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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
MUAMU
26
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$12M -$1.2M -11,500 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.7M -$176K -1,690 -1%
NIWA
28
New Insight Wealth Advisors
California
$10.9M +$292K +2,812 +3%
DCM
29
Davidson Capital Management
Texas
$10.5M +$1.88M +18,052 +20%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$10.1M +$4.22M +40,651 +64%
CWC
31
Carolinas Wealth Consulting
North Carolina
$9.07M -$470K -4,522 -3%
MGIA
32
Moneta Group Investment Advisors
Missouri
$8.76M -$42K -404 -0.4%
CA
33
Cambridge Associates
Massachusetts
$8.49M +$5.41M +52,062 +145%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.44M -$467K -4,496 -5%
AF
35
Advisornet Financial
Minnesota
$7.71M +$873K +8,400 +12%
MHIC
36
Marble Harbor Investment Counsel
Massachusetts
$7.3M +$154K +1,480 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$6.77M +$778K +7,484 +12%
PAG
38
Private Advisory Group
Washington
$5.96M +$1.16M +11,130 +22%
CIA
39
Concurrent Investment Advisors
Florida
$5.91M +$256K +2,459 +4%
PIMG
40
Patriot Investment Management Group
Tennessee
$5.59M -$433K -4,163 -7%
Stifel Financial
41
Stifel Financial
Missouri
$5.44M +$158K +1,522 +3%
HFS
42
Hantz Financial Services
Michigan
$5.25M +$2.05M +19,725 +57%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$4.85M -$929K -8,940 -15%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.84M -$44.4K -427 -0.8%
LGA
45
Lebenthal Global Advisors
New York
$4.81M -$872K -8,391 -14%
SCM
46
SCS Capital Management
Massachusetts
$4.62M +$508K +4,885 +11%
BWIA
47
Bryant Woods Investment Advisors
New York
$4.57M -$339K -3,264 -6%
SCM
48
Sebold Capital Management
Illinois
$4.48M +$185K +1,779 +4%
KAS
49
Kestra Advisory Services
Texas
$4.47M -$1.54M -14,850 -24%
HighTower Advisors
50
HighTower Advisors
Illinois
$4.47M +$1.56M +15,008 +48%

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.