VIOO icon

Vanguard S&P Small-Cap 600 ETF

282 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.

Holders
282
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
Name Market Value Shares Shares
Change
Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$189M 1,866,451 -48,031 -3%
Bank of America
2
Bank of America
North Carolina
$119M 1,174,366 +211,086 +22%
Morgan Stanley
3
Morgan Stanley
New York
$70.7M 696,377 -649,413 -48%
Mariner
4
Mariner
Kansas
$47.8M 471,010 +390,661 +486%
Cerity Partners
5
Cerity Partners
New York
$43.7M 430,508 +31 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$38.1M 375,638 +63,316 +20%
LPL Financial
7
LPL Financial
California
$36.5M 359,959 -10,696 -3%
Ameriprise
8
Ameriprise
Minnesota
$31.9M 317,101 +18,849 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$31.8M 313,648 +6,231 +2%
Wells Fargo
10
Wells Fargo
California
$30.7M 302,925 -33,566 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.6M 291,754 +291,754 New
ODIJL
12
One Day In July LLC
Vermont
$28.4M 279,881 -13,955 -5%
SC
13
Savant Capital
Illinois
$24.8M 243,899 -3,358 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.4M 230,993 +8,225 +4%
CAN
15
Cetera Advisor Networks
California
$23.2M 228,346 +13,913 +6%
UBS Group
16
UBS Group
Switzerland
$20.7M 203,892 -62,435 -23%
WIM
17
Warwick Investment Management
Texas
$16.1M 158,622 +158,622 New
MUAMU
18
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$15.1M 148,300 -26,500 -15%
TTWM
19
TCV Trust & Wealth Management
Virginia
$14.8M 145,787 +145,787 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.6M 144,297 +4,041 +3%
RJA
21
Raymond James & Associates
Florida
$14M 138,143 -8,306 -6%
CWC
22
Carolinas Wealth Consulting
North Carolina
$12.7M 206,369 +64,417 +45%
ONB
23
Old National Bancorp
Indiana
$12M 118,683 +5,368 +5%
WWM
24
Wiser Wealth Management
Georgia
$11.8M 116,161 +6,521 +6%
Goldman Sachs
25
Goldman Sachs
New York
$11.7M 115,036 +29,996 +35%