We are live on ! Find out more
VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

206 hedge funds and large institutions have $690M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 47

5% less funds holding

Funds holding: 217 → 206 (-11)

6.64% less ownership

Funds ownership: 92.01% → 85.37% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

26% less capital invested

Capital invested by funds: $933M → $690M (-$244M)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
19
Increased
75
Reduced
47
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$65.2M
2
WWM
Wiser Wealth Management
Georgia
+$11.5M
3
LPL Financial
LPL Financial
California
+$11.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.87M

Top Sellers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
-$191M
2
CSPAM
Cary Street Partners Asset Management
Virginia
-$19.1M
3
CWC
Carolinas Wealth Consulting
North Carolina
-$12.1M
4
Wells Fargo
Wells Fargo
California
-$11.5M
5
Jane Street
Jane Street
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.33M -$319K -3,492 -5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.2M +$3.05M +33,410 +120%
ONB
28
Old National Bancorp
Indiana
$4.85M +$5.21M +57,024 New
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$4.54M +$525K +5,750 +12%
Jane Street
30
Jane Street
New York
$4.3M -$11.5M -125,726 -71%
BWIA
31
Bryant Woods Investment Advisors
New York
$4.04M +$392K +4,296 +10%
CT
32
Coastline Trust
Rhode Island
$3.65M +$717K +7,846 +22%
PAG
33
Private Advisor Group
New Jersey
$3.14M -$44.6K -488 -1%
CIAS
34
CBIZ Investment Advisory Services
Ohio
$3.03M – – –
ACP
35
Aveo Capital Partners
Colorado
$2.88M +$2.34M +25,634 +309%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.87M +$175K +1,914 +6%
WAM
37
WNY Asset Management
New York
$2.82M -$5.1M -55,790 -63%
Creative Planning
38
Creative Planning
Kansas
$2.69M +$538K +5,884 +23%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.69M +$99.2K +1,086 +4%
ZCM
40
Ziegler Capital Management
Illinois
$2.56M +$33.4K +366 +1%
C
41
Certuity
Florida
$2.48M – – –
HAC
42
Harbor Advisory Corp
New Hampshire
$2.47M – – –
FAB
43
First American Bank
Illinois
$2.38M +$175K +1,912 +7%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.25M +$521K +5,708 +28%
EL
45
EQ LLC
Washington
$2.24M +$162K +1,778 +7%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$2.17M +$176K +1,924 +8%
1WM
47
1900 Wealth Management
Texas
$2.09M -$110K -1,200 -5%
KSWA
48
Kathleen S. Wright Associates
Pennsylvania
$2.04M +$21.6K +236 +1%
KAS
49
Kestra Advisory Services
Texas
$2.03M +$1.79M +19,558 +451%
KFGK
50
Keystone Financial Group (Kentucky)
Kentucky
$1.93M +$34.2K +374 +2%
1
2
3 4 5

VIOO Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2022, worth a combined $690M — down 26% from $933M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VIOO and 19 opened new positions — a net loss of 9 holders — while 47 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $65.2M. The largest seller was Orgel Wealth Management, cutting an estimated $191M.

  • 206 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $690M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2022 and 28 closed out, a net change of -9 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2022 was Bank of America, an estimated $65.2M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2022 was Orgel Wealth Management, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2022.