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Vanguard S&P Small-Cap 600 ETF
VIOO

206 hedge funds and large institutions have $690M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 47

5% less funds holding

Funds holding: 217 → 206 (-11)

6.64% less ownership

Funds ownership: 92.01% → 85.37% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

26% less capital invested

Capital invested by funds: $933M → $690M (-$244M)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
19
Increased
75
Reduced
47
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$65.2M
2
WWM
Wiser Wealth Management
Georgia
+$11.5M
3
LPL Financial
LPL Financial
California
+$11.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.87M

Top Sellers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
-$191M
2
CSPAM
Cary Street Partners Asset Management
Virginia
-$19.1M
3
CWC
Carolinas Wealth Consulting
North Carolina
-$12.1M
4
Wells Fargo
Wells Fargo
California
-$11.5M
5
Jane Street
Jane Street
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$815K +$191K +2,088 +28%
FC
77
Financial Council
Maryland
$807K – – –
FFA
78
Fi3 Financial Advisors
Indiana
$802K +$865K +9,466 New
EH
79
Equitable Holdings
New York
$799K +$209K +2,286 +32%
CAAS
80
Capital Asset Advisory Services
Michigan
$795K +$70.9K +776 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$791K +$223K +2,436 +35%
Stifel Financial
82
Stifel Financial
Missouri
$782K +$192K +2,106 +30%
BBHC
83
Brown Brothers Harriman & Co
New York
$776K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$774K +$310K +3,396 +59%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$764K -$2.56K -28 -0.3%
MECA
86
Miller Equity Capital Advisors
Texas
$755K – – –
AC
87
Anson Capital
Georgia
$726K +$6.76K +74 +0.9%
V
88
Veritable
Delaware
$725K -$1.21M -13,288 -61%
TAM
89
Tocqueville Asset Management
New York
$723K – – –
MIM
90
Macroview Investment Management
Maryland
$671K +$721K +7,892 New
FHA
91
Flagship Harbor Advisors
Massachusetts
$667K -$4.57K -50 -0.6%
PSF
92
Pacific Sun Financial
California
$648K -$6.03K -66 -0.9%
CA
93
Continuum Advisory
Idaho
$624K – – –
Bank of New York Mellon
94
Bank of New York Mellon
New York
$612K -$6.76K -74 -1%
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$574K – – –
SFG
96
Sovereign Financial Group
Connecticut
$558K -$14.1K -154 -2%
Renaissance Technologies
97
Renaissance Technologies
New York
$544K -$91.4K -1,000 -14%
AF
98
Advisornet Financial
Minnesota
$534K +$104K +1,142 +22%
BRWA
99
B. Riley Wealth Advisors
Florida
$528K -$25.9K -284 -4%
CAM
100
Cresset Asset Management
Illinois
$515K +$554K +6,060 New
2 3
4
5 6

VIOO Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2022, worth a combined $690M — down 26% from $933M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VIOO and 19 opened new positions — a net loss of 9 holders — while 47 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $65.2M. The largest seller was Orgel Wealth Management, cutting an estimated $191M.

  • 206 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $690M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2022 and 28 closed out, a net change of -9 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2022 was Bank of America, an estimated $65.2M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2022 was Orgel Wealth Management, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2022.