Vanguard S&P Small-Cap 600 ETF
VIOO
217 hedge funds and large institutions have $933M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 45 reducing their positions, and 12 closing their positions.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
76% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 45
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more capital invested
Capital invested by funds: $818M → $933M (+$115M)
9.56% more ownership
Funds ownership: 82.45% → 92.01% (+9.6%)
6% more funds holding
Funds holding: 205 → 217 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$114M |
| 2 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
Jane Street
New York
|
+$13.5M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$9.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$4.57M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.13M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.91M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.45M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.38M |
VIOO Hedge Fund Activity: Q1 2022 in Review
217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2022, worth a combined $933M — up 14% from $818M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VIOO positions and 12 closed out — a net gain of 18 holders — while 79 added to existing stakes and 45 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $114M. The largest seller was Gateway Advisory, exiting entirely with an estimated $4.57M sold.
- 217 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2022, up from 205 in Q4 2021.
- Funds reported $933M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2022, up 14% quarter-over-quarter.
- 30 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2022 and 12 closed out, a net change of +18 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2022 was Orgel Wealth Management, an estimated $114M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2022 was Gateway Advisory, an estimated $4.57M sold.
Based on aggregated 13F filings for Q1 2022.