VIOO icon

Vanguard S&P Small-Cap 600 ETF
VIOO

Overview Fund Activity

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Cerity Partners
2
Cerity Partners
New York
$42.7M
3
EWS
3
Eagle Wealth Strategies
New Jersey
$15.3M
4
MUAMU
4
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$17.3M
5
NIWA
5
New Insight Wealth Advisors
California
$10.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31M
3
WWM
3
Wiser Wealth Management
Georgia
$10.5M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.31M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$190M 1,914,482 +35,402 +2%
Morgan Stanley
2
Morgan Stanley
New York
$133M 1,345,790 +712,402 +112%
Bank of America
3
Bank of America
North Carolina
$95.5M 963,280 -407,537 -30%
Cerity Partners
4
Cerity Partners
New York
$42.7M 430,477 +423,267 +5,871%
BWM
5
Baystate Wealth Management
Massachusetts
$37M 372,808 +11,568 +3%
LPL Financial
6
LPL Financial
California
$36.8M 370,655 +15,559 +4%
Wells Fargo
7
Wells Fargo
California
$33.4M 336,491 +11,955 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$31M 312,322 -176,784 -36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.5M 307,417 +3,181 +1%
Ameriprise
10
Ameriprise
Minnesota
$29.6M 298,252 +12,180 +4%
ODIJL
11
One Day In July LLC
Vermont
$29.1M 293,836 +2,210 +0.8%
UBS Group
12
UBS Group
Switzerland
$26.4M 266,327 +71,938 +37%
SC
13
Savant Capital
Illinois
$24.5M 247,257 -11,563 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$22.1M 222,768 +42,104 +23%
CAN
15
Cetera Advisor Networks
California
$21.3M 214,433 +30,137 +16%
MUAMU
16
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$17.3M 174,800 +137,800 +372%
EWS
17
Eagle Wealth Strategies
New Jersey
$15.3M 154,587 +154,587 New
RJA
18
Raymond James & Associates
Florida
$14.5M 146,449 -2,563 -2%
CWC
19
Carolinas Wealth Consulting
North Carolina
$14.1M 141,952 +4,946 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13.9M 140,256 +27,238 +24%
PIMG
21
Patriot Investment Management Group
Tennessee
$12M 120,901 -48,171 -28%
ONB
22
Old National Bancorp
Indiana
$11.2M 113,315 +9,052 +9%
WWM
23
Wiser Wealth Management
Georgia
$10.5M 109,640 -53,672 -33%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$10.2M 103,085 +16,271 +19%
NIWA
25
New Insight Wealth Advisors
California
$10.1M 102,291 +102,291 New
1
2 3 4 5