Vanguard S&P Small-Cap 600 ETF
VIOO
249 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.
50% more call options, than puts
Call options by funds: $138K | Put options by funds: $92K
45% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 62
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1% more funds holding
Funds holding: 247 → 249 (+2)
5.12% less ownership
Funds ownership: 49.1% → 43.98% (-5.1%)
13% less capital invested
Capital invested by funds: $1.09B → $947M (-$139M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.61M |
| 2 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$2.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.38M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.26M |
| 5 |
Morgan Stanley
New York
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$123M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$80.9M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$8.14M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$7.69M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$5.31M |
VIOO Hedge Fund Activity: Q2 2023 in Review
249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2023, worth a combined $947M — down 13% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VIOO positions and 17 closed out — a net gain of 5 holders — while 90 added to existing stakes and 62 trimmed.
The largest buyer was Bank of America, adding an estimated $9.61M. The largest seller was Orgel Wealth Management, cutting an estimated $123M.
- 249 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2023, up from 247 in Q1 2023.
- Funds reported $947M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2023, down 13% quarter-over-quarter.
- 22 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2023 and 17 closed out, a net change of +5 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2023 was Bank of America, an estimated $9.61M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2023 was Orgel Wealth Management, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2023.