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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

173 hedge funds and large institutions have $540M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
50
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$11.1M
2
ECG
EPIQ Capital Group
California
+$2.72M
3
EWA
EP Wealth Advisors
California
+$2.37M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.71M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$12M
2
AI
Atria Investments
North Carolina
-$11.6M
3
VNA
Valley National Advisers
Pennsylvania
-$6.88M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.74M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
26
First Bank & Trust
South Dakota
$7.25M – – –
RA
27
Riversedge Advisors
Delaware
$6.72M -$231K -2,494 -3%
SWM
28
Spire Wealth Management
Virginia
$6.31M +$150K +1,622 +2%
PAS
29
Park Avenue Securities
New York
$6.04M -$79.3K -858 -1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$5.84M -$192K -2,080 -3%
Wells Fargo
31
Wells Fargo
California
$5.65M +$580K +6,269 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.41M -$1.09M -11,746 -17%
Ameriprise
33
Ameriprise
Minnesota
$4.26M +$81.2K +878 +2%
ECM
34
Evergreen Capital Management
Washington
$3.99M -$3.72K -40 -0.1%
JWA
35
JFS Wealth Advisors
Pennsylvania
$3.93M – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.75M +$451K +4,878 +14%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.71M -$96.9K -1,048 -3%
ICMM
38
Integrated Capital Management (Michigan)
Michigan
$3.69M +$3.69M +39,869 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.52M -$5.74M -62,046 -62%
GRP
40
Global Retirement Partners
California
$3.47M +$79.7K +862 +2%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$3.22M -$3.79K -41 -0.1%
DADC
42
D.A. Davidson & Co
Montana
$3.21M +$70.7K +765 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.11M +$2.06M +22,278 +197%
AL
44
Aspiriant LLC
California
$3.07M -$56.4K -610 -2%
EWA
45
Exencial Wealth Advisors
Oklahoma
$2.88M +$555 +6 +0%
SI
46
Saxon Interests
Texas
$2.86M -$13.9K -150 -0.5%
ECG
47
EPIQ Capital Group
California
$2.72M +$2.72M +29,275 New
Mariner
48
Mariner
Kansas
$2.46M -$125K -1,356 -5%
EK
49
Evensky & Katz
Florida
$2.39M -$2.96K -32 -0.1%
RDWM
50
Red Door Wealth Management
Tennessee
$2.38M +$502K +5,427 +27%
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