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Vanguard S&P Small-Cap 600 ETF

330 hedge funds and large institutions have $2.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

65% more capital invested

Capital invested by funds: $1.36B → $2.25B (+$892M)

43% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 87

9% more funds holding

Funds holding: 304330 (+26)

0.35% less ownership

Funds ownership: 46.16%45.81% (-0.35%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
52
Increased
124
Reduced
87
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDDB
76
Fidelity D&D Bancorp
Pennsylvania
$2.51M -$69.6K -629 -3%
DADC
77
D.A. Davidson & Co
Montana
$2.47M -$39.6K -358 -2%
SC
78
Sierra Capital
Florida
$2.43M +$3.54K +32 +0.1%
Betterment LLC
79
Betterment LLC
New York
$2.3M +$244K +2,205 +11%
FEG
80
Fund Evaluation Group
Ohio
$2.3M +$2.39M +21,650 New
TCWM
81
Total Clarity Wealth Management
Illinois
$2.13M +$1.12M +10,112 +101%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$2.12M +$888K +8,031 +67%
TSW
83
Thompson Siegel & Walmsley
Virginia
$2.02M -$16.6K -150 -0.8%
HPC
84
HM Payson & Co
Maine
$2M
CAAS
85
Capital Asset Advisory Services
Michigan
$1.96M +$160K +1,448 +9%
AWM
86
Axxcess Wealth Management
California
$1.93M +$165K +1,496 +9%
KSWA
87
Kathleen S. Wright Associates
Pennsylvania
$1.93M +$162K +1,461 +9%
CT
88
Coastline Trust
Rhode Island
$1.93M -$141K -1,275 -7%
BWM
89
BCS Wealth Management
Tennessee
$1.84M +$1.92M +17,324 New
CFS
90
CRA Financial Services
New Jersey
$1.84M +$43.4K +392 +2%
R
91
Rebalance
California
$1.83M -$111K -999 -5%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.77M +$90.4K +817 +5%
FW
93
Fairway Wealth
Ohio
$1.76M +$253K +2,290 +16%
William Blair & Company
94
William Blair & Company
Illinois
$1.76M +$1.47M +13,310 +408%
NW
95
NewEdge Wealth
Pennsylvania
$1.7M
LBC
96
Lowe Brockenbrough & Co
Virginia
$1.67M +$16.1K +146 +0.9%
WFAG
97
Wescott Financial Advisory Group
Pennsylvania
$1.63M +$42.1K +381 +3%
VA
98
Valmark Advisers
Ohio
$1.56M -$116K -1,053 -7%
SOAG
99
Silver Oak Advisory Group
Oregon
$1.5M -$9.73K -88 -0.6%
BCG
100
Breakwater Capital Group
New Jersey
$1.48M +$35.1K +317 +2%

VIOO Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2024, worth a combined $2.25B — up 65% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VIOO positions and 18 closed out — a net gain of 34 holders — while 124 added to existing stakes and 87 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $16M. The largest seller was Bank of America, cutting an estimated $7.93M.

  • 330 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $2.25B of Vanguard S&P Small-Cap 600 ETF stock for Q4 2024, up 65% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2024 and 18 closed out, a net change of +34 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2024 was National Bank of Canada, an estimated $16M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2024 was Bank of America, an estimated $7.93M sold.

Based on aggregated 13F filings for Q4 2024.