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Vanguard S&P Small-Cap 600 ETF
VIOO

217 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, 79 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

76% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 45

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more capital invested

Capital invested by funds: $818M → $933M (+$115M)

9.56% more ownership

Funds ownership: 82.45% → 92.01% (+9.6%)

6% more funds holding

Funds holding: 205 → 217 (+12)

Holders
217
Holders Change
+12
Holders Change %
+5.85%
% 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
79
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$114M
2
CWC
Carolinas Wealth Consulting
North Carolina
+$15.3M
3
Jane Street
Jane Street
New York
+$13.5M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$9.8M
5
Wells Fargo
Wells Fargo
California
+$7.9M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$4.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
3
PA
PFG Advisors
Arizona
-$1.91M
4
Creative Planning
Creative Planning
Kansas
-$1.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$214M +$114M +1,152,934 +114%
Morgan Stanley
2
Morgan Stanley
New York
$66.1M +$3.91M +39,508 +6%
Bank of America
3
Bank of America
North Carolina
$65.4M +$2.64M +26,694 +4%
Cerity Partners
4
Cerity Partners
New York
$45.4M -$126K -1,274 -0.3%
Wells Fargo
5
Wells Fargo
California
$33.2M +$7.9M +79,804 +31%
ODIJL
6
One Day In July LLC
Vermont
$28.5M +$179K +1,806 +0.6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.2M -$45.1K -456 -0.2%
PIMG
8
Patriot Investment Management Group
Tennessee
$27.6M +$871K +8,808 +3%
LPL Financial
9
LPL Financial
California
$27.3M +$686K +6,938 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$25.7M -$193K -1,952 -0.7%
SC
11
Savant Capital
Illinois
$25.2M +$86.9K +878 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$19.6M +$212K +2,142 +1%
CSPAM
13
Cary Street Partners Asset Management
Virginia
$19.1M +$3.71M +37,512 +24%
B
14
Bridgeworth
Alabama
$19.1M +$796K +8,048 +4%
UBS Group
15
UBS Group
Switzerland
$18.6M +$1.47M +14,856 +9%
Jane Street
16
Jane Street
New York
$17.5M +$13.5M +136,676 +345%
DAS
17
Dynamic Advisor Solutions
Arizona
$12.8M +$2M +20,228 +18%
CWC
18
Carolinas Wealth Consulting
North Carolina
$11.9M +$15.3M +154,564 +131%
RJA
19
Raymond James & Associates
Florida
$11.4M +$28.7K +290 +0.3%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$9.8M +$9.8M +99,010 New
WAM
21
WNY Asset Management
New York
$8.81M -$796K -8,050 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.05M -$1.38M -13,994 -15%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.28M -$214K -2,166 -3%
PFM
24
Phillips Financial Management
Indiana
$7.16M +$305K +3,080 +4%
CA
25
Cetera Advisors
Colorado
$6.69M +$309K +3,120 +5%
1
2 3 4 5

VIOO Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2022, worth a combined $933M — up 14% from $818M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VIOO positions and 12 closed out — a net gain of 18 holders — while 79 added to existing stakes and 45 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $114M. The largest seller was Gateway Advisory, exiting entirely with an estimated $4.57M sold.

  • 217 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2022, up from 205 in Q4 2021.
  • Funds reported $933M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2022 and 12 closed out, a net change of +18 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2022 was Orgel Wealth Management, an estimated $114M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2022 was Gateway Advisory, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2022.