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Vanguard S&P Small-Cap 600 Growth ETF

93 hedge funds and large institutions have $126M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.91% more ownership

Funds ownership: 44.7%45.61% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9693 (-3)

9% less capital invested

Capital invested by funds: $138M → $126M (-$12.3M)

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
36
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$14.6M -$5.01M -46,188 -25%
Bank of America
2
Bank of America
North Carolina
$12.6M +$6.84M +63,008 +117%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M +$1.12M +10,290 +10%
LPL Financial
4
LPL Financial
California
$7.93M +$716K +6,596 +10%
Goldman Sachs
5
Goldman Sachs
New York
$5.4M
DWA
6
Dougherty Wealth Advisers
Minnesota
$4.86M +$240K +2,208 +5%
OMC
7
Old Mission Capital
Illinois
$4.11M +$1.97M +18,120 +91%
BONH
8
Bank of New Hampshire
New Hampshire
$3.99M +$78.8K +726 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.26M +$687K +6,330 +27%
Wells Fargo
10
Wells Fargo
California
$3.15M -$43.4K -400 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.08M -$345K -3,178 -10%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$2.97M +$32.6K +300 +1%
Jane Street
13
Jane Street
New York
$2.87M +$2.06M +18,970 +251%
RJA
14
Raymond James & Associates
Florida
$2.51M -$26.1K -240 -1%
UBS Group
15
UBS Group
Switzerland
$2.37M +$111K +1,020 +5%
SI
16
Stephens Inc
Arkansas
$2.32M -$5.58M -51,426 -71%
PAG
17
Private Advisor Group
New Jersey
$1.84M +$28.4K +262 +2%
ACA
18
Ackerman Capital Advisors
Texas
$1.79M -$354K -3,260 -16%
APA
19
American Portfolios Advisors
New York
$1.76M -$137K -1,260 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.71M +$119K +1,098 +7%
Ameriprise
21
Ameriprise
Minnesota
$1.69M +$395K +3,642 +30%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.67M +$215K +1,976 +15%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.5M +$274K +2,524 +22%
LTL
24
Lowery Thomas LLC
California
$1.23M +$136K +1,248 +12%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.19M +$1.2M +11,056 New

VIOG Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2022, worth a combined $126M — down 8.9% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VIOG positions and 13 closed out — a net gain of 1 holder — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $6.84M. The largest seller was Stephens Inc, cutting an estimated $5.58M.

  • 93 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2022, down from 96 in Q4 2021.
  • Funds reported $126M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2022 and 13 closed out, a net change of +1 holder.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2022 was Bank of America, an estimated $6.84M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2022 was Stephens Inc, an estimated $5.58M sold.

Based on aggregated 13F filings for Q1 2022.