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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
SL
101
Salomon & Ludwin
Virginia
$69.7K +$66.5K +620 New
CA
102
CoreCap Advisors
Michigan
$67.3K +$64.3K +599 New
US Bancorp
103
US Bancorp
Minnesota
$64.6K +$13.6K +127 +28%
FWM
104
FSA Wealth Management
Massachusetts
$62.6K
BWL
105
Bogart Wealth LLC
Virginia
$56.3K
HNB
106
Hilltop National Bank
Wyoming
$42.7K +$40.8K +380 New
EBA
107
Eagle Bay Advisors
New York
$36K +$34.3K +320 New
SS
108
Sunbelt Securities
Texas
$30.2K +$26.9K +251 +1,394%
Bessemer Group
109
Bessemer Group
New Jersey
$28K
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$26.1K
HI
111
Harbour Investments
Wisconsin
$24.5K
DCM
112
Davis Capital Management
Florida
$22.3K
TSWM
113
Tyler-Stone Wealth Management
Ohio
$19.6K -$9.12K -85 -33%
WTA
114
Washington Trust Advisors
Massachusetts
$18.8K
William Blair & Company
115
William Blair & Company
Illinois
$18.6K -$215 -2 -1%
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$15.2K
SWA
117
SOA Wealth Advisors
New York
$14.8K +$14.2K +132 New
Comerica Bank
118
Comerica Bank
Texas
$12.4K
NA
119
NewEdge Advisors
Louisiana
$9.89K
CAL
120
Capital Advisors Ltd
Ohio
$9K
AssetMark Inc
121
AssetMark Inc
California
$6.07K +$5.58K +52 +2,600%
BTI
122
Blue Trust Inc
Georgia
$5.62K
NL
123
NVWM LLC
Pennsylvania
$4.05K
GWM
124
Geneos Wealth Management
Colorado
$3.6K
QC
125
Quent Capital
New York
$1.35K

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.