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Vanguard S&P Small-Cap 600 ETF

93 hedge funds and large institutions have $225M invested in Vanguard S&P Small-Cap 600 ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

11% more funds holding

Funds holding: 8493 (+9)

10% more capital invested

Capital invested by funds: $205M → $225M (+$21M)

1.4% more ownership

Funds ownership: 55.1%56.5% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
40
Reduced
9
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
101
First Allied Advisory Services
California
-$80K -1,150 Closed
GI
102
Gradient Investments
Minnesota
-$6K -92 Closed
GWM
103
Geneos Wealth Management
Colorado
-$1K -18 Closed

VIOO Hedge Fund Activity: Q1 2018 in Review

93 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2018, worth a combined $225M — up 10% from $205M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VIOO positions and 13 closed out — a net gain of 10 holders — while 40 added to existing stakes and 9 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $14.1M. The largest seller was River Global Investors, exiting entirely with an estimated $9.9M sold.

  • 93 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $225M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2018, up 10% quarter-over-quarter.
  • 23 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2018 and 13 closed out, a net change of +10 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2018 was Deutsche Bank, an estimated $14.1M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2018 was River Global Investors, an estimated $9.9M sold.

Based on aggregated 13F filings for Q1 2018.