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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$4.26M +$66K +635 +1%
Citadel Advisors
52
Citadel Advisors
Florida
$4.17M +$3.29M +31,656 +274%
PAG
53
Private Advisor Group
New Jersey
$4.14M -$97K -933 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$4.13M -$544K -5,231 -11%
HAC
55
Harbor Advisory Corp
New Hampshire
$3.87M
HI
56
Harbour Investments
Wisconsin
$3.78M +$3.85K +37 +0.1%
ECM
57
Evergreen Capital Management
Washington
$3.72M +$1.28M +12,350 +47%
EWA
58
EP Wealth Advisors
California
$3.54M -$5.92K -57 -0.2%
EL
59
EQ LLC
Washington
$3.49M +$10.4K +100 +0.3%
PFM
60
Phillips Financial Management
Indiana
$3.48M +$12.8K +123 +0.3%
C
61
Certuity
Florida
$3.31M
BWM
62
Base Wealth Management
Florida
$3.19M +$3.44M +33,099 New
FCC
63
Flower City Capital
New York
$3.15M +$248K +2,391 +8%
FMI
64
F/M Investments
District of Columbia
$3.04M
Betterment LLC
65
Betterment LLC
New York
$2.77M +$737K +7,087 +33%
AAS
66
Avantax Advisory Services
Texas
$2.76M +$216K +2,078 +8%
SAM
67
Silvercrest Asset Management
New York
$2.6M -$401K -3,856 -13%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$2.51M -$64.4K -620 -2%
FDDB
69
Fidelity D&D Bancorp
Pennsylvania
$2.49M +$225K +2,168 +9%
VP
70
Verum Partners
North Carolina
$2.38M -$1.14K -11 -0%
SC
71
Sierra Capital
Florida
$2.36M +$156K +1,501 +7%
DADC
72
D.A. Davidson & Co
Montana
$2.34M +$92.2K +887 +4%
FAB
73
First American Bank
Illinois
$2.32M -$7.69K -74 -0.3%
PA
74
PFG Advisors
Arizona
$2.2M -$173K -1,663 -7%
TNA
75
True North Advisors
Texas
$2.19M +$2.36M +22,668 New

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.