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Vanguard S&P Small-Cap 600 ETF
VIOO

177 hedge funds and large institutions have $642M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2.41% more ownership

Funds ownership: 69.75% → 72.16% (+2.4%)

3% more capital invested

Capital invested by funds: $623M → $642M (+$19.3M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 180 → 177 (-3)

Holders
177
Holders Change
-3
Holders Change %
-1.67%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
68
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$25.4M
2
Bank of America
Bank of America
North Carolina
+$17.1M
3
WAM
WNY Asset Management
New York
+$9.47M
4
LIA
LBMC Investment Advisors
Tennessee
+$5.18M
5
Morgan Stanley
Morgan Stanley
New York
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$13.1M
2
Citigroup
Citigroup
New York
-$3.12M
3
OMC
Old Mission Capital
Illinois
-$3.07M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.96M
5
CWC
Carolinas Wealth Consulting
North Carolina
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
3F
101
360 Financial
Minnesota
$407K -$9.7K -96 -2%
SF
102
Synovus Financial
Georgia
$392K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$390K – – –
NFG
104
Next Financial Group
Texas
$380K +$53.6K +530 +16%
EVM
105
Eaton Vance Management
Massachusetts
$375K – – –
LWAC
106
Laurel Wealth Advisors (California)
California
$372K +$39.4K +390 +12%
MFG
107
Merit Financial Group
Georgia
$365K -$12.3K -122 -3%
NG
108
Northstar Group
New York
$353K +$5.05K +50 +1%
AWM
109
Accel Wealth Management
Iowa
$352K – – –
AWM
110
Activest Wealth Management
Florida
$347K +$196K +1,940 +129%
WANY
111
Wealthspire Advisors (New York)
New York
$345K +$80.9K +800 +30%
Prudential Financial
112
Prudential Financial
New Jersey
$343K +$18.8K +186 +6%
KAS
113
Kestra Advisory Services
Texas
$325K – – –
William Blair & Company
114
William Blair & Company
Illinois
$324K -$25.5K -252 -7%
TP
115
Tranquility Partners
Tennessee
$307K – – –
ASBI
116
American State Bank (Iowa)
Iowa
$294K – – –
FA
117
Financial Advisors
Massachusetts
$271K – – –
RJT
118
Raymond James Trust
Florida
$264K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$261K -$1.01K -10 -0.4%
VFA
120
Valeo Financial Advisors
Indiana
$248K – – –
SWP
121
Stratos Wealth Partners
Ohio
$245K +$30.3K +300 +14%
GLA
122
Good Life Advisors
Pennsylvania
$244K +$245K +2,422 New
Northern Trust
123
Northern Trust
Illinois
$243K – – –
AF
124
Advisornet Financial
Minnesota
$241K +$72.2K +714 +43%
VA
125
Valmark Advisers
Ohio
$238K +$23K +228 +11%
3 4
5
6 7

VIOO Hedge Fund Activity: Q3 2021 in Review

177 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2021, worth a combined $642M — up 3.1% from $623M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VIOO and 15 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $25.4M. The largest seller was Ameriprise, cutting an estimated $13.1M.

  • 177 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2021, down from 180 in Q2 2021.
  • Funds reported $642M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2021 and 16 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2021 was Wells Fargo, an estimated $25.4M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2021 was Ameriprise, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2021.