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Vanguard S&P Small-Cap 600 ETF
VIOO

101 hedge funds and large institutions have $284M invested in Vanguard S&P Small-Cap 600 ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $225M → $284M (+$58.2M)

9% more funds holding

Funds holding: 93 → 101 (+8)

3.11% more ownership

Funds ownership: 56.5% → 59.62% (+3.1%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
44
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BJ
Brouwer & Janachowski
California
+$17.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.57M
3
LPL Financial
LPL Financial
California
+$5.33M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.31M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.15M
2
Goldman Sachs
Goldman Sachs
New York
-$3.64M
3
Bessemer Group
Bessemer Group
New Jersey
-$3.51M
4
PAG
Private Advisor Group
New Jersey
-$1.81M
5
BS
Banco Santander
Spain
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$2M – – –
SLF
27
Sun Life Financial
Ontario, Canada
$1.93M +$1.61M +21,660 +594%
Citigroup
28
Citigroup
New York
$1.83M +$458K +6,176 +34%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.67M – – –
TSW
30
Thompson Siegel & Walmsley
Virginia
$1.67M – – –
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.41M – – –
UCFA
32
United Capital Financial Advisors
Texas
$1.4M +$75K +1,012 +6%
OWM
33
Orgel Wealth Management
Wisconsin
$1.33M +$153K +2,060 +13%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.05M +$1.02M +13,800 New
BC
35
Bartlett & Co
Ohio
$1.05M +$1.02M +13,800 New
FHC
36
First Heartland Consultants
Missouri
$1M +$53.1K +716 +6%
NFG
37
Nadler Financial Group
Illinois
$863K – – –
APA
38
American Portfolios Advisors
New York
$842K +$12.3K +166 +2%
LFAS
39
Level Four Advisory Services
Texas
$823K -$17.3K -234 -2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$801K +$57.9K +782 +8%
NFG
41
Next Financial Group
Texas
$788K -$277K -3,736 -27%
TRCT
42
Tower Research Capital (TRC)
New York
$784K +$554K +7,478 +266%
IA
43
IFP Advisors
Florida
$771K +$84.8K +1,144 +13%
HSA
44
HBK Sorce Advisory
Pennsylvania
$762K – – –
CFA
45
Cahill Financial Advisors
Minnesota
$716K -$3.26K -44 -0.5%
ZCA
46
Zeke Capital Advisors
Pennsylvania
$701K -$293K -3,960 -30%
AF
47
Advisornet Financial
Minnesota
$676K +$6.67K +90 +1%
LFS
48
Legacy Financial Strategies
Kansas
$571K +$118K +1,594 +27%
Franklin Resources
49
Franklin Resources
California
$561K +$545K +7,360 New
PA
50
PFG Advisors
Arizona
$528K +$165K +2,232 +47%
1
2
3 4 5

VIOO Hedge Fund Activity: Q2 2018 in Review

101 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2018, worth a combined $284M — up 26% from $225M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VIOO positions and 11 closed out — a net gain of 8 holders — while 44 added to existing stakes and 14 trimmed.

The largest buyer was Brouwer & Janachowski, adding an estimated $17.2M. The largest seller was Jane Street, exiting entirely with an estimated $6.15M sold.

  • 101 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2018, up from 93 in Q1 2018.
  • Funds reported $284M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2018, up 26% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2018 and 11 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2018 was Brouwer & Janachowski, an estimated $17.2M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2018 was Jane Street, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2018.