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Vanguard S&P Small-Cap 600 Value ETF

189 hedge funds and large institutions have $517M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

12% more capital invested

Capital invested by funds: $463M → $517M (+$54.5M)

6% more funds holding

Funds holding: 179189 (+10)

2.78% more ownership

Funds ownership: 38.11%40.89% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
58
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
51
Integrated Investment Consultants
Michigan
$2.22M -$95.7K -1,178 -4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.2M -$734K -9,029 -26%
EWA
53
EP Wealth Advisors
California
$2.19M
SIM
54
Studio Investment Management
Illinois
$2.12M +$177K +2,184 +10%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.09M -$179K -2,204 -8%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.02M +$25.7K +316 +1%
SWGC
57
Summit Wealth Group (Colorado)
Colorado
$2M +$1.9M +23,348 New
EK
58
Evensky & Katz
Florida
$1.99M -$71K -874 -4%
TCWM
59
Total Clarity Wealth Management
Illinois
$1.92M +$1.82M +22,390 New
IJWM
60
Inman Jager Wealth Management
Mississippi
$1.88M +$421K +5,180 +31%
AFTS
61
American Financial & Tax Strategies
New York
$1.85M
MGIA
62
Moneta Group Investment Advisors
Missouri
$1.77M -$12M -147,891 -88%
PAG
63
Private Advisor Group
New Jersey
$1.73M -$259K -3,183 -14%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$1.72M +$21.8K +268 +1%
Brown Advisory
65
Brown Advisory
Maryland
$1.64M +$1.14M +14,016 +275%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.55M +$945K +11,625 +179%
SWM
67
Spire Wealth Management
Virginia
$1.53M -$588K -7,240 -29%
ACA
68
Ackerman Capital Advisors
Texas
$1.5M +$266K +3,272 +23%
MMA
69
Miracle Mile Advisors
California
$1.4M +$54.1K +666 +4%
SLT
70
St Louis Trust
Missouri
$1.39M +$1.32M +16,300 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.29M -$896K -11,026 -42%
FSG
72
Financial Strategies Group
Michigan
$1.26M +$103K +1,270 +10%
PFM
73
Phillips Financial Management
Indiana
$1.2M
NW
74
Naviter Wealth
Arkansas
$1.1M
WA
75
Wealth Architects
California
$1.03M

VIOV Hedge Fund Activity: Q2 2025 in Review

189 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2025, worth a combined $517M — up 12% from $463M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIOV positions and 15 closed out — a net gain of 12 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $25.1M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $12M.

  • 189 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $517M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2025 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2025 was Aspiriant LLC, an estimated $25.1M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2025 was Moneta Group Investment Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.