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Vanguard S&P Small-Cap 600 Growth ETF

135 hedge funds and large institutions have $383M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

8% more capital invested

Capital invested by funds: $355M → $383M (+$27.6M)

5% more funds holding

Funds holding: 128135 (+7)

2.97% more ownership

Funds ownership: 41.9%44.86% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
43
Reduced
30
Closed
9
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$349K -$47.2K -429 -12%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$325K +$8.25K +75 +3%
PFS
78
Prospera Financial Services
Texas
$305K +$1.76K +16 +0.6%
SWM
79
Silverlake Wealth Management
Vermont
$296K
9WM
80
9258 Wealth Management
Ohio
$296K +$10.6K +96 +4%
JWCA
81
J.W. Cole Advisors
Florida
$283K
RZH
82
Relyea Zuckerberg Hanson
Connecticut
$276K -$17.5K -159 -6%
BRWA
83
B. Riley Wealth Advisors
Florida
$273K -$134K -1,215 -33%
MFG
84
Merit Financial Group
Georgia
$268K -$550 -5 -0.2%
ASN
85
Advisory Services Network
Georgia
$265K
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$246K -$32K -291 -12%
BTWM
87
Brass Tax Wealth Management
Ohio
$244K
VA
88
Valmark Advisers
Ohio
$239K +$238K +2,168 New
CCFM
89
Clear Creek Financial Management
Washington
$237K -$31.2K -284 -12%
RJT
90
Raymond James Trust
Florida
$237K
RA
91
Rodgers & Associates
Pennsylvania
$227K
E
92
ETFidea
New York
$223K
MG
93
Mather Group
Illinois
$208K -$41.9K -381 -17%
SG
94
StoneX Group
New York
$207K +$205K +1,868 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$202K
CA
96
Continuum Advisory
Idaho
$190K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$175K -$389K -3,536 -69%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$170K -$7.7K -70 -4%
AIC
99
Archer Investment Corporation
Indiana
$169K
BC
100
Barrett & Company
Rhode Island
$157K

VIOG Hedge Fund Activity: Q2 2024 in Review

135 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q2 2024, worth a combined $383M — up 7.8% from $355M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VIOG positions and 9 closed out — a net gain of 9 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.71M. The largest seller was Bank of New York Mellon, cutting an estimated $2.16M.

  • 135 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q2 2024, up from 128 in Q1 2024.
  • Funds reported $383M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q2 2024 and 9 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q2 2024 was Ameriprise, an estimated $8.71M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q2 2024 was Bank of New York Mellon, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2024.