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Vanguard S&P Small-Cap 600 Value ETF

127 hedge funds and large institutions have $475M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% more ownership

Funds ownership: 76.24%76.86% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

5% less funds holding

Funds holding: 133127 (-6)

14% less capital invested

Capital invested by funds: $553M → $475M (-$77.7M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
43
Reduced
43
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$42.1M +$1.95M +22,350 +5%
UBS Group
2
UBS Group
Switzerland
$37.4M +$3.28M +37,556 +10%
BWM
3
Baystate Wealth Management
Massachusetts
$32.2M +$1.78M +20,394 +6%
Morgan Stanley
4
Morgan Stanley
New York
$25.8M +$203K +2,324 +0.8%
Bank of America
5
Bank of America
North Carolina
$23.9M -$1.14M -13,086 -5%
RH
6
RFG Holdings
Texas
$20.9M -$4.64M -53,194 -18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.6M +$4.58M +52,416 +30%
SAS
8
SMI Advisory Services
Indiana
$18.8M +$817K +9,358 +5%
ODIJL
9
One Day In July LLC
Vermont
$15.9M +$120K +1,376 +0.8%
RJA
10
Raymond James & Associates
Florida
$11.2M +$148K +1,692 +1%
First Manhattan
11
First Manhattan
New York
$9.7M +$27.9K +320 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.76M +$233K +2,668 +3%
SI
13
Stephens Inc
Arkansas
$8.49M +$487K +5,574 +6%
PAS
14
Park Avenue Securities
New York
$8.34M -$99.2K -1,136 -1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.59M -$3.12M -35,764 -29%
LPL Financial
16
LPL Financial
California
$7.26M -$2.9M -33,254 -28%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.13M -$1.17M -13,366 -14%
EE
18
EWG Elevate
California
$6.71M -$78.9K -904 -1%
FBT
19
First Bank & Trust
South Dakota
$6.67M
APC
20
Asset Planning Corporation
Tennessee
$6.45M +$484K +5,546 +8%
RA
21
Riversedge Advisors
Delaware
$6.08M -$575K -6,592 -9%
PAG
22
Private Advisor Group
New Jersey
$5.97M +$3.63M +41,588 +154%
MAG
23
Mokosak Advisory Group
Iowa
$5.76M +$48.4K +554 +0.8%
FTUS
24
Flow Traders U.S.
New York
$5.54M +$5.56M +63,652 New
Jane Street
25
Jane Street
New York
$5.23M +$5.24M +60,082 New

VIOV Hedge Fund Activity: Q3 2021 in Review

127 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q3 2021, worth a combined $475M — down 14% from $553M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of VIOV and 17 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.56M. The largest seller was Ameriprise, cutting an estimated $40.9M.

  • 127 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q3 2021, down from 133 in Q2 2021.
  • Funds reported $475M of Vanguard S&P Small-Cap 600 Value ETF stock for Q3 2021, down 14% quarter-over-quarter.
  • 17 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q3 2021 and 22 closed out, a net change of -5 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $5.56M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q3 2021 was Ameriprise, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.