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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
SA
176
Sovran Advisors
California
$478K +$498K +4,502 New
AT
177
American Trust
Kentucky
$462K +$482K +4,357 New
RTC
178
Real Talk Capital
Tennessee
$461K
V
179
ViaWealth
Kansas
$458K -$76.4K -691 -14%
AWM
180
Accel Wealth Management
Iowa
$456K +$332 +3 +0.1%
PPW
181
PACK Private Wealth
Minnesota
$456K
WH
182
Whitcomb & Hess
Ohio
$441K
SMC
183
Smith, Moore & Co
Missouri
$435K +$6.3K +57 +1%
CCA
184
Clarity Capital Advisors
Florida
$434K
SF
185
Synovus Financial
Georgia
$429K +$10.4K +94 +2%
SQA
186
Simon Quick Advisors
New Jersey
$427K
IF
187
Ironwood Financial
Arizona
$426K
PWA
188
Principia Wealth Advisory
Texas
$424K +$443K +4,001 New
SFPG
189
Stonebridge Financial Planning Group
Florida
$421K +$440K +3,974 New
WS
190
Wedbush Securities
California
$408K +$64.7K +585 +18%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$406K -$87.4K -790 -19%
SFS
192
Summit Financial Strategies
Ohio
$400K
WPW
193
Watershed Private Wealth
Illinois
$396K +$34.7K +314 +9%
AF
194
Affiance Financial
Minnesota
$393K
SWP
195
Stratos Wealth Partners
Ohio
$390K +$442 +4 +0.1%
MIM
196
Macroview Investment Management
Maryland
$386K -$2.88K -26 -0.7%
KNFPWM
197
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$377K -$116K -1,050 -23%
JBA
198
Johnson Bixby & Associates
Washington
$373K -$774 -7 -0.2%
GAM
199
Gotham Asset Management
New York
$367K
THCM
200
Taylor Hoffman Capital Management
Virginia
$365K -$1.55K -14 -0.4%

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.