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Vanguard S&P Small-Cap 600 Value ETF
VIOV

161 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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $459M → $603M (+$144M)

7% more funds holding

Funds holding: 150 → 161 (+11)

5.12% more ownership

Funds ownership: 38.61% → 43.73% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% 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
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$27.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$13.1M
4
Bank of America
Bank of America
North Carolina
+$5.91M
5
SAM
Silvercrest Asset Management
New York
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.04M
3
AL
Aspiriant LLC
California
-$1.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.08M
5
AWM
Arista Wealth Management
Nevada
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$2.24M +$1.9M +24,122 +2,079%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$2.06M -$88.1K -1,120 -5%
CAN
53
Cetera Advisor Networks
California
$2.02M +$76.9K +978 +4%
AFTS
54
American Financial & Tax Strategies
New York
$2.02M +$1.79M +22,772 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.93M +$265K +3,364 +18%
SC
56
Sierra Capital
Florida
$1.83M -$89.1K -1,133 -5%
IIC
57
Integrated Investment Consultants
Michigan
$1.78M -$74.3K -945 -4%
MMA
58
Miracle Mile Advisors
California
$1.64M -$558K -7,095 -28%
RDWM
59
Red Door Wealth Management
Tennessee
$1.64M – – –
Jane Street
60
Jane Street
New York
$1.64M +$1.46M +18,531 New
SIM
61
Studio Investment Management
Illinois
$1.56M +$508K +6,463 +58%
Prudential Financial
62
Prudential Financial
New Jersey
$1.5M +$132K +1,675 +11%
ACA
63
Ackerman Capital Advisors
Texas
$1.44M -$334K -4,252 -21%
PFM
64
Phillips Financial Management
Indiana
$1.24M -$110K -1,396 -9%
PSF
65
Pacific Sun Financial
California
$1.15M +$2.36K +30 +0.2%
WA
66
Wealth Architects
California
$1.07M – – –
RZH
67
Relyea Zuckerberg Hanson
Connecticut
$1.03M -$27.1K -344 -3%
Brown Advisory
68
Brown Advisory
Maryland
$1.02M +$906K +11,515 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$992K – – –
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$986K -$378K -4,805 -30%
Comerica Bank
71
Comerica Bank
Texas
$947K +$141K +1,794 +20%
SPC
72
Sigma Planning Corp
Michigan
$922K -$862K -10,966 -51%
MIM
73
Macroview Investment Management
Maryland
$854K -$125K -1,585 -14%
OIA
74
OneDigital Investment Advisors
Kansas
$836K +$743K +9,442 New
HWM
75
HB Wealth Management
Georgia
$784K +$366K +4,652 +111%
1 2
3
4 5

VIOV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2023, worth a combined $603M — up 31% from $459M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIOV positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $27.5M. The largest seller was Osaic Holdings, cutting an estimated $9.75M.

  • 161 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $603M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2023 was Atria Investments, an estimated $27.5M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2023.