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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
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$701K – – –
BRWA
77
B. Riley Wealth Advisors
Florida
$699K +$103K +1,010 +18%
SPIA
78
Steward Partners Investment Advisory
New York
$692K -$818 -8 -0.1%
THWM
79
Taylor Hoffman Wealth Management
Virginia
$679K +$26.2K +256 +4%
V
80
Veritable
Delaware
$644K -$58.3K -570 -8%
SFA
81
Source Financial Advisors
New York
$630K -$27.6K -270 -4%
QCM
82
Quest Capital Management
Texas
$587K – – –
Stifel Financial
83
Stifel Financial
Missouri
$587K +$118K +1,154 +26%
MP
84
McDonald Partners
Ohio
$569K +$72.2K +706 +15%
Betterment LLC
85
Betterment LLC
New York
$560K -$11.4K -112 -2%
SFS
86
Summit Financial Strategies
Ohio
$554K +$546K +5,340 New
Citadel Advisors
87
Citadel Advisors
Florida
$516K -$553K -5,416 -52%
AssetMark Inc
88
AssetMark Inc
California
$515K +$506K +4,950 +30,938%
PWW
89
Pettyjohn Wood & White
Virginia
$504K -$18.2K -178 -4%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$495K -$204 -2 -0%
FNBOO
91
First National Bank of Omaha
Nebraska
$479K – – –
AF
92
Affiance Financial
Minnesota
$474K -$26.2K -256 -5%
CFA
93
Cahill Financial Advisors
Minnesota
$472K -$271K -2,656 -37%
SMC
94
Smith, Moore & Co
Missouri
$462K -$87.5K -856 -16%
CCM
95
Coldstream Capital Management
Washington
$461K +$454K +4,440 New
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$441K +$435K +4,254 New
EWM
97
Executive Wealth Management
Michigan
$434K +$428K +4,188 New
3F
98
360 Financial
Minnesota
$429K +$3.68K +36 +0.9%
GA
99
Geller Advisors
New York
$417K – – –
SF
100
Synovus Financial
Georgia
$404K – – –
2 3
4
5 6

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.