Vanguard S&P Small-Cap 600 ETF
VIOO
167 hedge funds and large institutions have $626M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 7 closing their positions.
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
69% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 35
45% more capital invested
Capital invested by funds: $431M → $626M (+$195M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more funds holding
Funds holding: 147 → 167 (+20)
2.94% more ownership
Funds ownership: 71.53% → 74.47% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$17.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.68M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$4.61M |
| 5 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$3.49M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.35M |
| 3 |
SCM
Stordahl Capital Management
Greenwood Village,
Colorado
|
-$1.14M |
| 4 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
-$941K |
| 5 |
Goldman Sachs
New York
|
-$871K |
VIOO Hedge Fund Activity: Q1 2021 in Review
167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2021, worth a combined $626M — up 45% from $431M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VIOO positions and 7 closed out — a net gain of 21 holders — while 59 added to existing stakes and 35 trimmed.
The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $17.6M. The largest seller was Focus Financial Network, exiting entirely with an estimated $3.49M sold.
- 167 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2021, up from 147 in Q4 2020.
- Funds reported $626M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2021, up 45% quarter-over-quarter.
- 28 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2021 and 7 closed out, a net change of +21 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2021 was Tanglewood Wealth Management, an estimated $17.6M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2021 was Focus Financial Network, an estimated $3.49M sold.
Based on aggregated 13F filings for Q1 2021.