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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

173 hedge funds and large institutions have $540M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
50
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$11.1M
2
ECG
EPIQ Capital Group
California
+$2.72M
3
EWA
EP Wealth Advisors
California
+$2.37M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.71M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$12M
2
AI
Atria Investments
North Carolina
-$11.6M
3
VNA
Valley National Advisers
Pennsylvania
-$6.88M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.74M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$416K -$788K -8,521 -65%
IWA
102
Icon Wealth Advisors
Texas
$410K – – –
RIM
103
Rockbridge Investment Management
New York
$398K -$1.39K -15 -0.3%
SSW
104
Stone Summit Wealth
Florida
$392K -$16.9K -183 -4%
EH
105
Equitable Holdings
New York
$382K +$7.12K +77 +2%
BHWM
106
Beaird Harris Wealth Management
Texas
$367K +$367K +3,974 New
MFWP
107
Mosaic Family Wealth Partners
Missouri
$351K +$43.5K +470 +14%
CPIG
108
Chicago Partners Investment Group
Illinois
$328K +$1.82K +20 +0.6%
RJT
109
Raymond James Trust
Florida
$325K – – –
Bessemer Group
110
Bessemer Group
New Jersey
$320K – – –
MWM
111
Modera Wealth Management
New Jersey
$314K – – –
SWM
112
Silverlake Wealth Management
Vermont
$308K +$1.57K +17 +0.5%
TCM
113
TruNorth Capital Management
Michigan
$304K – – –
Corient Private Wealth
114
Corient Private Wealth
Florida
$302K – – –
BC
115
Barrett & Company
Rhode Island
$301K -$8.41K -91 -3%
BIA
116
BHK Investment Advisors
Alabama
$296K – – –
CFA
117
Cahill Financial Advisors
Minnesota
$296K +$1.66K +18 +0.6%
BFA
118
Bragg Financial Advisors
North Carolina
$289K – – –
SI
119
Stephens Inc
Arkansas
$273K – – –
HCP
120
Hardin Capital Partners
South Carolina
$272K +$1.9K +21 +0.7%
OMC
121
Old Mission Capital
Illinois
$271K -$2.12M -22,897 -89%
FWP
122
FAS Wealth Partners
Kansas
$266K -$66.1K -715 -20%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$236K +$236K +2,549 New
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$223K +$223K +2,407 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$218K +$81.5K +882 +60%
3 4
5
6 7