Vanguard S&P Small-Cap 600 Value ETF
VIOV
172 hedge funds and large institutions have $569M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
7% more funds holding
Funds holding: 161 → 172 (+11)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.72% less ownership
Funds ownership: 43.73% → 41.01% (-2.7%)
6% less capital invested
Capital invested by funds: $603M → $569M (-$34.4M)
13% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$13.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.4M |
| 2 |
RH
RFG Holdings
Argyle,
Texas
|
-$10.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.45M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.25M |
VIOV Hedge Fund Activity: Q1 2024 in Review
172 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2024, worth a combined $569M — down 5.7% from $603M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VIOV positions and 9 closed out — a net gain of 13 holders — while 54 added to existing stakes and 62 trimmed.
The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $25.4M.
- 172 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2024, up from 161 in Q4 2023.
- Funds reported $569M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2024, down 5.7% quarter-over-quarter.
- 22 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2024 was Octavia Wealth Advisors, an estimated $13.9M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2024.