Vanguard S&P Small-Cap 600 Value ETF
VIOV
160 hedge funds and large institutions have $493M 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, 61 increasing their positions, 46 reducing their positions, and 13 closing their positions.
146% more call options, than puts
Call options by funds: $258K | Put options by funds: $105K
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
33% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 46
5% more funds holding
Funds holding: 152 → 160 (+8)
2% more capital invested
Capital invested by funds: $481M → $493M (+$11.7M)
2.29% less ownership
Funds ownership: 40.59% → 38.31% (-2.3%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$27M |
| 2 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
+$5.12M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$3.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.28M |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
-$10.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.25M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$1.64M |
| 4 |
Morgan Stanley
New York
|
-$994K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$749K |
VIOV Hedge Fund Activity: Q1 2023 in Review
160 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2023, worth a combined $493M — up 2.4% from $481M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VIOV positions and 13 closed out — a net gain of 15 holders — while 61 added to existing stakes and 46 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $27M. The largest seller was TFO Wealth Partners, cutting an estimated $10.8M.
- 160 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2023, up from 152 in Q4 2022.
- Funds reported $493M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
- 28 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2023 and 13 closed out, a net change of +15 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $27M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2023 was TFO Wealth Partners, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2023.