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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

158 hedge funds and large institutions have $486M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
28
Increased
60
Reduced
46
Closed
13
Calls
$258K
Puts
$105K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$25.9M
2
SWM
Spire Wealth Management
Virginia
+$3.56M
3
Wells Fargo
Wells Fargo
California
+$3.15M
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$2.83M
5
SI
Saxon Interests
Texas
+$2.34M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$2.15M
3
BWM
Baystate Wealth Management
Massachusetts
-$1.57M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Northern Trust
Northern Trust
Illinois
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$42.4M +$1.63M +20,179 +4%
UBS Group
2
UBS Group
Switzerland
$31.6M -$2.15M -26,671 -6%
Bank of America
3
Bank of America
North Carolina
$27.8M +$514K +6,367 +2%
GFA
4
Gallagher Fiduciary Advisors
Illinois
$25.9M +$25.9M +320,939 New
Morgan Stanley
5
Morgan Stanley
New York
$23.6M -$953K -11,795 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.7M +$1.13M +13,964 +6%
RH
7
RFG Holdings
Texas
$18.9M +$79.1K +979 +0.4%
ODIJL
8
One Day In July LLC
Vermont
$16.7M +$117K +1,450 +0.7%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$1.57M +19,390 +12%
SFC
10
SYM Financial Corp
Indiana
$14.6M -$150K -1,859 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12.8M +$2.32M +28,690 +22%
RJA
12
Raymond James & Associates
Florida
$12.4M +$837K +10,362 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.3M -$83.5K -1,033 -0.8%
First Manhattan
14
First Manhattan
New York
$10.2M -$8.08K -100 -0.1%
SOAG
15
Silver Oak Advisory Group
Oregon
$7.33M -$107K -1,325 -1%
APC
16
Asset Planning Corporation
Tennessee
$6.88M -$43.8K -542 -0.6%
LFA
17
Legend Financial Advisors
Pennsylvania
$6.81M -$214K -2,654 -3%
CFS
18
Cannon Financial Strategists
Georgia
$6.6M -$480K -5,949 -7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.4M +$213K +2,632 +3%
MAG
20
Mokosak Advisory Group
Iowa
$6.33M +$164K +2,027 +3%
RA
21
Riversedge Advisors
Delaware
$6.23M -$96.3K -1,192 -2%
Wells Fargo
22
Wells Fargo
California
$6.2M +$3.15M +38,945 +103%
FBT
23
First Bank & Trust
South Dakota
$6.19M – – –
PAS
24
Park Avenue Securities
New York
$5.93M -$304K -3,759 -5%
AL
25
Aspiriant LLC
California
$5.66M -$308K -3,810 -5%
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