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Vanguard S&P Small-Cap 600 Growth ETF

121 hedge funds and large institutions have $249M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,786% more call options, than puts

Call options by funds: $635K | Put options by funds: $22K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $163M → $249M (+$86.2M)

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

14% more funds holding

Funds holding: 106121 (+15)

7.35% more ownership

Funds ownership: 29.92%37.27% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
42
Reduced
30
Closed
5
Calls
$635K
Puts
$22K
Net Calls
+$613K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
BBW
51
Blue Barn Wealth
Utah
$639K -$579 -6 -0.1%
SFM
52
Signet Financial Management
New Jersey
$611K -$46.5K -482 -8%
SAM
53
Silvercrest Asset Management
New York
$590K +$529K +5,483 New
BPA
54
Beacon Pointe Advisors
California
$588K -$1.14M -11,806 -68%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$563K -$1.63M -16,870 -76%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$551K
AWS
57
Atria Wealth Solutions
New York
$507K -$28.7K -297 -6%
PSF
58
Pacific Sun Financial
California
$507K -$1.93K -20 -0.4%
EWA
59
ERTS Wealth Advisors
Michigan
$492K -$51.1K -529 -10%
CC
60
Cannell & Co
New York
$474K +$426K +4,408 New
Vanguard Group
61
Vanguard Group
Pennsylvania
$472K -$32.8K -340 -7%
AAS
62
Avantax Advisory Services
Texas
$461K -$32.1K -333 -7%
CFD
63
Creative Financial Designs
Indiana
$428K +$384K +3,976 New
DIP
64
Davis Investment Partners
North Carolina
$416K
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$397K +$17.8K +184 +5%
CAN
66
Cetera Advisor Networks
California
$391K +$40.6K +421 +13%
BRWA
67
B. Riley Wealth Advisors
Florida
$388K -$7.34K -76 -2%
RZH
68
Relyea Zuckerberg Hanson
Connecticut
$322K +$9.17K +95 +3%
Creative Planning
69
Creative Planning
Kansas
$310K -$97 -1 -0%
CA
70
Crumly & Associates
Illinois
$308K +$276K +2,863 New
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$298K -$29.5K -306 -10%
SWM
72
Silverlake Wealth Management
Vermont
$289K +$14.8K +153 +6%
JWCA
73
J.W. Cole Advisors
Florida
$277K +$248K +2,570 New
PFS
74
Prospera Financial Services
Texas
$276K +$248K +2,569 New
CCFM
75
Clear Creek Financial Management
Washington
$261K

VIOG Hedge Fund Activity: Q4 2023 in Review

121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2023, worth a combined $249M — up 53% from $163M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOG positions and 5 closed out — a net gain of 17 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Berkeley Inc, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $249M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 53% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.9M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Berkeley Inc, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.