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Vanguard S&P Small-Cap 600 Growth ETF

90 hedge funds and large institutions have $131M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $110M → $131M (+$21.4M)

8.71% more ownership

Funds ownership: 49.02%57.73% (+8.7%)

5% more funds holding

Funds holding: 8690 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Capital Wealth Management
Rhode Island
$1.02M +$173K +1,790 +18%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$959K -$6K -62 -0.6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$921K -$52.8K -546 -5%
CFGS
29
Concourse Financial Group Securities
Alabama
$893K +$41.2K +426 +4%
PMG
30
ProVise Management Group
Florida
$855K +$144K +1,486 +18%
AF
31
Advisornet Financial
Minnesota
$825K -$96.7K -1,000 -10%
LTL
32
Lowery Thomas LLC
California
$816K +$17.4K +180 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$760K -$2.6M -26,886 -76%
PA
34
PFG Advisors
Arizona
$662K +$731K +7,558 New
SAM
35
Summit Asset Management
Tennessee
$661K
DADC
36
D.A. Davidson & Co
Montana
$649K -$13.2K -136 -2%
KAS
37
Kestra Advisory Services
Texas
$618K +$50.1K +518 +8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$565K +$7.35K +76 +1%
MGIA
39
Moneta Group Investment Advisors
Missouri
$523K -$62.7K -648 -10%
Citadel Advisors
40
Citadel Advisors
Florida
$467K -$166K -1,712 -24%
FWM
41
FSA Wealth Management
Massachusetts
$446K +$493K +5,098 New
MAP
42
Milestone Advisory Partners
North Carolina
$439K +$484K +5,010 New
EWA
43
ERTS Wealth Advisors
Michigan
$421K -$22.8K -236 -5%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$419K +$397K +4,104 +605%
AWS
45
Atria Wealth Solutions
New York
$384K +$18.4K +190 +5%
PSF
46
Pacific Sun Financial
California
$369K +$67.7K +700 +20%
Prudential Financial
47
Prudential Financial
New Jersey
$358K +$139K +1,442 +55%
RZH
48
Relyea Zuckerberg Hanson
Connecticut
$321K
HighTower Advisors
49
HighTower Advisors
Illinois
$297K -$2.13K -22 -0.6%
BRWA
50
B. Riley Wealth Advisors
Florida
$278K -$95.7K -990 -24%

VIOG Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2022, worth a combined $131M — up 20% from $110M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VIOG positions and 8 closed out — a net gain of 4 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.72M sold.

  • 90 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2022, up from 86 in Q2 2022.
  • Funds reported $131M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2022, up 20% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2022 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2022 was Ameriprise, an estimated $18.4M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2022 was Old Mission Capital, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2022.