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Vanguard S&P Small-Cap 600 Growth ETF

66 hedge funds and large institutions have $69.8M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $64.2M → $69.8M (+$5.59M)

8% more funds holding

Funds holding: 6166 (+5)

4.14% more ownership

Funds ownership: 41.75%45.89% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
14
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$10.7M +$235K +3,054 +2%
Morgan Stanley
2
Morgan Stanley
New York
$7.03M -$869K -11,292 -11%
SI
3
Stephens Inc
Arkansas
$5.66M -$14.8K -192 -0.3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.36M +$2.78M +36,158 +170%
Goldman Sachs
5
Goldman Sachs
New York
$3.8M
Bank of America
6
Bank of America
North Carolina
$3.45M -$212K -2,758 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.41M +$3.46M +44,900 New
LPL Financial
8
LPL Financial
California
$2.81M -$403K -5,232 -12%
GA
9
Gateway Advisory
New Jersey
$2.18M +$57K +740 +3%
Ameriprise
10
Ameriprise
Minnesota
$2.07M -$228K -2,968 -10%
UBS Group
11
UBS Group
Switzerland
$1.97M -$572K -7,436 -22%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$1.46M
RJA
13
Raymond James & Associates
Florida
$1.45M +$53.7K +698 +4%
PAG
14
Private Advisor Group
New Jersey
$1.29M -$770 -10 -0.1%
Wells Fargo
15
Wells Fargo
California
$1.16M -$155K -2,010 -12%
APA
16
American Portfolios Advisors
New York
$1.1M -$75.9K -986 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.08M -$38.8K -504 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.06M -$185K -2,404 -15%
ACA
19
Ackerman Capital Advisors
Texas
$1.06M +$14.8K +192 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$1.03M -$1.19M -15,470 -53%
QCM
21
Quest Capital Management
Texas
$885K +$11.5K +150 +1%
DWA
22
Dougherty Wealth Advisers
Minnesota
$882K +$10.8K +140 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$716K -$9.7K -126 -1%
TRCT
24
Tower Research Capital (TRC)
New York
$674K -$245K -3,180 -26%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$660K -$74.7K -970 -10%

VIOG Hedge Fund Activity: Q3 2020 in Review

66 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2020, worth a combined $69.8M — up 8.7% from $64.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VIOG positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.46M. The largest seller was Citadel Advisors, cutting an estimated $1.19M.

  • 66 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2020, up from 61 in Q2 2020.
  • Funds reported $69.8M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2020 and 4 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $3.46M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.