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Vanguard S&P Small-Cap 600 ETF
VIOO

205 hedge funds and large institutions have $818M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

108% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 40

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

27% more capital invested

Capital invested by funds: $642M → $818M (+$176M)

16% more funds holding

Funds holding: 177 → 205 (+28)

10.3% more ownership

Funds ownership: 72.16% → 82.45% (+10%)

Holders
205
Holders Change
+28
Holders Change %
+15.82%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
38
Increased
83
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
+$98.4M
2
Cerity Partners
Cerity Partners
New York
+$48.3M
3
CSPAM
Cary Street Partners Asset Management
Virginia
+$16.4M
4
Bank of America
Bank of America
North Carolina
+$12.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$21.7M
2
LIA
LBMC Investment Advisors
Tennessee
-$5.38M
3
CIC
Cornercap Investment Counsel
Georgia
-$4.79M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.44M
5
CA
Cetera Advisors
Colorado
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Summit Financial Strategies
Ohio
$518K +$11.6K +110 +2%
PWW
102
Pettyjohn Wood & White
Virginia
$511K – – –
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$505K +$1.89K +18 +0.4%
FNBOO
104
First National Bank of Omaha
Nebraska
$482K – – –
GA
105
Geller Advisors
New York
$479K -$5.88K -56 -1%
AF
106
Affiance Financial
Minnesota
$472K – – –
AF
107
Advisornet Financial
Minnesota
$460K +$209K +1,990 +83%
SMC
108
Smith, Moore & Co
Missouri
$457K +$2.1K +20 +0.5%
CFA
109
Cahill Financial Advisors
Minnesota
$454K -$3.78K -36 -0.8%
EWM
110
Executive Wealth Management
Michigan
$450K +$16K +152 +4%
3F
111
360 Financial
Minnesota
$428K +$3.36K +32 +0.8%
HWIS
112
Hancock Whitney Investment Services
Louisiana
$423K +$424K +4,040 New
KAS
113
Kestra Advisory Services
Texas
$415K +$76.5K +728 +23%
LWAC
114
Laurel Wealth Advisors (California)
California
$414K +$26.7K +254 +7%
SF
115
Synovus Financial
Georgia
$410K – – –
NFG
116
Next Financial Group
Texas
$410K +$13.2K +126 +3%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$407K – – –
Renaissance Technologies
118
Renaissance Technologies
New York
$399K -$210K -2,000 -34%
WANY
119
Wealthspire Advisors (New York)
New York
$392K +$32.4K +308 +9%
EVM
120
Eaton Vance Management
Massachusetts
$391K – – –
MFG
121
Merit Financial Group
Georgia
$382K +$1.05K +10 +0.3%
HF
122
HRT Financial
New York
$370K +$371K +3,530 New
AWM
123
Accel Wealth Management
Iowa
$367K +$210 +2 +0.1%
Prudential Financial
124
Prudential Financial
New Jersey
$356K -$14.1K -134 -4%
William Blair & Company
125
William Blair & Company
Illinois
$338K – – –
3 4
5
6 7

VIOO Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2021, worth a combined $818M — up 27% from $642M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VIOO positions and 8 closed out — a net gain of 30 holders — while 83 added to existing stakes and 40 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $98.4M. The largest seller was Wells Fargo, cutting an estimated $21.7M.

  • 205 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2021, up from 177 in Q3 2021.
  • Funds reported $818M of Vanguard S&P Small-Cap 600 ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 38 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2021 and 8 closed out, a net change of +30 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2021 was Orgel Wealth Management, an estimated $98.4M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2021 was Wells Fargo, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2021.