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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

153 hedge funds and large institutions have $474M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
15
Increased
47
Reduced
51
Closed
19
Calls
$296K
Puts
$82K
Net Calls
+$214K
Net Calls Change
+$61K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$3.08M
2
RJA
Raymond James & Associates
Florida
+$2.32M
3
NEWAS
N.E.W. Advisory Services
Wisconsin
+$1.46M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.35M
5
Ameriprise
Ameriprise
Minnesota
+$1.03M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.66M
2
Bank of America
Bank of America
North Carolina
-$7.03M
3
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$5.05M
4
Wells Fargo
Wells Fargo
California
-$2.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$641K -$176K -2,141 -22%
RWP
77
RWA Wealth Partners
Massachusetts
$616K +$155K +1,890 +34%
SFO
78
Stokes Family Office
Louisiana
$599K -$10.4K -127 -2%
HighTower Advisors
79
HighTower Advisors
Illinois
$590K +$10.8K +132 +2%
CS
80
Comerica Securities
Michigan
$579K – – –
FFL
81
Financial Freedom LLC
Ohio
$579K – – –
AWM
82
Avior Wealth Management
Nebraska
$577K +$2.38K +29 +0.4%
AWA
83
Arete Wealth Advisors
Illinois
$552K +$12.1K +148 +2%
RA
84
Rodgers & Associates
Pennsylvania
$509K -$98.5K -1,200 -16%
SC
85
Sepio Capital
Utah
$491K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$477K +$73.7K +898 +18%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$464K – – –
BIAS
88
Beacon Investment Advisory Services
New Jersey
$411K +$411K +5,000 New
SSW
89
Stone Summit Wealth
Florida
$405K +$73.2K +892 +22%
IWP
90
Icon Wealth Partners
Texas
$364K – – –
RIM
91
Rockbridge Investment Management
New York
$364K -$124K -1,506 -25%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$327K – – –
EWA
93
ERTS Wealth Advisors
Michigan
$318K +$18.9K +230 +6%
VA
94
Valmark Advisers
Ohio
$318K +$21.5K +262 +7%
GC
95
GFG Capital
Florida
$316K – – –
FWP
96
FAS Wealth Partners
Kansas
$310K – – –
EH
97
Equitable Holdings
New York
$308K +$12.3K +150 +4%
SIM
98
Studio Investment Management
Illinois
$302K +$274K +3,321 +983%
LTL
99
Lowery Thomas LLC
California
$301K +$16.4K +200 +6%
BSW
100
Buckingham Strategic Wealth
Missouri
$289K +$150K +1,833 +108%
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4
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