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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$86.5M -$2.16M -19,641 -2%
Ameriprise
2
Ameriprise
Minnesota
$26.7M +$8.71M +79,194 +48%
Morgan Stanley
3
Morgan Stanley
New York
$23.3M +$61.9K +563 +0.3%
MGIA
4
Moneta Group Investment Advisors
Missouri
$19.8M +$14.6K +133 +0.1%
OWA
5
Octavia Wealth Advisors
Ohio
$14.8M +$621K +5,650 +4%
Mariner
6
Mariner
Kansas
$14.6M +$14.5K +132 +0.1%
LPL Financial
7
LPL Financial
California
$13.4M -$140K -1,269 -1%
Bank of America
8
Bank of America
North Carolina
$12.9M -$237K -2,151 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.6M +$2.47M +22,438 +24%
SA
10
Strategic Advocates
Utah
$12.1M +$1.22M +11,138 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.77M +$142K +1,293 +2%
LWP
12
LMG Wealth Partners
Louisiana
$7.13M +$99.7K +907 +1%
GRP
13
Global Retirement Partners
California
$6.02M +$70.6K +642 +1%
UBS Group
14
UBS Group
Switzerland
$5.95M +$1.39M +12,609 +31%
DWA
15
Dougherty Wealth Advisers
Minnesota
$5.69M -$49.4K -449 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$5.51M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.18M +$912K +8,293 +21%
Wells Fargo
18
Wells Fargo
California
$4.48M +$1.47M +13,382 +49%
BONH
19
Bank of New Hampshire
New Hampshire
$4.04M +$15.3K +139 +0.4%
Jane Street
20
Jane Street
New York
$3.83M +$3.82M +34,768 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.8M +$1.16M +10,552 +44%
RWP
22
RWA Wealth Partners
Massachusetts
$3.74M -$297K -2,702 -7%
KAS
23
Kestra Advisory Services
Texas
$3.38M +$2.15M +19,553 +172%
Citadel Advisors
24
Citadel Advisors
Florida
$3.23M +$3.23M +29,341 New
SPIA
25
Steward Partners Investment Advisory
New York
$3.19M +$23.9K +217 +0.8%

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.