Vanguard S&P Small-Cap 600 ETF
VIOO
113 hedge funds and large institutions have $301M invested in Vanguard S&P Small-Cap 600 ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 20 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
1.72% more ownership
Funds ownership: 32.29% → 34.01% (+1.7%)
1% less funds holding
Funds holding: 114 → 113 (-1)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
13% less capital invested
Capital invested by funds: $347M → $301M (-$45.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.35M |
| 3 |
Morgan Stanley
New York
|
+$4.27M |
| 4 |
AC
Avestar Capital
New York
|
+$3.59M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Banco Santander
Madrid,
Spain
|
-$7.83M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$6.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.71M |
| 4 |
JG
Jefferies Group
New York
|
-$3.99M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.35M |
VIOO Hedge Fund Activity: Q4 2018 in Review
113 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2018, worth a combined $301M — down 13% from $347M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of VIOO and 19 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 38 added.
The largest buyer was Hollencrest Capital Management, adding an estimated $11M. The largest seller was Banco Santander, exiting entirely with an estimated $7.83M sold.
- 113 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2018, down from 114 in Q3 2018.
- Funds reported $301M of Vanguard S&P Small-Cap 600 ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2018 and 20 closed out, a net change of -1 holder.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2018 was Hollencrest Capital Management, an estimated $11M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2018 was Banco Santander, an estimated $7.83M sold.
Based on aggregated 13F filings for Q4 2018.