We are live on ! Find out more
VIOO icon

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
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$587K -$14.9M -142,974 -96%
EWS
152
Eagle Wealth Strategies
New Jersey
$575K
WANY
153
Wealthspire Advisors (New York)
New York
$575K
AO
154
Advisor OS
Illinois
$570K +$1.46K +14 +0.2%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$570K -$222K -2,139 -27%
HSA
156
HBK Sorce Advisory
Pennsylvania
$568K +$11.2K +108 +2%
WCM
157
Weik Capital Management
Pennsylvania
$555K -$32.7K -315 -5%
TMWM
158
Taylor & Morgan Wealth Management
Michigan
$550K
WFA
159
Wellspring Financial Advisors
Ohio
$545K -$4.37K -42 -0.7%
Northern Trust
160
Northern Trust
Illinois
$532K
SAI
161
Savvy Advisors Inc
New York
$513K -$647K -6,225 -54%
Comerica Bank
162
Comerica Bank
Texas
$508K -$3.64K -35 -0.7%
CG
163
Caprock Group
Idaho
$504K +$10.1K +97 +2%
PWM
164
Perigon Wealth Management
California
$500K
SFG
165
Sovereign Financial Group
Connecticut
$484K -$2.7K -26 -0.5%
VFA
166
Valeo Financial Advisors
Indiana
$481K
ORC
167
O'Rourke & Company
Massachusetts
$476K +$19.7K +190 +4%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$474K -$15.6K -150 -3%
MWM
169
Modera Wealth Management
New Jersey
$473K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$464K -$190K -1,826 -28%
FFL
171
Financial Freedom LLC
Ohio
$456K -$58K -558 -11%
FFN
172
Focus Financial Network
Minnesota
$447K -$10.7K -103 -2%
FHA
173
Flagship Harbor Advisors
Massachusetts
$446K -$126K -1,210 -21%
THCM
174
Taylor Hoffman Capital Management
Virginia
$442K +$117K +1,128 +33%
PWW
175
Pettyjohn Wood & White
Virginia
$441K

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.