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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$87.1M -$1.69M -13,868 -2%
Ameriprise
2
Ameriprise
Minnesota
$45.8M +$10.7M +88,281 +29%
Morgan Stanley
3
Morgan Stanley
New York
$27.9M +$1.81M +14,897 +7%
LPL Financial
4
LPL Financial
California
$24.2M +$9.77M +80,344 +63%
MGIA
5
Moneta Group Investment Advisors
Missouri
$21M +$78.2K +643 +0.4%
OWA
6
Octavia Wealth Advisors
Ohio
$16.5M +$20.7K +170 +0.1%
Mariner
7
Mariner
Kansas
$15.5M -$3.04K -25 -0%
Bank of America
8
Bank of America
North Carolina
$15.3M +$1.43M +11,767 +10%
SA
9
Strategic Advocates
Utah
$14.9M +$1.93M +15,855 +14%
Raymond James Financial
10
Raymond James Financial
Florida
$13.7M +$14.3M +117,475 New
KG
11
Kieckhefer Group
Wisconsin
$9.86M +$10.3M +84,806 New
LWP
12
LMG Wealth Partners
Louisiana
$7.63M +$42.3K +348 +0.5%
DWA
13
Dougherty Wealth Advisers
Minnesota
$6.82M +$283K +2,323 +4%
DSCM
14
Del-Sette Capital Management
New York
$6.69M -$339K -2,786 -5%
Wells Fargo
15
Wells Fargo
California
$6.38M +$786K +6,461 +13%
GRP
16
Global Retirement Partners
California
$6.37M -$2.07K -17 -0%
Goldman Sachs
17
Goldman Sachs
New York
$5.82M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.48M +$603K +4,958 +12%
UBS Group
19
UBS Group
Switzerland
$4.96M +$315K +2,589 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.71M -$9.16M -75,263 -65%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.58M +$4.45M +36,604 +1,337%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.38M +$327K +2,689 +8%
BONH
23
Bank of New Hampshire
New Hampshire
$4.06M -$118K -967 -3%
SPIA
24
Steward Partners Investment Advisory
New York
$3.91M -$51.6K -424 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.85M +$516K +4,243 +15%

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.