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Vanguard S&P Small-Cap 600 ETF
VIOO

249 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.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $138K | Put options by funds: $92K

45% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 62

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 247 → 249 (+2)

5.12% less ownership

Funds ownership: 49.1% → 43.98% (-5.1%)

13% less capital invested

Capital invested by funds: $1.09B → $947M (-$139M)

Holders
249
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
Bank of America
North Carolina
+$9.61M
2
MAWA
Moss Adams Wealth Advisors
Washington
+$2.84M
3
UBS Group
UBS Group
Switzerland
+$2.38M
4
CAN
Cetera Advisor Networks
California
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.11M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$123M
2
Ameriprise
Ameriprise
Minnesota
-$80.9M
3
US Bancorp
US Bancorp
Minnesota
-$8.14M
4
BWM
Baystate Wealth Management
Massachusetts
-$7.69M
5
EWM
Executive Wealth Management
Michigan
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
MECA
101
Miller Equity Capital Advisors
Texas
$816K – – –
AWS
102
Atria Wealth Solutions
New York
$814K +$11.6K +133 +2%
GT
103
Greenleaf Trust
Michigan
$814K -$3.15K -36 -0.4%
TAM
104
Tocqueville Asset Management
New York
$782K – – –
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$754K -$66.5K -760 -8%
WANY
106
Wealthspire Advisors (New York)
New York
$750K – – –
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$737K -$213K -2,428 -23%
ECM
108
Evergreen Capital Management
Washington
$712K +$87.6K +1,000 +15%
SFA
109
Source Financial Advisors
New York
$691K +$3.68K +42 +0.6%
VA
110
Valmark Advisers
Ohio
$680K -$7.18K -82 -1%
CA
111
Continuum Advisory
Idaho
$674K – – –
PAIM
112
Punch & Associates Investment Management
Minnesota
$671K +$293K +3,349 +85%
PSF
113
Pacific Sun Financial
California
$661K +$652K +7,442 New
CS
114
Comerica Securities
Michigan
$621K +$38.1K +435 +7%
CCM
115
Coldstream Capital Management
Washington
$611K -$23.4K -267 -4%
FHA
116
Flagship Harbor Advisors
Massachusetts
$600K -$109K -1,243 -16%
AAS
117
Avantax Advisory Services
Texas
$597K +$32.8K +375 +6%
AO
118
Advisor OS
Illinois
$571K -$560K -6,390 -51%
CAM
119
Cresset Asset Management
Illinois
$544K -$16.2K -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 -$28.4K -324 -6%
DWT
125
Dorsey & Whitney Trust
South Dakota
$484K -$348K -3,980 -43%
3 4
5
6 7

VIOO Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2023, worth a combined $947M — down 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOO positions and 17 closed out — a net gain of 5 holders — while 90 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $9.61M. The largest seller was Orgel Wealth Management, cutting an estimated $123M.

  • 249 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2023, up from 247 in Q1 2023.
  • Funds reported $947M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2023 and 17 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2023 was Bank of America, an estimated $9.61M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2023 was Orgel Wealth Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2023.