Vanguard S&P Small-Cap 600 ETF
VIOO
248 hedge funds and large institutions have $1.11B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
82% more capital inflows, than outflows
Capital inflows: $85.2M | Capital outflows: $46.8M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
2% more funds holding
Funds holding: 243 → 248 (+5)
2% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 81
1.22% less ownership
Funds ownership: 50.32% → 49.1% (-1.2%)
43% less call options, than puts
Call options by funds: $151K | Put options by funds: $266K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$8.51M |
| 3 |
Orgel Wealth Management
Altoona,
Wisconsin
|
+$8.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.89M |
| 5 |
Executive Wealth Management
Brighton,
Michigan
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16M |
| 2 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$3.09M |
| 3 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.09M |
| 4 |
Veritable
Wilmington,
Delaware
|
-$2.72M |
| 5 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$2.01M |
VIOO Hedge Fund Activity: Q1 2023 in Review
248 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2023, worth a combined $1.11B — up 5.1% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VIOO positions and 13 closed out — a net gain of 15 holders — while 79 added to existing stakes and 81 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $16M.
- 248 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2023, up from 243 in Q4 2022.
- Funds reported $1.11B of Vanguard S&P Small-Cap 600 ETF stock for Q1 2023, up 5.1% quarter-over-quarter.
- 28 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2023 and 13 closed out, a net change of +15 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2023 was Ameriprise, an estimated $11.7M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2023.