We are live on ! Find out more
VIOO icon

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
OWM
1
Orgel Wealth Management
Wisconsin
$115M -$46M -442,454 -27%
Bank of America
2
Bank of America
North Carolina
$81.2M -$34.1M -327,860 -28%
Morgan Stanley
3
Morgan Stanley
New York
$71.4M +$1.9M +18,320 +3%
Mariner
4
Mariner
Kansas
$60.6M +$3M +28,840 +5%
Cerity Partners
5
Cerity Partners
New York
$39.1M +$155K +1,494 +0.4%
Raymond James Financial
6
Raymond James Financial
Florida
$38.2M -$236K -2,267 -0.6%
Ameriprise
7
Ameriprise
Minnesota
$36.9M +$4.63M +44,527 +13%
LPL Financial
8
LPL Financial
California
$34.8M -$11.2M -107,661 -23%
Wells Fargo
9
Wells Fargo
California
$30.5M -$1.76M -16,978 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$28.4M -$557K -5,355 -2%
Creative Planning
11
Creative Planning
Kansas
$26M +$24.7M +237,272 +730%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$25.7M -$7.42M -71,393 -21%
UBS Group
13
UBS Group
Switzerland
$25.5M +$1.87M +17,950 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.9M +$2.19M +21,080 +9%
SC
15
Savant Capital
Illinois
$23.6M -$1.79M -17,221 -7%
ODIJL
16
One Day In July LLC
Vermont
$22M -$680K -6,543 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.8M +$1.98M +19,064 +10%
Goldman Sachs
18
Goldman Sachs
New York
$19M +$3.08M +29,661 +18%
WIM
19
Warwick Investment Management
Texas
$16.1M -$903K -8,692 -5%
FFP
20
FourThought Financial Partners
Florida
$15.3M +$4.5M +43,255 +38%
TTWM
21
TCV Trust & Wealth Management
Virginia
$15M -$156K -1,501 -1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$764K +7,353 +5%
ONB
23
Old National Bancorp
Indiana
$14.7M +$1.02M +9,774 +7%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.5M +$2.23M +21,453 +20%
WWM
25
Wiser Wealth Management
Georgia
$12.2M +$380K +3,653 +3%

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.