We are live on ! Find out more
VIOO icon

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
WA
101
Waverly Advisors
Alabama
$1.21M +$8.16K +84 +0.7%
BCG
102
Breakwater Capital Group
New Jersey
$1.21M -$78.3K -806 -6%
SKK
103
Shepherd Kaplan Krochuk
Massachusetts
$1.11M – – –
KA
104
Klingman & Associates
New York
$1.11M – – –
SPIA
105
Steward Partners Investment Advisory
New York
$1.11M -$55.9K -575 -5%
MAWA
106
Moss Adams Wealth Advisors
Washington
$1.07M -$902K -9,275 -47%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$1.04M +$78.3K +806 +9%
AF
108
Allworth Financial
California
$1.03M +$36.8K +379 +4%
GA
109
Geller Advisors
New York
$963K – – –
SCM
110
Stordahl Capital Management
Colorado
$954K -$113K -1,159 -11%
BBHC
111
Brown Brothers Harriman & Co
New York
$926K – – –
GVAG
112
Great Valley Advisor Group
Delaware
$916K -$135K -1,385 -13%
MECA
113
Miller Equity Capital Advisors
Texas
$901K – – –
MIM
114
Macroview Investment Management
Maryland
$897K -$197K -2,029 -19%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$889K -$2.33K -24 -0.3%
TAM
116
Tocqueville Asset Management
New York
$864K – – –
AWS
117
Atria Wealth Solutions
New York
$834K +$23.5K +242 +3%
RDFA
118
Ritter Daniher Financial Advisory
Ohio
$833K – – –
FC
119
Financial Council
Maryland
$832K -$126K -1,296 -14%
PG
120
Prostatis Group
Maryland
$813K +$779K +8,010 New
NPT
121
National Philanthropic Trust
Pennsylvania
$782K – – –
Citigroup
122
Citigroup
New York
$776K – – –
PSF
123
Pacific Sun Financial
California
$755K +$12.6K +130 +2%
CA
124
Continuum Advisory
Idaho
$735K – – –
FIA
125
Foundations Investment Advisors
Arizona
$727K +$49.6K +510 +8%
3 4
5
6 7

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.