Vanguard S&P Small-Cap 600 Growth ETF
VIOG
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.
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: 97 → 102 (+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: 1 → 1 (0)
28.08% less ownership
Funds ownership: 56.27% → 28.19% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$4.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.35M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.77M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$771K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$927K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$910K |
| 4 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$302K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$268K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
101
Glassman Wealth Services
Vienna,
Virginia
| $764 | – | – | – |
|
|
AAS
102
Ameritas Advisory Services
Lincoln,
Nebraska
| $373 | +$388 | +4 | New |
|
|
E
103
ETFidea
Syracuse,
New York
| – | -$211K | -2,260 | Closed |
|
|
RDFA
104
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| – | -$31.7K | -340 | Closed |
|
105
AssetMark Inc
Concord,
California
| – | -$17.7K | -190 | Closed |
|
|
MCC
106
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$15.5K | -166 | Closed |
|
|
GEA
107
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$15.1K | -162 | Closed |
|
|
AF
108
Affiance Financial
St. Louis Park,
Minnesota
| – | -$3.17K | -34 | Closed |
|
109
Rockefeller Capital Management
New York
| – | -$2K | -28 | Closed |
|
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.