Vanguard S&P Small-Cap 600 Value ETF
VIOV
129 hedge funds and large institutions have $455M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 20 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
28% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 40
10.65% more ownership
Funds ownership: 68.16% → 78.81% (+11%)
3% more capital invested
Capital invested by funds: $443M → $455M (+$12.1M)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
2% less funds holding
Funds holding: 132 → 129 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$36.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.6M |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
+$18.5M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$4.79M |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NF
Nvest Financial
Portsmouth,
New Hampshire
|
-$6.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.02M |
| 3 |
Goldman Sachs
New York
|
-$3.83M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.1M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$2.98M |
VIOV Hedge Fund Activity: Q2 2022 in Review
129 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2022, worth a combined $455M — up 2.7% from $443M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of VIOV and 19 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 51 added.
The largest buyer was N.E.W. Advisory Services, opening a new position worth an estimated $36.4M. The largest seller was Nvest Financial, exiting entirely with an estimated $6.6M sold.
- 129 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2022, down from 132 in Q1 2022.
- Funds reported $455M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2022, up 2.7% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2022 and 20 closed out, a net change of -1 holder.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2022 was N.E.W. Advisory Services, an estimated $36.4M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2022 was Nvest Financial, an estimated $6.6M sold.
Based on aggregated 13F filings for Q2 2022.