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Vanguard S&P Small-Cap 600 Value ETF

24 hedge funds and large institutions have $20.2M invested in Vanguard S&P Small-Cap 600 Value ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2224 (+2)

7.14% less ownership

Funds ownership: 48.94%41.8% (-7.1%)

10% less capital invested

Capital invested by funds: $22.6M → $20.2M (-$2.35M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.72M +$811K +15,806 +12%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.67M -$1.25M -24,362 -25%
TH
3
Timber Hill
Connecticut
$1.67M -$323K -6,300 -16%
PFM
4
Phillips Financial Management
Indiana
$1.1M -$6.37K -124 -0.6%
PAG
5
Private Advisor Group
New Jersey
$864K +$869K +16,934 New
WA
6
Wealth Architects
California
$703K
Ameriprise
7
Ameriprise
Minnesota
$518K -$16.1K -314 -3%
LPL Financial
8
LPL Financial
California
$466K +$21.9K +426 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$392K -$29.4K -572 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$386K +$82.6K +1,608 +27%
AIM
11
Advantage Investment Management
Iowa
$365K +$367K +7,144 New
Morgan Stanley
12
Morgan Stanley
New York
$317K +$16.6K +324 +6%
FAAS
13
First Allied Advisory Services
California
$292K +$297K +5,792 New
VF
14
Virtu Financial
New York
$291K +$293K +5,708 New
HIS
15
Horizon Investment Services
Indiana
$269K +$6.67K +130 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$244K -$12.7K -248 -5%
VNA
17
Valley National Advisers
Pennsylvania
$223K
FHA
18
First Horizon Advisors
Tennessee
$181K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$163K -$205 -4 -0.1%
Bank of America
20
Bank of America
North Carolina
$140K -$4.52K -88 -3%
MFS
21
MSI Financial Services
Massachusetts
$133K -$7.7K -150 -5%
BRWM
22
B. Riley Wealth Management
Tennessee
$126K
Wells Fargo
23
Wells Fargo
California
$10K
Jane Street
24
Jane Street
New York
-$3.33M -64,868 Closed
NMIS
25
Northwestern Mutual Investment Services
Wisconsin
-$10K -200 Closed

VIOV Hedge Fund Activity: Q2 2015 in Review

24 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2015, worth a combined $20.2M — down 10% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VIOV positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $869K. The largest seller was Jane Street, exiting entirely with an estimated $3.33M sold.

  • 24 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2015, up from 22 in Q1 2015.
  • Funds reported $20.2M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2015, down 10% quarter-over-quarter.
  • 4 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2015 was Private Advisor Group, an estimated $869K added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2015 was Jane Street, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2015.