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Vanguard S&P Small-Cap 600 Growth ETF

149 hedge funds and large institutions have $330M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.84% less ownership

Funds ownership: 45.12%40.28% (-4.8%)

9% less funds holding

Funds holding: 164149 (-15)

28% less capital invested

Capital invested by funds: $455M → $330M (-$126M)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
149
Holders Change
-15
Holders Change %
-9.15%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
53
Reduced
47
Closed
20
Calls
$224K
Puts
Net Calls
+$224K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$68.6M +$28.5M +247,773 +63%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M -$2.26M -19,662 -8%
LPL Financial
3
LPL Financial
California
$22M -$343K -2,985 -1%
MGIA
4
Moneta Group Investment Advisors
Missouri
$19.3M +$39.9K +347 +0.2%
SA
5
Strategic Advocates
Utah
$15M +$1.41M +12,274 +10%
Bank of America
6
Bank of America
North Carolina
$14.7M +$720K +6,260 +5%
Mariner
7
Mariner
Kansas
$14M -$301K -2,617 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$11.6M -$1.08M -9,399 -8%
LWP
9
LMG Wealth Partners
Louisiana
$7.01M +$115 +1 +0%
DWA
10
Dougherty Wealth Advisers
Minnesota
$6.81M +$585K +5,088 +9%
UBS Group
11
UBS Group
Switzerland
$5.7M +$1.23M +10,696 +25%
Goldman Sachs
12
Goldman Sachs
New York
$5.59M +$261K +2,272 +5%
DSCM
13
Del-Sette Capital Management
New York
$5.27M -$941K -8,186 -14%
Citigroup
14
Citigroup
New York
$4.89M +$1.66M +14,468 +46%
KG
15
Kieckhefer Group
Wisconsin
$4.46M -$4.96M -43,113 -51%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.04M -$1.07M -9,295 -20%
BONH
17
Bank of New Hampshire
New Hampshire
$3.99M +$280K +2,431 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.93M -$430K -3,738 -9%
SPIA
19
Steward Partners Investment Advisory
New York
$3.73M +$154K +1,338 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.63M +$97.6K +849 +3%
PS
21
Principal Securities
Iowa
$3.49M +$4.71K +41 +0.1%
Wells Fargo
22
Wells Fargo
California
$3.4M -$2.64M -22,997 -42%
RWP
23
RWA Wealth Partners
Massachusetts
$3.35M -$176K -1,527 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.87M -$1.24M -10,746 -29%
LTL
25
Lowery Thomas LLC
California
$2.86M -$192K -1,667 -6%

VIOG Hedge Fund Activity: Q1 2025 in Review

149 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q1 2025, worth a combined $330M — down 28% from $455M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VIOG and 9 opened new positions — a net loss of 11 holders — while 47 trimmed existing stakes and 53 added.

The largest buyer was Ameriprise, adding an estimated $28.5M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $87.1M sold.

  • 149 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q1 2025, down from 164 in Q4 2024.
  • Funds reported $330M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q1 2025, down 28% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q1 2025 and 20 closed out, a net change of -11 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q1 2025 was Ameriprise, an estimated $28.5M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2025.