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Vanguard S&P Small-Cap 600 Value ETF
VIOV

152 hedge funds and large institutions have $958M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more capital invested

Capital invested by funds: $390M → $958M (+$568M)

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

13% more funds holding

Funds holding: 135 → 152 (+17)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8.63% more ownership

Funds ownership: 72.55% → 81.18% (+8.6%)

22% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 51

Holders
152
Holders Change
+17
Holders Change %
+12.59%
% of All Funds
2.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
40
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
SYM Financial Corp
Indiana
+$14.6M
2
TWP
TFO Wealth Partners
Ohio
+$9.48M
3
First Manhattan
First Manhattan
New York
+$6.75M
4
AL
Aspiriant LLC
California
+$5.35M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$5.56M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
3
MWM
Merriman Wealth Management
Washington
-$2.89M
4
BWM
Baystate Wealth Management
Massachusetts
-$1.96M
5
AWM
AE Wealth Management
Kansas
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
101
Stephens Inc
Arkansas
$245K -$5.56M -69,780 -96%
CFA
102
Cahill Financial Advisors
Minnesota
$244K +$3.03K +38 +1%
IFG
103
Independent Financial Group
California
$237K +$240K +3,016 New
CWM
104
Collaborative Wealth Management
Florida
$237K -$42.4K -532 -15%
Jane Street
105
Jane Street
New York
$235K +$238K +2,990 New
CAN
106
Cetera Advisor Networks
California
$234K +$238K +2,982 New
LTL
107
Lowery Thomas LLC
California
$229K +$233K +2,920 New
Corient Private Wealth
108
Corient Private Wealth
Florida
$226K +$230K +2,882 New
Comerica Bank
109
Comerica Bank
Texas
$224K +$210K +2,634 New
1WM
110
1900 Wealth Management
Texas
$215K -$124K -1,554 -36%
JWM
111
Jeppson Wealth Management
California
$213K +$216K +2,716 New
SAM
112
SignalPoint Asset Management
Missouri
$211K +$214K +2,688 New
Citadel Advisors
113
Citadel Advisors
Florida
$207K -$3.12M -39,108 -94%
Renaissance Technologies
114
Renaissance Technologies
New York
$204K -$79.7K -1,000 -28%
Brown Advisory
115
Brown Advisory
Maryland
$200K +$203K +2,550 New
JP Morgan Chase
116
JP Morgan Chase
New York
$158K +$161K +2,016 New
CWC
117
Carolinas Wealth Consulting
North Carolina
$153K +$18.3K +230 +13%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$152K +$154K +1,930 New
ASN
119
Advisory Services Network
Georgia
$130K +$132K +1,650 New
EWA
120
EP Wealth Advisors
California
$114K +$116K +1,458 New
CA
121
CoreCap Advisors
Michigan
$110K +$112K +1,402 New
HCP
122
Hexagon Capital Partners
Arkansas
$96K – – –
MCC
123
Money Concepts Capital
Florida
$78.2K -$318K -3,994 -80%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$75K -$7.65K -96 -9%
NA
125
NewEdge Advisors
Louisiana
$65.8K +$66.8K +838 New
3 4
5
6 7

VIOV Hedge Fund Activity: Q4 2022 in Review

152 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2022, worth a combined $958M — up 145% from $390M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VIOV positions and 16 closed out — a net gain of 19 holders — while 40 added to existing stakes and 51 trimmed.

The largest buyer was SYM Financial Corp, opening a new position worth an estimated $14.6M. The largest seller was Stephens Inc, cutting an estimated $5.56M.

  • 152 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2022, up from 135 in Q3 2022.
  • Funds reported $958M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2022, up 145% quarter-over-quarter.
  • 35 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2022 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2022 was SYM Financial Corp, an estimated $14.6M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2022 was Stephens Inc, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2022.