Vanguard S&P Small-Cap 600 ETF
VIOO
304 hedge funds and large institutions have $1.36B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 24 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 80
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
15% more capital invested
Capital invested by funds: $1.19B → $1.36B (+$173M)
0% more funds holding
Funds holding: 304 → 304 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.32% less ownership
Funds ownership: 46.48% → 46.16% (-0.32%)
55% less call options, than puts
Call options by funds: $108K | Put options by funds: $238K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$16.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$11M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.75M |
| 4 |
FFP
FourThought Financial Partners
Venice,
Florida
|
+$7.64M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$29.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.33M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.71M |
| 4 |
DACG
Donor Advised Charitable Giving
San Francisco,
California
|
-$2.44M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
326
Mather Group
Chicago,
Illinois
| – | -$46.5K | -459 | Closed |
|
327
Belvedere Trading
Chicago,
Illinois
| – | -$4.79K | -46 | Closed |
|
|
CPBTD
328
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| – | -$2.16K | -22 | Closed |
|
|
ACA
329
American Capital Advisory
Ketchum,
Idaho
| – | -$1.98K | -20 | Closed |
|
VIOO Hedge Fund Activity: Q3 2024 in Review
304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2024, worth a combined $1.36B — up 15% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VIOO positions and 24 closed out — a net gain of 5 holders — while 101 added to existing stakes and 80 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $16.3M. The largest seller was Orgel Wealth Management, cutting an estimated $29.3M.
- 304 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $1.36B of Vanguard S&P Small-Cap 600 ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 29 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2024 and 24 closed out, a net change of +5 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2024 was NewEdge Advisors, an estimated $16.3M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2024 was Orgel Wealth Management, an estimated $29.3M sold.
Based on aggregated 13F filings for Q3 2024.