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Vanguard S&P Small-Cap 600 Growth ETF

65 hedge funds and large institutions have $84.2M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $69.8M → $84.2M (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 6665 (-1)

4.74% less ownership

Funds ownership: 45.89%41.15% (-4.7%)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$85K +$33.4K +380 +79%
IA
52
IFP Advisors
Florida
$71K
NFG
53
Next Financial Group
Texas
$21K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$20K -$352 -4 -2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$20K
SIAG
56
Safeguard Investment Advisory Group
California
$18K +$16.7K +190 New
GEA
57
Glen Eagle Advisors
New Jersey
$15.8K
US Bancorp
58
US Bancorp
Minnesota
$15K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CAL
60
Capital Advisors Ltd
Ohio
$8K
DWMG
61
DB Wealth Management Group
California
$8K +$7.56K +86 New
CFD
62
Creative Financial Designs
Indiana
$4K
GI
63
Gradient Investments
Minnesota
$3K
BSSFA
64
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.52K +40 New
GWS
65
Glassman Wealth Services
Virginia
$1K
TRCT
66
Tower Research Capital (TRC)
New York
-$674K -8,866 Closed
AAS
67
Avantax Advisory Services
Texas
-$611K -8,052 Closed
Jane Street
68
Jane Street
New York
-$210K -2,768 Closed
PFS
69
Prospera Financial Services
Texas
-$48K -634 Closed
FWP
70
FAS Wealth Partners
Kansas
-$30K -400 Closed
GWM
71
Geneos Wealth Management
Colorado
-$14K -200 Closed
AssetMark Inc
72
AssetMark Inc
California
-$2K -26 Closed

VIOG Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2020, worth a combined $84.2M — up 21% from $69.8M a quarter earlier.

Fund positioning in VIOG was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 18 trimmed.

The largest buyer was Dougherty Wealth Advisers, adding an estimated $2.73M. The largest seller was Royal Bank of Canada, cutting an estimated $4.11M.

  • 65 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2020, down from 66 in Q3 2020.
  • Funds reported $84.2M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2020 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2020 was Dougherty Wealth Advisers, an estimated $2.73M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2020.