Vanguard S&P Small-Cap 600 Growth ETF
VIOG
61 hedge funds and large institutions have $55.4M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 15 closing their positions.
12% less funds holding
Funds holding: 69 → 61 (-8)
11.7% less ownership
Funds ownership: 55.23% → 43.52% (-12%)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
51% less capital invested
Capital invested by funds: $112M → $55.4M (-$56.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.46M |
| 2 |
RZH
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
+$1.09M |
| 3 |
Morgan Stanley
New York
|
+$998K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$739K |
| 5 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.5M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.6M |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$4.02M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.37M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.01M |
VIOG Hedge Fund Activity: Q1 2020 in Review
61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2020, worth a combined $55.4M — down 51% from $112M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VIOG and 10 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 13 added.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $2.46M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $10.5M sold.
- 61 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2020, down from 69 in Q4 2019.
- Funds reported $55.4M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2020, down 51% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2020 and 15 closed out, a net change of -5 holders.
- The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2020 was Gateway Advisory, an estimated $2.46M added.
- The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2020.