VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
Bank of America
North Carolina
$120M
3
Osaic Holdings
Osaic Holdings
Arizona
$42.8M
4
CAN
Cetera Advisor Networks
California
$16.1M
5
CA
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$630K
2
Ameriprise
Ameriprise
Minnesota
$25M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
PIMG
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
226
Plante Moran Financial Advisors
Michigan
$19.8K – – –
PA
227
Parallel Advisors
California
$18.9K – – –
SC
228
Sawyer & Company
Massachusetts
$17K – – –
AFS
229
Annapolis Financial Services
Maryland
$15.2K – – –
VF
230
VitalStone Financial
Texas
$14K +$14K +170 New
BAM
231
Bellevue Asset Management
Washington
$13.1K – – –
FFA
232
Farther Finance Advisors
California
$11.8K – – –
FSWA
233
Financial Synergies Wealth Advisors
Texas
$9.64K – – –
CSB
234
City State Bank
Iowa
$9K – – –
TFGT
235
TS Financial Group (TSFG)
Illinois
$8K – – –
NFSG
236
Newbridge Financial Services Group
Florida
$5.77K – – –
AIM
237
Anchor Investment Management
South Carolina
$5.64K – – –
GG
238
Gleason Group
Kentucky
$5.34K – – –
KFI
239
Key Financial Inc
Pennsylvania
$5.33K -$3.85K -44 -42%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$4.57K -$83K -963 -95%
FFC
241
First Financial Corp
Indiana
$4.54K +$4.54K +52 New
AWM
242
Abound Wealth Management
Tennessee
$4.26K – – –
NA
243
NewEdge Advisors
Louisiana
$4.2K – – –
ADL
244
Asset Dedication LLC
California
$4K – – –
IFAM
245
Institutional & Family Asset Management
Colorado
$3.85K – – –
HWM
246
Horizons Wealth Management
North Carolina
$3.15K – – –
ACA
247
Atlas Capital Advisors
Wyoming
$2.97K +$2.27K +26 +325%
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
$2.8K +$2.8K +32 New
SS
249
Sunbelt Securities
Texas
$2.1K – – –
NS
250
NBC Securities
Alabama
$2K +$2K +26 New
7 8 9
10
11