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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$42K -$235 -2 -0.6%
HI
77
Harbour Investments
Wisconsin
$26K -$3.05K -26 -11%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$21K +$20.7K +176 New
WTA
79
Washington Trust Advisors
Massachusetts
$20K +$19.2K +164 New
GEA
80
Glen Eagle Advisors
New Jersey
$19.3K
SWM
81
Spire Wealth Management
Virginia
$19K +$235 +2 +1%
US Bancorp
82
US Bancorp
Minnesota
$18K
NFG
83
Next Financial Group
Texas
$17K -$1.41K -12 -8%
CAL
84
Capital Advisors Ltd
Ohio
$10K
DWMG
85
DB Wealth Management Group
California
$10K
CA
86
Cornerstone Advisory
Maryland
$10K +$9.39K +80 New
MPCG
87
Matrix Private Capital Group
New York
$8K
BWM
88
BerganKDV Wealth Management
Minnesota
$6K
CFD
89
Creative Financial Designs
Indiana
$5K
QC
90
Quent Capital
New York
$5K +$4.46K +38 New
AWM
91
Activest Wealth Management
Florida
$5K +$5.16K +44 New
NL
92
NVWM LLC
Pennsylvania
$4K +$4.22K +36 New
GWM
93
Geneos Wealth Management
Colorado
$3K
Barclays
94
Barclays
United Kingdom
$3K +$2.58K +22 New
AssetMark Inc
95
AssetMark Inc
California
$2K +$2.11K +18 New
CA
96
CoreCap Advisors
Michigan
$1K +$1.17K +10 New
FTUS
97
Flow Traders U.S.
New York
-$1.3M -11,572 Closed
Vanguard Group
98
Vanguard Group
Pennsylvania
-$769K -6,850 Closed
OC
99
Oppenheimer & Co
New York
-$531K -4,726 Closed
PWW
100
Pettyjohn Wood & White
Virginia
-$211K -1,880 Closed

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.