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Vanguard S&P Small-Cap 600 ETF
VIOO

167 hedge funds and large institutions have $626M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

45% more capital invested

Capital invested by funds: $431M → $626M (+$195M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 147 → 167 (+20)

2.94% more ownership

Funds ownership: 71.53% → 74.47% (+2.9%)

Holders
167
Holders Change
+20
Holders Change %
+13.61%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
59
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
+$17.6M
2
Bank of America
Bank of America
North Carolina
+$17.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.68M
4
CIC
Cornercap Investment Counsel
Georgia
+$4.61M
5
CWC
Carolinas Wealth Consulting
North Carolina
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
FFN
Focus Financial Network
Minnesota
-$3.49M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.35M
3
SCM
Stordahl Capital Management
Colorado
-$1.14M
4
ODIJL
One Day In July LLC
Vermont
-$941K
5
Goldman Sachs
Goldman Sachs
New York
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$672K – – –
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$669K -$44.4K -464 -6%
SPIA
78
Steward Partners Investment Advisory
New York
$664K -$12.6K -132 -2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$653K +$483K +5,052 +333%
SFA
80
Source Financial Advisors
New York
$631K +$61.8K +646 +11%
THWM
81
Taylor Hoffman Wealth Management
Virginia
$626K +$37.1K +388 +7%
HVIA
82
Hudson Valley Investment Advisors
New York
$587K +$564K +5,900 New
BRWA
83
B. Riley Wealth Advisors
Florida
$570K +$48.2K +504 +10%
QCM
84
Quest Capital Management
Texas
$563K – – –
CAN
85
Cetera Advisor Networks
California
$563K +$12.1K +126 +2%
Betterment LLC
86
Betterment LLC
New York
$548K +$32.9K +344 +7%
SMC
87
Smith, Moore & Co
Missouri
$529K +$19.3K +202 +4%
PWW
88
Pettyjohn Wood & White
Virginia
$501K – – –
William Blair & Company
89
William Blair & Company
Illinois
$494K +$2.29K +24 +0.5%
AF
90
Affiance Financial
Minnesota
$480K +$41.9K +438 +10%
FNBOO
91
First National Bank of Omaha
Nebraska
$479K – – –
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$476K -$3.25K -34 -0.7%
MP
93
McDonald Partners
Ohio
$476K – – –
Stifel Financial
94
Stifel Financial
Missouri
$448K +$35K +366 +9%
3F
95
360 Financial
Minnesota
$408K +$14.3K +150 +4%
GA
96
Geller Advisors
New York
$399K -$85.9K -898 -18%
AWM
97
Activest Wealth Management
Florida
$399K +$384K +4,010 New
SF
98
Synovus Financial
Georgia
$388K – – –
EVM
99
Eaton Vance Management
Massachusetts
$370K – – –
HSA
100
HBK Sorce Advisory
Pennsylvania
$350K – – –
2 3
4
5 6

VIOO Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2021, worth a combined $626M — up 45% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VIOO positions and 7 closed out — a net gain of 21 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $17.6M. The largest seller was Focus Financial Network, exiting entirely with an estimated $3.49M sold.

  • 167 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2021, up from 147 in Q4 2020.
  • Funds reported $626M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2021, up 45% quarter-over-quarter.
  • 28 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2021 and 7 closed out, a net change of +21 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2021 was Tanglewood Wealth Management, an estimated $17.6M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2021 was Focus Financial Network, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2021.