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Vanguard S&P Small-Cap 600 ETF
VIOO

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: 79 → 84 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.52M
2
V
Veritable
Delaware
+$1.17M
3
B
Bridgeworth
Alabama
+$967K
4
UBS Group
UBS Group
Switzerland
+$952K
5
OWM
Orgel Wealth Management
Wisconsin
+$750K

Top Sellers

Rank Fund Capital Flow
1
RGI
River Global Investors
United Kingdom
-$3.84M
2
CA
Cetera Advisors
Colorado
-$3.21M
3
Bank of America
Bank of America
North Carolina
-$2.86M
4
TH
Timber Hill
Connecticut
-$2.71M
5
TSS
Two Sigma Securities
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
76
Sargent Bickham Lagudis
Colorado
$11K – – –
SEI Investments
77
SEI Investments
Pennsylvania
$11K – – –
GI
78
Gradient Investments
Minnesota
$6K +$6.33K +92 New
GWM
79
Geneos Wealth Management
Colorado
$1K – – –
AF
80
Allworth Financial
California
$1K +$413 +6 +43%
PCG
81
Private Capital Group
Connecticut
$139 +$138K +1,998 New
CA
82
Cetera Advisors
Colorado
– -$3.21M -47,326 Closed
TH
83
Timber Hill
Connecticut
– -$2.71M -39,890 Closed
TSS
84
Two Sigma Securities
New York
– -$2.66M -39,200 Closed
PAG
85
Private Advisor Group
New Jersey
– -$1.48M -21,694 Closed
SG Americas Securities
86
SG Americas Securities
New York
– -$1.19M -17,492 Closed
NPC
87
National Planning Corporation
California
– -$315K -4,648 Closed
BA
88
Bristlecone Advisors
Washington
– -$95K -1,400 Closed
AC
89
Alexandria Capital
Virginia
– -$37K -552 Closed
BF
90
BOK Financial
Oklahoma
– -$5K -78 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$5K -72 Closed
1 2 3
4

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.