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Vanguard S&P Small-Cap 600 ETF
VIOO

249 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $138K | Put options by funds: $92K

45% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 62

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 247 → 249 (+2)

5.12% less ownership

Funds ownership: 49.1% → 43.98% (-5.1%)

13% less capital invested

Capital invested by funds: $1.09B → $947M (-$139M)

Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.61M
2
MAWA
Moss Adams Wealth Advisors
Washington
+$2.84M
3
UBS Group
UBS Group
Switzerland
+$2.38M
4
CAN
Cetera Advisor Networks
California
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.11M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$123M
2
Ameriprise
Ameriprise
Minnesota
-$80.9M
3
US Bancorp
US Bancorp
Minnesota
-$8.14M
4
BWM
Baystate Wealth Management
Massachusetts
-$7.69M
5
EWM
Executive Wealth Management
Michigan
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$361K +$298K +3,398 New
MFG
152
Merit Financial Group
Georgia
$354K -$9.63K -110 -3%
WEG
153
World Equity Group
Illinois
$353K +$337K +3,846 New
DI
154
DFPG Investments
Utah
$352K +$34K +388 +12%
SFS
155
Summit Financial Strategies
Ohio
$347K +$3.5K +40 +1%
PPW
156
PACK Private Wealth
Minnesota
$344K +$1.31K +15 +0.4%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$343K +$1.49K +17 +0.5%
JBA
158
Johnson Bixby & Associates
Washington
$334K +$1.66K +19 +0.5%
THWM
159
Taylor Hoffman Wealth Management
Virginia
$330K +$3.24K +37 +1%
AWM
160
Accel Wealth Management
Iowa
$324K – – –
PWM
161
Perigon Wealth Management
California
$310K +$295K +3,374 New
WPW
162
Watershed Private Wealth
Illinois
$308K +$293K +3,347 New
3F
163
360 Financial
Minnesota
$306K -$6.22K -71 -2%
CFA
164
Cahill Financial Advisors
Minnesota
$305K – – –
Prudential Financial
165
Prudential Financial
New Jersey
$304K +$4.64K +53 +2%
AF
166
Advisornet Financial
Minnesota
$302K +$64.2K +733 +29%
M1FG
167
Mach-1 Financial Group
Arkansas
$294K +$280K +3,203 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$286K -$4.9K -56 -2%
NG
169
Northstar Group
New York
$283K – – –
TP
170
Tranquility Partners
Tennessee
$278K – – –
William Blair & Company
171
William Blair & Company
Illinois
$266K +$175 +2 +0.1%
RJT
172
Raymond James Trust
Florida
$265K -$5.08K -58 -2%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$251K -$9.98K -114 -4%
BF
174
BOK Financial
Oklahoma
$251K – – –
1IA
175
1834 Investment Advisors
Wisconsin
$250K +$22.2K +254 +10%
5 6
7
8 9

VIOO Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2023, worth a combined $947M — down 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VIOO positions and 17 closed out — a net gain of 5 holders — while 90 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $9.61M. The largest seller was Orgel Wealth Management, cutting an estimated $123M.

  • 249 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2023, up from 247 in Q1 2023.
  • Funds reported $947M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2023 and 17 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2023 was Bank of America, an estimated $9.61M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2023 was Orgel Wealth Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2023.