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Vanguard S&P Small-Cap 600 Growth ETF

121 hedge funds and large institutions have $249M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,786% more call options, than puts

Call options by funds: $635K | Put options by funds: $22K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $163M → $249M (+$86.2M)

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

14% more funds holding

Funds holding: 106121 (+15)

7.35% more ownership

Funds ownership: 29.92%37.27% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
42
Reduced
30
Closed
5
Calls
$635K
Puts
$22K
Net Calls
+$613K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
76
Mather Group
Illinois
$241K +$216K +2,235 New
TW
77
TritonPoint Wealth
Maryland
$239K +$214K +2,220 New
RJT
78
Raymond James Trust
Florida
$237K
MFG
79
Merit Financial Group
Georgia
$233K -$6.66K -69 -3%
AFP
80
Ausdal Financial Partners
Iowa
$232K
RA
81
Rodgers & Associates
Pennsylvania
$220K -$207K -2,145 -51%
MCM
82
MAI Capital Management
Ohio
$218K -$17.9K -185 -8%
E
83
ETFidea
New York
$218K +$195K +2,022 New
SPC
84
Sigma Planning Corp
Michigan
$214K -$200K -2,069 -51%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$197K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$168K -$68.2K -706 -31%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$168K -$65.6K -680 -30%
AIC
88
Archer Investment Corporation
Indiana
$165K -$8.88K -92 -6%
BC
89
Barrett & Company
Rhode Island
$153K
MCM
90
MidAtlantic Capital Management
Virginia
$138K +$124K +1,284 New
AIA
91
Arcadia Investment Advisors
Idaho
$118K
MBFW
92
Morton Brown Family Wealth
Pennsylvania
$112K
SFC
93
SYM Financial Corp
Indiana
$108K
IA
94
IFP Advisors
Florida
$77.9K -$27K -280 -28%
PS
95
Principal Securities
Iowa
$74.8K +$67.1K +695 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$73.5K +$9.65K +100 +17%
FWM
97
FSA Wealth Management
Massachusetts
$60K +$53.8K +557 New
BWL
98
Bogart Wealth LLC
Virginia
$53.9K
US Bancorp
99
US Bancorp
Minnesota
$48.1K +$43.2K +447 New
TSWM
100
Tyler-Stone Wealth Management
Ohio
$27.9K +$15.1K +156 +151%

VIOG Hedge Fund Activity: Q4 2023 in Review

121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2023, worth a combined $249M — up 53% from $163M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOG positions and 5 closed out — a net gain of 17 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Berkeley Inc, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $249M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 53% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.9M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Berkeley Inc, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.