We are live on ! Find out more
VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

167 hedge funds and large institutions have $626M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

45% more capital invested

Capital invested by funds: $431M → $626M (+$195M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 147 → 167 (+20)

2.94% more ownership

Funds ownership: 71.53% → 74.47% (+2.9%)

Holders
167
Holders Change
+20
Holders Change %
+13.61%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
59
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
+$17.6M
2
Bank of America
Bank of America
North Carolina
+$17.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.68M
4
CIC
Cornercap Investment Counsel
Georgia
+$4.61M
5
CWC
Carolinas Wealth Consulting
North Carolina
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
FFN
Focus Financial Network
Minnesota
-$3.49M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.35M
3
SCM
Stordahl Capital Management
Colorado
-$1.14M
4
ODIJL
One Day In July LLC
Vermont
-$941K
5
Goldman Sachs
Goldman Sachs
New York
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
26
Vanguard Group
Pennsylvania
$4.5M +$537K +5,612 +14%
MHIC
27
Marble Harbor Investment Counsel
Massachusetts
$4.3M +$153K +1,600 +4%
ZCM
28
Ziegler Capital Management
Illinois
$4.02M +$157K +1,644 +4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.94M +$932K +9,740 +33%
GA
30
Gateway Advisory
New Jersey
$3.89M +$3.74M +39,146 New
SCM
31
Stordahl Capital Management
Colorado
$3.85M -$1.14M -11,898 -24%
PAG
32
Private Advisor Group
New Jersey
$3.1M +$141K +1,474 +5%
Citigroup
33
Citigroup
New York
$3.03M -$58.7K -614 -2%
CT
34
Coastline Trust
Rhode Island
$3M -$123K -1,290 -4%
Creative Planning
35
Creative Planning
Kansas
$2.99M -$145K -1,520 -5%
C
36
Certuity
Florida
$2.87M – – –
Jane Street
37
Jane Street
New York
$2.85M +$2.74M +28,646 New
MML Investors Services
38
MML Investors Services
Massachusetts
$2.67M +$52.4K +548 +2%
FAB
39
First American Bank
Illinois
$2.6M +$401K +4,192 +19%
HAC
40
Harbor Advisory Corp
New Hampshire
$2.53M +$2.03M +21,250 +512%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$14.7K +154 +0.6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$2.35M – – –
TSW
43
Thompson Siegel & Walmsley
Virginia
$2.24M -$12.2K -128 -0.6%
PFM
44
Phillips Financial Management
Indiana
$2.21M +$123K +1,288 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.2M +$245K +2,566 +13%
EL
46
EQ LLC
Washington
$2.08M +$131K +1,370 +7%
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$2.05M +$16.3K +170 +0.8%
LBC
48
Lowe Brockenbrough & Co
Virginia
$1.83M +$442K +4,624 +34%
FFA
49
First Foundation Advisors
California
$1.83M -$838K -8,766 -32%
AO
50
Advisor OS
Illinois
$1.7M +$197K +2,062 +14%
1
2
3 4 5

VIOO Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2021, worth a combined $626M — up 45% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VIOO positions and 7 closed out — a net gain of 21 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $17.6M. The largest seller was Focus Financial Network, exiting entirely with an estimated $3.49M sold.

  • 167 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2021, up from 147 in Q4 2020.
  • Funds reported $626M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2021, up 45% quarter-over-quarter.
  • 28 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2021 and 7 closed out, a net change of +21 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2021 was Tanglewood Wealth Management, an estimated $17.6M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2021 was Focus Financial Network, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2021.