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Vanguard S&P Small-Cap 600 Growth ETF

65 hedge funds and large institutions have $84.2M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $69.8M → $84.2M (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 6665 (-1)

4.74% less ownership

Funds ownership: 45.89%41.15% (-4.7%)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$15M +$984K +11,202 +8%
Morgan Stanley
2
Morgan Stanley
New York
$8.55M -$486K -5,532 -6%
SI
3
Stephens Inc
Arkansas
$7.14M -$169K -1,920 -3%
Goldman Sachs
4
Goldman Sachs
New York
$4.92M
Bank of America
5
Bank of America
North Carolina
$4.67M +$181K +2,056 +5%
DWA
6
Dougherty Wealth Advisers
Minnesota
$4.19M +$2.73M +31,008 +267%
LPL Financial
7
LPL Financial
California
$3.84M +$189K +2,152 +6%
GA
8
Gateway Advisory
New Jersey
$2.9M +$72.6K +826 +3%
UBS Group
9
UBS Group
Switzerland
$2.87M +$290K +3,300 +13%
ACA
10
Ackerman Capital Advisors
Texas
$2.26M +$796K +9,058 +65%
RJA
11
Raymond James & Associates
Florida
$1.93M +$54.1K +616 +3%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$1.89M
APA
13
American Portfolios Advisors
New York
$1.57M +$133K +1,514 +10%
PAG
14
Private Advisor Group
New Jersey
$1.51M -$150K -1,704 -10%
Wells Fargo
15
Wells Fargo
California
$1.4M -$93.5K -1,064 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.39M -$5.1K -58 -0.4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.2M -$157K -1,784 -13%
QCM
18
Quest Capital Management
Texas
$1.12M -$21.4K -244 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.08M +$206K +2,348 +27%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.05M -$4.11M -46,756 -81%
Osaic Holdings
21
Osaic Holdings
Arizona
$972K +$42.7K +486 +5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$945K -$3.1M -35,288 -79%
Stifel Financial
23
Stifel Financial
Missouri
$934K +$76.3K +868 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$890K -$400K -4,556 -33%
Ameriprise
25
Ameriprise
Minnesota
$828K -$1.65M -18,790 -69%

VIOG Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2020, worth a combined $84.2M — up 21% from $69.8M a quarter earlier.

Fund positioning in VIOG was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 18 trimmed.

The largest buyer was Dougherty Wealth Advisers, adding an estimated $2.73M. The largest seller was Royal Bank of Canada, cutting an estimated $4.11M.

  • 65 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2020, down from 66 in Q3 2020.
  • Funds reported $84.2M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2020 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2020 was Dougherty Wealth Advisers, an estimated $2.73M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2020.