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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
MCA
301
Maryland Capital Advisors
Maryland
$28.2K +$29.4K +266 New
HNB
302
Huntington National Bank
Ohio
$27K
JWA
303
JFS Wealth Advisors
Pennsylvania
$25.2K +$332 +3 +1%
SS
304
Sunbelt Securities
Texas
$24.6K +$111 +1 +0.4%
PMFA
305
Plante Moran Financial Advisors
Michigan
$24K
PA
306
Parallel Advisors
California
$22.9K
VWM
307
Vermillion Wealth Management
Minnesota
$22.1K +$23K +208 New
AA
308
Addison Advisors
Vermont
$20.6K
CW
309
Curio Wealth
Maryland
$18.5K +$19.2K +174 New
BAM
310
Bellevue Asset Management
Washington
$15.9K
TRCT
311
Tower Research Capital (TRC)
New York
$15K +$15.2K +137 +3,425%
SS
312
SBI Securities
Japan
$14.6K +$15.3K +138 New
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$14.5K +$15.2K +137 New
SIS
314
Strategic Investment Solutions
Illinois
$10.6K
CFD
315
Creative Financial Designs
Indiana
$10.6K +$11.1K +100 New
DJSG
316
D.J. St. Germain
Massachusetts
$7.85K
CAWM
317
Capital A Wealth Management
Pennsylvania
$7.21K +$7.52K +68 New
AIM
318
Anchor Investment Management
South Carolina
$7.04K +$111 +1 +2%
GG
319
Gleason Group
Kentucky
$6.67K +$111 +1 +2%
KFI
320
Key Financial Inc
Pennsylvania
$6.47K
AWM
321
Abound Wealth Management
Tennessee
$5.33K +$111 +1 +2%
CSB
322
City State Bank
Iowa
$5.3K -$5.53K -50 -50%
GIA
323
GHP Investment Advisors
Colorado
$5.3K
GEA
324
Glen Eagle Advisors
New Jersey
$4.84K +$5.09K +46 New
HWM
325
Horizons Wealth Management
North Carolina
$3.82K

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.