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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.3M |
| 2 |
Morgan Stanley
New York
|
+$4.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.19M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.25M |
| 3 |
JG
Jefferies Group
New York
|
-$2.65M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.87M |
| 5 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
-$1.81M |
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.