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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
RBC
101
Romano Brothers & Co
Illinois
$1.31M
LWL
102
Leo Wealth LLC
Texas
$1.29M +$1.39M +13,351 New
WAM
103
WNY Asset Management
New York
$1.26M +$6.03K +58 +0.4%
MMA
104
Miracle Mile Advisors
California
$1.22M
FPW
105
Flagship Private Wealth
Massachusetts
$1.21M -$3.85K -37 -0.3%
HPC
106
HM Payson & Co
Maine
$1.18M -$686K -6,600 -35%
WA
107
Waverly Advisors
Alabama
$1.15M +$1.66K +16 +0.1%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.14M +$324K +3,119 +36%
WWC
109
Waypoint Wealth Counsel
Georgia
$1.13M -$49.6K -477 -4%
GT
110
Greenleaf Trust
Michigan
$1.11M +$168K +1,619 +16%
CWM
111
Cornerstone Wealth Management
Missouri
$1.11M +$188K +1,812 +19%
NA
112
NewEdge Advisors
Louisiana
$1.1M -$14.6M -140,356 -92%
P
113
&Partners
Tennessee
$1.1M +$12.5K +120 +1%
SKK
114
Shepherd Kaplan Krochuk
Massachusetts
$1.07M
GSAM
115
Grant Street Asset Management
Pennsylvania
$1.07M -$58.9K -567 -5%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.07M -$3.97M -38,236 -78%
KA
117
Klingman & Associates
New York
$1.06M
AC
118
Anson Capital
Georgia
$1.01M -$354K -3,403 -25%
DAS
119
Dynamic Advisor Solutions
Arizona
$999K +$1.08M +10,350 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$947K +$710K +6,833 +230%
SWM
121
Spire Wealth Management
Virginia
$940K -$104K -997 -9%
EH
122
Equitable Holdings
New York
$903K +$153K +1,472 +19%
Brown Advisory
123
Brown Advisory
Maryland
$888K +$303K +2,915 +46%
I2I
124
Insight 2811 Inc
Illinois
$879K +$10.4K +100 +1%
TAM
125
Tocqueville Asset Management
New York
$870K +$2.6K +25 +0.3%

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.