246 New
RJT
44
Raymond James Trust
Florida
$216K -$69.4K -790 -26%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$201K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$156K -$11.1K -126 -7%
AIA
47
Arcadia Investment Advisors
Idaho
$147K – – –
SFS
48
Sowell Financial Services
Arkansas
$138K +$67K +762 +119%
Citigroup
49
Citigroup
New York
$121K +$41K +466 +61%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$95K +$14.4K +164 +20%
1
2
3

VIOG Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2020, worth a combined $84.2M — up 21% from $69.8M a quarter earlier.

Fund positioning in VIOG was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 18 trimmed.

The largest buyer was Dougherty Wealth Advisers, adding an estimated $2.73M. The largest seller was Royal Bank of Canada, cutting an estimated $4.11M.

  • 65 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2020, down from 66 in Q3 2020.
  • Funds reported $84.2M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2020 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2020 was Dougherty Wealth Advisers, an estimated $2.73M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2020.