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Vanguard S&P Small-Cap 600 ETF

330 hedge funds and large institutions have $2.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

65% more capital invested

Capital invested by funds: $1.36B → $2.25B (+$892M)

43% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 87

9% more funds holding

Funds holding: 304330 (+26)

0.35% less ownership

Funds ownership: 46.16%45.81% (-0.35%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
52
Increased
124
Reduced
87
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$279K -$332 -3 -0.1%
SMA
227
Sage Mountain Advisors
Georgia
$279K
AFG
228
Atomi Financial Group
New York
$278K +$290K +2,619 New
WEG
229
World Equity Group
Illinois
$268K +$280K +2,530 New
3F
230
360 Financial
Minnesota
$263K -$6.42K -58 -2%
BPA
231
Beacon Pointe Advisors
California
$262K -$129K -1,164 -32%
HTHT
232
Hemenway Trust Hemenway Trust
New Hampshire
$261K
GLA
233
Good Life Advisors
Pennsylvania
$260K +$885 +8 +0.3%
YWS
234
Yarger Wealth Strategies
Ohio
$259K +$3.98K +36 +1%
KOMWMG
235
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$255K +$3.87K +35 +1%
UCFA
236
United Capital Financial Advisors
Texas
$246K
SA
237
Sanctuary Advisors
Indiana
$245K +$22.1K +200 +10%
MCA
238
Midwest Capital Advisors
Michigan
$244K +$254K +2,300 New
CA
239
Clune & Associates
Illinois
$243K +$253K +2,288 New
TSMHT
240
Thurston Springer Miller Herd & Titak
Indiana
$242K
OFG
241
Opulen Financial Group
Virginia
$240K +$250K +2,262 New
NWM
242
Napa Wealth Management
California
$238K -$16.8K -152 -6%
CAL
243
Capital Analysts LLC
Pennsylvania
$238K +$89.2K +806 +56%
AAS
244
Ameritas Advisory Services
Nebraska
$238K +$36.2K +327 +17%
TC
245
TownSquare Capital
Utah
$238K +$248K +2,240 New
CGPCS
246
Capital Group Private Client Services
California
$234K
IA
247
IFP Advisors
Florida
$228K +$2.65K +24 +1%
CA
248
CoreCap Advisors
Michigan
$226K +$7.41K +67 +3%
JSL
249
JT Stratford LLC
Georgia
$223K
VR
250
Valued Retirements
Texas
$220K

VIOO Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2024, worth a combined $2.25B — up 65% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VIOO positions and 18 closed out — a net gain of 34 holders — while 124 added to existing stakes and 87 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $16M. The largest seller was Bank of America, cutting an estimated $7.93M.

  • 330 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $2.25B of Vanguard S&P Small-Cap 600 ETF stock for Q4 2024, up 65% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2024 and 18 closed out, a net change of +34 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2024 was National Bank of Canada, an estimated $16M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2024 was Bank of America, an estimated $7.93M sold.

Based on aggregated 13F filings for Q4 2024.