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Vanguard S&P Small-Cap 600 Growth ETF

155 hedge funds and large institutions have $317M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 149155 (+6)

4% less capital invested

Capital invested by funds: $330M → $317M (-$13.3M)

2.06% less ownership

Funds ownership: 40.28%38.22% (-2.1%)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
49
Reduced
41
Closed
17
Calls
$606K
Puts
Net Calls
+$606K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$41.5M -$30.1M -279,234 -44%
Morgan Stanley
2
Morgan Stanley
New York
$27.6M +$2.26M +21,022 +10%
LPL Financial
3
LPL Financial
California
$23.7M +$160K +1,483 +0.7%
SA
4
Strategic Advocates
Utah
$16.4M +$334K +3,105 +2%
Mariner
5
Mariner
Kansas
$15.8M +$724K +6,727 +5%
Bank of America
6
Bank of America
North Carolina
$14.5M -$1.14M -10,619 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$12M -$371K -3,444 -3%
DWA
8
Dougherty Wealth Advisers
Minnesota
$8.23M +$880K +8,178 +13%
LWP
9
LMG Wealth Partners
Louisiana
$7.51M +$3.77K +35 +0.1%
Wells Fargo
10
Wells Fargo
California
$6.85M +$3.02M +28,049 +88%
GRP
11
Global Retirement Partners
California
$6.61M +$6.22M +57,740 New
Goldman Sachs
12
Goldman Sachs
New York
$5.88M -$94K -873 -2%
CW
13
Code Waechter
Florida
$5.31M +$4.99M +46,367 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.01M +$759K +7,047 +19%
UBS Group
15
UBS Group
Switzerland
$4.96M -$1.07M -9,931 -19%
KG
16
Kieckhefer Group
Wisconsin
$4.75M -$17.8K -165 -0.4%
MGIA
17
Moneta Group Investment Advisors
Missouri
$4.47M -$15.3M -141,769 -78%
DSCM
18
Del-Sette Capital Management
New York
$4.44M -$1.14M -10,553 -21%
BONH
19
Bank of New Hampshire
New Hampshire
$4.27M -$2.15K -20 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.2M +$1.06M +9,827 +37%
SPIA
21
Steward Partners Investment Advisory
New York
$4.13M +$123K +1,145 +3%
PS
22
Principal Securities
Iowa
$3.77M +$321K +2,983 +10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.58M -$706K -6,554 -17%
RWP
24
RWA Wealth Partners
Massachusetts
$3.5M -$76.4K -710 -2%
Brown Advisory
25
Brown Advisory
Maryland
$3.42M +$3.21M +29,845 New

VIOG Hedge Fund Activity: Q2 2025 in Review

155 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q2 2025, worth a combined $317M — down 4% from $330M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VIOG positions and 17 closed out — a net gain of 8 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Code Waechter, opening a new position worth an estimated $4.99M. The largest seller was Ameriprise, cutting an estimated $30.1M.

  • 155 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q2 2025, up from 149 in Q1 2025.
  • Funds reported $317M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q2 2025, down 4% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q2 2025 and 17 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q2 2025 was Code Waechter, an estimated $4.99M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q2 2025 was Ameriprise, an estimated $30.1M sold.

Based on aggregated 13F filings for Q2 2025.