VIOV icon

Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

158 hedge funds and large institutions have $486M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
28
Increased
60
Reduced
46
Closed
13
Calls
$258K
Puts
$105K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$25.9M
2
SWM
Spire Wealth Management
Virginia
+$3.56M
3
Wells Fargo
Wells Fargo
California
+$3.15M
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$2.83M
5
SI
Saxon Interests
Texas
+$2.34M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$2.15M
3
BWM
Baystate Wealth Management
Massachusetts
-$1.57M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Northern Trust
Northern Trust
Illinois
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Bristlecone Advisors
Washington
$678K – – –
MWA
77
Mills Wealth Advisors
Texas
$644K +$173K +2,142 +37%
HCA
78
Harbour Capital Advisors
Virginia
$637K +$637K +7,932 New
SFO
79
Stokes Family Office
Louisiana
$600K +$3.47K +43 +0.6%
RA
80
Rodgers & Associates
Pennsylvania
$598K – – –
FFL
81
Financial Freedom LLC
Ohio
$569K +$808 +10 +0.1%
HighTower Advisors
82
HighTower Advisors
Illinois
$568K -$27.8K -345 -5%
CS
83
Comerica Securities
Michigan
$567K -$323 -4 -0.1%
AWM
84
Avior Wealth Management
Nebraska
$565K -$1.37K -17 -0.2%
AWA
85
Arete Wealth Advisors
Illinois
$531K +$40.1K +497 +8%
SFS
86
Sowell Financial Services
Arkansas
$495K +$495K +6,133 New
SC
87
Sepio Capital
Utah
$483K – – –
RIM
88
Rockbridge Investment Management
New York
$480K -$3.07K -38 -0.6%
AWS
89
Atria Wealth Solutions
New York
$474K -$13.1K -162 -3%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$456K +$456K +5,650 New
RWP
91
RWA Wealth Partners
Massachusetts
$453K +$67.8K +840 +18%
Renaissance Technologies
92
Renaissance Technologies
New York
$452K +$242K +3,000 +115%
Creative Planning
93
Creative Planning
Kansas
$447K -$8.32K -103 -2%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$397K +$113K +1,399 +40%
IAIM
95
International Assets Investment Management
Florida
$369K +$369K +3,600 New
IWP
96
Icon Wealth Partners
Texas
$358K +$358K +4,438 New
SSW
97
Stone Summit Wealth
Florida
$326K +$808 +10 +0.2%
GC
98
GFG Capital
Florida
$325K +$325K +3,844 New
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$322K +$322K +3,988 New
FWP
100
FAS Wealth Partners
Kansas
$305K -$59.7K -739 -16%
2 3
4
5 6