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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
BRWA
101
B. Riley Wealth Advisors
Florida
$255K +$31.6K +260 +13%
VA
102
Valmark Advisers
Ohio
$252K
OFS
103
OneAscent Financial Services
Alabama
$234K +$245K +2,015 New
CPIG
104
Chicago Partners Investment Group
Illinois
$227K +$235K +1,929 New
Truist Financial
105
Truist Financial
North Carolina
$224K -$1.95K -16 -0.8%
SG
106
StoneX Group
New York
$224K +$4.26K +35 +2%
IFG
107
Independent Financial Group
California
$223K +$29.8K +245 +15%
WEG
108
World Equity Group
Illinois
$223K +$233K +1,918 New
MFG
109
Merit Financial Group
Georgia
$218K -$25.1K -206 -10%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$213K
DWM
111
Dakota Wealth Management
Florida
$209K
NFC
112
Northeast Financial Consultants
Connecticut
$202K
CA
113
Continuum Advisory
Idaho
$202K +$1.09K +9 +0.5%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$180K
AIC
115
Archer Investment Corporation
Indiana
$179K
BC
116
Barrett & Company
Rhode Island
$165K
MCM
117
MidAtlantic Capital Management
Virginia
$149K
AIA
118
Arcadia Investment Advisors
Idaho
$127K
William Blair & Company
119
William Blair & Company
Illinois
$124K
HR
120
Howe & Rusling
New York
$123K +$129K +1,057 New
MBFW
121
Morton Brown Family Wealth
Pennsylvania
$121K
CA
122
CoreCap Advisors
Michigan
$103K +$23.2K +191 +28%
MG
123
Mather Group
Illinois
$97.2K
ACA
124
Aptus Capital Advisors
Alabama
$88.2K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$82.8K +$29K +238 +50%

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.