VIOV icon

Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

164 hedge funds and large institutions have $509M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
32
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.01M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.03M
4
OMC
Old Mission Capital
Illinois
+$2.16M
5
AA
Axiom Advisory
California
+$1.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.2M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$8.93M
3
FTS
Fifth Third Securities
Ohio
-$4.05M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$3.48M
5
AI
Atria Investments
North Carolina
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$39.6M -$8.93M -106,712 -18%
UBS Group
2
UBS Group
Switzerland
$29.4M -$2.98M -35,643 -9%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$26.8M -$3.48M -41,620 -11%
AI
4
Atria Investments
North Carolina
$26.4M -$3.46M -41,322 -12%
Morgan Stanley
5
Morgan Stanley
New York
$24.5M -$281K -3,353 -1%
ODIJL
6
One Day In July LLC
Vermont
$18.4M -$12K -144 -0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.3M -$293K -3,501 -2%
RJA
8
Raymond James & Associates
Florida
$14.9M -$48.1K -575 -0.3%
OWA
9
Octavia Wealth Advisors
Ohio
$14.5M +$827K +9,828 +6%
MGIA
10
Moneta Group Investment Advisors
Missouri
$14M +$79.7K +953 +0.6%
SFC
11
SYM Financial Corp
Indiana
$12.3M -$831K -9,932 -6%
Bank of America
12
Bank of America
North Carolina
$12.1M -$10.2M -121,744 -46%
First Manhattan
13
First Manhattan
New York
$10.5M -$3.37K -40 -0%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.2M +$274K +3,272 +3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$8.89M +$8.89M +106,300 New
CFS
16
Cannon Financial Strategists
Georgia
$8.62M -$478K -5,715 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.38M +$4.01M +47,867 +92%
SAM
18
Silvercrest Asset Management
New York
$8.38M -$1.99M -23,782 -19%
APC
19
Asset Planning Corporation
Tennessee
$8.28M -$207K -2,469 -2%
SOAG
20
Silver Oak Advisory Group
Oregon
$8.12M -$125K -1,494 -2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.82M -$46.5K -556 -0.6%
LFA
22
Legend Financial Advisors
Pennsylvania
$7.76M +$337K +4,025 +5%
RH
23
RFG Holdings
Texas
$7.74M -$756K -9,039 -9%
MAG
24
Mokosak Advisory Group
Iowa
$7.34M +$79K +944 +1%
LPL Financial
25
LPL Financial
California
$7M +$68.9K +823 +1%
1
2 3 4 5