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Vanguard S&P Small-Cap 600 ETF
VIOO

177 hedge funds and large institutions have $642M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2.41% more ownership

Funds ownership: 69.75% → 72.16% (+2.4%)

3% more capital invested

Capital invested by funds: $623M → $642M (+$19.3M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 180 → 177 (-3)

Holders
177
Holders Change
-3
Holders Change %
-1.67%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
68
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$25.4M
2
Bank of America
Bank of America
North Carolina
+$17.1M
3
WAM
WNY Asset Management
New York
+$9.47M
4
LIA
LBMC Investment Advisors
Tennessee
+$5.18M
5
Morgan Stanley
Morgan Stanley
New York
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$13.1M
2
Citigroup
Citigroup
New York
-$3.12M
3
OMC
Old Mission Capital
Illinois
-$3.07M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.96M
5
CWC
Carolinas Wealth Consulting
North Carolina
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
26
Vanguard Group
Pennsylvania
$4.44M -$257K -2,542 -5%
GA
27
Gateway Advisory
New Jersey
$4.34M +$102K +1,006 +2%
ZCM
28
Ziegler Capital Management
Illinois
$4.07M – – –
Creative Planning
29
Creative Planning
Kansas
$4.05M +$275K +2,724 +7%
PAG
30
Private Advisor Group
New Jersey
$3.58M +$327K +3,238 +10%
CIAS
31
CBIZ Investment Advisory Services
Ohio
$3.47M – – –
CT
32
Coastline Trust
Rhode Island
$3.09M +$96.4K +954 +3%
MHIC
33
Marble Harbor Investment Counsel
Massachusetts
$3.06M -$1.48M -14,630 -33%
1WM
34
1900 Wealth Management
Texas
$2.92M +$1.9M +18,824 +185%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.91M +$427K +4,224 +17%
C
36
Certuity
Florida
$2.9M – – –
FAB
37
First American Bank
Illinois
$2.87M +$25.5K +252 +0.9%
SCM
38
Stordahl Capital Management
Colorado
$2.81M -$378K -3,736 -12%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.79M +$52.6K +520 +2%
HAC
40
Harbor Advisory Corp
New Hampshire
$2.65M +$90.6K +896 +4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$91.2K +902 +4%
EL
42
EQ LLC
Washington
$2.29M +$15.2K +150 +0.7%
TSW
43
Thompson Siegel & Walmsley
Virginia
$2.19M -$80.9K -800 -4%
SLF
44
Sun Life Financial
Ontario, Canada
$2.17M +$459K +4,540 +27%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$2.12M +$11.1K +110 +0.5%
LBC
46
Lowe Brockenbrough & Co
Virginia
$2.06M -$26.9K -266 -1%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.96M +$155K +1,534 +9%
FFA
48
First Foundation Advisors
California
$1.85M – – –
AO
49
Advisor OS
Illinois
$1.84M -$11.9K -118 -0.6%
HPC
50
HM Payson & Co
Maine
$1.82M – – –
1
2
3 4 5

VIOO Hedge Fund Activity: Q3 2021 in Review

177 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2021, worth a combined $642M — up 3.1% from $623M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VIOO and 15 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $25.4M. The largest seller was Ameriprise, cutting an estimated $13.1M.

  • 177 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2021, down from 180 in Q2 2021.
  • Funds reported $642M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2021 and 16 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2021 was Wells Fargo, an estimated $25.4M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2021 was Ameriprise, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2021.