Vanguard S&P Small-Cap 600 ETF
VIOO
119 hedge funds and large institutions have $255M invested in Vanguard S&P Small-Cap 600 ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 24 closing their positions.
2.89% more ownership
Funds ownership: 68.08% → 70.96% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
8% less funds holding
Funds holding: 129 → 119 (-10)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
31% less capital invested
Capital invested by funds: $371M → $255M (-$117M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$13.7M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$9.52M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$4.58M |
| 4 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$3.99M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Stordahl Capital Management
Greenwood Village,
Colorado
|
-$10.3M |
| 2 |
RGI
River Global Investors
London,
United Kingdom
|
-$8.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.11M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.56M |
| 5 |
AC
Avestar Capital
New York
|
-$3.22M |
VIOO Hedge Fund Activity: Q1 2020 in Review
119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2020, worth a combined $255M — down 31% from $371M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of VIOO and 17 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 36 added.
The largest buyer was Savant Capital, adding an estimated $13.7M. The largest seller was Stordahl Capital Management, cutting an estimated $10.3M.
- 119 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2020, down from 129 in Q4 2019.
- Funds reported $255M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2020 and 24 closed out, a net change of -7 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2020 was Savant Capital, an estimated $13.7M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2020 was Stordahl Capital Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2020.