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Vanguard S&P Small-Cap 600 Growth ETF

102 hedge funds and large institutions have $143M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

5% more funds holding

Funds holding: 97102 (+5)

5% more capital invested

Capital invested by funds: $137M → $143M (+$6.25M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28.08% less ownership

Funds ownership: 56.27%28.19% (-28%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
27
Closed
7
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
51
Vanguard Group
Pennsylvania
$440K +$451K +4,641 New
EH
52
Equitable Holdings
New York
$391K +$127K +1,313 +47%
DIP
53
Davis Investment Partners
North Carolina
$376K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$372K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$332K +$26.3K +271 +8%
BRWA
56
B. Riley Wealth Advisors
Florida
$319K +$2.04K +21 +0.6%
CCFM
57
Clear Creek Financial Management
Washington
$305K +$312K +3,216 New
CAN
58
Cetera Advisor Networks
California
$302K +$7.18K +74 +2%
RZH
59
Relyea Zuckerberg Hanson
Connecticut
$298K -$97 -1 -0%
Creative Planning
60
Creative Planning
Kansas
$291K +$70.4K +725 +31%
DWM
61
Denver Wealth Management
Colorado
$253K +$260K +2,673 New
RA
62
Rodgers & Associates
Pennsylvania
$251K +$2.72K +28 +1%
MOS
63
MGO One Seven
Ohio
$243K +$249K +2,566 New
TC
64
TownSquare Capital
Utah
$243K +$249K +2,566 New
MCM
65
MAI Capital Management
Ohio
$231K -$5.73K -59 -2%
FC
66
Forte Capital
New York
$213K
RJT
67
Raymond James Trust
Florida
$208K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$201K +$6.8K +70 +3%
PIFP
69
Partners in Financial Planning
Virginia
$200K +$205K +2,113 New
IA
70
IFP Advisors
Florida
$169K -$6.6K -68 -6%
AIC
71
Archer Investment Corporation
Indiana
$161K
CF
72
Centaurus Financial
California
$158K
BC
73
Barrett & Company
Rhode Island
$135K
Citigroup
74
Citigroup
New York
$113K
AIA
75
Arcadia Investment Advisors
Idaho
$104K

VIOG Hedge Fund Activity: Q1 2023 in Review

102 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2023, worth a combined $143M — up 4.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VIOG positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $4.08M. The largest seller was Morgan Stanley, cutting an estimated $2.39M.

  • 102 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $143M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2023, up 4.6% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2023 was Global Retirement Partners, an estimated $4.08M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2023.