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Vanguard S&P Small-Cap 600 Growth ETF

97 hedge funds and large institutions have $137M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more funds holding

Funds holding: 9097 (+7)

4% more capital invested

Capital invested by funds: $131M → $137M (+$5.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 57.73%56.27% (-1.5%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
36
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$35.6K +$189 +2 +0.5%
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$31.7K
William Blair & Company
78
William Blair & Company
Illinois
$25.5K +$26K +274 New
CSB
79
City State Bank
Iowa
$19K
AssetMark Inc
80
AssetMark Inc
California
$17.7K +$18K +190 New
CWP
81
Concord Wealth Partners
Virginia
$16.4K +$16.7K +176 New
MCC
82
Money Concepts Capital
Florida
$15.5K +$15.7K +166 New
WTA
83
Washington Trust Advisors
Massachusetts
$15.4K +$189 +2 +1%
GEA
84
Glen Eagle Advisors
New Jersey
$15.1K
BWM
85
Baystate Wealth Management
Massachusetts
$15K +$14.8K +156 New
GRP
86
Global Retirement Partners
California
$13K +$13.3K +140 New
DWMG
87
DB Wealth Management Group
California
$8.02K +$8.15K +86 New
CAL
88
Capital Advisors Ltd
Ohio
$8K
NA
89
NewEdge Advisors
Louisiana
$5.66K +$14K +148 New
BWM
90
BerganKDV Wealth Management
Minnesota
$4.47K
BTI
91
Blue Trust Inc
Georgia
$4K
NL
92
NVWM LLC
Pennsylvania
$3.35K
AF
93
Affiance Financial
Minnesota
$3.17K
GWM
94
Geneos Wealth Management
Colorado
$2.98K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$2K
QC
96
Quent Capital
New York
$1.12K
GWS
97
Glassman Wealth Services
Virginia
$758
PAG
98
Private Advisor Group
New Jersey
-$1.59M -18,212 Closed
AF
99
Advisornet Financial
Minnesota
-$825K -9,424 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
-$565K -6,456 Closed

VIOG Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2022, worth a combined $137M — up 4.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOG positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Mariner, adding an estimated $5.21M. The largest seller was Ameriprise, cutting an estimated $11.5M.

  • 97 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $137M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2022 and 16 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2022 was Mariner, an estimated $5.21M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2022 was Ameriprise, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2022.