Vanguard S&P Small-Cap 600 Value ETF
VIOV
150 hedge funds and large institutions have $459M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 22 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
1.16% more ownership
Funds ownership: 37.45% → 38.61% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less capital invested
Capital invested by funds: $474M → $459M (-$15.2M)
3% less funds holding
Funds holding: 155 → 150 (-5)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10M |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$3.58M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.13M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.01M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.59M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
-$2.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$796K |
VIOV Hedge Fund Activity: Q3 2023 in Review
150 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q3 2023, worth a combined $459M — down 3.2% from $474M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of VIOV and 17 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 57 added.
The largest buyer was Osaic Holdings, adding an estimated $10M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.01M.
- 150 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q3 2023, down from 155 in Q2 2023.
- Funds reported $459M of Vanguard S&P Small-Cap 600 Value ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q3 2023 and 22 closed out, a net change of -5 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q3 2023 was Osaic Holdings, an estimated $10M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $5.01M sold.
Based on aggregated 13F filings for Q3 2023.