VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$70.7M
2
Cerity Partners
Cerity Partners
New York
+$42M
3
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
+$13.7M
4
UBS Group
UBS Group
Switzerland
+$7.14M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$7.06M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$17.5M
3
WWM
Wiser Wealth Management
Georgia
-$5.14M
4
PIMG
Patriot Investment Management Group
Tennessee
-$4.78M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$108K +$72.9K +772 +209%
OA
227
Operose Advisors
Wisconsin
$106K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$105K – – –
PCMC
229
Private Capital Management (Colorado)
Colorado
$99.2K – – –
FPB
230
First PREMIER Bank
South Dakota
$85K – – –
CFD
231
Creative Financial Designs
Indiana
$82.7K +$595 +6 +0.7%
FWP
232
FAS Wealth Partners
Kansas
$82.4K -$595 -6 -0.7%
CWM
233
Cranbrook Wealth Management
Michigan
$82.3K – – –
RBC
234
Roble Belko & Company
Pennsylvania
$77K -$69.2K -695 -47%
SL
235
Salomon & Ludwin
Virginia
$76.6K – – –
TSWM
236
Tyler-Stone Wealth Management
Ohio
$65.2K -$2.08K -21 -3%
CHA
237
Carmichael Hill & Associates
Maryland
$64.1K – – –
LF
238
Lee Financial
Texas
$62.9K – – –
CA
239
Clearstead Advisors
Ohio
$56K -$56K -565 -50%
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$49.3K +$13.8K +137 +39%
QCG
241
Quadrant Capital Group
Ohio
$46.7K +$46.7K +471 New
US Bancorp
242
US Bancorp
Minnesota
$44.4K -$38.3K -386 -46%
PO
243
Private Ocean
California
$44.2K +$44.2K +445 New
CAL
244
Capital Advisors Ltd
Ohio
$43K – – –
First Manhattan
245
First Manhattan
New York
$42.3K – – –
IA
246
IFP Advisors
Florida
$41.3K -$7.54K -76 -15%
ACA
247
Aptus Capital Advisors
Alabama
$40.4K +$40.4K +407 New
TLA
248
Tanglewood Legacy Advisors
Texas
$40.1K – – –
CFGS
249
Concourse Financial Group Securities
Alabama
$39.7K – – –
DF
250
Dunhill Financial
United Kingdom
$34.1K +$34.1K +344 New
8 9
10
11 12