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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
GAM
201
Gotham Asset Management
New York
$354K +$21.7K +209 +6%
JBA
202
Johnson Bixby & Associates
Washington
$350K +$12K +115 +3%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$349K +$23.4K +225 +7%
SA
204
Sovran Advisors
California
$344K -$65K -625 -14%
TFS
205
Thoroughbred Financial Services
Tennessee
$343K +$95.2K +916 +35%
KNFPWM
206
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$341K
SG
207
StoneX Group
New York
$335K +$361K +3,474 New
SWP
208
Stratos Wealth Partners
Ohio
$334K -$22.7K -218 -6%
William Blair & Company
209
William Blair & Company
Illinois
$331K -$1.37M -13,140 -79%
AWE
210
Avidian Wealth Enterprises
Texas
$330K
MFG
211
Merit Financial Group
Georgia
$318K +$10.9K +105 +3%
DAS
212
Diversify Advisory Services
Utah
$313K +$25.4K +244 +8%
PPG
213
Peak Planning Group
Colorado
$312K
Truist Financial
214
Truist Financial
North Carolina
$312K -$21.5K -207 -6%
LSPW
215
Lake Street Private Wealth
Illinois
$309K +$333K +3,200 New
USWIA
216
UP Strategic Wealth Investment Advisors
Pennsylvania
$304K
FA
217
Financial Advisors
Massachusetts
$301K
1IA
218
1834 Investment Advisors
Wisconsin
$298K -$15.3K -147 -5%
DWM
219
Diversify Wealth Management
Utah
$293K +$104 +1 +0%
BHWM
220
Beaird Harris Wealth Management
Texas
$280K
CFP
221
Catalyst Financial Partners
Massachusetts
$277K +$299K +2,873 New
KeyBank National Association
222
KeyBank National Association
Ohio
$277K
BlackRock
223
BlackRock
New York
$270K +$238K +2,290 +453%
AFG
224
Atomi Financial Group
New York
$269K +$17K +164 +6%
TRCT
225
Tower Research Capital (TRC)
New York
$264K +$272K +2,616 +1,855%

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.