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Vanguard S&P Small-Cap 600 ETF
VIOO

255 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

2% more funds holding

Funds holding: 249 → 255 (+6)

1.12% more ownership

Funds ownership: 43.98% → 45.1% (+1.1%)

2% more capital invested

Capital invested by funds: $947M → $965M (+$17.9M)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
+$47.1M
2
Bank of America
Bank of America
North Carolina
+$33.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.1M
4
CAN
Cetera Advisor Networks
California
+$12.3M
5
CA
Cambridge Associates
Massachusetts
+$5.1M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$42.8M
2
Ameriprise
Ameriprise
Minnesota
-$10.7M
3
Morgan Stanley
Morgan Stanley
New York
-$6.64M
4
PIMG
Patriot Investment Management Group
Tennessee
-$5.32M
5
MAWA
Moss Adams Wealth Advisors
Washington
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$809K – – –
ECM
102
Evergreen Capital Management
Washington
$807K +$137K +1,485 +19%
BBHC
103
Brown Brothers Harriman & Co
New York
$797K – – –
CS
104
Comerica Securities
Michigan
$792K +$213K +2,312 +34%
MECA
105
Miller Equity Capital Advisors
Texas
$776K – – –
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$776K -$2.76K -30 -0.3%
GT
107
Greenleaf Trust
Michigan
$774K – – –
AWS
108
Atria Wealth Solutions
New York
$765K -$9.3K -101 -1%
WANY
109
Wealthspire Advisors (New York)
New York
$756K +$45K +489 +6%
TAM
110
Tocqueville Asset Management
New York
$744K – – –
RDFA
111
Ritter Daniher Financial Advisory
Ohio
$717K – – –
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$708K +$8.11K +88 +1%
PAIM
113
Punch & Associates Investment Management
Minnesota
$699K +$63.5K +689 +9%
EH
114
Equitable Holdings
New York
$667K -$618K -6,710 -47%
AAS
115
Avantax Advisory Services
Texas
$663K +$101K +1,096 +17%
PSF
116
Pacific Sun Financial
California
$650K – – –
VFA
117
Valeo Financial Advisors
Indiana
$645K +$440K +4,772 +183%
VA
118
Valmark Advisers
Ohio
$643K -$4.79K -52 -0.7%
CA
119
Continuum Advisory
Idaho
$641K – – –
Cerity Partners
120
Cerity Partners
New York
$630K -$42.8M -464,164 -98%
Northern Trust
121
Northern Trust
Illinois
$613K +$201K +2,180 +45%
PFO
122
Pathstone Family Office
New Jersey
$612K +$645K +7,007 New
SIS
123
Strategic Investment Solutions
Illinois
$592K +$583K +6,324 +6,200%
DWT
124
Dorsey & Whitney Trust
South Dakota
$565K +$111K +1,201 +23%
SPC
125
Sigma Planning Corp
Michigan
$562K +$592K +6,426 New
3 4
5
6 7

VIOO Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2023, worth a combined $965M — up 1.9% from $947M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOO positions and 18 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $47.1M. The largest seller was Cerity Partners, cutting an estimated $42.8M.

  • 255 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2023, up from 249 in Q2 2023.
  • Funds reported $965M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2023, up 1.9% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2023 and 18 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2023 was Orgel Wealth Management, an estimated $47.1M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2023 was Cerity Partners, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2023.