VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

254 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.

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% 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

1
OWM
1
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$42.8M
4
CAN
4
Cetera Advisor Networks
California
$16.1M
5
CA
5
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$630K
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
5
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$809K – – –
ECM
102
Evergreen Capital Management
Washington
$807K +$130K +1,485 +19%
BBHC
103
Brown Brothers Harriman & Co
New York
$797K – – –
CS
104
Comerica Securities
Michigan
$792K +$202K +2,312 +34%
MECA
105
Miller Equity Capital Advisors
Texas
$776K – – –
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$776K -$2.62K -30 -0.3%
GT
107
Greenleaf Trust
Michigan
$774K – – –
AWS
108
Atria Wealth Solutions
New York
$765K -$8.83K -101 -1%
WANY
109
Wealthspire Advisors (New York)
New York
$756K +$42.7K +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 +$7.69K +88 +1%
PAIM
113
Punch & Associates Investment Management
Minnesota
$699K +$60.2K +689 +9%
EH
114
Equitable Holdings
New York
$667K -$586K -6,710 -47%
AAS
115
Avantax Advisory Services
Texas
$663K +$95.8K +1,096 +17%
PSF
116
Pacific Sun Financial
California
$650K – – –
VFA
117
Valeo Financial Advisors
Indiana
$645K +$417K +4,772 +183%
VA
118
Valmark Advisers
Ohio
$643K -$4.55K -52 -0.7%
CA
119
Continuum Advisory
Idaho
$641K – – –
Cerity Partners
120
Cerity Partners
New York
$630K -$40.6M -464,164 -98%
Northern Trust
121
Northern Trust
Illinois
$613K +$191K +2,180 +45%
PFO
122
Pathstone Family Office
New Jersey
$612K +$612K +7,007 New
SIS
123
Strategic Investment Solutions
Illinois
$592K +$583K +6,324 +6,200%
DWT
124
Dorsey & Whitney Trust
South Dakota
$565K +$105K +1,201 +23%
SPC
125
Sigma Planning Corp
Michigan
$562K +$562K +6,426 New
3 4
5
6 7