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Vanguard S&P Small-Cap 600 Growth ETF
VIOG

121 hedge funds and large institutions have $249M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,786% more call options, than puts

Call options by funds: $635K | Put options by funds: $22K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $163M → $249M (+$86.2M)

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

14% more funds holding

Funds holding: 106 → 121 (+15)

7.35% more ownership

Funds ownership: 29.92% → 37.27% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
42
Reduced
30
Closed
5
Calls
$635K
Puts
$22K
Net Calls
+$613K
Net Calls Change
+$302K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$17M
3
SIA
Soltis Investment Advisors
Utah
+$4.3M
4
Ameriprise
Ameriprise
Minnesota
+$2.43M
5
Citigroup
Citigroup
New York
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
BI
Berkeley Inc
Idaho
-$1.95M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
3
BPA
Beacon Pointe Advisors
California
-$1.14M
4
ACA
Ackerman Capital Advisors
Texas
-$249K
5
BCG
Breakwater Capital Group
New Jersey
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.12M +$175K +1,813 +10%
PMG
27
ProVise Management Group
Florida
$1.95M +$15.6K +162 +0.9%
CFGS
28
Concourse Financial Group Securities
Alabama
$1.95M +$238K +2,470 +16%
PAG
29
Private Advisor Group
New Jersey
$1.93M +$87.6K +907 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.85M -$89.3K -925 -5%
PA
31
PFG Advisors
Arizona
$1.67M +$44.4K +460 +3%
SIM
32
Studio Investment Management
Illinois
$1.57M +$539K +5,581 +62%
Citadel Advisors
33
Citadel Advisors
Florida
$1.49M +$1.34M +13,836 New
KWM
34
Keebeck Wealth Management
Illinois
$1.49M +$1.33M +13,819 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.47M +$211K +2,187 +19%
Prudential Financial
36
Prudential Financial
New Jersey
$1.41M +$72.8K +754 +6%
EH
37
Equitable Holdings
New York
$1.36M +$551K +5,704 +82%
ACA
38
Ackerman Capital Advisors
Texas
$1.24M -$249K -2,580 -18%
MFWP
39
Mosaic Family Wealth Partners
Missouri
$1.21M +$37.1K +384 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.16M +$224K +2,316 +27%
Stifel Financial
41
Stifel Financial
Missouri
$1.09M -$29.4K -305 -3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.04M +$7.72K +80 +0.8%
SC
43
Sierra Capital
Florida
$951K +$309K +3,202 +57%
DADC
44
D.A. Davidson & Co
Montana
$951K -$32.4K -336 -4%
KAS
45
Kestra Advisory Services
Texas
$950K +$139K +1,442 +20%
CWM
46
Capital Wealth Management
Rhode Island
$903K -$138K -1,428 -15%
V
47
ViaWealth
Kansas
$854K +$19.1K +198 +3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$847K +$110K +1,139 +17%
SAM
49
Summit Asset Management
Tennessee
$812K – – –
SA
50
Strategic Advocates
Utah
$676K +$606K +6,278 New
1
2
3 4 5

VIOG Hedge Fund Activity: Q4 2023 in Review

121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2023, worth a combined $249M — up 53% from $163M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOG positions and 5 closed out — a net gain of 17 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Berkeley Inc, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $249M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 53% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.9M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Berkeley Inc, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.