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Vanguard S&P Small-Cap 600 Value ETF
VIOV

152 hedge funds and large institutions have $958M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more capital invested

Capital invested by funds: $390M → $958M (+$568M)

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

13% more funds holding

Funds holding: 135 → 152 (+17)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8.63% more ownership

Funds ownership: 72.55% → 81.18% (+8.6%)

22% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 51

Holders
152
Holders Change
+17
Holders Change %
+12.59%
% of All Funds
2.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
40
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
SYM Financial Corp
Indiana
+$14.6M
2
TWP
TFO Wealth Partners
Ohio
+$9.48M
3
First Manhattan
First Manhattan
New York
+$6.75M
4
AL
Aspiriant LLC
California
+$5.35M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$5.56M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
3
MWM
Merriman Wealth Management
Washington
-$2.89M
4
BWM
Baystate Wealth Management
Massachusetts
-$1.96M
5
AWM
AE Wealth Management
Kansas
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Aspiriant LLC
California
$5.8M +$5.35M +67,124 +987%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.32M +$730K +9,156 +16%
LPL Financial
28
LPL Financial
California
$4.92M +$423K +5,306 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.75M +$171K +2,144 +4%
FTS
30
Fifth Third Securities
Ohio
$4.5M -$47.8K -600 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.82M -$1.72M -21,518 -31%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.81M -$10.4K -130 -0.3%
VNA
33
Valley National Advisers
Pennsylvania
$3.63M +$2.42M +30,350 +234%
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.56M +$18.7K +234 +0.5%
TWP
35
TFO Wealth Partners
Ohio
$3.32M +$9.48M +118,938 +1,270%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$3.27M -$1.41M -17,676 -30%
ECM
37
Evergreen Capital Management
Washington
$3.23M +$238K +2,980 +8%
Wells Fargo
38
Wells Fargo
California
$2.97M +$269K +3,380 +10%
BWM
39
Baystate Wealth Management
Massachusetts
$2.74M -$1.96M -24,632 -41%
SAM
40
Silvercrest Asset Management
New York
$2.63M +$804K +10,084 +43%
Truist Financial
41
Truist Financial
North Carolina
$2.59M +$638 +8 +0%
IIC
42
Integrated Investment Consultants
Michigan
$2.45M +$1.67M +20,944 +203%
Ameriprise
43
Ameriprise
Minnesota
$2.44M +$179K +2,252 +8%
EWA
44
Exencial Wealth Advisors
Oklahoma
$2.4M -$23.4K -294 -1%
RCA
45
Resonant Capital Advisors
Wisconsin
$2.38M +$2.42M +30,338 New
RCAG
46
Rehmann Capital Advisory Group
Michigan
$2.34M -$1.69M -21,214 -42%
Stifel Financial
47
Stifel Financial
Missouri
$2.31M +$82.9K +1,040 +4%
EK
48
Evensky & Katz
Florida
$2.26M +$23.1K +290 +1%
DADC
49
D.A. Davidson & Co
Montana
$1.99M +$926K +11,616 +84%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$1.85M +$55.6K +698 +3%
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VIOV Hedge Fund Activity: Q4 2022 in Review

152 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2022, worth a combined $958M — up 145% from $390M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VIOV positions and 16 closed out — a net gain of 19 holders — while 40 added to existing stakes and 51 trimmed.

The largest buyer was SYM Financial Corp, opening a new position worth an estimated $14.6M. The largest seller was Stephens Inc, cutting an estimated $5.56M.

  • 152 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2022, up from 135 in Q3 2022.
  • Funds reported $958M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2022, up 145% quarter-over-quarter.
  • 35 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2022 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2022 was SYM Financial Corp, an estimated $14.6M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2022 was Stephens Inc, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2022.