We are live on ! Find out more
VIOO icon

Vanguard S&P Small-Cap 600 ETF

84 hedge funds and large institutions have $205M invested in Vanguard S&P Small-Cap 600 ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $176M → $205M (+$28.9M)

7.99% more ownership

Funds ownership: 47.11%55.1% (+8%)

6% more funds holding

Funds holding: 7984 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
36
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$280K +$27.5K +400 +11%
PA
52
PFG Advisors
Arizona
$255K +$251K +3,654 New
VF
53
Virtu Financial
New York
$255K +$252K +3,656 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$253K +$46.2K +672 +23%
US Bancorp
55
US Bancorp
Minnesota
$246K +$65.4K +950 +37%
William Blair & Company
56
William Blair & Company
Illinois
$242K
SPC
57
Sigma Planning Corp
Michigan
$231K +$2.06K +30 +0.9%
KeyBank National Association
58
KeyBank National Association
Ohio
$229K -$53K -770 -19%
PP
59
PagnatoKarp Partners
Virginia
$228K
NWS
60
Newport Wealth Strategies
California
$221K +$213K +3,100 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$178K +$551 +8 +0.3%
Citigroup
62
Citigroup
New York
$160K +$36.1K +524 +30%
SPIA
63
Steward Partners Investment Advisory
New York
$85K
FAAS
64
First Allied Advisory Services
California
$80K +$79.1K +1,150 New
THWM
65
Taylor Hoffman Wealth Management
Virginia
$60K +$59.3K +862 New
GRP
66
Global Retirement Partners
California
$57K +$275 +4 +0.5%
JP Morgan Chase
67
JP Morgan Chase
New York
$54K +$53.4K +776 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$44K -$41.4K -602 -49%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$41K +$5.09K +74 +14%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K
BTIS
71
BB&T Investment Services
North Carolina
$35K
RBC
72
Roble Belko & Company
Pennsylvania
$35K
WEC
73
Winslow Evans & Crocker
Massachusetts
$27.9K +$7.71K +112 +39%
WCM
74
Whitener Capital Management
North Carolina
$23K +$22.7K +330 New
FPB
75
First PREMIER Bank
South Dakota
$18K

VIOO Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2017, worth a combined $205M — up 16% from $176M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VIOO positions and 10 closed out — a net gain of 5 holders — while 36 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.52M. The largest seller was River Global Investors, cutting an estimated $3.84M.

  • 84 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2017, up from 79 in Q3 2017.
  • Funds reported $205M of Vanguard S&P Small-Cap 600 ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2017 and 10 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2017 was Ameriprise, an estimated $9.52M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2017 was River Global Investors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2017.