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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
NS
326
NBC Securities
Alabama
$2K +$2.7K +26 New
BCMLT
327
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.96K
CIA
328
Cape Investment Advisory
Georgia
$1.55K +$1.66K +16 New
FMP
329
Financial Management Professionals
Texas
$1.25K -$5.38M -51,752 -100%
TCM
330
Tradewinds Capital Management
Washington
$966 +$1.04K +10 New
CJH
331
Christopher J. Hasenberg
Wisconsin
$870
PWA
332
Physician Wealth Advisors
Utah
$773
RWML
333
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$251
Janney Montgomery Scott
334
Janney Montgomery Scott
Pennsylvania
-$8.16M -76,979 Closed
GP
335
Greenline Partners
New York
-$5.38M -50,703 Closed
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
-$2.12M -20,029 Closed
MECA
337
Miller Equity Capital Advisors
Texas
-$942K -8,879 Closed
OIA
338
OneDigital Investment Advisors
Kansas
-$514K -4,844 Closed
AT
339
American Trust
Kentucky
-$462K -4,357 Closed
FTUS
340
Flow Traders U.S.
New York
-$334K -3,147 Closed
IAA
341
Independent Advisor Alliance
North Carolina
-$329K -3,104 Closed
Wealth Enhancement Advisory Services
342
Wealth Enhancement Advisory Services
Minnesota
-$303K -2,853 Closed
S
343
Sunpointe
Missouri
-$283K -2,667 Closed
WEG
344
World Equity Group
Illinois
-$268K -2,530 Closed
3F
345
360 Financial
Minnesota
-$263K -2,483 Closed
BPA
346
Beacon Pointe Advisors
California
-$262K -2,474 Closed
TC
347
TownSquare Capital
Utah
-$238K -2,240 Closed
AWM
348
Apollon Wealth Management
South Carolina
-$220K -2,072 Closed
Lido Advisors
349
Lido Advisors
California
-$215K -2,024 Closed
WHCFA
350
William Howard & Co Financial Advisors
Tennessee
-$211K -1,988 Closed

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.