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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

123 hedge funds and large institutions have $516M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+38
Holders Change %
+44.71%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
42
Increased
35
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
+$34.9M
2
GWM
Geneos Wealth Management
Colorado
+$33M
3
BWM
Baystate Wealth Management
Massachusetts
+$26.7M
4
SW
Signify Wealth
Missouri
+$8.65M
5
EE
EWG Elevate
California
+$8.39M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$2.77M
2
Jane Street
Jane Street
New York
-$2.51M
3
PAS
Park Avenue Securities
New York
-$2.01M
4
APC
Asset Planning Corporation
Tennessee
-$1.49M
5
RJA
Raymond James & Associates
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$38.6M -$930K -10,686 -2%
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$34.9M +$34.9M +396,214 New
Ameriprise
3
Ameriprise
Minnesota
$34M +$5.91M +67,776 +21%
GWM
4
Geneos Wealth Management
Colorado
$33M +$33M +372,978 New
BWM
5
Baystate Wealth Management
Massachusetts
$26.7M +$26.7M +306,182 New
RH
6
RFG Holdings
Texas
$24.4M +$2.54M +29,148 +12%
Morgan Stanley
7
Morgan Stanley
New York
$22.2M -$961K -11,038 -4%
Bank of America
8
Bank of America
North Carolina
$20.1M +$8.34M +95,778 +71%
SAS
9
SMI Advisory Services
Indiana
$17.3M +$17.3M +198,976 New
ODIJL
10
One Day In July LLC
Vermont
$16.7M -$709K -8,142 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.9M -$559K -6,416 -4%
RJA
12
Raymond James & Associates
Florida
$10.7M -$1.14M -13,148 -10%
FMP
13
Financial Management Professionals
Texas
$10.1M -$2.77M -31,874 -22%
First Manhattan
14
First Manhattan
New York
$9.85M +$272K +3,120 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$8.88M +$5.61M +64,498 +172%
SW
16
Signify Wealth
Missouri
$8.65M +$8.65M +99,374 New
PAS
17
Park Avenue Securities
New York
$8.42M -$2.01M -23,132 -19%
EE
18
EWG Elevate
California
$8.39M +$8.39M +96,412 New
SI
19
Stephens Inc
Arkansas
$8.31M +$538K +6,178 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.95M +$1.74M +19,970 +28%
LPL Financial
21
LPL Financial
California
$7.87M +$3.84M +44,096 +95%
VA
22
Verdad Advisers
Massachusetts
$7.84M +$7.84M +90,000 New
OMC
23
Old Mission Capital
Illinois
$7.12M +$7.12M +81,790 New
FBT
24
First Bank & Trust
South Dakota
$6.2M +$6.2M +71,268 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.1M +$4.3M +49,396 +239%
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