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Vanguard S&P Small-Cap 600 Growth ETF

97 hedge funds and large institutions have $137M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more funds holding

Funds holding: 9097 (+7)

4% more capital invested

Capital invested by funds: $131M → $137M (+$5.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 57.73%56.27% (-1.5%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
36
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.2M +$776K +8,190 +6%
LPL Financial
2
LPL Financial
California
$10.3M -$1.8M -18,966 -15%
Ameriprise
3
Ameriprise
Minnesota
$9.77M -$11.5M -120,898 -53%
Bank of America
4
Bank of America
North Carolina
$9.25M -$4.5M -47,444 -32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.88M +$3.04M +32,112 +77%
LWP
6
LMG Wealth Partners
Louisiana
$6.81M +$6.57M +69,344 New
Mariner
7
Mariner
Kansas
$6.81M +$5.21M +54,946 +303%
Goldman Sachs
8
Goldman Sachs
New York
$4.96M +$310K +3,274 +7%
DWA
9
Dougherty Wealth Advisers
Minnesota
$4.64M +$375K +3,958 +9%
RWP
10
RWA Wealth Partners
Massachusetts
$4.17M -$9.52M -100,500 -70%
UBS Group
11
UBS Group
Switzerland
$3.89M -$486K -5,130 -11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.15M +$1.33M +14,038 +71%
YWP
13
YorkBridge Wealth Partners
New York
$3.02M +$221K +2,332 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.98M +$1.35M +14,266 +81%
BONH
15
Bank of New Hampshire
New Hampshire
$2.82M -$56.3K -594 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$2.69M +$2.73M +28,862 New
PCS
17
Personal CFO Solutions
New Jersey
$2.52M +$240K +2,530 +10%
RJA
18
Raymond James & Associates
Florida
$2.37M +$216K +2,284 +10%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.35M -$152K -1,600 -6%
BI
20
Berkeley Inc
Idaho
$2M +$37.9K +400 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.83M +$283K +2,986 +18%
Wells Fargo
22
Wells Fargo
California
$1.67M +$569K +6,010 +50%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.65M +$234K +2,466 +16%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$1.27M +13,452 +551%
CWM
25
Capital Wealth Management
Rhode Island
$1.34M +$255K +2,690 +23%

VIOG Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2022, worth a combined $137M — up 4.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOG positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Mariner, adding an estimated $5.21M. The largest seller was Ameriprise, cutting an estimated $11.5M.

  • 97 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $137M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2022 and 16 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2022 was Mariner, an estimated $5.21M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2022 was Ameriprise, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2022.