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Vanguard S&P Small-Cap 600 Value ETF
VIOV

86 hedge funds and large institutions have $263M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

62% more capital invested

Capital invested by funds: $162M → $263M (+$101M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

5% more funds holding

Funds holding: 82 → 86 (+4)

4.35% more ownership

Funds ownership: 68.39% → 72.74% (+4.4%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
17
Increased
34
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$19.3M
2
Morgan Stanley
Morgan Stanley
New York
+$4.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.99M
4
Bank of America
Bank of America
North Carolina
+$3.34M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.19M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.25M
3
JG
Jefferies Group
New York
-$2.65M
4
CIC
Cornercap Investment Counsel
Georgia
-$1.87M
5
ODIJL
One Day In July LLC
Vermont
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.43M +$162K +2,570 +8%
ECM
27
Evergreen Capital Management
Washington
$2.3M -$361K -5,722 -15%
MAS
28
Managed Account Services
Florida
$2.22M -$504 -8 -0%
EWA
29
Exencial Wealth Advisors
Oklahoma
$2.17M -$12.9K -204 -0.7%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.02M +$99.3K +1,576 +6%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.99M +$1.78M +28,272 New
PAG
32
Private Advisor Group
New Jersey
$1.88M -$3.28K -52 -0.2%
ACA
33
Ackerman Capital Advisors
Texas
$1.81M -$267K -4,230 -14%
MMA
34
Miracle Mile Advisors
California
$1.81M +$18.9K +300 +1%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.79M -$26.3K -418 -2%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.59M – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.45M +$360K +5,720 +38%
RDWM
38
Red Door Wealth Management
Tennessee
$1.31M – – –
RZH
39
Relyea Zuckerberg Hanson
Connecticut
$1.29M -$55.1K -874 -5%
Wells Fargo
40
Wells Fargo
California
$1.27M +$629K +9,980 +123%
FAIM
41
Financial Advocates Investment Management
Washington
$1.23M -$140K -2,214 -11%
IFG
42
Independent Financial Group
California
$1.22M +$5.04K +80 +0.5%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$1.21M +$76.9K +1,220 +8%
Creative Planning
44
Creative Planning
Kansas
$1.15M +$13.6K +216 +1%
IIC
45
Integrated Investment Consultants
Michigan
$1.07M +$960K +15,232 New
RA
46
Rodgers & Associates
Pennsylvania
$1.03M +$929K +14,746 New
WA
47
Wealth Architects
California
$967K – – –
SFO
48
Stokes Family Office
Louisiana
$890K +$3.78K +60 +0.5%
MWM
49
Merriman Wealth Management
Washington
$843K +$756K +12,000 New
KW
50
KWB Wealth
California
$831K +$746K +11,832 New
1
2
3 4

VIOV Hedge Fund Activity: Q4 2020 in Review

86 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2020, worth a combined $263M — up 62% from $162M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VIOV positions and 11 closed out — a net gain of 6 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.3M. The largest seller was LPL Financial, cutting an estimated $4.19M.

  • 86 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2020, up from 82 in Q3 2020.
  • Funds reported $263M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2020, up 62% quarter-over-quarter.
  • 17 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2020 and 11 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2020 was Ameriprise, an estimated $19.3M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2020 was LPL Financial, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2020.