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Vanguard S&P Small-Cap 600 Growth ETF

64 hedge funds and large institutions have $110M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% more ownership

Funds ownership: 55.82%56.14% (+0.32%)

5% less capital invested

Capital invested by funds: $116M → $110M (-$5.94M)

7% less funds holding

Funds holding: 6964 (-5)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$61K +$61.7K +796 New
US Bancorp
52
US Bancorp
Minnesota
$53K
WEC
53
Winslow Evans & Crocker
Massachusetts
$46K
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$38K
VCM
55
Vigilant Capital Management
Maine
$33K
Citigroup
56
Citigroup
New York
$32K -$17.2K -222 -35%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$20K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$17K -$5.74K -74 -25%
CFD
59
Creative Financial Designs
Indiana
$16K
CAL
60
Capital Advisors Ltd
Ohio
$15K
NFG
61
Next Financial Group
Texas
$15K
GEA
62
Glen Eagle Advisors
New Jersey
$12.3K
CFGS
63
Concourse Financial Group Securities
Alabama
$12K -$64.8K -836 -84%
FFN
64
Focus Financial Network
Minnesota
-$302K -3,846 Closed
LNC
65
Lincoln National Corp
Pennsylvania
-$288K -3,684 Closed
Vanguard Group
66
Vanguard Group
Pennsylvania
-$276K -3,528 Closed
FA
67
FDx Advisors
Illinois
-$272K -3,474 Closed
AIP
68
Ameritas Investment Partners
Nebraska
-$31K -402 Closed
AAP
69
Arax Advisory Partners
Colorado
-$4K -48 Closed
FCMT
70
Founders Capital Management (Texas)
Texas
-$2K -26 Closed

VIOG Hedge Fund Activity: Q3 2019 in Review

64 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2019, worth a combined $110M — down 5.1% from $116M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VIOG and 3 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 17 added.

The largest buyer was Ameriprise, adding an estimated $2.18M. The largest seller was Susquehanna International Group, cutting an estimated $2.4M.

  • 64 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2019, down from 69 in Q2 2019.
  • Funds reported $110M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2019, down 5.1% quarter-over-quarter.
  • 3 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2019 and 8 closed out, a net change of -5 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2019 was Ameriprise, an estimated $2.18M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2019 was Susquehanna International Group, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2019.