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Vanguard S&P Small-Cap 600 ETF

331 hedge funds and large institutions have $1.2B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

544% more call options, than puts

Call options by funds: $309K | Put options by funds: $48K

26% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

0% more funds holding

Funds holding: 331331 (0)

1.75% less ownership

Funds ownership: 45.81%44.06% (-1.7%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

47% less capital invested

Capital invested by funds: $2.25B → $1.2B (-$1.05B)

Holders
331
Holders Change
Holders Change %
0%
% of All Funds
4.44%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
34
Increased
110
Reduced
87
Closed
28
Calls
$309K
Puts
$48K
Net Calls
+$261K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$259K -$64K -616 -19%
KPWS
227
Kestra Private Wealth Services
Texas
$254K
SMA
228
Sage Mountain Advisors
Georgia
$254K
ESB
229
Essex Savings Bank
Connecticut
$253K -$49.9K -480 -15%
SHF
230
Stage Harbor Financial
Massachusetts
$253K -$49.9K -480 -15%
BCP
231
Blackhawk Capital Partners
Wisconsin
$251K +$271K +2,604 New
HTHT
232
Hemenway Trust Hemenway Trust
New Hampshire
$237K
GLA
233
Good Life Advisors
Pennsylvania
$237K
YWS
234
Yarger Wealth Strategies
Ohio
$235K
AAS
235
Ameritas Advisory Services
Nebraska
$235K
RG
236
Rathbones Group
United Kingdom
$230K +$247K +2,380 New
NFG
237
Nations Financial Group
Iowa
$229K +$247K +2,377 New
FGWP
238
Founders Grove Wealth Partners
Virginia
$228K +$246K +2,364 New
UCFA
239
United Capital Financial Advisors
Texas
$223K
MCA
240
Midwest Capital Advisors
Michigan
$222K
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K -$12.7K -122 -5%
OFG
242
Opulen Financial Group
Virginia
$220K +$1.87K +18 +0.8%
NSG
243
Nalls Sherbakoff Group
Tennessee
$218K +$235K +2,261 New
MWP
244
MYCIO Wealth Partners
Pennsylvania
$217K +$234K +2,253 New
IA
245
IFP Advisors
Florida
$217K +$10.2K +98 +5%
SA
246
Sanctuary Advisors
Indiana
$216K +$624 +6 +0.3%
CA
247
Clune & Associates
Illinois
$215K -$6.75K -65 -3%
AssetMark Inc
248
AssetMark Inc
California
$214K +$136K +1,310 +144%
CGPCS
249
Capital Group Private Client Services
California
$213K
IPAM
250
Investment Partners Asset Management
New Jersey
$212K +$228K +2,193 New

VIOO Hedge Fund Activity: Q1 2025 in Review

331 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2025, worth a combined $1.2B — down 47% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VIOO positions and 28 closed out — a net gain of 6 holders — while 110 added to existing stakes and 87 trimmed.

The largest buyer was Creative Planning, adding an estimated $24.7M. The largest seller was Orgel Wealth Management, cutting an estimated $46M.

  • 331 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.2B of Vanguard S&P Small-Cap 600 ETF stock for Q1 2025, down 47% quarter-over-quarter.
  • 34 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2025 and 28 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2025 was Creative Planning, an estimated $24.7M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2025 was Orgel Wealth Management, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2025.