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Vanguard S&P Small-Cap 600 Growth ETF

102 hedge funds and large institutions have $143M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

5% more funds holding

Funds holding: 97102 (+5)

5% more capital invested

Capital invested by funds: $137M → $143M (+$6.25M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28.08% less ownership

Funds ownership: 56.27%28.19% (-28%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
27
Closed
7
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$52.1K +$1.94K +20 +4%
BWL
77
Bogart Wealth LLC
Virginia
$47.5K +$9.61K +99 +25%
EWA
78
EverSource Wealth Advisors
Alabama
$42.3K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$38.4K -$97 -1 -0.2%
HI
80
Harbour Investments
Wisconsin
$36.8K +$583 +6 +2%
SIM
81
Studio Investment Management
Illinois
$27.7K +$28.3K +292 New
William Blair & Company
82
William Blair & Company
Illinois
$26K
Bessemer Group
83
Bessemer Group
New Jersey
$23K +$24.1K +248 New
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$22K +$22.5K +232 New
CSB
85
City State Bank
Iowa
$19K
CWP
86
Concord Wealth Partners
Virginia
$16.7K
WTA
87
Washington Trust Advisors
Massachusetts
$15.6K -$97 -1 -0.6%
BWM
88
Baystate Wealth Management
Massachusetts
$14.9K +$97 +1 +0.6%
SIC
89
Salem Investment Counselors
North Carolina
$9.47K +$9.71K +100 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K +$9.71K +100 New
NA
91
NewEdge Advisors
Louisiana
$8.34K -$5.83K -60 -41%
DWMG
92
DB Wealth Management Group
California
$8.15K
CAL
93
Capital Advisors Ltd
Ohio
$8K
BTI
94
Blue Trust Inc
Georgia
$5K -$2.43K -25 -50%
BWM
95
BerganKDV Wealth Management
Minnesota
$4.55K
NL
96
NVWM LLC
Pennsylvania
$3.41K
GWM
97
Geneos Wealth Management
Colorado
$3.03K
AF
98
Allworth Financial
California
$2.1K +$2.14K +22 New
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.96K +$105K +1,081 +6%
QC
100
Quent Capital
New York
$1.14K

VIOG Hedge Fund Activity: Q1 2023 in Review

102 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2023, worth a combined $143M — up 4.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VIOG positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $4.08M. The largest seller was Morgan Stanley, cutting an estimated $2.39M.

  • 102 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $143M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2023, up 4.6% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2023 was Global Retirement Partners, an estimated $4.08M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2023.