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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
HighTower Advisors
51
HighTower Advisors
Illinois
$4.35M -$19.1K -179 -0.5%
AWM
52
Axxcess Wealth Management
California
$4.23M +$1.39M +13,069 +52%
Creative Planning
53
Creative Planning
Kansas
$4.17M -$25.3M -236,988 -86%
PFM
54
Phillips Financial Management
Indiana
$3.96M -$15.1K -142 -0.4%
Stifel Financial
55
Stifel Financial
Missouri
$3.89M -$2.85M -26,726 -43%
C
56
Certuity
Florida
$3.79M
FDDB
57
Fidelity D&D Bancorp
Pennsylvania
$3.71M +$365K +3,423 +11%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$3.56M -$701K -6,571 -17%
VA
59
Valmark Advisers
Ohio
$3.55M -$525K -4,921 -13%
TCWM
60
Total Clarity Wealth Management
Illinois
$3.31M -$1.48M -13,882 -32%
Betterment LLC
61
Betterment LLC
New York
$3.22M +$88.5K +830 +3%
ECM
62
Evergreen Capital Management
Washington
$3.14M +$66.2K +621 +2%
HSA
63
HBK Sorce Advisory
Pennsylvania
$3.14M +$177K +1,662 +6%
SC
64
Sierra Capital
Florida
$3.05M +$88K +825 +3%
SAM
65
Silvercrest Asset Management
New York
$3.01M +$17.7K +166 +0.6%
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$2.98M +$36.3K +340 +1%
FCC
67
Flower City Capital
New York
$2.93M +$109K +1,023 +4%
R
68
Rebalance
California
$2.88M -$18.5K -173 -0.7%
BWM
69
BCS Wealth Management
Tennessee
$2.78M +$187K +1,749 +7%
FW
70
Fairway Wealth
Ohio
$2.73M +$698K +6,545 +36%
FAB
71
First American Bank
Illinois
$2.66M
VWA
72
Visionary Wealth Advisors
Illinois
$2.58M +$1.07M +10,026 +75%
PA
73
PFG Advisors
Arizona
$2.54M +$2.45M +22,999 New
VP
74
Verum Partners
North Carolina
$2.48M -$107 -1 -0%
LGA
75
Lebenthal Global Advisors
New York
$2.46M -$1.49M -13,995 -39%

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.