We are live on ! Find out more
VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

82 hedge funds and large institutions have $162M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7682 (+6)

6% more capital invested

Capital invested by funds: $153M → $162M (+$8.95M)

0.06% less ownership

Funds ownership: 68.45%68.39% (-0.06%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
15
Increased
24
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$430K -$44.4K -816 -9%
BA
52
Bristlecone Advisors
Washington
$414K
FFA
53
Founders Financial Alliance
North Carolina
$412K +$421K +7,732 New
CS
54
Comerica Securities
Michigan
$348K
SFS
55
Sowell Financial Services
Arkansas
$326K +$436 +8 +0.1%
FAAS
56
First Allied Advisory Services
California
$317K -$27.9K -512 -8%
EWA
57
EP Wealth Advisors
California
$283K -$215K -3,942 -42%
FSG
58
Financial Strategies Group
Michigan
$238K +$244K +4,490 New
IWP
59
Icon Wealth Partners
Texas
$236K
HighTower Advisors
60
HighTower Advisors
Illinois
$226K -$5.01K -92 -2%
BCA
61
Biltmore Capital Advisors
New Jersey
$225K +$230K +4,228 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$223K +$9.69K +178 +4%
Prudential Financial
63
Prudential Financial
New Jersey
$209K -$7.62K -140 -3%
MAM
64
Marquette Asset Management
Minnesota
$89K
CWC
65
Carolinas Wealth Consulting
North Carolina
$89K +$327 +6 +0.4%
HCP
66
Hexagon Capital Partners
Arkansas
$68K +$66.5K +1,222 New
RIM
67
Rockbridge Investment Management
New York
$62K
AWM
68
Avior Wealth Management
Nebraska
$54K -$302K -5,552 -84%
FHA
69
Flagship Harbor Advisors
Massachusetts
$37K
PFA
70
Professional Financial Advisors
Nebraska
$27K +$26.4K +484 New
CFGS
71
Concourse Financial Group Securities
Alabama
$22K
AWA
72
Arkadios Wealth Advisors
Georgia
$21.4K
IA
73
IFP Advisors
Florida
$21K
PFS
74
Prospera Financial Services
Texas
$16K +$16.3K +300 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$14K -$4.36K -80 -23%

VIOV Hedge Fund Activity: Q3 2020 in Review

82 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q3 2020, worth a combined $162M — up 5.8% from $153M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VIOV positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $3.77M. The largest seller was Bank of America, cutting an estimated $2.44M.

  • 82 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q3 2020, up from 76 in Q2 2020.
  • Funds reported $162M of Vanguard S&P Small-Cap 600 Value ETF stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q3 2020 and 8 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q3 2020 was UBS Group, an estimated $3.77M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q3 2020 was Bank of America, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2020.