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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$753K – – –
BA
52
Bristlecone Advisors
Washington
$548K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$503K -$203K -3,214 -31%
FWP
54
FAS Wealth Partners
Kansas
$496K -$673K -10,680 -60%
CS
55
Comerica Securities
Michigan
$483K +$20.3K +322 +5%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$477K +$429K +6,800 New
AWM
57
Avior Wealth Management
Nebraska
$466K +$354K +5,618 +549%
FSG
58
Financial Strategies Group
Michigan
$465K +$134K +2,134 +48%
SFS
59
Sowell Financial Services
Arkansas
$432K +$756 +12 +0.2%
Prudential Financial
60
Prudential Financial
New Jersey
$354K +$70K +1,110 +28%
BRWA
61
B. Riley Wealth Advisors
Florida
$353K -$263K -4,180 -45%
EWA
62
EP Wealth Advisors
California
$315K -$53.4K -848 -16%
IWP
63
Icon Wealth Partners
Texas
$312K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$297K +$1.51K +24 +0.6%
BCA
65
Biltmore Capital Advisors
New Jersey
$289K -$6.93K -110 -3%
RM
66
Resource Management
Louisiana
$281K +$252K +4,000 New
AWM
67
AE Wealth Management
Kansas
$232K +$208K +3,298 New
BFA
68
Bragg Financial Advisors
North Carolina
$230K +$207K +3,280 New
BIA
69
BHK Investment Advisors
Alabama
$225K +$202K +3,200 New
Brown Advisory
70
Brown Advisory
Maryland
$211K +$189K +3,000 New
FWM
71
FSA Wealth Management
Massachusetts
$120K +$108K +1,706 New
CWC
72
Carolinas Wealth Consulting
North Carolina
$118K +$630 +10 +0.6%
CF
73
Centaurus Financial
California
$105K +$94.5K +1,500 New
HCP
74
Hexagon Capital Partners
Arkansas
$85K – – –
RIM
75
Rockbridge Investment Management
New York
$82K +$252 +4 +0.3%
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.