VIOV icon

Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

131 hedge funds and large institutions have $551M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
18
Increased
51
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.3M
2
EF
Empowered Funds
Pennsylvania
+$8.06M
3
CCFM
Clear Creek Financial Management
Washington
+$6.19M
4
NEWAS
N.E.W. Advisory Services
Wisconsin
+$5.98M
5
Bank of America
Bank of America
North Carolina
+$5.21M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$33M
2
VA
Verdad Advisers
Massachusetts
-$7.84M
3
OMC
Old Mission Capital
Illinois
-$7.12M
4
UBS Group
UBS Group
Switzerland
-$4.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$44.9M +$9.3M +102,038 +26%
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$42.1M +$5.98M +65,606 +17%
UBS Group
3
UBS Group
Switzerland
$35.7M -$4.74M -51,938 -12%
BWM
4
Baystate Wealth Management
Massachusetts
$31.9M +$3.96M +43,416 +14%
Morgan Stanley
5
Morgan Stanley
New York
$26.8M +$3.55M +38,908 +15%
RH
6
RFG Holdings
Texas
$26.8M +$1.2M +13,154 +5%
Bank of America
7
Bank of America
North Carolina
$26.3M +$5.21M +57,120 +25%
SAS
8
SMI Advisory Services
Indiana
$18.9M +$722K +7,918 +4%
ODIJL
9
One Day In July LLC
Vermont
$16.6M -$915K -10,038 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.8M +$2.26M +24,840 +17%
RJA
11
Raymond James & Associates
Florida
$11.6M +$340K +3,730 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$1.91M +20,976 +21%
LPL Financial
13
LPL Financial
California
$10.6M +$2.4M +26,336 +29%
First Manhattan
14
First Manhattan
New York
$10.1M -$178K -1,954 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.93M +$603K +6,606 +7%
PAS
16
Park Avenue Securities
New York
$8.84M +$18.4K +202 +0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.69M +$2.3M +25,254 +36%
FMP
18
Financial Management Professionals
Texas
$8.64M -$1.93M -21,174 -18%
SI
19
Stephens Inc
Arkansas
$8.39M -$310K -3,402 -4%
EF
20
Empowered Funds
Pennsylvania
$8.06M +$8.06M +88,404 New
SW
21
Signify Wealth
Missouri
$7.9M -$1.16M -12,732 -13%
EE
22
EWG Elevate
California
$7.17M -$1.7M -18,452 -19%
FBT
23
First Bank & Trust
South Dakota
$6.99M +$493K +5,404 +8%
RA
24
Riversedge Advisors
Delaware
$6.97M +$842K +9,238 +14%
APC
25
Asset Planning Corporation
Tennessee
$6.25M -$182 -2 -0%
1
2 3 4 5