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Vanguard S&P Small-Cap 600 ETF

339 hedge funds and large institutions have $1.34B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$60.7M)

4% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 96

0.1% more ownership

Funds ownership: 43.72%43.81% (+0.1%)

1% less funds holding

Funds holding: 342339 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
339
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
4.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
100
Reduced
96
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$13.5M -$189K -1,772 -1%
HFS
27
Hantz Financial Services
Michigan
$11.9M +$3.43M +32,111 +43%
AF
28
Advisornet Financial
Minnesota
$11.5M +$2.4M +22,458 +28%
NIWA
29
New Insight Wealth Advisors
California
$10.6M -$1.14M -10,651 -10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$10.1M +$9.73M +91,220 New
BM
31
Berman McAleer
Maryland
$10.1M +$9.72M +91,146 New
CA
32
Cambridge Associates
Massachusetts
$9.72M
MUAMU
33
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$9.7M -$853K -8,000 -8%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.64M -$52.7K -494 -0.6%
MHIC
35
Marble Harbor Investment Counsel
Massachusetts
$8.63M +$324K +3,040 +4%
CIA
36
Concurrent Investment Advisors
Florida
$7.82M +$137K +1,282 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$7.53M +$276K +2,590 +4%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$7.43M +$47.3K +443 +0.7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.38M +$570K +5,345 +10%
PIMG
40
Patriot Investment Management Group
Tennessee
$5.77M -$3.09K -29 -0.1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$5.4M -$126K -1,178 -2%
MCM
42
MAI Capital Management
Ohio
$5.31M +$5.01M +46,989 +4,383%
SCM
43
SCS Capital Management
Massachusetts
$5.28M
BWIA
44
Bryant Woods Investment Advisors
New York
$5.18M +$70.1K +657 +1%
HI
45
Harbour Investments
Wisconsin
$5.14M +$347K +3,251 +8%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$4.88M +$206K +1,929 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$4.51M +$33.4K +313 +0.8%
PAG
48
Private Advisor Group
New Jersey
$4.5M -$160K -1,504 -4%
HAC
49
Harbor Advisory Corp
New Hampshire
$4.42M -$1.39K -13 -0%
FMI
50
F/M Investments
District of Columbia
$4.35M

VIOO Hedge Fund Activity: Q3 2025 in Review

339 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2025, worth a combined $1.34B — up 4.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VIOO positions and 24 closed out — a net gain of 6 holders — while 100 added to existing stakes and 96 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $9.73M. The largest seller was Orgel Wealth Management, cutting an estimated $31.8M.

  • 339 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2025, down from 342 in Q2 2025.
  • Funds reported $1.34B of Vanguard S&P Small-Cap 600 ETF stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2025 and 24 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2025 was Janney Montgomery Scott, an estimated $9.73M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2025 was Orgel Wealth Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2025.