VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

205 hedge funds and large institutions have $689M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
19
Increased
74
Reduced
47
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$117M
2
WWM
2
Wiser Wealth Management
Georgia
$10.7M
3
LPL Financial
3
LPL Financial
California
$33.8M
4
Ameriprise
4
Ameriprise
Minnesota
$24.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$6.58M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$0
3
CWC
3
Carolinas Wealth Consulting
North Carolina
$11.9M
4
Wells Fargo
4
Wells Fargo
California
$17.8M
5
Jane Street
5
Jane Street
New York
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
3F
126
360 Financial
Minnesota
$296K -$58.6K -654 -17%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$293K +$113K +1,334 +63%
BC
128
Bartlett & Co
Ohio
$293K +$113K +1,334 +63%
BPA
129
Beacon Pointe Advisors
California
$290K – – –
SWM
130
Spire Wealth Management
Virginia
$288K +$288K +3,390 New
CAG
131
Crestwood Advisors Group
Massachusetts
$283K +$283K +3,334 New
HWIS
132
Hancock Whitney Investment Services
Louisiana
$278K -$53.6K -630 -16%
AWM
133
Accel Wealth Management
Iowa
$275K -$11.7K -136 -4%
ECG
134
Edge Capital Group
Georgia
$274K -$425K -5,000 -61%
NG
135
Northstar Group
New York
$274K -$12.7K -150 -4%
William Blair & Company
136
William Blair & Company
Illinois
$274K – – –
VFA
137
Valeo Financial Advisors
Indiana
$267K +$57.3K +674 +27%
PPW
138
PACK Private Wealth
Minnesota
$266K – – –
TP
139
Tranquility Partners
Tennessee
$257K – – –
FA
140
Financial Advisors
Massachusetts
$249K +$19.7K +232 +9%
RJT
141
Raymond James Trust
Florida
$239K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$238K +$17K +200 +8%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$234K +$87.4K +1,024 +60%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$231K +$32.4K +380 +16%
EWM
145
Evermay Wealth Management
Virginia
$230K +$511 +6 +0.2%
Goldman Sachs
146
Goldman Sachs
New York
$219K +$219K +2,578 New
WEG
147
World Equity Group
Illinois
$210K +$20.9K +246 +11%
EFS
148
Essex Financial Services
Connecticut
$209K +$19.3K +228 +10%
Prudential Financial
149
Prudential Financial
New Jersey
$206K -$110K -1,284 -35%
GLA
150
Good Life Advisors
Pennsylvania
$206K – – –
4 5
6
7 8