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Vanguard S&P Small-Cap 600 ETF

342 hedge funds and large institutions have $1.27B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $405K | Put options by funds: $61K

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$70.1M)

4% more funds holding

Funds holding: 330342 (+12)

0.35% less ownership

Funds ownership: 44.06%43.72% (-0.35%)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
342
Holders Change
+12
Holders Change %
+3.64%
% of All Funds
4.5%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
42
Increased
97
Reduced
111
Closed
29
Calls
$405K
Puts
$61K
Net Calls
+$344K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$133M +$11.8M +123,720 +10%
Bank of America
2
Bank of America
North Carolina
$85.5M +$340K +3,560 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$78M +$2.86M +29,994 +4%
Mariner
4
Mariner
Kansas
$62.3M -$1.17M -12,286 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$42.3M +$2.11M +22,074 +6%
Cerity Partners
6
Cerity Partners
New York
$40.8M -$204K -2,131 -0.5%
UBS Group
7
UBS Group
Switzerland
$36.5M +$9.25M +96,901 +37%
Ameriprise
8
Ameriprise
Minnesota
$34.4M -$4.05M -42,376 -11%
Wells Fargo
9
Wells Fargo
California
$33M +$890K +9,315 +3%
LPL Financial
10
LPL Financial
California
$28.5M -$7.57M -79,290 -22%
Creative Planning
11
Creative Planning
Kansas
$27.8M +$469K +4,914 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.8M +$684K +7,165 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$26.5M -$399K -4,179 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.2M +$5.14M +53,792 +26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$23.7M +$7.68M +80,451 +52%
Goldman Sachs
16
Goldman Sachs
New York
$23.4M +$3.29M +34,464 +18%
SC
17
Savant Capital
Illinois
$23.2M -$1.43M -15,013 -6%
ODIJL
18
One Day In July LLC
Vermont
$20.4M -$2.52M -26,413 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.4M -$9.76M -102,189 -35%
ONB
20
Old National Bancorp
Indiana
$17.9M +$2.41M +25,270 +17%
WIM
21
Warwick Investment Management
Texas
$16.7M -$162K -1,701 -1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$16M +$6.44M +67,444 +74%
TTWM
23
TCV Trust & Wealth Management
Virginia
$15.4M -$280K -2,930 -2%
WWM
24
Wiser Wealth Management
Georgia
$14.3M +$1.46M +15,283 +12%
MAWA
25
Moss Adams Wealth Advisors
Washington
$12.7M +$11.3M +117,881 +1,476%

VIOO Hedge Fund Activity: Q2 2025 in Review

342 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q2 2025, worth a combined $1.27B — up 5.8% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VIOO positions and 29 closed out — a net gain of 13 holders — while 97 added to existing stakes and 111 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $11.8M. The largest seller was FourThought Financial Partners, cutting an estimated $12.7M.

  • 342 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q2 2025, up from 330 in Q1 2025.
  • Funds reported $1.27B of Vanguard S&P Small-Cap 600 ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 42 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q2 2025 and 29 closed out, a net change of +13 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q2 2025 was Orgel Wealth Management, an estimated $11.8M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q2 2025 was FourThought Financial Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2025.