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Vanguard S&P Small-Cap 600 Value ETF
VIOV

Overview Fund Activity

191 hedge funds and large institutions have $535M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
36
Increased
66
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$5.64M
2
IAA
Independent Advisor Alliance
North Carolina
+$4.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.41M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.09M
5
LPL Financial
LPL Financial
California
+$2.62M

Top Sellers

1
JFG
Jefferies Financial Group
New York
-$11.1M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$10.5M
3
JWA
JFS Wealth Advisors
Pennsylvania
-$3.94M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.8M
5
AI
Atria Investments
North Carolina
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$29.9M -$10.5M -112,175 -26%
UBS Group
2
UBS Group
Switzerland
$29.5M -$2.48M -26,609 -8%
Morgan Stanley
3
Morgan Stanley
New York
$29.3M +$1.04M +11,174 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$23.2M +$23.2M +248,120 New
ODIJL
5
One Day In July LLC
Vermont
$19.2M -$794K -8,511 -4%
OWA
6
Octavia Wealth Advisors
Ohio
$17M -$68.6K -735 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16M -$2.15M -23,024 -12%
MGIA
8
Moneta Group Investment Advisors
Missouri
$15.8M +$198K +2,126 +1%
Bank of America
9
Bank of America
North Carolina
$15.6M +$348K +3,725 +2%
GFA
10
Gallagher Fiduciary Advisors
Illinois
$15.2M -$2.62M -28,092 -15%
AI
11
Atria Investments
North Carolina
$15M -$2.64M -28,282 -15%
SFC
12
SYM Financial Corp
Indiana
$12.9M -$191K -2,049 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.9M +$348K +3,724 +3%
First Manhattan
14
First Manhattan
New York
$11.6M +$2.52K +27 +0%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$11.1M +$3.09M +33,113 +38%
LPL Financial
16
LPL Financial
California
$11M +$2.62M +28,124 +31%
CFS
17
Cannon Financial Strategists
Georgia
$10.5M +$340K +3,646 +3%
SAM
18
Silvercrest Asset Management
New York
$10.3M +$1.23M +13,168 +14%
APC
19
Asset Planning Corporation
Tennessee
$9.42M +$177K +1,896 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.3M +$152K +1,629 +2%
SOAG
21
Silver Oak Advisory Group
Oregon
$8.93M -$236K -2,529 -3%
LFA
22
Legend Financial Advisors
Pennsylvania
$8.56M +$12.7K +136 +0.1%
MAG
23
Mokosak Advisory Group
Iowa
$7.94M +$747 +8 +0%
RH
24
RFG Holdings
Texas
$7.83M -$616K -6,593 -7%
FBT
25
First Bank & Trust
South Dakota
$7.32M – – –
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