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Vanguard S&P Small-Cap 600 Value ETF
VIOV

214 hedge funds and large institutions have $620M invested in Vanguard S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2% more capital invested

Capital invested by funds: $605M → $620M (+$15.1M)

1% more funds holding

Funds holding: 212 → 214 (+2)

1.22% less ownership

Funds ownership: 41.18% → 39.96% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
62
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.17M
3
IAA
Independent Advisor Alliance
North Carolina
+$5.4M
4
Morgan Stanley
Morgan Stanley
New York
+$4.08M
5
DE
Diversified Enterprises
Delaware
+$2.23M

Top Sellers

1
SC
Savant Capital
Illinois
-$13.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.19M
3
SAM
Silvercrest Asset Management
New York
-$3.23M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$2.78M
5
AI
Atria Investments
North Carolina
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.58M -$102K -983 -4%
WIA
52
World Investment Advisors
California
$2.58M -$1.75M -16,827 -40%
MGIA
53
Moneta Group Investment Advisors
Missouri
$2.58M -$386K -3,712 -13%
EWA
54
EP Wealth Advisors
California
$2.55M -$23.5K -226 -0.9%
IJWM
55
Inman Jager Wealth Management
Mississippi
$2.49M -$19.3K -186 -0.8%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.47M +$1.97K +19 +0.1%
SIM
57
Studio Investment Management
Illinois
$2.29M -$107K -1,032 -4%
DE
58
Diversified Enterprises
Delaware
$2.18M +$2.23M +21,423 New
SWM
59
Spire Wealth Management
Virginia
$2.01M +$74.6K +718 +4%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$2M -$36.4K -350 -2%
CBU
61
CIBC Bancorp USA
Illinois
$1.98M +$2.02M +19,482 New
EK
62
Evensky & Katz
Florida
$1.94M -$140K -1,343 -7%
Brown Advisory
63
Brown Advisory
Maryland
$1.83M – – –
AFTS
64
American Financial & Tax Strategies
New York
$1.82M – – –
ACA
65
Ackerman Capital Advisors
Texas
$1.74M +$130K +1,249 +8%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.7M -$53.5K -515 -3%
SLT
67
St Louis Trust
Missouri
$1.66M – – –
MMA
68
Miracle Mile Advisors
California
$1.65M – – –
PAG
69
Private Advisor Group
New Jersey
$1.54M -$90.4K -870 -5%
ERFOTCOFW
70
Employees Retirement Fund of the City of Fort Worth
Texas
$1.46M +$1.49M +14,368 New
FSG
71
Financial Strategies Group
Michigan
$1.45M -$49.7K -478 -4%
WG
72
Wellington Group
Indiana
$1.31M – – –
NW
73
Naviter Wealth
Arkansas
$1.3M – – –
RA
74
Rodgers & Associates
Pennsylvania
$1.23M – – –
WA
75
Wealth Architects
California
$1.23M – – –
1 2
3
4 5

VIOV Hedge Fund Activity: Q1 2026 in Review

214 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2026, worth a combined $620M — up 2.5% from $605M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOV positions and 17 closed out — a net gain of 7 holders — while 62 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.3M. The largest seller was Savant Capital, cutting an estimated $13.3M.

  • 214 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2026, up from 212 in Q4 2025.
  • Funds reported $620M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2026 and 17 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2026 was Wellington Management Group, an estimated $10.3M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2026 was Savant Capital, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2026.