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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$90.4M +$86.3M +804,439 New
Morgan Stanley
2
Morgan Stanley
New York
$23.7M -$22.1M -206,411 -49%
MGIA
3
Moneta Group Investment Advisors
Missouri
$20.2M -$214K -1,994 -1%
Ameriprise
4
Ameriprise
Minnesota
$18.5M +$3.17M +29,589 +22%
Mariner
5
Mariner
Kansas
$14.8M +$1.15M +10,748 +9%
OWA
6
Octavia Wealth Advisors
Ohio
$14.4M +$13.8M +128,328 New
LPL Financial
7
LPL Financial
California
$13.8M +$758K +7,066 +6%
Bank of America
8
Bank of America
North Carolina
$13.4M +$945K +8,810 +8%
SA
9
Strategic Advocates
Utah
$11.1M +$9.87M +92,023 +1,466%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.3M +$701K +6,539 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.8M +$4.72M +44,049 +129%
LWP
12
LMG Wealth Partners
Louisiana
$7.17M -$1.1M -10,220 -14%
GRP
13
Global Retirement Partners
California
$6.07M +$561K +5,233 +11%
DWA
14
Dougherty Wealth Advisers
Minnesota
$5.85M -$81.2K -757 -1%
Goldman Sachs
15
Goldman Sachs
New York
$5.62M
UBS Group
16
UBS Group
Switzerland
$4.65M +$241K +2,248 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.35M -$2.9M -27,056 -41%
RWP
18
RWA Wealth Partners
Massachusetts
$4.11M -$102K -947 -3%
BONH
19
Bank of New Hampshire
New Hampshire
$4.1M +$335K +3,124 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.36M -$829K -7,733 -21%
SPIA
21
Steward Partners Investment Advisory
New York
$3.23M -$721K -6,721 -19%
RJA
22
Raymond James & Associates
Florida
$3.17M +$103K +958 +4%
Wells Fargo
23
Wells Fargo
California
$3.06M +$807K +7,521 +38%
LTL
24
Lowery Thomas LLC
California
$2.85M +$545K +5,077 +25%
Citigroup
25
Citigroup
New York
$2.74M +$4.5K +42 +0.2%

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.