Vanguard S&P Small-Cap 600 Growth ETF
VIOG
17 hedge funds and large institutions have $16.4M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 16 → 17 (+1)
30.78% less ownership
Funds ownership: 74.81% → 44.03% (-31%)
44% less capital invested
Capital invested by funds: $29.5M → $16.4M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.55M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
+$891K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$303K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$269K |
| 5 |
LPL Financial
San Diego,
California
|
+$79.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$11.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$84.4K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$37.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9.12K |
VIOG Hedge Fund Activity: Q3 2015 in Review
17 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2015, worth a combined $16.4M — down 44% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VIOG positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.55M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.3M sold.
- 17 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2015, up from 16 in Q2 2015.
- Funds reported $16.4M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2015, down 44% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2015 and 3 closed out, a net change of +2 holders.
- The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2015 was Morgan Stanley, an estimated $1.55M added.
- The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2015 was Jefferies Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2015.