Vanguard S&P Small-Cap 600 ETF
VIOO
286 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.
395% more call options, than puts
Call options by funds: $198K | Put options by funds: $40K
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
56% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 70
27% more capital invested
Capital invested by funds: $965M → $1.23B (+$264M)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
12% more funds holding
Funds holding: 255 → 286 (+31)
3.91% more ownership
Funds ownership: 45.1% → 49.01% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$63.5M |
| 2 |
Cerity Partners
New York
|
+$37.7M |
| 3 |
MUAMU
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
+$12.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.41M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$36.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.8M |
| 3 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
-$4.78M |
| 4 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$4.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
VIOO Hedge Fund Activity: Q4 2023 in Review
286 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2023, worth a combined $1.23B — up 27% from $965M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VIOO positions and 12 closed out — a net gain of 34 holders — while 109 added to existing stakes and 70 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $63.5M. The largest seller was Bank of America, cutting an estimated $36.3M.
- 286 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2023, up from 255 in Q3 2023.
- Funds reported $1.23B of Vanguard S&P Small-Cap 600 ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 46 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2023 and 12 closed out, a net change of +34 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $63.5M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2023 was Bank of America, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.