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Vanguard S&P Small-Cap 600 Growth ETF

106 hedge funds and large institutions have $163M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

1.15% more ownership

Funds ownership: 28.77%29.92% (+1.2%)

3% more capital invested

Capital invested by funds: $158M → $163M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 110106 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
29
Closed
13
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$827K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sierra Capital
Florida
$532K +$1.89K +19 +0.3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$483K
EWA
53
ERTS Wealth Advisors
Michigan
$481K -$19.9K -200 -4%
AWS
54
Atria Wealth Solutions
New York
$473K +$4.77K +48 +1%
PSF
55
Pacific Sun Financial
California
$446K +$10.9K +110 +2%
Vanguard Group
56
Vanguard Group
Pennsylvania
$446K +$5.96K +60 +1%
AAS
57
Avantax Advisory Services
Texas
$436K +$496 +5 +0.1%
RA
58
Rodgers & Associates
Pennsylvania
$395K +$120K +1,210 +41%
SPC
59
Sigma Planning Corp
Michigan
$383K +$403K +4,059 New
DIP
60
Davis Investment Partners
North Carolina
$369K
BRWA
61
B. Riley Wealth Advisors
Florida
$349K +$31.1K +313 +9%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$331K -$6.06K -61 -2%
MAP
63
Milestone Advisory Partners
North Carolina
$315K +$13.7K +138 +4%
CAN
64
Cetera Advisor Networks
California
$303K +$2.28K +23 +0.7%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$290K +$306K +3,080 New
RZH
66
Relyea Zuckerberg Hanson
Connecticut
$273K -$24.8K -250 -8%
Creative Planning
67
Creative Planning
Kansas
$272K -$21.6K -218 -7%
SWM
68
Silverlake Wealth Management
Vermont
$239K +$21.1K +213 +9%
BCG
69
Breakwater Capital Group
New Jersey
$235K -$50.8K -512 -16%
CCFM
70
Clear Creek Financial Management
Washington
$229K -$4.96K -50 -2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$227K +$70.1K +706 +46%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$211K +$143K +1,440 +180%
MFG
73
Merit Financial Group
Georgia
$211K -$1.29K -13 -0.6%
MCM
74
MAI Capital Management
Ohio
$208K -$3.38K -34 -2%
RJT
75
Raymond James Trust
Florida
$207K

VIOG Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2023, worth a combined $163M — up 3% from $158M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VIOG and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $3.16M. The largest seller was Envestnet Asset Management, cutting an estimated $719K.

  • 106 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2023, down from 110 in Q2 2023.
  • Funds reported $163M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2023, up 3% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2023 and 13 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $3.16M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $719K sold.

Based on aggregated 13F filings for Q3 2023.