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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

128 hedge funds and large institutions have $455M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
2.16%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
19
Increased
51
Reduced
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
$33.7M
2
Bank of America
Bank of America
North Carolina
$50.5M
3
F
F3Logic
Minnesota
$17.1M
4
FTS
Fifth Third Securities
Ohio
$4.44M
5
BWM
Baystate Wealth Management
Massachusetts
$37.2M

Top Sellers

1
NF
Nvest Financial
New Hampshire
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.03M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
CIC
Cornercap Investment Counsel
Georgia
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.5M +$17.3M +224,574 +52%
BWM
2
Baystate Wealth Management
Massachusetts
$37.2M +$3.76M +48,826 +11%
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$33.7M +$33.7M +438,072 New
UBS Group
4
UBS Group
Switzerland
$32.9M +$400K +5,192 +1%
Morgan Stanley
5
Morgan Stanley
New York
$22.8M -$915K -11,888 -4%
RH
6
RFG Holdings
Texas
$18.9M -$77K -1,000 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.8M -$67.6K -878 -0.4%
F
8
F3Logic
Minnesota
$17.1M +$17.1M +222,544 New
ODIJL
9
One Day In July LLC
Vermont
$15.9M +$607K +7,884 +4%
RJA
10
Raymond James & Associates
Florida
$10.5M -$148K -1,924 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.3M +$2.22M +28,792 +27%
First Manhattan
12
First Manhattan
New York
$9.79M +$245K +3,180 +3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.21M +$692K +8,998 +9%
SOAG
14
Silver Oak Advisory Group
Oregon
$7.19M +$90.8K +1,180 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.92M +$1.35M +17,504 +24%
PAS
16
Park Avenue Securities
New York
$6.41M -$600K -7,802 -9%
APC
17
Asset Planning Corporation
Tennessee
$6.38M +$326K +4,242 +5%
RA
18
Riversedge Advisors
Delaware
$6.11M +$985K +12,798 +19%
CFS
19
Cannon Financial Strategists
Georgia
$5.96M +$2.88M +37,440 +94%
FBT
20
First Bank & Trust
South Dakota
$5.9M – – –
SI
21
Stephens Inc
Arkansas
$5.69M +$175K +2,270 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.64M -$2.88M -37,390 -34%
LFA
23
Legend Financial Advisors
Pennsylvania
$5.4M +$1.62M +20,992 +43%
LPL Financial
24
LPL Financial
California
$5.09M -$1.81M -23,518 -26%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$5.06M +$880K +11,438 +21%
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