VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

160 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+12
Holders Change %
+8.11%
% 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
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.24M +$2.13M +24,122 +2,079%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$2.06M -$99.1K -1,120 -5%
CAN
53
Cetera Advisor Networks
California
$2.02M +$86.6K +978 +4%
AFTS
54
American Financial & Tax Strategies
New York
$2.02M +$2.02M +22,772 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.93M +$298K +3,364 +18%
SC
56
Sierra Capital
Florida
$1.83M -$100K -1,133 -5%
IIC
57
Integrated Investment Consultants
Michigan
$1.78M -$83.6K -945 -4%
MMA
58
Miracle Mile Advisors
California
$1.64M -$628K -7,095 -28%
RDWM
59
Red Door Wealth Management
Tennessee
$1.64M
Jane Street
60
Jane Street
New York
$1.64M +$1.64M +18,531 New
SIM
61
Studio Investment Management
Illinois
$1.56M +$572K +6,463 +58%
Prudential Financial
62
Prudential Financial
New Jersey
$1.5M +$148K +1,675 +11%
ACA
63
Ackerman Capital Advisors
Texas
$1.44M -$376K -4,252 -21%
PFM
64
Phillips Financial Management
Indiana
$1.24M -$124K -1,396 -9%
PSF
65
Pacific Sun Financial
California
$1.15M +$2.66K +30 +0.2%
WA
66
Wealth Architects
California
$1.07M
RZH
67
Relyea Zuckerberg Hanson
Connecticut
$1.03M -$30.4K -344 -3%
Brown Advisory
68
Brown Advisory
Maryland
$1.02M +$1.02M +11,515 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$992K
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$986K -$425K -4,805 -30%
Comerica Bank
71
Comerica Bank
Texas
$947K +$159K +1,794 +20%
SPC
72
Sigma Planning Corp
Michigan
$922K -$970K -10,966 -51%
MIM
73
Macroview Investment Management
Maryland
$854K -$140K -1,585 -14%
OIA
74
OneDigital Investment Advisors
Kansas
$836K +$836K +9,442 New
HWM
75
HB Wealth Management
Georgia
$784K +$412K +4,652 +111%