We are live on ! Find out more
VIOG icon

Vanguard S&P Small-Cap 600 Growth ETF

157 hedge funds and large institutions have $448M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,346% more call options, than puts

Call options by funds: $347K | Put options by funds: $24K

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $383M → $448M (+$65.3M)

16% more funds holding

Funds holding: 135157 (+22)

0.87% more ownership

Funds ownership: 44.86%45.74% (+0.87%)

Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
58
Reduced
31
Closed
7
Calls
$347K
Puts
$24K
Net Calls
+$323K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$91.3M -$2.59M -22,329 -3%
Ameriprise
2
Ameriprise
Minnesota
$36.6M +$7.31M +63,062 +26%
Morgan Stanley
3
Morgan Stanley
New York
$26.9M +$1.55M +13,340 +6%
MGIA
4
Moneta Group Investment Advisors
Missouri
$21.5M
OWA
5
Octavia Wealth Advisors
Ohio
$17M +$879K +7,585 +6%
Mariner
6
Mariner
Kansas
$16M +$185K +1,596 +1%
LPL Financial
7
LPL Financial
California
$15.3M +$788K +6,804 +6%
Bank of America
8
Bank of America
North Carolina
$14.3M +$295K +2,545 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.9M +$165K +1,421 +1%
SA
10
Strategic Advocates
Utah
$13.4M +$310K +2,677 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.7M +$1.14M +9,814 +12%
LWP
12
LMG Wealth Partners
Louisiana
$7.82M +$71.3K +615 +1%
DSCM
13
Del-Sette Capital Management
New York
$7.22M +$6.99M +60,297 New
DWA
14
Dougherty Wealth Advisers
Minnesota
$6.75M +$546K +4,712 +9%
GRP
15
Global Retirement Partners
California
$6.56M +$18.2K +157 +0.3%
Goldman Sachs
16
Goldman Sachs
New York
$5.99M
Wells Fargo
17
Wells Fargo
California
$5.79M +$897K +7,738 +19%
RJA
18
Raymond James & Associates
Florida
$5.7M +$2.17M +18,728 +65%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.05M +$887K +7,653 +22%
JFG
20
Jefferies Financial Group
New York
$4.8M +$4.63M +40,000 New
UBS Group
21
UBS Group
Switzerland
$4.79M -$1.61M -13,925 -26%
CA
22
Crumly & Associates
Illinois
$4.68M +$4.53M +39,105 New
BONH
23
Bank of New Hampshire
New Hampshire
$4.3M -$84.3K -728 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.18M -$1.4M -12,106 -26%
SPIA
25
Steward Partners Investment Advisory
New York
$4.08M +$593K +5,115 +18%

VIOG Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q3 2024, worth a combined $448M — up 17% from $383M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VIOG positions and 7 closed out — a net gain of 22 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.23M sold.

  • 157 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q3 2024, up from 135 in Q2 2024.
  • Funds reported $448M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 29 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 7 closed out, a net change of +22 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Ameriprise, an estimated $7.31M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q3 2024 was Citadel Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2024.