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Vanguard S&P Small-Cap 600 ETF
VIOO

284 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $436K | Put options by funds: $213K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.23B → $1.25B (+$20.9M)

1% less funds holding

Funds holding: 286 → 284 (-2)

1.26% less ownership

Funds ownership: 49.01% → 47.75% (-1.3%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
+$38M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.4M
3
Bank of America
Bank of America
North Carolina
+$20.5M
4
WIM
Warwick Investment Management
Texas
+$15.4M
5
TTWM
TCV Trust & Wealth Management
Virginia
+$14.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.1M
2
EWS
Eagle Wealth Strategies
New Jersey
-$14.4M
3
UBS Group
UBS Group
Switzerland
-$6.07M
4
OWM
Orgel Wealth Management
Wisconsin
-$4.67M
5
Wells Fargo
Wells Fargo
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
26
New Insight Wealth Advisors
California
$11.6M +$1.16M +11,966 +12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$433K +4,455 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$9.98M +$299K +3,081 +3%
PIMG
29
Patriot Investment Management Group
Tennessee
$9.68M -$2.48M -25,489 -21%
PFPT
30
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.29M +$11.4K +117 +0.1%
MGIA
31
Moneta Group Investment Advisors
Missouri
$9.07M +$69.8K +718 +0.8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.67M +$182K +1,873 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.22M +$1.8M +18,470 +35%
MHIC
34
Marble Harbor Investment Counsel
Massachusetts
$7.15M +$53.1K +546 +0.8%
CA
35
Cetera Advisors
Colorado
$6.24M +$1.95M +20,019 +48%
Corient Private Wealth
36
Corient Private Wealth
Florida
$6.23M +$6.51K +67 +0.1%
SCM
37
Sebold Capital Management
Illinois
$6.21M +$86.4K +889 +1%
CA
38
CoreCap Advisors
Michigan
$5.88M -$2.2M -22,653 -28%
CA
39
Cambridge Associates
Massachusetts
$5.61M – – –
KAS
40
Kestra Advisory Services
Texas
$5.6M +$837K +8,615 +18%
LGA
41
Lebenthal Global Advisors
New York
$5.44M +$2.04M +20,993 +64%
BWIA
42
Bryant Woods Investment Advisors
New York
$5.34M -$814K -8,378 -14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$5.32M -$2.72M -27,965 -35%
JP Morgan Chase
44
JP Morgan Chase
New York
$4.88M -$1.24M -12,807 -21%
PFM
45
Phillips Financial Management
Indiana
$4.81M -$442K -4,544 -9%
DCM
46
Davidson Capital Management
Texas
$4.56M +$146K +1,506 +3%
PAG
47
Private Advisor Group
New Jersey
$4.47M +$41.2K +424 +1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.47M +$80.4K +827 +2%
PAG
49
Private Advisory Group
Washington
$4.41M +$280K +2,877 +7%
AF
50
Advisornet Financial
Minnesota
$4.26M +$611K +6,282 +18%
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VIOO Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2024, worth a combined $1.25B — up 1.7% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VIOO positions and 15 closed out — a net gain of 5 holders — while 98 added to existing stakes and 79 trimmed.

The largest buyer was Mariner, adding an estimated $38M. The largest seller was Morgan Stanley, cutting an estimated $63.1M.

  • 284 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2024, down from 286 in Q4 2023.
  • Funds reported $1.25B of Vanguard S&P Small-Cap 600 ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2024 was Mariner, an estimated $38M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2024.