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Vanguard S&P Small-Cap 600 Growth ETF

121 hedge funds and large institutions have $249M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,786% more call options, than puts

Call options by funds: $635K | Put options by funds: $22K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $163M → $249M (+$86.2M)

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

14% more funds holding

Funds holding: 106121 (+15)

7.35% more ownership

Funds ownership: 29.92%37.27% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
42
Reduced
30
Closed
5
Calls
$635K
Puts
$22K
Net Calls
+$613K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$23.9M +247,565 +146%
MGIA
2
Moneta Group Investment Advisors
Missouri
$19.6M +$17M +175,771 +2,943%
Ameriprise
3
Ameriprise
Minnesota
$14.4M +$2.43M +25,162 +23%
Mariner
4
Mariner
Kansas
$13M +$1.08M +11,150 +10%
LPL Financial
5
LPL Financial
California
$12.4M +$8.3K +86 +0.1%
Bank of America
6
Bank of America
North Carolina
$11.9M +$703K +7,284 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.18M +$407K +4,218 +5%
LWP
8
LMG Wealth Partners
Louisiana
$7.96M -$58.7K -608 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.08M +$1.9M +19,653 +43%
DWA
10
Dougherty Wealth Advisers
Minnesota
$5.68M +$279K +2,893 +6%
Goldman Sachs
11
Goldman Sachs
New York
$5.38M
GRP
12
Global Retirement Partners
California
$5.05M +$18.1K +187 +0.4%
SIA
13
Soltis Investment Advisors
Utah
$4.79M +$4.3M +44,501 New
UBS Group
14
UBS Group
Switzerland
$4.21M +$43.2K +447 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.05M +$77.8K +806 +2%
RWP
16
RWA Wealth Partners
Massachusetts
$4.04M -$97.2K -1,007 -3%
SPIA
17
Steward Partners Investment Advisory
New York
$3.81M +$253K +2,618 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.68M +$248K +2,569 +8%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.62M +$1.57M +16,297 +94%
BONH
20
Bank of New Hampshire
New Hampshire
$3.59M +$27.3K +283 +0.9%
PCS
21
Personal CFO Solutions
New Jersey
$3.24M +$94.7K +981 +3%
RJA
22
Raymond James & Associates
Florida
$2.93M -$58K -601 -2%
Citigroup
23
Citigroup
New York
$2.62M +$2.2M +22,761 +1,449%
LTL
24
Lowery Thomas LLC
California
$2.18M +$514K +5,326 +36%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$38.1K -395 -2%

VIOG Hedge Fund Activity: Q4 2023 in Review

121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2023, worth a combined $249M — up 53% from $163M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOG positions and 5 closed out — a net gain of 17 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Berkeley Inc, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $249M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 53% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.9M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Berkeley Inc, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.