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Vanguard S&P Small-Cap 600 Value ETF

20 hedge funds and large institutions have $18.8M invested in Vanguard S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

12.9% less ownership

Funds ownership: 45.38%32.48% (-13%)

13% less funds holding

Funds holding: 2320 (-3)

21% less capital invested

Capital invested by funds: $23.8M → $18.8M (-$4.97M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.54M -$919K -18,596 -13%
EA
2
Efficient Advisors
Ohio
$5.59M -$109K -2,198 -2%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$1.23M +$9.79K +198 +0.8%
PFM
4
Phillips Financial Management
Indiana
$1.07M -$24.6K -498 -2%
WA
5
Wealth Architects
California
$691K
Ameriprise
6
Ameriprise
Minnesota
$533K -$543K -10,986 -51%
LPL Financial
7
LPL Financial
California
$522K -$513K -10,388 -50%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$480K +$111K +2,244 +31%
PAG
9
Private Advisor Group
New Jersey
$419K +$10.4K +210 +3%
FAAS
10
First Allied Advisory Services
California
$370K +$358K +7,244 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$243K +$5.14K +104 +2%
Morgan Stanley
12
Morgan Stanley
New York
$219K -$843K -17,060 -80%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$219K -$10.4K -210 -5%
Bank of America
14
Bank of America
North Carolina
$189K +$593 +12 +0.3%
FHA
15
First Horizon Advisors
Tennessee
$166K -$15.6K -316 -9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$153K +$297 +6 +0.2%
MFS
17
MSI Financial Services
Massachusetts
$148K +$5.04K +102 +4%
IA
18
IFP Advisors
Florida
$20K +$19.8K +400 New
BlackRock
19
BlackRock
New York
$6K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$1.68M -34,420 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$728K -14,912 Closed
Jane Street
22
Jane Street
New York
-$532K -10,896 Closed
HIS
23
Horizon Investment Services
Indiana
-$205K -4,204 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$6K -114 Closed

VIOV Hedge Fund Activity: Q2 2016 in Review

20 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2016, worth a combined $18.8M — down 21% from $23.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VIOV and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $358K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.

  • 20 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2016, down from 23 in Q1 2016.
  • Funds reported $18.8M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2016, down 21% quarter-over-quarter.
  • 2 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2016 and 5 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2016 was First Allied Advisory Services, an estimated $358K added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2016 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2016.