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Vanguard S&P Small-Cap 600 Growth ETF

97 hedge funds and large institutions have $137M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more funds holding

Funds holding: 9097 (+7)

4% more capital invested

Capital invested by funds: $131M → $137M (+$5.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 57.73%56.27% (-1.5%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
36
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$1.22M -$272K -2,876 -18%
PMG
27
ProVise Management Group
Florida
$1.12M +$210K +2,218 +23%
MFWP
28
Mosaic Family Wealth Partners
Missouri
$1.11M +$1.13M +11,888 New
LTL
29
Lowery Thomas LLC
California
$1.06M +$197K +2,074 +22%
CFGS
30
Concourse Financial Group Securities
Alabama
$1M +$56.7K +598 +6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$984K -$37.7K -398 -4%
KAS
32
Kestra Advisory Services
Texas
$965K +$312K +3,292 +47%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$947K -$33.5K -354 -3%
PA
34
PFG Advisors
Arizona
$940K +$239K +2,524 +33%
V
35
ViaWealth
Kansas
$830K +$831K +8,766 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$809K -$189 -2 -0%
Stifel Financial
37
Stifel Financial
Missouri
$764K -$365K -3,848 -32%
SAM
38
Summit Asset Management
Tennessee
$703K
DADC
39
D.A. Davidson & Co
Montana
$700K +$8.72K +92 +1%
BBW
40
Blue Barn Wealth
Utah
$677K +$688K +7,264 New
Prudential Financial
41
Prudential Financial
New Jersey
$664K +$290K +3,056 +75%
SFM
42
Signet Financial Management
New Jersey
$609K +$620K +6,540 New
EWA
43
ERTS Wealth Advisors
Michigan
$573K +$127K +1,340 +28%
MGIA
44
Moneta Group Investment Advisors
Missouri
$557K -$37.7K -398 -7%
AWS
45
Atria Wealth Solutions
New York
$501K +$94.9K +1,002 +23%
MAP
46
Milestone Advisory Partners
North Carolina
$467K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$446K +$189 +2 +0%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$438K +$204K +2,154 +85%
PSF
49
Pacific Sun Financial
California
$414K +$21.2K +224 +5%
DIP
50
Davis Investment Partners
North Carolina
$402K +$379K +3,998 New

VIOG Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2022, worth a combined $137M — up 4.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOG positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Mariner, adding an estimated $5.21M. The largest seller was Ameriprise, cutting an estimated $11.5M.

  • 97 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $137M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2022 and 16 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2022 was Mariner, an estimated $5.21M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2022 was Ameriprise, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2022.