Vanguard S&P Small-Cap 600 Value ETF
VIOV
73 hedge funds and large institutions have $118M invested in Vanguard S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
7.59% more ownership
Funds ownership: 63.07% → 70.66% (+7.6%)
6% more funds holding
Funds holding: 69 → 73 (+4)
2% more capital invested
Capital invested by funds: $116M → $118M (+$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$7.13M |
| 2 |
Jane Street
New York
|
+$2.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.99M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$6.45M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.15M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$911K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$791K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$518K |
VIOV Hedge Fund Activity: Q4 2018 in Review
73 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2018, worth a combined $118M — up 2.2% from $116M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VIOV positions and 13 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Evensky & Katz, opening a new position worth an estimated $7.13M. The largest seller was Gateway Advisory, exiting entirely with an estimated $6.45M sold.
- 73 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2018, up from 69 in Q3 2018.
- Funds reported $118M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2018, up 2.2% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2018 and 13 closed out, a net change of +4 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2018 was Evensky & Katz, an estimated $7.13M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2018 was Gateway Advisory, an estimated $6.45M sold.
Based on aggregated 13F filings for Q4 2018.