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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
Truist Financial
201
Truist Financial
North Carolina
$364K -$27.8K -251 -7%
AWE
202
Avidian Wealth Enterprises
Texas
$362K -$19.4K -175 -5%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$360K -$23.3K -211 -6%
MCM
204
Manchester Capital Management
Vermont
$355K
AWS
205
Atria Wealth Solutions
New York
$350K +$24.7K +223 +7%
BF
206
BOK Financial
Oklahoma
$344K -$20.2K -183 -5%
PPG
207
Peak Planning Group
Colorado
$343K -$15.5K -140 -4%
1IA
208
1834 Investment Advisors
Wisconsin
$343K -$121K -1,095 -25%
MFG
209
Merit Financial Group
Georgia
$338K -$16.1K -146 -4%
USWIA
210
UP Strategic Wealth Investment Advisors
Pennsylvania
$335K -$86.2K -779 -20%
FTUS
211
Flow Traders U.S.
New York
$334K +$348K +3,147 New
FA
212
Financial Advisors
Massachusetts
$331K
IAA
213
Independent Advisor Alliance
North Carolina
$329K +$343K +3,104 New
ESB
214
Essex Savings Bank
Connecticut
$329K -$87.5K -791 -20%
SHF
215
Stage Harbor Financial
Massachusetts
$329K -$87.5K -791 -20%
DWM
216
Diversify Wealth Management
Utah
$327K +$348K +3,148 New
DAS
217
Diversify Advisory Services
Utah
$324K -$158K -1,424 -31%
ECG
218
Edge Capital Group
Georgia
$315K -$113K -1,020 -26%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$315K +$71.1K +643 +28%
BHWM
220
Beaird Harris Wealth Management
Texas
$308K
KeyBank National Association
221
KeyBank National Association
Ohio
$304K +$318K +2,871 New
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$303K +$316K +2,853 New
S
223
Sunpointe
Missouri
$283K -$201K -1,815 -40%
Financial Engines Advisors
224
Financial Engines Advisors
California
$281K +$293K +2,649 New
TFS
225
Thoroughbred Financial Services
Tennessee
$280K +$4.65K +42 +2%

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.