We are live on ! Find out more
VIOG icon

Vanguard S&P Small-Cap 600 Growth ETF

110 hedge funds and large institutions have $158M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $143M → $158M (+$15.2M)

8% more funds holding

Funds holding: 102110 (+8)

0.58% more ownership

Funds ownership: 28.19%28.77% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

61% less call options, than puts

Call options by funds: $327K | Put options by funds: $843K

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
33
Closed
4
Calls
$327K
Puts
$843K
Net Calls
-$516K
Net Calls Change
-$762K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.7M +$971K +10,311 +8%
LPL Financial
2
LPL Financial
California
$10.3M -$510K -5,420 -5%
Bank of America
3
Bank of America
North Carolina
$9.9M +$144K +1,529 +2%
Ameriprise
4
Ameriprise
Minnesota
$9.45M -$26.6K -283 -0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.76M +$619K +6,575 +8%
Mariner
6
Mariner
Kansas
$8.13M +$784K +8,327 +11%
LWP
7
LMG Wealth Partners
Louisiana
$7.21M +$32.9K +350 +0.5%
Goldman Sachs
8
Goldman Sachs
New York
$5.17M -$52K -552 -1%
DWA
9
Dougherty Wealth Advisers
Minnesota
$5.04M +$133K +1,410 +3%
GRP
10
Global Retirement Partners
California
$4.82M +$612K +6,505 +15%
RWP
11
RWA Wealth Partners
Massachusetts
$3.95M -$138K -1,471 -4%
UBS Group
12
UBS Group
Switzerland
$3.78M -$281K -2,983 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.45M +$9.88K +105 +0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.38M +$155K +1,643 +5%
SPIA
15
Steward Partners Investment Advisory
New York
$3.23M +$16.9K +179 +0.6%
BONH
16
Bank of New Hampshire
New Hampshire
$3.1M -$92.5K -983 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.08M -$169K -1,790 -5%
PCS
18
Personal CFO Solutions
New Jersey
$2.83M +$60.8K +646 +2%
RJA
19
Raymond James & Associates
Florida
$2.69M +$94.1K +1,000 +4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$2.42M -$104K -1,100 -4%
BI
21
Berkeley Inc
Idaho
$2.1M +$2.07K +22 +0.1%
Wells Fargo
22
Wells Fargo
California
$2.08M +$179K +1,901 +10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$136K +1,447 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.84M -$202K -2,145 -10%
PAG
25
Private Advisor Group
New Jersey
$1.8M -$11.1K -118 -0.6%

VIOG Hedge Fund Activity: Q2 2023 in Review

110 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q2 2023, worth a combined $158M — up 11% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VIOG positions and 4 closed out — a net gain of 9 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $991K. The largest seller was Citadel Advisors, cutting an estimated $849K.

  • 110 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $158M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q2 2023 and 4 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $991K added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q2 2023 was Citadel Advisors, an estimated $849K sold.

Based on aggregated 13F filings for Q2 2023.