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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

160 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
53
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$31M
2
Morgan Stanley
Morgan Stanley
New York
+$27.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$14.7M
4
Bank of America
Bank of America
North Carolina
+$6.65M
5
SAM
Silvercrest Asset Management
New York
+$4.21M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$11M
2
Truist Financial
Truist Financial
North Carolina
-$3.04M
3
AL
Aspiriant LLC
California
-$2.03M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.22M
5
RJA
Raymond James & Associates
Florida
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$202K +$202K +2,288 New
ACA
127
Aptus Capital Advisors
Alabama
$173K +$173K +1,952 New
SMA
128
Sage Mountain Advisors
Georgia
$167K – – –
CWC
129
Carolinas Wealth Consulting
North Carolina
$157K -$17.3K -195 -10%
AP
130
Aspect Partners
Virginia
$142K +$142K +1,600 New
HCP
131
Hexagon Capital Partners
Arkansas
$108K – – –
CFGS
132
Concourse Financial Group Securities
Alabama
$80.4K +$49.6K +560 +161%
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$78.6K +$11.6K +131 +17%
LFG
134
Larson Financial Group
Missouri
$65.7K +$1.59K +18 +2%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$52.9K +$6.02K +68 +13%
TWP
136
TFO Wealth Partners
Ohio
$39.6K – – –
SC
137
Sawyer & Company
Massachusetts
$38K -$10.6K -120 -22%
AF
138
Advisornet Financial
Minnesota
$37.2K +$531 +6 +1%
TPCW
139
TD Private Client Wealth
New York
$33.8K -$8.5K -96 -20%
BBHC
140
Brown Brothers Harriman & Co
New York
$30.8K – – –
Citigroup
141
Citigroup
New York
$28.3K +$13.3K +150 +88%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$20.2K +$20.2K +225 New
EWA
143
EverSource Wealth Advisors
Alabama
$18.8K -$7.08K -80 -27%
GEA
144
Glen Eagle Advisors
New Jersey
$17.7K – – –
IA
145
IFP Advisors
Florida
$16.8K – – –
PO
146
Private Ocean
California
$12.7K +$12.7K +143 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$10.3K – – –
FMP
148
Financial Management Professionals
Texas
$9K – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$7.07K -$134K -1,513 -95%
TRCT
150
Tower Research Capital (TRC)
New York
$4.87K +$4.43K +50 +1,000%
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