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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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$718K +$522K +5,755 +206%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$708K +$32.4K +357 +4%
BA
78
Bristlecone Advisors
Washington
$655K
ICMM
79
Integrated Capital Management (Michigan)
Michigan
$586K -$258K -2,844 -29%
FTS
80
Fifth Third Securities
Ohio
$570K +$1.09K +12 +0.2%
KPWS
81
Kestra Private Wealth Services
Texas
$560K -$13.1K -144 -2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$546K -$549K -6,050 -48%
Betterment LLC
83
Betterment LLC
New York
$537K +$85.4K +941 +17%
RA
84
Rodgers & Associates
Pennsylvania
$533K +$4.17K +46 +0.7%
AWM
85
Avior Wealth Management
Nebraska
$513K +$181 +2 +0%
HighTower Advisors
86
HighTower Advisors
Illinois
$485K +$1.09K +12 +0.2%
Comerica Bank
87
Comerica Bank
Texas
$480K +$5.44K +60 +1%
SC
88
Sepio Capital
Utah
$471K
SPC
89
Sigma Planning Corp
Michigan
$452K -$274K -3,026 -36%
Creative Planning
90
Creative Planning
Kansas
$446K +$57.9K +638 +14%
VA
91
Valmark Advisers
Ohio
$442K -$745K -8,210 -61%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$431K +$98.9K +1,090 +27%
LTL
93
Lowery Thomas LLC
California
$429K -$273K -3,011 -37%
Brown Advisory
94
Brown Advisory
Maryland
$428K -$56.7K -625 -11%
SFO
95
Stokes Family Office
Louisiana
$410K
FFA
96
Farther Finance Advisors
California
$383K +$389K +4,284 +1,525%
IWA
97
Icon Wealth Advisors
Texas
$372K
RIM
98
Rockbridge Investment Management
New York
$358K -$3.45K -38 -0.9%
SFG
99
Snider Financial Group
Washington
$346K -$7.98K -88 -2%
SSW
100
Stone Summit Wealth
Florida
$343K

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.