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Vanguard S&P Small-Cap 600 ETF
VIOO

284 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $436K | Put options by funds: $213K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.23B → $1.25B (+$20.9M)

1% less funds holding

Funds holding: 286 → 284 (-2)

1.26% less ownership

Funds ownership: 49.01% → 47.75% (-1.3%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
284
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
+$38M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.4M
3
Bank of America
Bank of America
North Carolina
+$20.5M
4
WIM
Warwick Investment Management
Texas
+$15.4M
5
TTWM
TCV Trust & Wealth Management
Virginia
+$14.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.1M
2
EWS
Eagle Wealth Strategies
New Jersey
-$14.4M
3
UBS Group
UBS Group
Switzerland
-$6.07M
4
OWM
Orgel Wealth Management
Wisconsin
-$4.67M
5
Wells Fargo
Wells Fargo
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$189M -$4.67M -48,031 -3%
Bank of America
2
Bank of America
North Carolina
$119M +$20.5M +211,086 +22%
Morgan Stanley
3
Morgan Stanley
New York
$70.7M -$63.1M -649,413 -48%
Mariner
4
Mariner
Kansas
$47.8M +$38M +390,661 +486%
Cerity Partners
5
Cerity Partners
New York
$43.7M +$3.01K +31 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$38.1M +$6.15M +63,316 +20%
LPL Financial
7
LPL Financial
California
$36.5M -$1.04M -10,696 -3%
Ameriprise
8
Ameriprise
Minnesota
$31.9M +$1.83M +18,849 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$31.8M +$606K +6,231 +2%
Wells Fargo
10
Wells Fargo
California
$30.7M -$3.26M -33,566 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.6M +$28.4M +291,754 New
ODIJL
12
One Day In July LLC
Vermont
$28.4M -$1.36M -13,955 -5%
SC
13
Savant Capital
Illinois
$24.8M -$326K -3,358 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.4M +$799K +8,225 +4%
CAN
15
Cetera Advisor Networks
California
$23.2M +$1.35M +13,913 +6%
UBS Group
16
UBS Group
Switzerland
$20.7M -$6.07M -62,435 -23%
WIM
17
Warwick Investment Management
Texas
$16.1M +$15.4M +158,622 New
MUAMU
18
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$15.1M -$2.58M -26,500 -15%
TTWM
19
TCV Trust & Wealth Management
Virginia
$14.8M +$14.2M +145,787 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.6M +$393K +4,041 +3%
RJA
21
Raymond James & Associates
Florida
$14M -$807K -8,306 -6%
CWC
22
Carolinas Wealth Consulting
North Carolina
$12.7M +$6.26M +64,417 +45%
ONB
23
Old National Bancorp
Indiana
$12M +$522K +5,368 +5%
WWM
24
Wiser Wealth Management
Georgia
$11.8M +$634K +6,521 +6%
Goldman Sachs
25
Goldman Sachs
New York
$11.7M +$2.92M +29,996 +35%
1
2 3 4 5

VIOO Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2024, worth a combined $1.25B — up 1.7% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VIOO positions and 15 closed out — a net gain of 5 holders — while 98 added to existing stakes and 79 trimmed.

The largest buyer was Mariner, adding an estimated $38M. The largest seller was Morgan Stanley, cutting an estimated $63.1M.

  • 284 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2024, down from 286 in Q4 2023.
  • Funds reported $1.25B of Vanguard S&P Small-Cap 600 ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2024 was Mariner, an estimated $38M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2024.