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Vanguard S&P Small-Cap 600 Value ETF
VIOV

165 hedge funds and large institutions have $509M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1.56% less ownership

Funds ownership: 41.01% → 39.45% (-1.6%)

4% less funds holding

Funds holding: 172 → 165 (-7)

10% less capital invested

Capital invested by funds: $569M → $509M (-$59.4M)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

53% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 68

Holders
165
Holders Change
-7
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
32
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.05M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.06M
4
OMC
Old Mission Capital
Illinois
+$2.19M
5
AA
Axiom Advisory
California
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.3M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$9.04M
3
FTS
Fifth Third Securities
Ohio
-$4.07M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$3.52M
5
AI
Atria Investments
North Carolina
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$362K -$3.39K -40 -0.9%
Betterment LLC
102
Betterment LLC
New York
$361K +$92.6K +1,094 +34%
EH
103
Equitable Holdings
New York
$339K -$9.48K -112 -3%
Renaissance Technologies
104
Renaissance Technologies
New York
$335K +$339K +4,000 New
CPIG
105
Chicago Partners Investment Group
Illinois
$334K +$3.56K +42 +1%
FWP
106
FAS Wealth Partners
Kansas
$301K – – –
FDDB
107
Fidelity D&D Bancorp
Pennsylvania
$297K -$1.8M -21,304 -86%
RJT
108
Raymond James Trust
Florida
$295K – – –
Bessemer Group
109
Bessemer Group
New Jersey
$290K – – –
MWM
110
Modera Wealth Management
New Jersey
$284K – – –
BC
111
Barrett & Company
Rhode Island
$280K – – –
MFWP
112
Mosaic Family Wealth Partners
Missouri
$278K – – –
SWM
113
Silverlake Wealth Management
Vermont
$277K – – –
TCM
114
TruNorth Capital Management
Michigan
$275K – – –
Corient Private Wealth
115
Corient Private Wealth
Florida
$274K -$6.26K -74 -2%
BIA
116
BHK Investment Advisors
Alabama
$268K – – –
CFA
117
Cahill Financial Advisors
Minnesota
$266K – – –
BFA
118
Bragg Financial Advisors
North Carolina
$262K – – –
HCP
119
Hardin Capital Partners
South Carolina
$250K +$253K +2,993 New
SI
120
Stephens Inc
Arkansas
$247K -$3.22K -38 -1%
GIA
121
Gladstone Institutional Advisory
Florida
$229K +$232K +2,739 New
SMA
122
Sage Mountain Advisors
Georgia
$158K – – –
CWC
123
Carolinas Wealth Consulting
North Carolina
$149K +$85 +1 +0.1%
AP
124
Aspect Partners
Virginia
$134K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$124K +$47.6K +562 +61%
3 4
5
6 7

VIOV Hedge Fund Activity: Q2 2024 in Review

165 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2024, worth a combined $509M — down 10% from $569M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VIOV and 17 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 32 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9M. The largest seller was Bank of America, cutting an estimated $10.3M.

  • 165 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $509M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 17 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2024 and 20 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2024 was Wellington Management Group, an estimated $9M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2024 was Bank of America, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.