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Vanguard S&P Small-Cap 600 ETF
VIOO

180 hedge funds and large institutions have $623M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

8% more funds holding

Funds holding: 167 → 180 (+13)

0% less capital invested

Capital invested by funds: $626M → $623M (-$2.84M)

4.72% less ownership

Funds ownership: 74.47% → 69.75% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
25
Increased
60
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
OMC
Old Mission Capital
Illinois
+$3.59M
3
LPL Financial
LPL Financial
California
+$2.38M
4
PFM
Phillips Financial Management
Indiana
+$2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.38M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
-$18.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.52M
3
Jane Street
Jane Street
New York
-$2.85M
4
ODIJL
One Day In July LLC
Vermont
-$2.32M
5
Morgan Stanley
Morgan Stanley
New York
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
151
First Manhattan
New York
$88K – – –
CWM
152
Cranbrook Wealth Management
Michigan
$86K – – –
AF
153
Allworth Financial
California
$85K -$818 -8 -1%
JP Morgan Chase
154
JP Morgan Chase
New York
$80K – – –
EWM
155
Evermay Wealth Management
Virginia
$78K +$76.9K +752 New
DWMG
156
DB Wealth Management Group
California
$71K – – –
FPB
157
First PREMIER Bank
South Dakota
$70K – – –
CAAS
158
Capital Asset Advisory Services
Michigan
$67K – – –
CHA
159
Carmichael Hill & Associates
Maryland
$67K – – –
HWMA
160
Heritage Wealth Management (Arizona)
Arizona
$52K -$6.75K -66 -12%
RBC
161
Roble Belko & Company
Pennsylvania
$52K – – –
SB
162
Strategic Blueprint
Georgia
$52K +$51.1K +500 New
IA
163
IFP Advisors
Florida
$43K – – –
CFGS
164
Concourse Financial Group Securities
Alabama
$41K – – –
Barclays
165
Barclays
United Kingdom
$37K +$36K +352 New
SSB
166
Sandy Spring Bank
Maryland
$30K – – –
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
LFG
168
Larson Financial Group
Missouri
$23K – – –
SC
169
Sawyer & Company
Massachusetts
$17K +$16.4K +160 New
ASN
170
Advisory Services Network
Georgia
$17K +$16.6K +162 New
BAM
171
Bellevue Asset Management
Washington
$16K – – –
SBL
172
Sargent Bickham Lagudis
Colorado
$16K – – –
HFA
173
Hoover Financial Advisors
Pennsylvania
$14K -$2.66K -26 -16%
NFSG
174
Newbridge Financial Services Group
Florida
$14K – – –
GEA
175
Glen Eagle Advisors
New Jersey
$13.6K – – –
4 5 6
7
8

VIOO Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2021, worth a combined $623M — down 0.45% from $626M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOO positions and 11 closed out — a net gain of 14 holders — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $16.3M. The largest seller was Tanglewood Wealth Management, exiting entirely with an estimated $18.3M sold.

  • 180 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $623M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2021, down 0.45% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2021 was Ameriprise, an estimated $16.3M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2021 was Tanglewood Wealth Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2021.