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Vanguard S&P Small-Cap 600 ETF
VIOO

180 hedge funds and large institutions have $623M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

8% more funds holding

Funds holding: 167 → 180 (+13)

0% less capital invested

Capital invested by funds: $626M → $623M (-$2.84M)

4.72% less ownership

Funds ownership: 74.47% → 69.75% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
25
Increased
60
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
OMC
Old Mission Capital
Illinois
+$3.59M
3
LPL Financial
LPL Financial
California
+$2.38M
4
PFM
Phillips Financial Management
Indiana
+$2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.38M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
-$18.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.52M
3
Jane Street
Jane Street
New York
-$2.85M
4
ODIJL
One Day In July LLC
Vermont
-$2.32M
5
Morgan Stanley
Morgan Stanley
New York
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
51
Advisor OS
Illinois
$1.91M +$131K +1,280 +7%
HPC
52
HM Payson & Co
Maine
$1.88M +$306K +2,998 +20%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.86M +$400K +3,918 +28%
PA
54
PFG Advisors
Arizona
$1.8M +$72.4K +708 +4%
SLF
55
Sun Life Financial
Ontario, Canada
$1.76M – – –
CFS
56
CRA Financial Services
New Jersey
$1.71M +$6.13K +60 +0.4%
MGIA
57
Moneta Group Investment Advisors
Missouri
$1.7M – – –
MMA
58
Miracle Mile Advisors
California
$1.65M -$13.9K -136 -0.8%
APSP
59
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.46M – – –
SFG
60
Sovereign Financial Group
Connecticut
$1.27M – – –
FTUS
61
Flow Traders U.S.
New York
$1.25M +$1.24M +12,096 New
APA
62
American Portfolios Advisors
New York
$1.22M +$449K +4,396 +60%
KA
63
Klingman & Associates
New York
$1.13M – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.08M +$390K +3,814 +58%
1WM
65
1900 Wealth Management
Texas
$1.05M +$1.04M +10,158 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$985K +$204 +2 +0%
SKK
67
Shepherd Kaplan Krochuk
Massachusetts
$964K – – –
MECA
68
Miller Equity Capital Advisors
Texas
$961K – – –
HVIA
69
Hudson Valley Investment Advisors
New York
$845K +$230K +2,250 +38%
FHA
70
Flagship Harbor Advisors
Massachusetts
$840K -$4.91K -48 -0.6%
TAM
71
Tocqueville Asset Management
New York
$821K – – –
CAN
72
Cetera Advisor Networks
California
$821K +$230K +2,250 +40%
DWT
73
Dorsey & Whitney Trust
South Dakota
$770K -$18.2K -178 -2%
CA
74
Continuum Advisory
Idaho
$748K +$2.86K +28 +0.4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$704K +$6.13K +60 +0.9%
1 2
3
4 5

VIOO Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2021, worth a combined $623M — down 0.45% from $626M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOO positions and 11 closed out — a net gain of 14 holders — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $16.3M. The largest seller was Tanglewood Wealth Management, exiting entirely with an estimated $18.3M sold.

  • 180 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $623M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2021, down 0.45% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2021 was Ameriprise, an estimated $16.3M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2021 was Tanglewood Wealth Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2021.