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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
CCM
176
Coldstream Capital Management
Washington
$432K -$54.3K -522 -10%
V
177
ViaWealth
Kansas
$429K +$13K +125 +3%
SP
178
Saranac Partners
$427K +$460K +4,425 New
CA
179
Clearstead Advisors
Ohio
$425K +$252K +2,422 +122%
AWM
180
Accel Wealth Management
Iowa
$415K
PPW
181
PACK Private Wealth
Minnesota
$415K
M1FG
182
Mach-1 Financial Group
Arkansas
$407K +$438K +4,215 New
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$406K
MIM
184
Macroview Investment Management
Maryland
$402K +$54.6K +525 +14%
WH
185
Whitcomb & Hess
Ohio
$401K
RTC
186
Real Talk Capital
Tennessee
$399K +$430K +4,133 New
CCA
187
Clarity Capital Advisors
Florida
$395K
WS
188
Wedbush Securities
California
$394K +$24.5K +236 +6%
SF
189
Synovus Financial
Georgia
$390K
SQA
190
Simon Quick Advisors
New Jersey
$389K
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$389K +$250K +2,403 +148%
IF
192
Ironwood Financial
Arizona
$387K
SFPG
193
Stonebridge Financial Planning Group
Florida
$384K
CAL
194
Capital Analysts LLC
Pennsylvania
$381K +$176K +1,695 +75%
BF
195
BOK Financial
Oklahoma
$379K +$64.4K +620 +19%
PWA
196
Principia Wealth Advisory
Texas
$376K +$13K +125 +3%
SFS
197
Summit Financial Strategies
Ohio
$370K +$6.86K +66 +2%
SMC
198
Smith, Moore & Co
Missouri
$362K -$36.2K -348 -8%
WPW
199
Watershed Private Wealth
Illinois
$360K
AF
200
Affiance Financial
Minnesota
$358K

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.