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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
AO
151
Advisor OS
Illinois
$625K +$11.6K +105 +2%
SIA
152
Soltis Investment Advisors
Utah
$620K -$9.73K -88 -1%
FHA
153
Flagship Harbor Advisors
Massachusetts
$618K -$1.11K -10 -0.2%
CAM
154
Cresset Asset Management
Illinois
$614K -$640K -5,788 -50%
HSA
155
HBK Sorce Advisory
Pennsylvania
$613K +$31.5K +285 +5%
1CP
156
17 Capital Partners
Arizona
$612K +$58.6K +530 +10%
TMWM
157
Taylor & Morgan Wealth Management
Michigan
$604K
WFA
158
Wellspring Financial Advisors
Ohio
$603K +$1.44K +13 +0.2%
Northern Trust
159
Northern Trust
Illinois
$584K
EWM
160
Executive Wealth Management
Michigan
$571K -$15.5K -140 -3%
Comerica Bank
161
Comerica Bank
Texas
$561K -$17.9K -162 -3%
FFL
162
Financial Freedom LLC
Ohio
$561K -$15.9K -144 -3%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$560K +$35.4K +320 +6%
PWM
164
Perigon Wealth Management
California
$560K +$23.1K +209 +4%
CG
165
Caprock Group
Idaho
$543K
NA
166
Nestegg Advisors
New York
$542K +$548K +4,956 New
WCFA
167
Walkner Condon Financial Advisors
Wisconsin
$537K +$28.8K +260 +5%
SFG
168
Sovereign Financial Group
Connecticut
$535K +$4.98K +45 +0.9%
CCM
169
Coldstream Capital Management
Washington
$529K -$18.6K -168 -3%
VFA
170
Valeo Financial Advisors
Indiana
$529K +$249K +2,253 +82%
MWM
171
Modera Wealth Management
New Jersey
$520K
OIA
172
OneDigital Investment Advisors
Kansas
$514K +$271K +2,450 +102%
ORC
173
O'Rourke & Company
Massachusetts
$503K +$1.99K +18 +0.4%
FFN
174
Focus Financial Network
Minnesota
$502K -$2.21K -20 -0.4%
PWW
175
Pettyjohn Wood & White
Virginia
$485K

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.