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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$13M +$5.96M +53,881 +78%
WWM
27
Wiser Wealth Management
Georgia
$13M +$134K +1,207 +1%
FFP
28
FourThought Financial Partners
Florida
$12.2M +$4.24M +38,362 +50%
NIWA
29
New Insight Wealth Advisors
California
$11.7M -$434K -3,927 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$11.5M +$2.8M +25,301 +31%
CWC
31
Carolinas Wealth Consulting
North Carolina
$10.4M -$4.02M -36,303 -20%
PFPT
32
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.75M +$145K +1,307 +1%
MGIA
33
Moneta Group Investment Advisors
Missouri
$9.67M +$198K +1,793 +2%
DCM
34
Davidson Capital Management
Texas
$9.59M +$2.76M +24,920 +38%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$8.16M +$142K +1,281 +2%
MHIC
36
Marble Harbor Investment Counsel
Massachusetts
$7.86M +$337K +3,046 +4%
AF
37
Advisornet Financial
Minnesota
$7.58M +$1.58M +14,309 +25%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$6.78M +$3.23M +29,217 +84%
Corient Private Wealth
39
Corient Private Wealth
Florida
$6.65M +$344K +3,110 +5%
PIMG
40
Patriot Investment Management Group
Tennessee
$6.58M -$748K -6,759 -10%
KAS
41
Kestra Advisory Services
Texas
$6.49M +$707K +6,390 +12%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$6.28M -$2.03M -18,394 -24%
CIA
43
Concurrent Investment Advisors
Florida
$6.24M +$566K +5,121 +10%
LGA
44
Lebenthal Global Advisors
New York
$6.18M +$187K +1,688 +3%
Stifel Financial
45
Stifel Financial
Missouri
$5.81M +$1.33M +12,018 +28%
FMP
46
Financial Management Professionals
Texas
$5.49M +$5.72M +51,754 +470,491%
GP
47
Greenline Partners
New York
$5.38M +$3.59M +32,480 +178%
PAG
48
Private Advisory Group
Washington
$5.36M +$135K +1,221 +2%
BWIA
49
Bryant Woods Investment Advisors
New York
$5.36M +$8.63K +78 +0.2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.36M +$633K +5,721 +13%

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.