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Vanguard S&P Small-Cap 600 Value ETF

212 hedge funds and large institutions have $605M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

12% more funds holding

Funds holding: 190212 (+22)

8% more capital invested

Capital invested by funds: $562M → $605M (+$42.8M)

1.2% more ownership

Funds ownership: 39.99%41.18% (+1.2%)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
212
Holders Change
+22
Holders Change %
+11.58%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
36
Increased
62
Reduced
67
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.8M -$205K -2,129 -3%
FBT
27
First Bank & Trust
South Dakota
$7.67M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.43M -$661K -6,857 -8%
CW
29
Code Waechter
Florida
$7.2M +$97.1K +1,007 +1%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$7.09M -$80.7K -837 -1%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$6.21M -$6.22M -64,476 -50%
Raymond James Financial
32
Raymond James Financial
Florida
$5.92M -$16.7M -173,627 -74%
Wells Fargo
33
Wells Fargo
California
$5.72M -$74.4K -771 -1%
MA
34
Mutual Advisors
Nebraska
$5.4M -$155K -1,604 -3%
MB
35
MidFirst Bank
Oklahoma
$4.47M +$4.41M +45,726 New
DADC
36
D.A. Davidson & Co
Montana
$4.23M +$287K +2,972 +7%
WIA
37
World Investment Advisors
California
$4.12M +$173K +1,791 +4%
ECM
38
Evergreen Capital Management
Washington
$4.05M +$47.9K +497 +1%
GRP
39
Global Retirement Partners
California
$4.01M +$113K +1,169 +3%
CFGA
40
Cambridge Financial Group (Arizona)
Arizona
$3.95M -$1.33M -13,770 -26%
RH
41
RFG Holdings
Texas
$3.89M -$412K -4,272 -10%
Ameriprise
42
Ameriprise
Minnesota
$3.69M -$46.6K -483 -1%
HA
43
Hegarty Advisors
New York
$3.59M +$3.54M +36,668 New
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$3.32M -$7.43K -77 -0.2%
SI
45
Saxon Interests
Texas
$3.22M +$22.3K +231 +0.7%
SWM
46
Silverlake Wealth Management
Vermont
$3.11M +$603K +6,249 +24%
EWA
47
Exencial Wealth Advisors
Oklahoma
$2.98M +$675 +7 +0%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.89M +$484K +5,016 +20%
MGIA
49
Moneta Group Investment Advisors
Missouri
$2.84M +$307K +3,182 +12%
RDWM
50
Red Door Wealth Management
Tennessee
$2.73M +$11.3K +117 +0.4%

VIOV Hedge Fund Activity: Q4 2025 in Review

212 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2025, worth a combined $605M — up 7.6% from $562M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VIOV positions and 11 closed out — a net gain of 25 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $23.8M. The largest seller was Raymond James Financial, cutting an estimated $16.7M.

  • 212 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2025, up from 190 in Q3 2025.
  • Funds reported $605M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2025, up 7.6% quarter-over-quarter.
  • 36 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2025 and 11 closed out, a net change of +25 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2025 was Savant Capital, an estimated $23.8M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2025 was Raymond James Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2025.