We are live on ! Find out more
VIOO icon

Vanguard S&P Small-Cap 600 ETF

339 hedge funds and large institutions have $1.34B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$60.7M)

4% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 96

0.1% more ownership

Funds ownership: 43.72%43.81% (+0.1%)

1% less funds holding

Funds holding: 342339 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
339
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
4.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
100
Reduced
96
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$112M -$31.8M -298,329 -23%
Bank of America
2
Bank of America
North Carolina
$97.1M +$3.66M +34,357 +4%
Morgan Stanley
3
Morgan Stanley
New York
$88.4M +$3.18M +29,856 +4%
Mariner
4
Mariner
Kansas
$68.7M +$647K +6,065 +1%
Cerity Partners
5
Cerity Partners
New York
$50M +$5.34M +50,093 +12%
Raymond James Financial
6
Raymond James Financial
Florida
$44.1M -$2.08M -19,541 -5%
UBS Group
7
UBS Group
Switzerland
$40.3M +$473K +4,436 +1%
Ameriprise
8
Ameriprise
Minnesota
$38.8M +$1.19M +11,174 +3%
Wells Fargo
9
Wells Fargo
California
$37.8M +$1.74M +16,290 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.5M +$190K +1,781 +0.7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.1M +$205K +1,925 +0.7%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.8M +$443K +4,154 +2%
LPL Financial
13
LPL Financial
California
$26.1M -$4.89M -45,874 -16%
Goldman Sachs
14
Goldman Sachs
New York
$26M +$484K +4,541 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$25M -$842K -7,896 -3%
SC
16
Savant Capital
Illinois
$24.7M -$676K -6,339 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.3M +$136K +1,277 +0.7%
ONB
18
Old National Bancorp
Indiana
$20.3M +$655K +6,140 +3%
ODIJL
19
One Day In July LLC
Vermont
$18.3M -$3.87M -36,260 -18%
WIM
20
Warwick Investment Management
Texas
$18.1M -$170K -1,592 -1%
MGIA
21
Moneta Group Investment Advisors
Missouri
$18M +$545K +5,112 +3%
TTWM
22
TCV Trust & Wealth Management
Virginia
$16.7M -$117K -1,101 -0.7%
WWM
23
Wiser Wealth Management
Georgia
$16.3M +$619K +5,799 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.9M +$304K +2,852 +2%
MAWA
25
Moss Adams Wealth Advisors
Washington
$13.8M -$80.6K -756 -0.6%

VIOO Hedge Fund Activity: Q3 2025 in Review

339 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q3 2025, worth a combined $1.34B — up 4.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VIOO positions and 24 closed out — a net gain of 6 holders — while 100 added to existing stakes and 96 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $9.73M. The largest seller was Orgel Wealth Management, cutting an estimated $31.8M.

  • 339 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q3 2025, down from 342 in Q2 2025.
  • Funds reported $1.34B of Vanguard S&P Small-Cap 600 ETF stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q3 2025 and 24 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Small-Cap 600 ETF buyer in Q3 2025 was Janney Montgomery Scott, an estimated $9.73M added.
  • The largest Vanguard S&P Small-Cap 600 ETF seller in Q3 2025 was Orgel Wealth Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2025.