Vanguard S&P Small-Cap 600 ETF
VIOO
206 hedge funds and large institutions have $819M invested in Vanguard S&P Small-Cap 600 ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 8 closing their positions.
388% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 8
108% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 40
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more capital invested
Capital invested by funds: $643M → $819M (+$176M)
16% more funds holding
Funds holding: 177 → 206 (+29)
10.3% more ownership
Funds ownership: 72.16% → 82.46% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$98.4M |
| 2 |
Cerity Partners
New York
|
+$48.3M |
| 3 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$16.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$21.7M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$5.38M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$4.79M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.44M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.42M |
VIOO Hedge Fund Activity: Q4 2021 in Review
206 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2021, worth a combined $819M — up 27% from $643M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VIOO positions and 8 closed out — a net gain of 31 holders — while 83 added to existing stakes and 40 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $98.4M. The largest seller was Wells Fargo, cutting an estimated $21.7M.
- 206 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2021, up from 177 in Q3 2021.
- Funds reported $819M of Vanguard S&P Small-Cap 600 ETF stock for Q4 2021, up 27% quarter-over-quarter.
- 39 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2021 and 8 closed out, a net change of +31 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2021 was Orgel Wealth Management, an estimated $98.4M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2021 was Wells Fargo, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2021.