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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$853M +$2.77K +25 +0.3%
OWM
2
Orgel Wealth Management
Wisconsin
$173M +$1.93M +17,413 +1%
Bank of America
3
Bank of America
North Carolina
$124M -$7.93M -71,687 -6%
Morgan Stanley
4
Morgan Stanley
New York
$76.6M +$3.77M +34,047 +5%
Mariner
5
Mariner
Kansas
$63.5M +$720K +6,510 +1%
LPL Financial
6
LPL Financial
California
$49.7M +$4.21M +38,020 +9%
Cerity Partners
7
Cerity Partners
New York
$42.8M -$2M -18,100 -4%
Raymond James Financial
8
Raymond James Financial
Florida
$42.3M +$44.1M +398,533 New
Ameriprise
9
Ameriprise
Minnesota
$35.8M +$588K +5,315 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$35.8M +$2.28M +20,654 +7%
Wells Fargo
11
Wells Fargo
California
$35.4M +$2.15M +19,449 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$31.8M +$548K +4,950 +2%
SC
13
Savant Capital
Illinois
$27.8M -$890K -8,046 -3%
UBS Group
14
UBS Group
Switzerland
$26.1M +$3.01M +27,215 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.1M +$1.64M +14,790 +7%
ODIJL
16
One Day In July LLC
Vermont
$24.9M -$736K -6,653 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.7M -$3.3M -29,815 -14%
WIM
18
Warwick Investment Management
Texas
$18.6M +$147K +1,328 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$17.7M +$2.29M +20,674 +14%
TTWM
20
TCV Trust & Wealth Management
Virginia
$16.6M +$168K +1,516 +1%
NA
21
NewEdge Advisors
Louisiana
$16.1M -$564K -5,099 -3%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$15.8M +$16M +144,502 +3,177%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$2.42M +21,896 +18%
ONB
24
Old National Bancorp
Indiana
$15.1M +$7.96K +72 +0.1%
MUAMU
25
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$14.5M +$553K +5,000 +4%

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.