Vanguard S&P Small-Cap 600 ETF
VIOO
255 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
13% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 68
2% more funds holding
Funds holding: 249 → 255 (+6)
1.12% more ownership
Funds ownership: 43.98% → 45.1% (+1.1%)
2% more capital invested
Capital invested by funds: $947M → $965M (+$17.9M)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$47.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.1M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.3M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$42.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.7M |
| 3 |
Morgan Stanley
New York
|
-$6.64M |
| 4 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$5.32M |
| 5 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
-$2.17M |
VIOO Hedge Fund Activity: Q3 2023 in Review
255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2023, worth a combined $965M — up 1.9% from $947M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VIOO positions and 18 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $47.1M. The largest seller was Cerity Partners, cutting an estimated $42.8M.
- 255 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2023, up from 249 in Q2 2023.
- Funds reported $965M of Vanguard S&P Small-Cap 600 ETF stock for Q3 2023, up 1.9% quarter-over-quarter.
- 24 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2023 and 18 closed out, a net change of +6 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2023 was Orgel Wealth Management, an estimated $47.1M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2023 was Cerity Partners, an estimated $42.8M sold.
Based on aggregated 13F filings for Q3 2023.