We are live on ! Find out more
VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

65 hedge funds and large institutions have $108M invested in Vanguard S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.55% less ownership

Funds ownership: 65.52%55.97% (-9.5%)

13% less capital invested

Capital invested by funds: $123M → $108M (-$15.5M)

13% less funds holding

Funds holding: 7565 (-10)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
65
Holders Change
-10
Holders Change %
-13.33%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
1
One Day In July LLC
Vermont
$13.5M +$3.19M +49,814 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M -$1.22M -18,958 -11%
UBS Group
3
UBS Group
Switzerland
$9.06M -$245K -3,830 -3%
LPL Financial
4
LPL Financial
California
$8.71M +$283K +4,422 +3%
First Manhattan
5
First Manhattan
New York
$7.58M -$19.1K -298 -0.3%
EK
6
Evensky & Katz
Florida
$7.28M +$118K +1,842 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$6.42M
Bank of America
8
Bank of America
North Carolina
$5.39M +$204K +3,178 +4%
ICMP
9
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.64M -$6.41K -100 -0.2%
SI
10
Stephens Inc
Arkansas
$3.61M -$15.1K -236 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$3.4M +$102K +1,592 +3%
FTS
12
Fifth Third Securities
Ohio
$3.03M +$3.02M +47,074 New
FWP
13
FAS Wealth Partners
Kansas
$2.1M -$2.75M -42,874 -57%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.94M +$60.1K +938 +3%
CAC
15
Certified Advisory Corp
Florida
$1.62M +$391K +6,094 +32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.55M -$1.04M -16,250 -40%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$1.49M +$20K +312 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$1.41M -$708K -11,048 -33%
Ameriprise
19
Ameriprise
Minnesota
$1.31M -$115K -1,792 -8%
GWA
20
Guidant Wealth Advisors
Illinois
$1.2M -$20.5K -320 -2%
BTS
21
BB&T Securities
Virginia
$1.16M +$36K +562 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.02M -$378K -5,896 -27%
PAG
23
Private Advisor Group
New Jersey
$1M +$21.1K +330 +2%
WA
24
Wealth Architects
California
$884K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$806K -$88.8K -1,386 -10%

VIOV Hedge Fund Activity: Q2 2019 in Review

65 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2019, worth a combined $108M — down 13% from $123M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VIOV and 6 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 17 added.

The largest buyer was One Day In July LLC, adding an estimated $3.19M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $7.68M sold.

  • 65 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2019, down from 75 in Q1 2019.
  • Funds reported $108M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2019, down 13% quarter-over-quarter.
  • 6 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2019 and 14 closed out, a net change of -8 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2019 was One Day In July LLC, an estimated $3.19M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2019 was Park Avenue Securities, an estimated $7.68M sold.

Based on aggregated 13F filings for Q2 2019.