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Vanguard S&P Small-Cap 600 Growth ETF

128 hedge funds and large institutions have $355M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

42% more capital invested

Capital invested by funds: $249M → $355M (+$106M)

6% more funds holding

Funds holding: 121128 (+7)

4.62% more ownership

Funds ownership: 37.27%41.9% (+4.6%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
50
Reduced
29
Closed
11
Calls
$315K
Puts
Net Calls
+$315K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$400K +3,726 +18%
PMG
27
ProVise Management Group
Florida
$2.18M +$132K +1,228 +7%
PAG
28
Private Advisor Group
New Jersey
$2.02M +$4.83K +45 +0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.02M +$80.3K +749 +4%
PA
30
PFG Advisors
Arizona
$1.97M +$210K +1,957 +13%
Prudential Financial
31
Prudential Financial
New Jersey
$1.92M +$426K +3,975 +30%
SIM
32
Studio Investment Management
Illinois
$1.81M +$164K +1,532 +10%
EH
33
Equitable Holdings
New York
$1.71M +$280K +2,610 +21%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.68M +$134K +1,245 +9%
SC
35
Sierra Capital
Florida
$1.47M +$457K +4,258 +48%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.46M +$828K +7,715 +148%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.45M +$535K +4,987 +63%
PS
38
Principal Securities
Iowa
$1.28M +$1.15M +10,711 +1,541%
KAS
39
Kestra Advisory Services
Texas
$1.28M +$270K +2,517 +29%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.26M -$2.41M -22,500 -67%
Stifel Financial
41
Stifel Financial
Missouri
$1.16M +$20.8K +194 +2%
MFWP
42
Mosaic Family Wealth Partners
Missouri
$1.15M -$106K -989 -9%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.11M -$105K -976 -9%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.09M +$1.39K +13 +0.1%
ACA
45
Ackerman Capital Advisors
Texas
$1.09M -$197K -1,834 -16%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.07M +$624K +5,814 +158%
ALC
47
Alexander Labrunerie & Co
Missouri
$1M +$958K +8,932 New
DADC
48
D.A. Davidson & Co
Montana
$975K -$17.8K -166 -2%
SAM
49
Silvercrest Asset Management
New York
$970K +$338K +3,148 +57%
CWM
50
Capital Wealth Management
Rhode Island
$928K -$14.7K -137 -2%

VIOG Hedge Fund Activity: Q1 2024 in Review

128 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2024, worth a combined $355M — up 42% from $249M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VIOG positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $86.3M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 128 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2024, up from 121 in Q4 2023.
  • Funds reported $355M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2024, up 42% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2024 and 11 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2024 was Bank of New York Mellon, an estimated $86.3M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2024.