VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

191 hedge funds and large institutions have $535M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
36
Increased
66
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
101
Rockbridge Investment Management
New York
$402K
SFG
102
Snider Financial Group
Washington
$393K +$393K +4,213 New
EH
103
Equitable Holdings
New York
$386K
SSW
104
Stone Summit Wealth
Florida
$381K -$14.4K -154 -4%
CPIG
105
Chicago Partners Investment Group
Illinois
$380K +$45.9K +495 +14%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$378K +$158K +1,688 +72%
BHWM
107
Beaird Harris Wealth Management
Texas
$375K +$4.01K +43 +1%
MFWP
108
Mosaic Family Wealth Partners
Missouri
$367K +$12.1K +130 +3%
HF
109
HRT Financial
New York
$349K +$349K +3,749 New
Renaissance Technologies
110
Renaissance Technologies
New York
$329K +$329K +3,523 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$323K -$111K -1,200 -26%
MWM
112
Modera Wealth Management
New Jersey
$317K
SWM
113
Silverlake Wealth Management
Vermont
$314K +$2.99K +32 +1%
TCM
114
TruNorth Capital Management
Michigan
$307K
Corient Private Wealth
115
Corient Private Wealth
Florida
$305K
BC
116
Barrett & Company
Rhode Island
$304K +$93 +1 +0%
CFA
117
Cahill Financial Advisors
Minnesota
$302K +$3.27K +35 +1%
BIA
118
BHK Investment Advisors
Alabama
$299K
BFA
119
Bragg Financial Advisors
North Carolina
$292K
HCP
120
Hardin Capital Partners
South Carolina
$282K +$840 +9 +0.3%
SI
121
Stephens Inc
Arkansas
$276K
FWP
122
FAS Wealth Partners
Kansas
$269K +$933 +10 +0.3%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$261K +$36.6K +392 +16%
Citadel Advisors
124
Citadel Advisors
Florida
$249K -$1.1M -11,801 -82%
VF
125
Virtu Financial
New York
$246K -$958K -10,281 -80%