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Vanguard S&P Small-Cap 600 Growth ETF

96 hedge funds and large institutions have $138M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

20% more funds holding

Funds holding: 8096 (+16)

12% more capital invested

Capital invested by funds: $123M → $138M (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 44.84%44.7% (-0.15%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
33
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$357K
DY
52
Dowling & Yahnke
California
$330K +$324K +2,760 New
CAN
53
Cetera Advisor Networks
California
$325K +$319K +2,720 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$308K -$33.3K -284 -10%
Truist Financial
55
Truist Financial
North Carolina
$301K -$4.22K -36 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$281K -$35.2K -300 -11%
FC
57
Forte Capital
New York
$269K
RJT
58
Raymond James Trust
Florida
$263K
EH
59
Equitable Holdings
New York
$251K +$30.5K +260 +14%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$250K +$5.4K +46 +2%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$245K
Creative Planning
62
Creative Planning
Kansas
$234K +$230K +1,958 New
NF
63
NTB Financial
Colorado
$230K +$226K +1,922 New
PIFP
64
Partners in Financial Planning
Virginia
$226K +$469 +4 +0.2%
DWM
65
Dakota Wealth Management
Florida
$215K +$211K +1,800 New
NFC
66
Northeast Financial Consultants
Connecticut
$208K +$204K +1,740 New
CA
67
Cetera Advisors
Colorado
$207K -$166K -1,412 -45%
AIC
68
Archer Investment Corporation
Indiana
$207K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$190K
AIA
70
Arcadia Investment Advisors
Idaho
$179K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$172K +$11K +94 +7%
FFA
72
Freedman Financial Associates
Massachusetts
$155K
Citigroup
73
Citigroup
New York
$143K
CF
74
Centaurus Financial
California
$117K +$115K +980 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$65K +$15.5K +132 +32%

VIOG Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2021, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOG positions and 8 closed out — a net gain of 17 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.58M. The largest seller was Wells Fargo, cutting an estimated $5.94M.

  • 96 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $138M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 8 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Citadel Advisors, an estimated $4.58M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Wells Fargo, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.