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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$38M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$28.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.5M |
| 4 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$15.4M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$63.1M |
| 2 |
EWS
Eagle Wealth Strategies
West Deptford,
New Jersey
|
-$14.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.07M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$4.67M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.26M |
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.