Vanguard S&P Small-Cap 600 ETF
VIOO
207 hedge funds and large institutions have $690M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 28 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 47
3.32% less ownership
Funds ownership: 46.01% → 42.69% (-3.3%)
5% less funds holding
Funds holding: 218 → 207 (-11)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
49% less capital inflows, than outflows
Capital inflows: $143M | Capital outflows: $280M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$65.2M |
| 2 |
Wiser Wealth Management
Marietta,
Georgia
|
+$11.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.37M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Orgel Wealth Management
Altoona,
Wisconsin
|
-$191M |
| 2 |
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$19.1M |
| 3 |
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
-$12.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.5M |
| 5 |
Jane Street
New York
|
-$11.5M |
VIOO Hedge Fund Activity: Q2 2022 in Review
207 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2022, worth a combined $690M — down 26% from $933M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of VIOO and 19 opened new positions — a net loss of 9 holders — while 47 trimmed existing stakes and 75 added.
The largest buyer was Bank of America, adding an estimated $65.2M. The largest seller was Orgel Wealth Management, cutting an estimated $191M.
- 207 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2022, down from 218 in Q1 2022.
- Funds reported $690M of Vanguard S&P Small-Cap 600 ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2022 and 28 closed out, a net change of -9 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2022 was Bank of America, an estimated $65.2M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2022 was Orgel Wealth Management, an estimated $191M sold.
Based on aggregated 13F filings for Q2 2022.