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Vanguard S&P Small-Cap 600 Growth ETF

102 hedge funds and large institutions have $143M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

5% more funds holding

Funds holding: 97102 (+5)

5% more capital invested

Capital invested by funds: $137M → $143M (+$6.25M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28.08% less ownership

Funds ownership: 56.27%28.19% (-28%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
27
Closed
7
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$1.3M +$62.7K +646 +5%
Citadel Advisors
27
Citadel Advisors
Florida
$1.28M +$1.31M +13,523 New
Stifel Financial
28
Stifel Financial
Missouri
$1.11M +$337K +3,474 +42%
CFGS
29
Concourse Financial Group Securities
Alabama
$1.08M +$60.6K +624 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.07M +$112K +1,150 +11%
PA
31
PFG Advisors
Arizona
$1.07M +$117K +1,200 +12%
MFWP
32
Mosaic Family Wealth Partners
Missouri
$1.06M -$65.1K -671 -6%
CWM
33
Capital Wealth Management
Rhode Island
$1.06M -$302K -3,111 -22%
LTL
34
Lowery Thomas LLC
California
$1.02M -$59.6K -614 -5%
Prudential Financial
35
Prudential Financial
New Jersey
$1.01M +$341K +3,513 +49%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$965K -$36K -371 -4%
DADC
37
D.A. Davidson & Co
Montana
$876K +$168K +1,735 +23%
MML Investors Services
38
MML Investors Services
Massachusetts
$786K -$910K -9,369 -53%
V
39
ViaWealth
Kansas
$769K -$62.7K -646 -7%
KAS
40
Kestra Advisory Services
Texas
$720K -$268K -2,757 -27%
SAM
41
Summit Asset Management
Tennessee
$715K
BBW
42
Blue Barn Wealth
Utah
$689K +$388 +4 +0.1%
SFM
43
Signet Financial Management
New Jersey
$614K -$5.92K -61 -0.9%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$587K +$146K +1,500 +32%
MGIA
45
Moneta Group Investment Advisors
Missouri
$566K +$38.4K +396 +7%
EWA
46
ERTS Wealth Advisors
Michigan
$525K -$58.6K -604 -10%
SC
47
Sierra Capital
Florida
$510K +$480K +4,942 +1,118%
MAP
48
Milestone Advisory Partners
North Carolina
$475K
AWS
49
Atria Wealth Solutions
New York
$470K -$40.7K -419 -8%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$452K -$1.26K -13 -0.3%

VIOG Hedge Fund Activity: Q1 2023 in Review

102 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2023, worth a combined $143M — up 4.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VIOG positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $4.08M. The largest seller was Morgan Stanley, cutting an estimated $2.39M.

  • 102 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $143M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2023, up 4.6% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2023 was Global Retirement Partners, an estimated $4.08M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2023.