Vanguard S&P Small-Cap 600 ETF
VIOO
287 hedge funds and large institutions have $1.16B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 69 reducing their positions, and 12 closing their positions.
395% more call options, than puts
Call options by funds: $198K | Put options by funds: $40K
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
58% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 69
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
20% more capital invested
Capital invested by funds: $965M → $1.16B (+$197M)
12% more funds holding
Funds holding: 256 → 287 (+31)
1.25% more ownership
Funds ownership: 45.1% → 46.35% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$37.7M |
| 2 |
MUAMU
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
+$12.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.41M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$6.35M |
| 5 |
JP Morgan Chase
New York
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$36.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.8M |
| 3 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
-$4.78M |
| 4 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$4.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
VIOO Hedge Fund Activity: Q4 2023 in Review
287 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2023, worth a combined $1.16B — up 20% from $965M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VIOO positions and 12 closed out — a net gain of 34 holders — while 109 added to existing stakes and 69 trimmed.
The largest buyer was Cerity Partners, adding an estimated $37.7M. The largest seller was Bank of America, cutting an estimated $36.3M.
- 287 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2023, up from 256 in Q3 2023.
- Funds reported $1.16B of Vanguard S&P Small-Cap 600 ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 46 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2023 and 12 closed out, a net change of +34 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2023 was Cerity Partners, an estimated $37.7M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2023 was Bank of America, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.