Vanguard S&P Small-Cap 600 ETF
VIOO
243 hedge funds and large institutions have $1.06B invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 11 closing their positions.
533% more call options, than puts
Call options by funds: $329K | Put options by funds: $52K
382% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 11
93% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 46
19% more funds holding
Funds holding: 204 → 243 (+39)
17% more capital invested
Capital invested by funds: $901M → $1.06B (+$155M)
4.28% more ownership
Funds ownership: 96.35% → 100.64% (+4.3%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$40.8M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$10.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.52M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.65M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
-$14.4M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
-$4.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.22M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.44M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.1M |
VIOO Hedge Fund Activity: Q4 2022 in Review
243 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2022, worth a combined $1.06B — up 17% from $901M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VIOO positions and 11 closed out — a net gain of 42 holders — while 89 added to existing stakes and 46 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $40.8M. The largest seller was Bridgeworth, cutting an estimated $14.4M.
- 243 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2022, up from 204 in Q3 2022.
- Funds reported $1.06B of Vanguard S&P Small-Cap 600 ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 53 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2022 and 11 closed out, a net change of +42 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2022 was Cerity Partners, an estimated $40.8M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2022 was Bridgeworth, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2022.