We are live on ! Find out more
VIOO icon

Vanguard S&P Small-Cap 600 ETF

101 hedge funds and large institutions have $284M invested in Vanguard S&P Small-Cap 600 ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $225M → $284M (+$58.2M)

9% more funds holding

Funds holding: 93101 (+8)

3.11% more ownership

Funds ownership: 56.5%59.62% (+3.1%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
44
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Tocqueville Asset Management
New York
$201K +$196K +2,640 New
Vanguard Group
77
Vanguard Group
Pennsylvania
$200K +$195K +2,626 New
PCG
78
Private Capital Group
Connecticut
$169K +$17.2K +232 +12%
SPIA
79
Steward Partners Investment Advisory
New York
$140K +$45.5K +614 +50%
THWM
80
Taylor Hoffman Wealth Management
Virginia
$105K +$16.6K +224 +19%
RE
81
RBC Europe
United Kingdom
$78K +$75.9K +1,024 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$75K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$68K +$6.96K +94 +12%
GRP
84
Global Retirement Partners
California
$62K
JP Morgan Chase
85
JP Morgan Chase
New York
$59K
ADL
86
Asset Dedication LLC
California
$57K +$55.7K +752 New
WEC
87
Winslow Evans & Crocker
Massachusetts
$56K +$23.4K +316 +79%
SEI Investments
88
SEI Investments
Pennsylvania
$44K +$19.1K +258 +82%
RBC
89
Roble Belko & Company
Pennsylvania
$38K
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$37K
FPB
91
First PREMIER Bank
South Dakota
$36K +$10.4K +140 +42%
ACA
92
Atlas Capital Advisors
Wyoming
$26.4K +$1.78K +24 +8%
SBL
93
Sargent Bickham Lagudis
Colorado
$12K
IFAM
94
Institutional & Family Asset Management
Colorado
$3K
AF
95
Allworth Financial
California
$2K
VFA
96
Valeo Financial Advisors
Indiana
$2K +$1.63K +22 New
BCA
97
Bay Colony Advisors
Massachusetts
$2K +$1.78K +24 New
SWPG
98
Strategic Wealth Partners Group
Illinois
$609
Jane Street
99
Jane Street
New York
-$6.15M -87,766 Closed
Goldman Sachs
100
Goldman Sachs
New York
-$3.64M -52,006 Closed

VIOO Hedge Fund Activity: Q2 2018 in Review

101 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2018, worth a combined $284M — up 26% from $225M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VIOO positions and 11 closed out — a net gain of 8 holders — while 44 added to existing stakes and 14 trimmed.

The largest buyer was Brouwer & Janachowski, adding an estimated $17.2M. The largest seller was Jane Street, exiting entirely with an estimated $6.15M sold.

  • 101 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2018, up from 93 in Q1 2018.
  • Funds reported $284M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2018, up 26% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2018 and 11 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2018 was Brouwer & Janachowski, an estimated $17.2M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2018 was Jane Street, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2018.