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Vanguard S&P Small-Cap 600 Growth ETF

106 hedge funds and large institutions have $163M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

1.15% more ownership

Funds ownership: 28.77%29.92% (+1.2%)

3% more capital invested

Capital invested by funds: $158M → $163M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 110106 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
29
Closed
13
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$827K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.69M -$306K -3,086 -15%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.64M +$681K +6,860 +65%
BPA
28
Beacon Pointe Advisors
California
$1.63M +$1.72M +17,273 New
PAG
29
Private Advisor Group
New Jersey
$1.61M -$108K -1,089 -6%
CFGS
30
Concourse Financial Group Securities
Alabama
$1.48M +$413K +4,164 +36%
PA
31
PFG Advisors
Arizona
$1.42M +$184K +1,858 +14%
LTL
32
Lowery Thomas LLC
California
$1.41M +$378K +3,808 +34%
ACA
33
Ackerman Capital Advisors
Texas
$1.33M +$110K +1,106 +9%
Prudential Financial
34
Prudential Financial
New Jersey
$1.17M -$40.4K -407 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.08M +$6.85K +69 +0.6%
MFWP
36
Mosaic Family Wealth Partners
Missouri
$1.02M +$44.9K +452 +4%
Stifel Financial
37
Stifel Financial
Missouri
$983K -$105K -1,060 -9%
CWM
38
Capital Wealth Management
Rhode Island
$926K -$71.2K -717 -7%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$907K -$106K -1,065 -10%
DADC
40
D.A. Davidson & Co
Montana
$865K +$5.46K +55 +0.6%
SIM
41
Studio Investment Management
Illinois
$854K +$587K +5,915 +190%
MML Investors Services
42
MML Investors Services
Massachusetts
$802K -$19.5K -196 -2%
V
43
ViaWealth
Kansas
$730K -$18.8K -189 -2%
SAM
44
Summit Asset Management
Tennessee
$712K
KAS
45
Kestra Advisory Services
Texas
$697K +$49K +494 +7%
EH
46
Equitable Holdings
New York
$652K +$58.2K +586 +9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$635K +$669K +6,735 New
SFM
48
Signet Financial Management
New Jersey
$581K -$10.3K -104 -2%
MGIA
49
Moneta Group Investment Advisors
Missouri
$563K
BBW
50
Blue Barn Wealth
Utah
$561K -$75.5K -760 -11%

VIOG Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2023, worth a combined $163M — up 3% from $158M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VIOG and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $3.16M. The largest seller was Envestnet Asset Management, cutting an estimated $719K.

  • 106 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2023, down from 110 in Q2 2023.
  • Funds reported $163M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2023, up 3% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2023 and 13 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $3.16M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $719K sold.

Based on aggregated 13F filings for Q3 2023.