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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$367K -$1.87M -21,137 -84%
MFF
102
Mango Five Family
Nevada
$340K – – –
VA
103
Valmark Advisers
Ohio
$328K -$14.9K -169 -4%
FWP
104
FAS Wealth Partners
Kansas
$318K +$354 +4 +0.1%
RJT
105
Raymond James Trust
Florida
$311K – – –
Bessemer Group
106
Bessemer Group
New Jersey
$306K – – –
MWM
107
Modera Wealth Management
New Jersey
$301K – – –
CPIG
108
Chicago Partners Investment Group
Illinois
$299K +$761 +9 +0.3%
BC
109
Barrett & Company
Rhode Island
$296K -$19.1K -216 -6%
Corient Private Wealth
110
Corient Private Wealth
Florida
$296K +$88 +1 +0%
MFWP
111
Mosaic Family Wealth Partners
Missouri
$294K +$354 +4 +0.1%
SWM
112
Silverlake Wealth Management
Vermont
$293K +$14.4K +163 +5%
TCM
113
TruNorth Capital Management
Michigan
$291K +$291K +3,288 New
BSW
114
Buckingham Strategic Wealth
Missouri
$289K -$24.7K -279 -8%
Betterment LLC
115
Betterment LLC
New York
$284K -$109K -1,233 -28%
BIA
116
BHK Investment Advisors
Alabama
$283K +$283K +3,200 New
CFA
117
Cahill Financial Advisors
Minnesota
$281K +$619 +7 +0.2%
BFA
118
Bragg Financial Advisors
North Carolina
$277K – – –
SI
119
Stephens Inc
Arkansas
$265K – – –
SAG
120
SageView Advisory Group
California
$232K +$232K +6,792 New
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$228K -$60K -679 -21%
SCM
122
Saxony Capital Management
Missouri
$226K +$12.9K +146 +6%
BRWA
123
B. Riley Wealth Advisors
Florida
$216K +$3.87K +50 +2%
BBP
124
Banco BTG Pactual
Brazil
$215K +$215K +2,426 New
Creative Planning
125
Creative Planning
Kansas
$209K -$12.8K -145 -6%
3 4
5
6 7