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Vanguard S&P Small-Cap 600 Growth ETF

106 hedge funds and large institutions have $163M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

1.15% more ownership

Funds ownership: 28.77%29.92% (+1.2%)

3% more capital invested

Capital invested by funds: $158M → $163M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 110106 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
29
Closed
13
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$827K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$203K +$214K +2,156 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$173K -$21.1K -213 -10%
AIC
78
Archer Investment Corporation
Indiana
$154K
Citigroup
79
Citigroup
New York
$148K +$17.4K +175 +13%
BC
80
Barrett & Company
Rhode Island
$134K
AIA
81
Arcadia Investment Advisors
Idaho
$103K
MBFW
82
Morton Brown Family Wealth
Pennsylvania
$98.1K +$103K +1,040 New
IA
83
IFP Advisors
Florida
$94.7K
SFC
84
SYM Financial Corp
Indiana
$94.3K +$99.3K +1,000 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$55K -$5.96K -60 -9%
BWL
86
Bogart Wealth LLC
Virginia
$47.2K
EWA
87
EverSource Wealth Advisors
Alabama
$42.2K +$199 +2 +0.4%
HI
88
Harbour Investments
Wisconsin
$38.6K +$99 +1 +0.2%
Bessemer Group
89
Bessemer Group
New Jersey
$23K
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$21.9K +$23K +232 New
CWP
91
Concord Wealth Partners
Virginia
$16.6K
William Blair & Company
92
William Blair & Company
Illinois
$15.8K +$16.4K +165 +8,250%
WTA
93
Washington Trust Advisors
Massachusetts
$15.6K +$99 +1 +0.6%
Comerica Bank
94
Comerica Bank
Texas
$10.4K +$10.9K +110 New
TSWM
95
Tyler-Stone Wealth Management
Ohio
$10K +$10.2K +103 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$9K
NA
97
NewEdge Advisors
Louisiana
$8.3K
DWMG
98
DB Wealth Management Group
California
$8.11K
CAL
99
Capital Advisors Ltd
Ohio
$8K
BTI
100
Blue Trust Inc
Georgia
$5K

VIOG Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2023, worth a combined $163M — up 3% from $158M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VIOG and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $3.16M. The largest seller was Envestnet Asset Management, cutting an estimated $719K.

  • 106 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2023, down from 110 in Q2 2023.
  • Funds reported $163M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2023, up 3% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2023 and 13 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $3.16M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $719K sold.

Based on aggregated 13F filings for Q3 2023.