Vanguard S&P Small-Cap 600 Value ETF
VIOV
138 hedge funds and large institutions have $469M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
9% more funds holding
Funds holding: 127 → 138 (+11)
0% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 45
1% less capital invested
Capital invested by funds: $475M → $469M (-$5.53M)
4.91% less ownership
Funds ownership: 76.86% → 71.95% (-4.9%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.31M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.98M |
| 3 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$2.75M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$2.32M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$19.4M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$6.71M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$5.02M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.46M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.12M |
VIOV Hedge Fund Activity: Q4 2021 in Review
138 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2021, worth a combined $469M — down 1.2% from $475M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new VIOV positions and 7 closed out — a net gain of 14 holders — while 45 added to existing stakes and 45 trimmed.
The largest buyer was Bank of America, adding an estimated $4.31M. The largest seller was SMI Advisory Services, cutting an estimated $19.4M.
- 138 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2021, up from 127 in Q3 2021.
- Funds reported $469M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2021 and 7 closed out, a net change of +14 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2021 was Bank of America, an estimated $4.31M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2021 was SMI Advisory Services, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2021.