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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
JSL
251
JT Stratford LLC
Georgia
$208K +$4.88K +47 +2%
Financial Engines Advisors
252
Financial Engines Advisors
California
$207K -$52.3K -503 -19%
NWM
253
Napa Wealth Management
California
$203K -$14.6K -140 -6%
VR
254
Valued Retirements
Texas
$200K
CF
255
Centaurus Financial
California
$169K -$2.91K -28 -2%
BA
256
Bristlecone Advisors
Washington
$168K
OCM
257
Osterweis Capital Management
California
$147K
EWM
258
Evermay Wealth Management
Virginia
$138K -$2.6K -25 -2%
FHA
259
First Horizon Advisors
Tennessee
$122K
PS
260
Principal Securities
Iowa
$117K
CA
261
CoreCap Advisors
Michigan
$107K -$107K -1,025 -48%
MCM
262
MAI Capital Management
Ohio
$103K
OA
263
Operose Advisors
Wisconsin
$103K
MWA
264
Medallion Wealth Advisors
Connecticut
$101K +$30.9K +297 +40%
AWM
265
Activest Wealth Management
Florida
$97.5K
LFG
266
Larson Financial Group
Missouri
$96.3K
RBC
267
Roble Belko & Company
Pennsylvania
$92K
FPB
268
First PREMIER Bank
South Dakota
$83K
CWM
269
Cranbrook Wealth Management
Michigan
$80.1K
FWP
270
FAS Wealth Partners
Kansas
$61K
MCM
271
Manchester Capital Management
Vermont
$56.7K -$287K -2,759 -82%
FFA
272
Frazier Financial Advisors
Ohio
$56.4K
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$50.9K
SC
274
SouthState Corp
Florida
$49.8K +$53.6K +516 New
PB
275
Pinnacle Bancorp
Nebraska
$47.6K

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.