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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.06M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.19M |
| 5 |
AA
Axiom Advisory
San Diego,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.3M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$9.04M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$4.07M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$3.52M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
176
Atria Wealth Solutions
New York
| – | -$201K | -2,270 | Closed |
|
177
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$60.7K | -686 | Closed |
|
|
CA
178
CoreCap Advisors
Southfield,
Michigan
| – | -$47.7K | -540 | Closed |
|
|
TWP
179
TFO Wealth Partners
Maumee,
Ohio
| – | -$39.6K | -448 | Closed |
|
|
NCTC
180
New Covenant Trust Company
Jeffersonville,
Indiana
| – | -$30.9K | -350 | Closed |
|
|
CWM
181
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$5.84K | -66 | Closed |
|
|
PB
182
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$2.92K | -33 | Closed |
|
|
FIM
183
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$2.83K | -32 | Closed |
|
|
RA
184
Rise Advisors
Rochester,
New York
| – | -$2.3K | -26 | Closed |
|
|
TRCT
185
Tower Research Capital (TRC)
New York
| – | -$177 | -2 | Closed |
|
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.