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Vanguard S&P Small-Cap 600 Growth ETF

157 hedge funds and large institutions have $448M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,346% more call options, than puts

Call options by funds: $347K | Put options by funds: $24K

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $383M → $448M (+$65.3M)

16% more funds holding

Funds holding: 135157 (+22)

0.87% more ownership

Funds ownership: 44.86%45.74% (+0.87%)

Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
58
Reduced
31
Closed
7
Calls
$347K
Puts
$24K
Net Calls
+$323K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$3.96M -$99.3K -857 -3%
KAS
27
Kestra Advisory Services
Texas
$3.81M +$104K +899 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.74M +$2.36M +20,328 +186%
Citigroup
29
Citigroup
New York
$3.68M +$691K +5,968 +24%
SAM
30
Silvercrest Asset Management
New York
$3.61M +$1.44M +12,467 +71%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.45M +$57.9K +500 +2%
LTL
32
Lowery Thomas LLC
California
$3.31M +$115K +992 +4%
PS
33
Principal Securities
Iowa
$3.16M +$1.7M +14,711 +126%
ICMM
34
Integrated Capital Management (Michigan)
Michigan
$2.67M +$2.58M +22,307 New
Prudential Financial
35
Prudential Financial
New Jersey
$2.66M +$292K +2,522 +13%
PMG
36
ProVise Management Group
Florida
$2.53M +$117K +1,008 +5%
PA
37
PFG Advisors
Arizona
$2.37M +$147K +1,266 +7%
PAG
38
Private Advisor Group
New Jersey
$2.28M +$130K +1,121 +6%
EH
39
Equitable Holdings
New York
$2.13M +$285K +2,461 +16%
SIM
40
Studio Investment Management
Illinois
$2M -$257K -2,217 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.86M +$65.3K +564 +4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.84M +$272K +2,344 +18%
LA
43
LexAurum Advisors
Kansas
$1.82M +$1.76M +15,206 New
KWM
44
Keebeck Wealth Management
Illinois
$1.74M -$554K -4,778 -25%
PCS
45
Personal CFO Solutions
New Jersey
$1.39M -$237K -2,042 -15%
VF
46
Virtu Financial
New York
$1.32M -$512K -4,417 -29%
MFWP
47
Mosaic Family Wealth Partners
Missouri
$1.25M +$27.2K +235 +2%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.22M +$71.6K +618 +6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.22M +$30.9K +267 +3%
Jane Street
50
Jane Street
New York
$1.21M -$2.86M -24,643 -71%

VIOG Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2024, worth a combined $448M — up 17% from $383M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VIOG positions and 7 closed out — a net gain of 22 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.23M sold.

  • 157 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2024, up from 135 in Q2 2024.
  • Funds reported $448M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 29 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 7 closed out, a net change of +22 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Ameriprise, an estimated $7.31M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2024 was Citadel Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2024.