VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$201M
2
Ameriprise
Ameriprise
Minnesota
+$73.1M
3
BWM
Baystate Wealth Management
Massachusetts
+$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.45M
5
IC
IEQ Capital
California
+$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.6M
2
Cerity Partners
Cerity Partners
New York
-$38.6M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$8.43M
4
LPL Financial
LPL Financial
California
-$7.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Executive Wealth Management
Michigan
$334 -$1.68K -3,368 -83%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$30 – – –
Cerity Partners
203
Cerity Partners
New York
– -$38.6M -454,510 Closed
HWAM
204
Hennion & Walsh Asset Management
New Jersey
– -$8.43M -99,158 Closed
MP
205
McDonald Partners
Ohio
– -$486K -5,714 Closed
GT
206
Greenleaf Trust
Michigan
– -$313K -3,676 Closed
BPA
207
Beacon Pointe Advisors
California
– -$290K -3,406 Closed
CAG
208
Crestwood Advisors Group
Massachusetts
– -$283K -3,334 Closed
VFA
209
Valeo Financial Advisors
Indiana
– -$267K -3,140 Closed
EFS
210
Essex Financial Services
Connecticut
– -$209K -2,464 Closed
GLA
211
Good Life Advisors
Pennsylvania
– -$206K -2,428 Closed
Prudential Financial
212
Prudential Financial
New Jersey
– -$206K -2,414 Closed
YWS
213
Yarger Wealth Strategies
Ohio
– -$202K -2,334 Closed
AWM
214
Activest Wealth Management
Florida
– -$169K -1,990 Closed
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
– -$167K -1,970 Closed
MPCG
216
Matrix Private Capital Group
New York
– -$162K -1,910 Closed
PFS
217
Prospera Financial Services
Texas
– -$94K -1,108 Closed
VVP
218
Venture Visionary Partners
Ohio
– -$63.1K -742 Closed
RBC
219
Roble Belko & Company
Pennsylvania
– -$43K -500 Closed
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
– -$33K -394 Closed
SWM
221
SeaCrest Wealth Management
New York
– -$32K -380 Closed
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
– -$24K -280 Closed
GLLW
223
Graves Light Lenhart Wealth
Virginia
– -$9K -110 Closed
TWC
224
TD Waterhouse Canada
Ontario, Canada
– -$8.07K -94 Closed
5 6 7 8
9