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Vanguard S&P Small-Cap 600 ETF
VIOO

78 hedge funds and large institutions have $195M invested in Vanguard S&P Small-Cap 600 ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

5% more funds holding

Funds holding: 74 → 78 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $195M → $195M (-$683K)

7.74% less ownership

Funds ownership: 65.16% → 57.42% (-7.7%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
27
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$8.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.52M
4
LPL Financial
LPL Financial
California
+$1.25M
5
NFG
Next Financial Group
Texas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.85M
2
Stifel Financial
Stifel Financial
Missouri
-$5.26M
3
Jane Street
Jane Street
New York
-$3.21M
4
SG Americas Securities
SG Americas Securities
New York
-$2.83M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$1.38M -$20.8K -330 -2%
CT
27
Coastline Trust
Rhode Island
$1.23M -$159K -2,530 -12%
APSP
28
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.17M – – –
SG Americas Securities
29
SG Americas Securities
New York
$1.12M -$2.83M -45,000 -72%
SLF
30
Sun Life Financial
Ontario, Canada
$1.05M +$902K +14,340 +696%
NFG
31
Next Financial Group
Texas
$1.05M +$1.03M +16,392 New
LFAS
32
Level Four Advisory Services
Texas
$990K – – –
ZCA
33
Zeke Capital Advisors
Pennsylvania
$841K – – –
UCFA
34
United Capital Financial Advisors
Texas
$831K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$802K +$97.5K +1,550 +14%
HSA
36
HBK Sorce Advisory
Pennsylvania
$667K +$10.4K +166 +2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$663K -$53.7K -854 -8%
NPC
38
National Planning Corporation
California
$623K +$608K +9,670 New
FA
39
FDx Advisors
Illinois
$610K +$13.1K +208 +2%
FHC
40
First Heartland Consultants
Missouri
$603K +$52.3K +832 +10%
FNBOO
41
First National Bank of Omaha
Nebraska
$575K – – –
IA
42
IFP Advisors
Florida
$556K +$9.43K +150 +2%
Citigroup
43
Citigroup
New York
$554K – – –
CFA
44
Cahill Financial Advisors
Minnesota
$552K +$122K +1,938 +29%
FHA
45
Flagship Harbor Advisors
Massachusetts
$526K +$80.5K +1,280 +18%
CAN
46
Cetera Advisor Networks
California
$524K -$1.26K -20 -0.2%
FAAS
47
First Allied Advisory Services
California
$479K +$470K +7,470 New
V
48
Veritable
Delaware
$448K -$7.17K -114 -2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$378K +$37.5K +596 +11%
PWW
50
Pettyjohn Wood & White
Virginia
$310K – – –
1
2
3 4

VIOO Hedge Fund Activity: Q2 2017 in Review

78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2017, worth a combined $195M — down 0.35% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VIOO positions and 4 closed out — a net gain of 5 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.33M. The largest seller was Bank of America, cutting an estimated $7.85M.

  • 78 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2017, up from 74 in Q1 2017.
  • Funds reported $195M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2017, down 0.35% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2017 was Ameriprise, an estimated $8.33M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2017 was Bank of America, an estimated $7.85M sold.

Based on aggregated 13F filings for Q2 2017.