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Vanguard S&P Small-Cap 600 Growth ETF

96 hedge funds and large institutions have $138M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

20% more funds holding

Funds holding: 8096 (+16)

12% more capital invested

Capital invested by funds: $123M → $138M (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 44.84%44.7% (-0.15%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
33
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$21.7M +$783K +6,672 +4%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M +$1M +8,532 +9%
SI
3
Stephens Inc
Arkansas
$8.72M -$17.8K -152 -0.2%
LPL Financial
4
LPL Financial
California
$8M +$439K +3,740 +6%
Bank of America
5
Bank of America
North Carolina
$6.45M +$413K +3,516 +7%
Goldman Sachs
6
Goldman Sachs
New York
$5.98M
DWA
7
Dougherty Wealth Advisers
Minnesota
$5.12M +$138K +1,172 +3%
Citadel Advisors
8
Citadel Advisors
Florida
$4.66M +$4.58M +39,000 New
BONH
9
Bank of New Hampshire
New Hampshire
$4.33M +$1.59M +13,536 +60%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.79M +$1.32M +11,238 +55%
Wells Fargo
11
Wells Fargo
California
$3.54M -$5.94M -50,636 -63%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$3.25M +$361K +3,076 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.85M +$566K +4,822 +25%
RJA
14
Raymond James & Associates
Florida
$2.81M +$127K +1,086 +5%
UBS Group
15
UBS Group
Switzerland
$2.5M -$65K -554 -3%
OMC
16
Old Mission Capital
Illinois
$2.39M +$2.35M +19,982 New
ACA
17
Ackerman Capital Advisors
Texas
$2.38M -$326K -2,778 -12%
APA
18
American Portfolios Advisors
New York
$2.1M +$258K +2,194 +14%
PAG
19
Private Advisor Group
New Jersey
$2M -$3.35M -28,582 -63%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.76M +$289K +2,466 +20%
Stifel Financial
21
Stifel Financial
Missouri
$1.76M +$71.6K +610 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.62M +$116K +986 +8%
Ameriprise
23
Ameriprise
Minnesota
$1.43M +$131K +1,112 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.35M +$133K +1,130 +11%
QCM
25
Quest Capital Management
Texas
$1.34M +$5.87K +50 +0.4%

VIOG Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2021, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOG positions and 8 closed out — a net gain of 17 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.58M. The largest seller was Wells Fargo, cutting an estimated $5.94M.

  • 96 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $138M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 8 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Citadel Advisors, an estimated $4.58M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Wells Fargo, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.