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Vanguard S&P Small-Cap 600 Growth ETF

164 hedge funds and large institutions have $455M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 157164 (+7)

2% more capital invested

Capital invested by funds: $448M → $455M (+$7.35M)

0.62% less ownership

Funds ownership: 45.74%45.12% (-0.62%)

Holders
164
Holders Change
+7
Holders Change %
+4.46%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
25
Increased
60
Reduced
38
Closed
13
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Cannell & Spears
New York
$497K -$16.5K -136 -3%
RA
77
Rodgers & Associates
Pennsylvania
$486K +$14K +115 +3%
DIP
78
Davis Investment Partners
North Carolina
$459K
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$442K
AFG
80
Atomi Financial Group
New York
$442K
CFGS
81
Concourse Financial Group Securities
Alabama
$435K +$150K +1,233 +52%
EWA
82
ERTS Wealth Advisors
Michigan
$426K -$18.6K -153 -4%
BPA
83
Beacon Pointe Advisors
California
$421K -$41.7K -343 -9%
MCM
84
MAI Capital Management
Ohio
$389K +$2.19K +18 +0.5%
CA
85
Crumly & Associates
Illinois
$381K -$4.36M -35,832 -92%
ACGA
86
Atlanta Consulting Group Advisors
Georgia
$370K
BHWM
87
Beaird Harris Wealth Management
Texas
$368K +$2.07K +17 +0.5%
BF
88
Bonfire Financial
Colorado
$338K +$354K +2,907 New
WA
89
Waverly Advisors
Alabama
$334K +$349K +2,869 New
PFS
90
Prospera Financial Services
Texas
$324K +$2.07K +17 +0.6%
SC
91
Savant Capital
Illinois
$322K -$182K -1,499 -35%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$318K +$151K +1,241 +83%
SWM
93
Silverlake Wealth Management
Vermont
$315K +$1.82K +15 +0.6%
ICMM
94
Integrated Capital Management (Michigan)
Michigan
$311K -$2.39M -19,636 -88%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$304K +$7.91K +65 +3%
JWCA
96
J.W. Cole Advisors
Florida
$299K
CS
97
Crescent Sterling
Louisiana
$295K +$309K +2,537 New
ASN
98
Advisory Services Network
Georgia
$285K +$6.08K +50 +2%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$274K +$8.88K +73 +3%
BTWM
100
Brass Tax Wealth Management
Ohio
$257K

VIOG Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2024, worth a combined $455M — up 1.6% from $448M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOG positions and 13 closed out — a net gain of 12 holders — while 60 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.7M. The largest seller was Envestnet Asset Management, cutting an estimated $9.16M.

  • 164 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $455M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2024 was Ameriprise, an estimated $10.7M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q4 2024.