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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
V
51
ViaWealth
Kansas
$884K -$7.29K -68 -0.9%
SAM
52
Summit Asset Management
Tennessee
$848K
AWS
53
Atria Wealth Solutions
New York
$710K +$172K +1,603 +34%
BBW
54
Blue Barn Wealth
Utah
$669K +$965 +9 +0.2%
SFM
55
Signet Financial Management
New Jersey
$626K -$11.6K -108 -2%
RA
56
RFG Advisory
Alabama
$598K +$571K +5,322 New
CFD
57
Creative Financial Designs
Indiana
$583K +$130K +1,209 +30%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$576K +$107 +1 +0%
BPA
59
Beacon Pointe Advisors
California
$557K -$55.3K -516 -9%
PSF
60
Pacific Sun Financial
California
$525K -$4.29K -40 -0.8%
FTUS
61
Flow Traders U.S.
New York
$505K +$481K +4,488 New
Vanguard Group
62
Vanguard Group
Pennsylvania
$498K +$4.29K +40 +0.9%
CS
63
Cannell & Spears
New York
$496K +$473K +4,408 New
AAS
64
Avantax Advisory Services
Texas
$490K +$7.83K +73 +2%
DIP
65
Davis Investment Partners
North Carolina
$433K -$5.36K -50 -1%
EWA
66
ERTS Wealth Advisors
Michigan
$429K -$81.2K -757 -17%
CAN
67
Cetera Advisor Networks
California
$422K +$13.1K +122 +3%
CFGS
68
Concourse Financial Group Securities
Alabama
$403K -$1.55M -14,497 -80%
ARC
69
Advisor Resource Council
Texas
$396K +$395K +3,681 New
MCM
70
MAI Capital Management
Ohio
$374K +$140K +1,303 +64%
ACGA
71
Atlanta Consulting Group Advisors
Georgia
$358K +$342K +3,185 New
BRWA
72
B. Riley Wealth Advisors
Florida
$349K +$8.15K +76 +2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$324K +$235K +2,194 +321%
Creative Planning
74
Creative Planning
Kansas
$315K -$8.8K -82 -3%
PFS
75
Prospera Financial Services
Texas
$309K +$19.4K +181 +7%

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.