VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

216 hedge funds and large institutions have $933M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
3.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
30
Increased
78
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$214M
2
Jane Street
2
Jane Street
New York
$17.5M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$9.8M
4
Wells Fargo
4
Wells Fargo
California
$33.2M
5
CWC
5
Carolinas Wealth Consulting
North Carolina
$11.9M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.05M
3
PA
3
PFG Advisors
Arizona
$0
4
Creative Planning
4
Creative Planning
Kansas
$2.55M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.05M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$214M 1,081,500 +576,467 +114%
Morgan Stanley
2
Morgan Stanley
New York
$66.1M 333,838 +19,754 +6%
Bank of America
3
Bank of America
North Carolina
$65.4M 330,486 +13,347 +4%
Cerity Partners
4
Cerity Partners
New York
$45.4M 229,451 -637 -0.3%
Wells Fargo
5
Wells Fargo
California
$33.2M 167,661 +39,902 +31%
ODIJL
6
One Day In July LLC
Vermont
$28.5M 143,974 +903 +0.6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.2M 142,492 -228 -0.2%
PIMG
8
Patriot Investment Management Group
Tennessee
$27.6M 139,380 +4,404 +3%
LPL Financial
9
LPL Financial
California
$27.3M 137,704 +3,469 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$25.7M 129,907 -976 -0.7%
SC
11
Savant Capital
Illinois
$25.2M 127,479 +439 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$19.6M 98,837 +1,071 +1%
CSPAM
13
Cary Street Partners Asset Management
Virginia
$19.1M 96,669 +18,756 +24%
B
14
Bridgeworth
Alabama
$19.1M 96,559 +4,024 +4%
UBS Group
15
UBS Group
Switzerland
$18.6M 93,785 +7,428 +9%
Jane Street
16
Jane Street
New York
$17.5M 88,150 +68,338 +345%
DAS
17
Dynamic Advisor Solutions
Arizona
$12.8M 64,877 +10,114 +18%
CWC
18
Carolinas Wealth Consulting
North Carolina
$11.9M 136,182 +77,282 +131%
RJA
19
Raymond James & Associates
Florida
$11.4M 57,443 +145 +0.3%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$9.8M 49,505 +49,505 New
WAM
21
WNY Asset Management
New York
$8.81M 44,451 -4,025 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.05M 40,644 -6,997 -15%
PFP
23
Pinnacle Financial Partners
Tennessee
$7.28M 36,775 -1,083 -3%
PFM
24
Phillips Financial Management
Indiana
$7.16M 36,153 +1,540 +4%
CA
25
Cetera Advisors
Colorado
$6.69M 33,760 +1,560 +5%
1
2 3 4 5