Vanguard S&P Small-Cap 600 ETF
VIOO
23 hedge funds and large institutions have $31.4M invested in Vanguard S&P Small-Cap 600 ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.
4% less funds holding
Funds holding: 24 → 23 (-1)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
14.44% less ownership
Funds ownership: 54.43% → 39.98% (-14%)
20% less capital invested
Capital invested by funds: $39.2M → $31.4M (-$7.8M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
26
United Capital Financial Advisors
Irving,
Texas
| – | -$645K | -12,996 | Closed |
|
27
Creative Planning
Overland Park,
Kansas
| – | -$116K | -2,332 | Closed |
|
|
CIA
28
Choate Investment Advisors
Boston,
Massachusetts
| – | -$5.96K | -120 | Closed |
|
VIOO Hedge Fund Activity: Q2 2014 in Review
23 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2014, worth a combined $31.4M — down 20% from $39.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VIOO and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.
The largest buyer was Timber Hill, opening a new position worth an estimated $2.63M. The largest seller was Portfolio Strategies (Washington), exiting entirely with an estimated $7.8M sold.
- 23 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2014, down from 24 in Q1 2014.
- Funds reported $31.4M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2014, down 20% quarter-over-quarter.
- 4 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2014 and 5 closed out, a net change of -1 holder.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2014 was Timber Hill, an estimated $2.63M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2014 was Portfolio Strategies (Washington), an estimated $7.8M sold.
Based on aggregated 13F filings for Q2 2014.