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Vanguard S&P Small-Cap 600 Value ETF

179 hedge funds and large institutions have $463M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0.32% more ownership

Funds ownership: 37.79%38.11% (+0.32%)

7% less funds holding

Funds holding: 192179 (-13)

13% less capital invested

Capital invested by funds: $535M → $463M (-$71.6M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
179
Holders Change
-13
Holders Change %
-6.77%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
12
Increased
59
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
51
Evensky & Katz
Florida
$2.02M -$110K -1,212 -5%
PAG
52
Private Advisor Group
New Jersey
$1.96M +$8.16K +90 +0.4%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.96M +$399K +4,403 +23%
SIM
54
Studio Investment Management
Illinois
$1.9M -$29.1K -321 -1%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$100K -1,103 -5%
AFTS
56
American Financial & Tax Strategies
New York
$1.82M -$77.3K -852 -4%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$1.66M -$3.63K -40 -0.2%
IJWM
58
Inman Jager Wealth Management
Mississippi
$1.41M +$439K +4,838 +40%
MMA
59
Miracle Mile Advisors
California
$1.31M -$21.6K -238 -1%
ACA
60
Ackerman Capital Advisors
Texas
$1.2M +$126K +1,387 +11%
PFM
61
Phillips Financial Management
Indiana
$1.17M +$13.2K +145 +1%
Citadel Advisors
62
Citadel Advisors
Florida
$1.15M +$1M +11,032 +414%
NW
63
Naviter Wealth
Arkansas
$1.07M
PSF
64
Pacific Sun Financial
California
$1.04M -$13.6K -150 -1%
WA
65
Wealth Architects
California
$1.01M
CFGA
66
Cambridge Financial Group (Arizona)
Arizona
$989K +$1.07M +11,788 New
FSG
67
Financial Strategies Group
Michigan
$965K +$403K +4,446 +53%
AllianceBernstein
68
AllianceBernstein
Tennessee
$941K
RZH
69
Relyea Zuckerberg Hanson
Connecticut
$901K +$3.81K +42 +0.4%
OIA
70
OneDigital Investment Advisors
Kansas
$867K +$1.09K +12 +0.1%
RWP
71
RWA Wealth Partners
Massachusetts
$802K +$220K +2,420 +34%
SC
72
Sierra Capital
Florida
$788K +$228K +2,516 +37%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$770K +$832K +9,170 New
KW
74
Keyvantage Wealth
Pennsylvania
$737K -$1.61M -17,801 -67%
HWM
75
HB Wealth Management
Georgia
$727K -$6.89K -76 -0.9%

VIOV Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2025, worth a combined $463M — down 13% from $535M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of VIOV and 12 opened new positions — a net loss of 11 holders — while 57 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $7.47M. The largest seller was Octavia Wealth Advisors, exiting entirely with an estimated $17M sold.

  • 179 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2025, down from 192 in Q4 2024.
  • Funds reported $463M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2025 and 23 closed out, a net change of -11 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $7.47M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2025 was Octavia Wealth Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2025.