VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

205 hedge funds and large institutions have $689M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-11
Holders Change %
-5.09%
% 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
74
Reduced
47
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$117M
2
WWM
2
Wiser Wealth Management
Georgia
$10.7M
3
LPL Financial
3
LPL Financial
California
$33.8M
4
Ameriprise
4
Ameriprise
Minnesota
$24.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$6.58M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$0
3
CWC
3
Carolinas Wealth Consulting
North Carolina
$11.9M
4
Wells Fargo
4
Wells Fargo
California
$17.8M
5
Jane Street
5
Jane Street
New York
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$815K +$177K +2,088 +28%
FC
77
Financial Council
Maryland
$807K – – –
FFA
78
Fi3 Financial Advisors
Indiana
$802K +$802K +9,466 New
EH
79
Equitable Holdings
New York
$799K +$194K +2,286 +32%
CAAS
80
Capital Asset Advisory Services
Michigan
$795K +$66K +776 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$791K +$207K +2,436 +35%
Stifel Financial
82
Stifel Financial
Missouri
$782K +$179K +2,106 +30%
BBHC
83
Brown Brothers Harriman & Co
New York
$776K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$774K +$288K +3,396 +59%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$764K -$2.38K -28 -0.3%
MECA
86
Miller Equity Capital Advisors
Texas
$755K – – –
AC
87
Anson Capital
Georgia
$726K +$6.3K +74 +0.9%
V
88
Veritable
Delaware
$725K -$1.13M -13,288 -61%
TAM
89
Tocqueville Asset Management
New York
$723K – – –
MIM
90
Macroview Investment Management
Maryland
$671K +$671K +7,892 New
FHA
91
Flagship Harbor Advisors
Massachusetts
$667K -$4.25K -50 -0.6%
PSF
92
Pacific Sun Financial
California
$648K -$5.61K -66 -0.9%
CA
93
Continuum Advisory
Idaho
$624K – – –
Bank of New York Mellon
94
Bank of New York Mellon
New York
$612K -$6.29K -74 -1%
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$574K – – –
SFG
96
Sovereign Financial Group
Connecticut
$558K -$13.1K -154 -2%
Renaissance Technologies
97
Renaissance Technologies
New York
$544K -$85K -1,000 -14%
AF
98
Advisornet Financial
Minnesota
$534K +$97.2K +1,142 +22%
BRWA
99
B. Riley Wealth Advisors
Florida
$528K -$24.2K -284 -4%
CAM
100
Cresset Asset Management
Illinois
$515K +$515K +6,060 New
2 3
4
5 6