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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
Stifel Financial
51
Stifel Financial
Missouri
$1.2M -$25.3K -218 -2%
VWA
52
Visionary Wealth Advisors
Illinois
$1.19M +$482K +4,156 +71%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.19M +$40.1K +346 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.14M -$1.16M -9,982 -51%
ACA
55
Ackerman Capital Advisors
Texas
$1.13M -$74.8K -646 -6%
CFD
56
Creative Financial Designs
Indiana
$1.1M +$163K +1,408 +18%
DADC
57
D.A. Davidson & Co
Montana
$1.07M +$71.3K +615 +7%
ALC
58
Alexander Labrunerie & Co
Missouri
$1.06M -$8.11K -70 -0.8%
CWM
59
Capital Wealth Management
Rhode Island
$957K -$4.98K -43 -0.5%
V
60
ViaWealth
Kansas
$944K +$1.51K +13 +0.2%
SC
61
Sierra Capital
Florida
$925K -$596K -5,142 -40%
SAM
62
Summit Asset Management
Tennessee
$904K
BCI
63
Brinker Capital Investments
Pennsylvania
$695K +$672K +5,801 New
OPS
64
Orion Portfolio Solutions
Nebraska
$695K +$672K +5,801 New
AWS
65
Atria Wealth Solutions
New York
$676K +$24.2K +209 +4%
BBW
66
Blue Barn Wealth
Utah
$648K -$4.17K -36 -0.7%
Vanguard Group
67
Vanguard Group
Pennsylvania
$597K +$7.53K +65 +1%
AAS
68
Avantax Advisory Services
Texas
$594K +$50.7K +438 +10%
SFM
69
Signet Financial Management
New Jersey
$573K -$47.7K -412 -8%
PSF
70
Pacific Sun Financial
California
$554K +$2.32K +20 +0.4%
CS
71
Cannell & Spears
New York
$528K
WANY
72
Wealthspire Advisors (New York)
New York
$518K +$501K +4,324 New
SC
73
Savant Capital
Illinois
$511K +$494K +4,266 New
RA
74
Rodgers & Associates
Pennsylvania
$486K +$232K +2,000 +97%
KPWS
75
Kestra Private Wealth Services
Texas
$484K +$468K +4,039 New

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.