VIOV icon

Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

171 hedge funds and large institutions have $569M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
54
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
Octavia Wealth Advisors
Ohio
+$14.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.25M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.59M
5
RJA
Raymond James & Associates
Florida
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.3M
2
RH
RFG Holdings
Texas
-$10.9M
3
Bank of America
Bank of America
North Carolina
-$5.65M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$848K +$13.5K +153 +2%
CA
77
Cetera Advisors
Colorado
$767K +$767K +8,673 New
HWM
78
HB Wealth Management
Georgia
$766K -$16.6K -188 -2%
FSG
79
Financial Strategies Group
Michigan
$758K +$6.51K +75 +0.9%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$707K +$29.7K +336 +4%
BA
81
Bristlecone Advisors
Washington
$690K – – –
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$666K +$666K +7,536 New
Comerica Bank
83
Comerica Bank
Texas
$650K -$296K -3,348 -31%
HighTower Advisors
84
HighTower Advisors
Illinois
$635K -$67.9K -766 -10%
RWP
85
RWA Wealth Partners
Massachusetts
$614K +$7.78K +88 +1%
LTL
86
Lowery Thomas LLC
California
$597K +$98.3K +1,112 +20%
MIM
87
Macroview Investment Management
Maryland
$587K -$267K -3,017 -31%
FFL
88
Financial Freedom LLC
Ohio
$560K +$707 +8 +0.1%
RA
89
Rodgers & Associates
Pennsylvania
$548K – – –
HCA
90
Harbour Capital Advisors
Virginia
$547K – – –
AWM
91
Avior Wealth Management
Nebraska
$535K -$81.4K -921 -13%
MWA
92
Mills Wealth Advisors
Texas
$499K -$136K -1,551 -21%
SC
93
Sepio Capital
Utah
$496K – – –
SFO
94
Stokes Family Office
Louisiana
$430K -$126K -1,425 -23%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$423K – – –
SSW
96
Stone Summit Wealth
Florida
$397K -$9.28K -105 -2%
IWA
97
Icon Wealth Advisors
Texas
$392K – – –
RIM
98
Rockbridge Investment Management
New York
$386K -$1.24K -14 -0.3%
ARC
99
Advisor Resource Council
Texas
$369K +$369K +4,171 New
EH
100
Equitable Holdings
New York
$368K +$45K +509 +14%
2 3
4
5 6