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Vanguard S&P Small-Cap 600 Value ETF
VIOV

161 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $459M → $603M (+$144M)

7% more funds holding

Funds holding: 150 → 161 (+11)

5.12% more ownership

Funds ownership: 38.61% → 43.73% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
53
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$27.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$13.1M
4
Bank of America
Bank of America
North Carolina
+$5.91M
5
SAM
Silvercrest Asset Management
New York
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.04M
3
AL
Aspiriant LLC
California
-$1.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.08M
5
AWM
Arista Wealth Management
Nevada
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
26
First Bank & Trust
South Dakota
$6.94M – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$6.66M +$48.5K +617 +0.8%
PAS
28
Park Avenue Securities
New York
$6.37M +$12.3K +157 +0.2%
VNA
29
Valley National Advisers
Pennsylvania
$6.19M +$200K +2,538 +4%
SWM
30
Spire Wealth Management
Virginia
$5.6M +$66.3K +843 +1%
FTS
31
Fifth Third Securities
Ohio
$4.96M +$629 +8 +0%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$4.34M -$333K -4,238 -8%
Wells Fargo
33
Wells Fargo
California
$4.3M +$302K +3,840 +9%
Ameriprise
34
Ameriprise
Minnesota
$3.95M +$166K +2,109 +5%
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.83M -$85.8K -1,091 -2%
JWA
36
JFS Wealth Advisors
Pennsylvania
$3.77M -$5.74K -73 -0.2%
AL
37
Aspiriant LLC
California
$3.75M -$1.8M -22,903 -35%
ECM
38
Evergreen Capital Management
Washington
$3.71M -$142K -1,800 -4%
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$3.21M -$217K -2,755 -7%
RCA
40
Resonant Capital Advisors
Wisconsin
$3.13M +$186K +2,370 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.02M +$1.35M +17,184 +101%
EWA
42
Exencial Wealth Advisors
Oklahoma
$2.75M +$42.5K +540 +2%
Mariner
43
Mariner
Kansas
$2.66M +$934K +11,872 +65%
GRP
44
Global Retirement Partners
California
$2.63M +$9.12K +116 +0.4%
PAG
45
Private Advisor Group
New Jersey
$2.52M +$2.44K +31 +0.1%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.5M +$519K +6,597 +30%
SI
47
Saxon Interests
Texas
$2.45M +$2.18M +27,696 New
EK
48
Evensky & Katz
Florida
$2.41M -$17.7K -225 -0.8%
DADC
49
D.A. Davidson & Co
Montana
$2.36M -$29.6K -376 -1%
FDDB
50
Fidelity D&D Bancorp
Pennsylvania
$2.28M +$133K +1,692 +7%
1
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VIOV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2023, worth a combined $603M — up 31% from $459M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIOV positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $27.5M. The largest seller was Osaic Holdings, cutting an estimated $9.75M.

  • 161 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $603M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2023 was Atria Investments, an estimated $27.5M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2023.