Vanguard S&P Small-Cap 600 ETF
VIOO
130 hedge funds and large institutions have $360M invested in Vanguard S&P Small-Cap 600 ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $320M → $360M (+$40.6M)
5.46% more ownership
Funds ownership: 71.93% → 77.39% (+5.5%)
3% more funds holding
Funds holding: 126 → 130 (+4)
10% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$12.4M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$3.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.23M |
| 4 |
Morgan Stanley
New York
|
+$2.94M |
| 5 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$6.57M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.56M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.33M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.29M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
BlackRock
New York
| $3K | – | – | – |
|
|
IFAM
127
Institutional & Family Asset Management
Fort Collins,
Colorado
| $3K | – | – | – |
|
|
LFG
128
Larson Financial Group
St Louis,
Missouri
| $3K | – | – | – |
|
|
AF
129
Advisornet Financial
Minnetonka,
Minnesota
| $2K | -$138K | -2,100 | -99% |
|
|
GI
130
Gradient Investments
Arden Hills,
Minnesota
| $2K | – | – | – |
|
131
Millennium Management
New York
| – | -$502K | -8,030 | Closed |
|
132
Truist Financial
Charlotte,
North Carolina
| – | -$324K | -5,178 | Closed |
|
|
RC
133
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$279K | -4,452 | Closed |
|
|
WGCA
134
Wolf Group Capital Advisors
Fairfax,
Virginia
| – | -$256K | -4,086 | Closed |
|
|
CW
135
CreativeOne Wealth
Overland Park,
Kansas
| – | -$214K | -3,420 | Closed |
|
|
FHA
136
First Horizon Advisors
Memphis,
Tennessee
| – | -$39K | -628 | Closed |
|
|
HFA
137
Hoover Financial Advisors
Malvern,
Pennsylvania
| – | -$25K | -400 | Closed |
|
|
OPS
138
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$9K | -136 | Closed |
|
|
CT
139
Caldwell Trust
Venice,
Florida
| – | -$4.13K | -66 | Closed |
|
VIOO Hedge Fund Activity: Q3 2020 in Review
130 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2020, worth a combined $360M — up 13% from $320M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VIOO positions and 9 closed out — a net gain of 5 holders — while 35 added to existing stakes and 39 trimmed.
The largest buyer was Polianta Ltd, opening a new position worth an estimated $12.4M. The largest seller was Jefferies Group, cutting an estimated $6.57M.
- 130 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2020, up from 126 in Q2 2020.
- Funds reported $360M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2020 and 9 closed out, a net change of +5 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2020 was Polianta Ltd, an estimated $12.4M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2020 was Jefferies Group, an estimated $6.57M sold.
Based on aggregated 13F filings for Q3 2020.