We are live on ! Find out more
VIOO icon

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
AWM
251
Apollon Wealth Management
South Carolina
$220K +$229K +2,072 New
Lido Advisors
252
Lido Advisors
California
$215K
WHCFA
253
William Howard & Co Financial Advisors
Tennessee
$211K +$3.21K +29 +1%
LKWM
254
Lee-Kelleher Wealth Management
Maryland
$210K +$219K +1,983 New
CA
255
Clearstead Advisors
Ohio
$210K +$4.09K +37 +2%
OC
256
Oppenheimer & Co
New York
$209K +$218K +1,968 New
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$209K +$2.99K +27 +1%
SPC
258
Sigma Planning Corp
Michigan
$208K -$41.1K -372 -16%
TSS
259
Two Sigma Securities
New York
$203K +$212K +1,918 New
CF
260
Centaurus Financial
California
$189K -$310K -2,806 -61%
BA
261
Bristlecone Advisors
Washington
$185K
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$173K -$11.5K -104 -6%
OCM
263
Osterweis Capital Management
California
$161K
EWM
264
Evermay Wealth Management
Virginia
$155K
FHA
265
First Horizon Advisors
Tennessee
$134K
PS
266
Principal Securities
Iowa
$117K -$774 -7 -0.6%
MCM
267
MAI Capital Management
Ohio
$114K +$119K +1,072 New
OA
268
Operose Advisors
Wisconsin
$113K
AWM
269
Activest Wealth Management
Florida
$107K -$9.4K -85 -8%
LFG
270
Larson Financial Group
Missouri
$106K -$13.3K -120 -11%
RBC
271
Roble Belko & Company
Pennsylvania
$101K
SL
272
Salomon & Ludwin
Virginia
$98.8K -$152K -1,375 -60%
AssetMark Inc
273
AssetMark Inc
California
$96.5K +$32.5K +294 +48%
FPB
274
First PREMIER Bank
South Dakota
$91K
HGERS
275
Householder Group Estate & Retirement Specialist
Arizona
$89K -$134K -1,207 -59%

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.