VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

134 hedge funds and large institutions have $390M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
24
Increased
43
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$32.5M +$1.24M +17,344 +4%
UBS Group
2
UBS Group
Switzerland
$30.9M +$351K +4,918 +1%
Bank of America
3
Bank of America
North Carolina
$24.3M -$22.5M -315,500 -48%
F
4
F3Logic
Minnesota
$23.8M +$7.94M +111,172 +50%
Morgan Stanley
5
Morgan Stanley
New York
$22.3M +$1.13M +15,770 +5%
RH
6
RFG Holdings
Texas
$16.9M -$619K -8,678 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.3M -$234K -3,282 -1%
ODIJL
8
One Day In July LLC
Vermont
$14.6M -$151K -2,116 -1%
RJA
9
Raymond James & Associates
Florida
$10.3M +$585K +8,202 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.63M +$91.1K +1,276 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$7.96M +$340K +4,758 +4%
CFS
12
Cannon Financial Strategists
Georgia
$6.61M +$1.08M +15,152 +20%
SOAG
13
Silver Oak Advisory Group
Oregon
$6.54M -$129K -1,812 -2%
LFA
14
Legend Financial Advisors
Pennsylvania
$6.45M +$1.44M +20,148 +29%
APC
15
Asset Planning Corporation
Tennessee
$6.04M +$127K +1,782 +2%
RA
16
Riversedge Advisors
Delaware
$6.02M +$358K +5,016 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6M -$422K -5,910 -7%
PAS
18
Park Avenue Securities
New York
$5.66M -$287K -4,014 -5%
MAG
19
Mokosak Advisory Group
Iowa
$5.63M +$1.01M +14,216 +22%
FBT
20
First Bank & Trust
South Dakota
$5.47M
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.34M +$113K +1,578 +2%
SI
22
Stephens Inc
Arkansas
$5.2M -$74.1K -1,038 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.01M +$3.55M +49,672 +242%
BWM
24
Baystate Wealth Management
Massachusetts
$4.25M -$30.2M -423,746 -88%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$4.24M -$458K -6,418 -10%