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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$14.6M |
| 2 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
+$9.48M |
| 3 |
First Manhattan
New York
|
+$6.75M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$5.35M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$5.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.89M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$1.96M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.92M |
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.