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Vanguard S&P Small-Cap 600 Value ETF

23 hedge funds and large institutions have $18M invested in Vanguard S&P Small-Cap 600 Value ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $17.5M → $18M (+$497K)

1.84% less ownership

Funds ownership: 38.65%36.8% (-1.8%)

4% less funds holding

Funds holding: 2423 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.98M +$413K +8,658 +5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.87M +$613K +12,862 +47%
Jane Street
3
Jane Street
New York
$1.43M +$765K +16,050 +111%
LPL Financial
4
LPL Financial
California
$1.21M +$662K +13,894 +110%
Morgan Stanley
5
Morgan Stanley
New York
$994K +$751K +15,754 +290%
PFM
6
Phillips Financial Management
Indiana
$874K -$25.7K -540 -3%
Goldman Sachs
7
Goldman Sachs
New York
$700K +$711K +14,912 New
Ameriprise
8
Ameriprise
Minnesota
$677K +$119K +2,498 +21%
WA
9
Wealth Architects
California
$646K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$329K -$73.9K -1,550 -18%
HIS
11
Horizon Investment Services
Indiana
$229K -$38K -798 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$211K +$214K +4,494 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$208K -$44.2K -928 -17%
FHA
14
First Horizon Advisors
Tennessee
$166K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$147K -$9.15K -192 -6%
MFS
16
MSI Financial Services
Massachusetts
$133K +$31.2K +654 +30%
Bank of America
17
Bank of America
North Carolina
$123K -$12K -252 -9%
IA
18
IFP Advisors
Florida
$19K +$19.1K +400 New
AFP
19
Ausdal Financial Partners
Iowa
$11K +$10.8K +226 New
CAL
20
Capital Analysts LLC
Pennsylvania
$9.95K +$10.1K +212 New
BlackRock
21
BlackRock
New York
$6K +$5.91K +124 New
Citigroup
22
Citigroup
New York
$2K +$1.62K +34 New
AIM
23
Advantage Investment Management
Iowa
-$1.32M -29,170 Closed
TH
24
Timber Hill
Connecticut
-$1.08M -24,022 Closed
PAG
25
Private Advisor Group
New Jersey
-$759K -16,824 Closed

VIOV Hedge Fund Activity: Q4 2015 in Review

23 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2015, worth a combined $18M — up 2.8% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VIOV and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $765K. The largest seller was Advantage Investment Management, exiting entirely with an estimated $1.32M sold.

  • 23 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2015, down from 24 in Q3 2015.
  • Funds reported $18M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2015 and 8 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2015 was Jane Street, an estimated $765K added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2015 was Advantage Investment Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2015.