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Vanguard S&P Small-Cap 600 ETF
VIOO

284 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $436K | Put options by funds: $213K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.23B → $1.25B (+$20.9M)

1% less funds holding

Funds holding: 286 → 284 (-2)

1.26% less ownership

Funds ownership: 49.01% → 47.75% (-1.3%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
+$38M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.4M
3
Bank of America
Bank of America
North Carolina
+$20.5M
4
WIM
Warwick Investment Management
Texas
+$15.4M
5
TTWM
TCV Trust & Wealth Management
Virginia
+$14.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.1M
2
EWS
Eagle Wealth Strategies
New Jersey
-$14.4M
3
UBS Group
UBS Group
Switzerland
-$6.07M
4
OWM
Orgel Wealth Management
Wisconsin
-$4.67M
5
Wells Fargo
Wells Fargo
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
76
HM Payson & Co
Maine
$1.7M – – –
KSWA
77
Kathleen S. Wright Associates
Pennsylvania
$1.68M – – –
LBC
78
Lowe Brockenbrough & Co
Virginia
$1.64M -$30.3K -312 -2%
VA
79
Valmark Advisers
Ohio
$1.64M -$65.2K -671 -4%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$1.62M -$15.6K -160 -1%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$1.59M +$550K +5,658 +56%
FFA
82
First Foundation Advisors
California
$1.59M – – –
FW
83
Fairway Wealth
Ohio
$1.58M +$32.6K +335 +2%
NW
84
NewEdge Wealth
Pennsylvania
$1.56M +$1.56M +16,051 New
CT
85
Coastline Trust
Rhode Island
$1.55M -$80.3K -826 -5%
WAM
86
WNY Asset Management
New York
$1.53M -$50.3K -518 -3%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$1.52M +$27.4K +282 +2%
DACG
88
Donor Advised Charitable Giving
California
$1.51M +$479K +4,925 +50%
AWM
89
Axxcess Wealth Management
California
$1.47M +$56.5K +581 +4%
CAAS
90
Capital Asset Advisory Services
Michigan
$1.43M +$56.2K +578 +4%
SAM
91
Silvercrest Asset Management
New York
$1.42M +$1.11M +11,403 +446%
SOAG
92
Silver Oak Advisory Group
Oregon
$1.37M -$54.3K -559 -4%
SWM
93
Spire Wealth Management
Virginia
$1.36M -$185K -1,904 -12%
MMA
94
Miracle Mile Advisors
California
$1.34M – – –
AC
95
Anson Capital
Georgia
$1.32M +$52.2K +537 +4%
RBC
96
Romano Brothers & Co
Illinois
$1.32M – – –
WWC
97
Waypoint Wealth Counsel
Georgia
$1.26M +$583 +6 +0%
ECM
98
Evergreen Capital Management
Washington
$1.24M +$117K +1,205 +11%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$1.24M -$170K -1,754 -13%
GT
100
Greenleaf Trust
Michigan
$1.22M +$2.43K +25 +0.2%
2 3
4
5 6

VIOO Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2024, worth a combined $1.25B — up 1.7% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VIOO positions and 15 closed out — a net gain of 5 holders — while 98 added to existing stakes and 79 trimmed.

The largest buyer was Mariner, adding an estimated $38M. The largest seller was Morgan Stanley, cutting an estimated $63.1M.

  • 284 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2024, down from 286 in Q4 2023.
  • Funds reported $1.25B of Vanguard S&P Small-Cap 600 ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2024 was Mariner, an estimated $38M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2024.