Vanguard S&P Small-Cap 600 ETF
VIOO
204 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
38% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 48
31% more capital invested
Capital invested by funds: $690M → $901M (+$212M)
10.98% more ownership
Funds ownership: 85.37% → 96.35% (+11%)
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
1% less funds holding
Funds holding: 207 → 204 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$223M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$81M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$34M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.5M |
| 5 |
IC
IEQ Capital
Foster City,
California
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$45.1M |
| 2 |
Cerity Partners
New York
|
-$38.6M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$8.43M |
| 4 |
LPL Financial
San Diego,
California
|
-$8.02M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.25M |
VIOO Hedge Fund Activity: Q3 2022 in Review
204 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2022, worth a combined $901M — up 31% from $690M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VIOO positions and 22 closed out — a net gain of 2 holders — while 66 added to existing stakes and 48 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $223M. The largest seller was Bank of America, cutting an estimated $45.1M.
- 204 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2022, down from 207 in Q2 2022.
- Funds reported $901M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2022, up 31% quarter-over-quarter.
- 24 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2022 and 22 closed out, a net change of +2 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2022 was Orgel Wealth Management, an estimated $223M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2022 was Bank of America, an estimated $45.1M sold.
Based on aggregated 13F filings for Q3 2022.