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Vanguard S&P Small-Cap 600 ETF
VIOO

217 hedge funds and large institutions have $933M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

76% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 45

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more capital invested

Capital invested by funds: $818M → $933M (+$115M)

9.56% more ownership

Funds ownership: 82.45% → 92.01% (+9.6%)

6% more funds holding

Funds holding: 205 → 217 (+12)

Holders
217
Holders Change
+12
Holders Change %
+5.85%
% of All Funds
3.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
30
Increased
79
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$114M
2
CWC
Carolinas Wealth Consulting
North Carolina
+$15.3M
3
Jane Street
Jane Street
New York
+$13.5M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$9.8M
5
Wells Fargo
Wells Fargo
California
+$7.9M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$4.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
3
PA
PFG Advisors
Arizona
-$1.91M
4
Creative Planning
Creative Planning
Kansas
-$1.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Continuum Advisory
Idaho
$669K +$1.58K +16 +0.2%
SFG
102
Sovereign Financial Group
Connecticut
$665K -$234K -2,370 -26%
BRWA
103
B. Riley Wealth Advisors
Florida
$643K -$989 -10 -0.2%
ORC
104
O'Rourke & Company
Massachusetts
$594K +$198 +2 +0%
THWM
105
Taylor Hoffman Wealth Management
Virginia
$591K -$1.78K -18 -0.3%
MP
106
McDonald Partners
Ohio
$571K +$570K +5,764 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$566K -$171K -1,732 -23%
AF
108
Advisornet Financial
Minnesota
$508K +$74.6K +754 +17%
FNBOO
109
First National Bank of Omaha
Nebraska
$506K +$51.5K +520 +11%
FTUS
110
Flow Traders U.S.
New York
$505K +$296K +2,996 +143%
PWW
111
Pettyjohn Wood & White
Virginia
$481K – – –
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$474K +$474K +4,788 New
GA
113
Geller Advisors
New York
$458K +$6.53K +66 +1%
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$447K -$29.5K -298 -6%
SMC
115
Smith, Moore & Co
Missouri
$442K +$11.1K +112 +3%
AF
116
Affiance Financial
Minnesota
$438K -$6.33K -64 -1%
KAS
117
Kestra Advisory Services
Texas
$429K +$37.8K +382 +10%
CFA
118
Cahill Financial Advisors
Minnesota
$407K -$21K -212 -5%
3F
119
360 Financial
Minnesota
$395K -$11.5K -116 -3%
EWM
120
Executive Wealth Management
Michigan
$394K -$29.3K -296 -7%
IAIM
121
International Assets Investment Management
Florida
$392K +$397K +4,008 New
AAS
122
Avantax Advisory Services
Texas
$391K +$149K +1,504 +62%
HWIS
123
Hancock Whitney Investment Services
Louisiana
$387K -$13.9K -140 -3%
SF
124
Synovus Financial
Georgia
$386K – – –
EVM
125
Eaton Vance Management
Massachusetts
$372K +$3.56K +36 +1%
3 4
5
6 7

VIOO Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2022, worth a combined $933M — up 14% from $818M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VIOO positions and 12 closed out — a net gain of 18 holders — while 79 added to existing stakes and 45 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $114M. The largest seller was Gateway Advisory, exiting entirely with an estimated $4.57M sold.

  • 217 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2022, up from 205 in Q4 2021.
  • Funds reported $933M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2022 and 12 closed out, a net change of +18 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2022 was Orgel Wealth Management, an estimated $114M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2022 was Gateway Advisory, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2022.