VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$92.7M
2
MAWA
Moss Adams Wealth Advisors
Washington
$3.82M
3
UBS Group
UBS Group
Switzerland
$17.7M
4
CAN
Cetera Advisor Networks
California
$4.64M
5
Morgan Stanley
Morgan Stanley
New York
$64.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
Ameriprise
Minnesota
$37M
3
US Bancorp
US Bancorp
Minnesota
$67.4K
4
BWM
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
Executive Wealth Management
Michigan
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
226
Sandy Spring Bank
Maryland
$11.2K – – –
PTC
227
Private Trust Company
Ohio
$10.8K – – –
FSWA
228
Financial Synergies Wealth Advisors
Texas
$10.1K – – –
KFI
229
Key Financial Inc
Pennsylvania
$9.65K +$5.61K +61 +139%
CSB
230
City State Bank
Iowa
$9K -$9K -100 -50%
SIS
231
Strategic Investment Solutions
Illinois
$8.74K – – –
TFGT
232
TS Financial Group (TSFG)
Illinois
$8K +$8K +90 New
NFSG
233
Newbridge Financial Services Group
Florida
$6.07K – – –
AIM
234
Anchor Investment Management
South Carolina
$5.93K – – –
GG
235
Gleason Group
Kentucky
$5.61K – – –
SF
236
Safeguard Financial
Wisconsin
$5K +$5K +60 New
AWM
237
Abound Wealth Management
Tennessee
$4.48K – – –
NA
238
NewEdge Advisors
Louisiana
$4.41K – – –
IFAM
239
Institutional & Family Asset Management
Colorado
$4.04K – – –
C
240
Covestor
United Kingdom
$4K -$930 -10 -19%
ADL
241
Asset Dedication LLC
California
$4K – – –
HWM
242
Horizons Wealth Management
North Carolina
$3.31K +$3.31K +36 New
AssetMark Inc
243
AssetMark Inc
California
$2.39K +$2.39K +26 New
SS
244
Sunbelt Securities
Texas
$2.21K +$2.21K +24 New
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K – – –
PPWM
246
PFG Private Wealth Management
Florida
$1.47K -$4.04K -44 -73%
ACA
247
Atlas Capital Advisors
Wyoming
$735 -$368 -4 -33%
TRCT
248
Tower Research Capital (TRC)
New York
$551 -$1.35M -14,684 -100%
VF
249
Virtu Financial
New York
– -$805K -9,069 Closed
ASN
250
Advisory Services Network
Georgia
– -$799K -8,996 Closed
7 8 9
10
11