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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

173 hedge funds and large institutions have $540M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
50
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$11.1M
2
ECG
EPIQ Capital Group
California
+$2.72M
3
EWA
EP Wealth Advisors
California
+$2.37M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.71M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$12M
2
AI
Atria Investments
North Carolina
-$11.6M
3
VNA
Valley National Advisers
Pennsylvania
-$6.88M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.74M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$40M -$3.74M -40,469 -9%
UBS Group
2
UBS Group
Switzerland
$31.7M -$807K -8,728 -2%
Morgan Stanley
3
Morgan Stanley
New York
$28M +$896K +9,695 +3%
ODIJL
4
One Day In July LLC
Vermont
$19.8M -$508K -5,492 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M -$1.17M -12,700 -6%
GFA
6
Gallagher Fiduciary Advisors
Illinois
$17.6M -$12M -129,706 -40%
AI
7
Atria Investments
North Carolina
$17.5M -$11.6M -125,867 -40%
OWA
8
Octavia Wealth Advisors
Ohio
$17M +$946K +10,178 +6%
RJA
9
Raymond James & Associates
Florida
$16.7M +$244K +2,639 +1%
MGIA
10
Moneta Group Investment Advisors
Missouri
$15.4M – – –
Bank of America
11
Bank of America
North Carolina
$15.1M +$1.71M +18,460 +13%
SFC
12
SYM Financial Corp
Indiana
$13M -$667K -7,218 -5%
First Manhattan
13
First Manhattan
New York
$11.6M -$55.3K -595 -0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.4M +$155K +1,675 +1%
JFG
15
Jefferies Financial Group
New York
$11.1M +$11.1M +120,000 New
CFS
16
Cannon Financial Strategists
Georgia
$10M +$496K +5,365 +5%
APC
17
Asset Planning Corporation
Tennessee
$9.16M +$9.43K +102 +0.1%
SOAG
18
Silver Oak Advisory Group
Oregon
$9.08M +$106K +1,146 +1%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$9.06M +$424K +4,584 +5%
SAM
20
Silvercrest Asset Management
New York
$9M -$260K -2,817 -3%
LFA
21
Legend Financial Advisors
Pennsylvania
$8.47M -$104K -1,127 -1%
RH
22
RFG Holdings
Texas
$8.37M -$188K -2,037 -2%
LPL Financial
23
LPL Financial
California
$8.29M +$553K +5,986 +7%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$7.98M -$1.84M -19,945 -19%
MAG
25
Mokosak Advisory Group
Iowa
$7.86M -$242K -2,618 -3%
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