VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$92.7M
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.82M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
CAN
4
Cetera Advisor Networks
California
$4.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$64.8M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
2
Ameriprise
Minnesota
$37M
3
US Bancorp
3
US Bancorp
Minnesota
$67.4K
4
BWM
4
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
5
Executive Wealth Management
Michigan
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
MECA
101
Miller Equity Capital Advisors
Texas
$816K – – –
AWS
102
Atria Wealth Solutions
New York
$814K +$12.2K +133 +2%
GT
103
Greenleaf Trust
Michigan
$814K -$3.31K -36 -0.4%
TAM
104
Tocqueville Asset Management
New York
$782K – – –
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$754K -$69.8K -760 -8%
WANY
106
Wealthspire Advisors (New York)
New York
$750K – – –
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$737K -$223K -2,428 -23%
ECM
108
Evergreen Capital Management
Washington
$712K +$91.9K +1,000 +15%
SFA
109
Source Financial Advisors
New York
$691K +$3.86K +42 +0.6%
VA
110
Valmark Advisers
Ohio
$680K -$7.54K -82 -1%
CA
111
Continuum Advisory
Idaho
$674K – – –
PAIM
112
Punch & Associates Investment Management
Minnesota
$671K +$308K +3,349 +85%
PSF
113
Pacific Sun Financial
California
$661K +$661K +7,442 New
CS
114
Comerica Securities
Michigan
$621K +$40K +435 +7%
CCM
115
Coldstream Capital Management
Washington
$611K -$24.5K -267 -4%
FHA
116
Flagship Harbor Advisors
Massachusetts
$600K -$114K -1,243 -16%
AAS
117
Avantax Advisory Services
Texas
$597K +$34.5K +375 +6%
AO
118
Advisor OS
Illinois
$571K -$587K -6,390 -51%
CAM
119
Cresset Asset Management
Illinois
$544K -$17K -185 -3%
FFL
120
Financial Freedom LLC
Ohio
$525K – – –
TMWM
121
Taylor & Morgan Wealth Management
Michigan
$518K – – –
FA
122
Financial Advisors
Massachusetts
$496K – – –
BRWA
123
B. Riley Wealth Advisors
Florida
$492K – – –
MWM
124
Modera Wealth Management
New Jersey
$490K -$29.8K -324 -6%
DWT
125
Dorsey & Whitney Trust
South Dakota
$484K -$366K -3,980 -43%
3 4
5
6 7