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.

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$630K
2
Ameriprise
Ameriprise
Minnesota
$25M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
PIMG
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$253K – – –
RJT
177
Raymond James Trust
Florida
$252K – – –
BPA
178
Beacon Pointe Advisors
California
$250K +$250K +2,858 New
BF
179
BOK Financial
Oklahoma
$244K +$18.8K +229 +8%
SMA
180
Sage Mountain Advisors
Georgia
$230K +$230K +2,628 New
KPWS
181
Kestra Private Wealth Services
Texas
$221K -$4.46K -51 -2%
VF
182
Virtu Financial
New York
$220K +$220K +2,519 New
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$215K – – –
GLA
184
Good Life Advisors
Pennsylvania
$213K -$87 -1 -0%
TI
185
Trexquant Investment
Connecticut
$210K +$210K +2,403 New
YWS
186
Yarger Wealth Strategies
Ohio
$207K – – –
GSAM
187
Grant Street Asset Management
Pennsylvania
$205K +$205K +2,348 New
NSG
188
Nalls Sherbakoff Group
Tennessee
$202K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$198K +$25.6K +293 +15%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$197K -$21.9K -250 -10%
BC
191
Bartlett & Co
Ohio
$197K -$21.8K -250 -10%
AWM
192
Activest Wealth Management
Florida
$164K +$164K +1,871 New
CF
193
Centaurus Financial
California
$140K – – –
CAL
194
Capital Analysts LLC
Pennsylvania
$135K – – –
EWA
195
EP Wealth Advisors
California
$134K +$134K +1,532 New
RBC
196
Roble Belko & Company
Pennsylvania
$128K – – –
EWM
197
Evermay Wealth Management
Virginia
$121K – – –
WFA
198
WestHill Financial Advisors
California
$108K – – –
CA
199
Clearstead Advisors
Ohio
$98.8K +$71.2K +815 +259%
OA
200
Operose Advisors
Wisconsin
$93.5K – – –
6 7
8
9 10