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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
Bessemer Group
101
Bessemer Group
New Jersey
$27K
HGERS
102
Householder Group Estate & Retirement Specialist
Arizona
$24K
HI
103
Harbour Investments
Wisconsin
$23.5K -$18.4K -191 -47%
DCM
104
Davis Capital Management
Florida
$21.5K +$19.3K +200 New
CWP
105
Concord Wealth Partners
Virginia
$18.9K
William Blair & Company
106
William Blair & Company
Illinois
$18K
WTA
107
Washington Trust Advisors
Massachusetts
$18K +$97 +1 +0.6%
GJIA
108
Glass Jacobson Investment Advisors
Maryland
$14.5K +$13K +135 New
TRCT
109
Tower Research Capital (TRC)
New York
$13.2K +$11.9K +123 New
Comerica Bank
110
Comerica Bank
Texas
$11.8K
NA
111
NewEdge Advisors
Louisiana
$9.47K
DWMG
112
DB Wealth Management Group
California
$9.25K
CAL
113
Capital Advisors Ltd
Ohio
$9K
BTI
114
Blue Trust Inc
Georgia
$5K
NL
115
NVWM LLC
Pennsylvania
$3.87K
GWM
116
Geneos Wealth Management
Colorado
$3.44K
SS
117
Sunbelt Securities
Texas
$1.94K
QC
118
Quent Capital
New York
$1.29K
GWS
119
Glassman Wealth Services
Virginia
$868
AssetMark Inc
120
AssetMark Inc
California
$215 +$193 +2 New
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$215 +$193 +2 New
BI
122
Berkeley Inc
Idaho
-$1.95M -20,727 Closed
BCG
123
Breakwater Capital Group
New Jersey
-$235K -2,616 Closed
EWA
124
EverSource Wealth Advisors
Alabama
-$43.2K -448 Closed
BFEC
125
Benjamin F. Edwards & Company
Missouri
-$9K -100 Closed

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.