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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
TCWM
76
Total Clarity Wealth Management
Illinois
$2.13M
FEG
77
Fund Evaluation Group
Ohio
$2.09M
Two Sigma Investments
78
Two Sigma Investments
New York
$2.02M +$2.17M +20,900 New
CAAS
79
Capital Asset Advisory Services
Michigan
$1.92M +$123K +1,181 +6%
AWM
80
Axxcess Wealth Management
California
$1.88M +$130K +1,249 +7%
BWM
81
BCS Wealth Management
Tennessee
$1.8M +$139K +1,338 +8%
TSW
82
Thompson Siegel & Walmsley
Virginia
$1.8M -$44.4K -427 -2%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$1.78M +$176K +1,695 +10%
Jane Street
84
Jane Street
New York
$1.75M +$798K +7,675 +73%
FIA
85
Foundations Investment Advisors
Arizona
$1.74M +$469K +4,512 +33%
KSWA
86
Kathleen S. Wright Associates
Pennsylvania
$1.74M -$17K -164 -0.9%
R
87
Rebalance
California
$1.71M +$53K +510 +3%
CFS
88
CRA Financial Services
New Jersey
$1.68M +$14K +135 +0.8%
CT
89
Coastline Trust
Rhode Island
$1.65M -$114K -1,100 -6%
OFS
90
OneAscent Financial Services
Alabama
$1.58M +$1.02M +9,810 +149%
NW
91
NewEdge Wealth
Pennsylvania
$1.55M
BC
92
Belmont Capital
California
$1.55M +$1.67M +16,051 New
FW
93
Fairway Wealth
Ohio
$1.53M -$80.3K -773 -5%
LBC
94
Lowe Brockenbrough & Co
Virginia
$1.51M -$1.66K -16 -0.1%
WFAG
95
Wescott Financial Advisory Group
Pennsylvania
$1.48M
BCG
96
Breakwater Capital Group
New Jersey
$1.47M +$136K +1,305 +9%
VA
97
Valmark Advisers
Ohio
$1.45M +$27.6K +266 +2%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.42M +$904K +8,700 +145%
SPIA
99
Steward Partners Investment Advisory
New York
$1.36M +$166K +1,600 +13%
SOAG
100
Silver Oak Advisory Group
Oregon
$1.35M -$16.1K -155 -1%

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.