Vanguard S&P Small-Cap 600 Value ETF
VIOV
161 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
31% more capital invested
Capital invested by funds: $459M → $603M (+$144M)
7% more funds holding
Funds holding: 150 → 161 (+11)
5.12% more ownership
Funds ownership: 38.61% → 43.73% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
9% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$27.5M |
| 2 |
Morgan Stanley
New York
|
+$24.1M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$13.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.91M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.75M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$3.04M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.8M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.08M |
| 5 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$1M |
VIOV Hedge Fund Activity: Q4 2023 in Review
161 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2023, worth a combined $603M — up 31% from $459M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VIOV positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 58 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $27.5M. The largest seller was Osaic Holdings, cutting an estimated $9.75M.
- 161 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2023, up from 150 in Q3 2023.
- Funds reported $603M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2023 and 13 closed out, a net change of +14 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2023 was Atria Investments, an estimated $27.5M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.75M sold.
Based on aggregated 13F filings for Q4 2023.