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Vanguard S&P Small-Cap 600 ETF

304 hedge funds and large institutions have $1.36B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $1.19B → $1.36B (+$173M)

0% more funds holding

Funds holding: 304304 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.32% less ownership

Funds ownership: 46.48%46.16% (-0.32%)

55% less call options, than puts

Call options by funds: $108K | Put options by funds: $238K

Holders
304
Holders Change
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
101
Reduced
80
Closed
24
Calls
$108K
Puts
$238K
Net Calls
-$130K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$174M -$29.3M -281,255 -15%
Bank of America
2
Bank of America
North Carolina
$134M +$6.21M +59,606 +5%
Morgan Stanley
3
Morgan Stanley
New York
$74.4M +$662K +6,354 +0.9%
Mariner
4
Mariner
Kansas
$64.1M +$11M +105,367 +22%
LPL Financial
5
LPL Financial
California
$46.6M +$9.75M +93,679 +28%
Cerity Partners
6
Cerity Partners
New York
$45.6M +$297K +2,850 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$36M +$1.67M +16,020 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$34.3M +$272K +2,610 +0.8%
Wells Fargo
9
Wells Fargo
California
$34M +$1.08M +10,373 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$31.9M -$1.47M -14,149 -5%
SC
11
Savant Capital
Illinois
$29.2M -$1.82M -17,478 -6%
ODIJL
12
One Day In July LLC
Vermont
$26.1M -$1.04M -10,026 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$25.9M +$227K +2,181 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24M +$7.42M +71,234 +47%
UBS Group
15
UBS Group
Switzerland
$23.6M +$973K +9,349 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$23.3M -$7.33M -70,408 -25%
WIM
17
Warwick Investment Management
Texas
$18.9M +$1.66M +15,930 +10%
NA
18
NewEdge Advisors
Louisiana
$17M +$16.3M +156,826 +326,721%
TTWM
19
TCV Trust & Wealth Management
Virginia
$16.8M +$16.7K +160 +0.1%
RJA
20
Raymond James & Associates
Florida
$16.5M +$588K +5,646 +4%
Goldman Sachs
21
Goldman Sachs
New York
$15.8M +$1.38M +13,265 +10%
ONB
22
Old National Bancorp
Indiana
$15.4M +$1.01M +9,736 +7%
MUAMU
23
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$14.2M -$1.77M -17,000 -11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$1.4M +13,421 +12%
WWM
25
Wiser Wealth Management
Georgia
$13.1M +$134K +1,283 +1%

VIOO Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2024, worth a combined $1.36B — up 15% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VIOO positions and 24 closed out — a net gain of 5 holders — while 101 added to existing stakes and 80 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $16.3M. The largest seller was Orgel Wealth Management, cutting an estimated $29.3M.

  • 304 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.36B of Vanguard S&P Small-Cap 600 ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 29 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2024 and 24 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2024 was NewEdge Advisors, an estimated $16.3M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2024 was Orgel Wealth Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q3 2024.