We are live on ! Find out more
VIOG icon

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
SWM
76
Silverlake Wealth Management
Vermont
$302K -$751 -7 -0.3%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$300K -$34.9K -325 -11%
9WM
78
9258 Wealth Management
Ohio
$291K +$277K +2,586 New
JWCA
79
J.W. Cole Advisors
Florida
$287K
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$283K -$27.4K -255 -9%
CCFM
81
Clear Creek Financial Management
Washington
$274K +$1.18K +11 +0.5%
ASN
82
Advisory Services Network
Georgia
$270K +$257K +2,400 New
MFG
83
Merit Financial Group
Georgia
$268K +$29.1K +271 +12%
BTWM
84
Brass Tax Wealth Management
Ohio
$249K +$237K +2,212 New
RJT
85
Raymond James Trust
Florida
$242K -$5.36K -50 -2%
MG
86
Mather Group
Illinois
$241K
RA
87
Rodgers & Associates
Pennsylvania
$232K +$2.15K +20 +1%
E
88
ETFidea
New York
$227K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$206K
DWM
90
Dakota Wealth Management
Florida
$202K +$193K +1,800 New
CA
91
Continuum Advisory
Idaho
$193K +$185K +1,722 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$182K +$7.51K +70 +5%
AIC
93
Archer Investment Corporation
Indiana
$173K
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$172K -$2.79K -26 -2%
BC
95
Barrett & Company
Rhode Island
$160K
MCM
96
MidAtlantic Capital Management
Virginia
$144K
AIA
97
Arcadia Investment Advisors
Idaho
$123K
MBFW
98
Morton Brown Family Wealth
Pennsylvania
$117K
IA
99
IFP Advisors
Florida
$81.4K
ACA
100
Aptus Capital Advisors
Alabama
$77.8K +$74.2K +692 New

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.