Vanguard S&P Small-Cap 600 Value ETF
VIOV
133 hedge funds and large institutions have $553M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
7% more capital invested
Capital invested by funds: $517M → $553M (+$35.1M)
6% more funds holding
Funds holding: 125 → 133 (+8)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
11.72% less ownership
Funds ownership: 87.96% → 76.24% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.23M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$7.99M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$6.14M |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$5.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$33M |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$7.83M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$7.12M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.11M |
VIOV Hedge Fund Activity: Q2 2021 in Review
133 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2021, worth a combined $553M — up 6.8% from $517M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VIOV positions and 8 closed out — a net gain of 10 holders — while 51 added to existing stakes and 36 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.23M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $33M sold.
- 133 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2021, up from 125 in Q1 2021.
- Funds reported $553M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2021, up 6.8% quarter-over-quarter.
- 18 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2021 and 8 closed out, a net change of +10 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2021 was Ameriprise, an estimated $9.23M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2021.