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Vanguard S&P Small-Cap 600 Growth ETF

90 hedge funds and large institutions have $131M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $110M → $131M (+$21.4M)

8.71% more ownership

Funds ownership: 49.02%57.73% (+8.7%)

5% more funds holding

Funds holding: 8690 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$19.8M +$18.4M +190,384 +534%
Bank of America
2
Bank of America
North Carolina
$12.8M +$493K +5,102 +4%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M +$3.47M +35,868 +33%
RWP
4
RWA Wealth Partners
Massachusetts
$12.6M +$716K +7,408 +5%
LPL Financial
5
LPL Financial
California
$11.3M +$2.59M +26,764 +26%
Goldman Sachs
6
Goldman Sachs
New York
$4.38M
UBS Group
7
UBS Group
Switzerland
$4.1M +$1.64M +16,940 +57%
DWA
8
Dougherty Wealth Advisers
Minnesota
$4.01M +$38.5K +398 +0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.65M +$771K +7,976 +24%
BONH
10
Bank of New Hampshire
New Hampshire
$2.7M -$21.1K -218 -0.7%
YWP
11
YorkBridge Wealth Partners
New York
$2.63M +$2.91M +30,076 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$2.35M +$37.3K +386 +1%
PCS
13
Personal CFO Solutions
New Jersey
$2.15M +$39.1K +404 +2%
RJA
14
Raymond James & Associates
Florida
$2.03M +$19.9K +206 +0.9%
BI
15
Berkeley Inc
Idaho
$1.84M -$79.3K -820 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.73M +$64.4K +666 +3%
PAG
17
Private Advisor Group
New Jersey
$1.59M +$31.7K +328 +2%
Mariner
18
Mariner
Kansas
$1.59M +$1.76M +18,160 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.55M +$186K +1,924 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.46M -$10.3K -106 -0.6%
ACA
21
Ackerman Capital Advisors
Texas
$1.4M -$98.1K -1,014 -6%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.33M +$593K +6,130 +68%
APA
23
American Portfolios Advisors
New York
$1.32M -$75.8K -784 -5%
Stifel Financial
24
Stifel Financial
Missouri
$1.05M +$176K +1,818 +18%
Wells Fargo
25
Wells Fargo
California
$1.04M -$36.4K -376 -3%

VIOG Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2022, worth a combined $131M — up 20% from $110M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VIOG positions and 8 closed out — a net gain of 4 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.72M sold.

  • 90 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2022, up from 86 in Q2 2022.
  • Funds reported $131M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2022, up 20% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2022 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2022 was Ameriprise, an estimated $18.4M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2022 was Old Mission Capital, an estimated $3.72M sold.

Based on aggregated 13F filings for Q3 2022.