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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
RFG
326
REAP Financial Group
Texas
$3.6K
EWA
327
EverSource Wealth Advisors
Alabama
$3.5K
LI
328
LRI Investments
Florida
$2.54K
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.15K
ACA
330
Atlas Capital Advisors
Wyoming
$1.06K -$1.99K -18 -64%
CJH
331
Christopher J. Hasenberg
Wisconsin
$954
PWA
332
Physician Wealth Advisors
Utah
$849 +$885 +8 New
AFG
333
Albion Financial Group
Utah
$213 +$221 +2 New
DFA
334
DHK Financial Advisors
New Hampshire
-$4.6M -42,500 Closed
BC
335
Belmont Capital
California
-$1.74M -16,051 Closed
DAS
336
Dynamic Advisor Solutions
Arizona
-$1.22M -11,286 Closed
Citigroup
337
Citigroup
New York
-$827K -7,641 Closed
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
-$757K -6,994 Closed
Prudential Financial
339
Prudential Financial
New Jersey
-$561K -5,189 Closed
M1FG
340
Mach-1 Financial Group
Arkansas
-$457K -4,229 Closed
BRWA
341
B. Riley Wealth Advisors
Florida
-$239K -2,223 Closed
GIA
342
Gladstone Institutional Advisory
Florida
-$216K -2,001 Closed
CCG
343
Cypress Capital Group
Florida
-$216K -2,000 Closed
BTWM
344
Brass Tax Wealth Management
Ohio
-$200K -1,850 Closed
FP
345
Financial Perspectives
Minnesota
-$30.9K -286 Closed
SIS
346
Sound Income Strategies
Florida
-$29.6K -274 Closed
JIP
347
Jaffetilchin Investment Partners
Florida
-$27.9K -258 Closed
CPA
348
Clear Point Advisors
New York
-$26K -240 Closed
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$16.8K -155 Closed
NS
350
NBC Securities
Alabama
-$3K -28 Closed

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.