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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
WG
76
Wellington Group
Indiana
$1.26M +$1.24M +12,850 New
NW
77
Naviter Wealth
Arkansas
$1.25M
RA
78
Rodgers & Associates
Pennsylvania
$1.18M
WA
79
Wealth Architects
California
$1.18M
PFM
80
Phillips Financial Management
Indiana
$1.15M -$96 -1 -0%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$1.15M -$1.05M -10,908 -48%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$1.08M +$77.1K +799 +8%
PSF
83
Pacific Sun Financial
California
$1.08M -$44.4K -460 -4%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.04M +$107K +1,106 +12%
FWP
85
Family Wealth Partners
North Carolina
$1.03M +$4.05K +42 +0.4%
HWM
86
HB Wealth Management
Georgia
$1.03M +$179K +1,853 +21%
Betterment LLC
87
Betterment LLC
New York
$954K +$62.7K +650 +7%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$916K +$70.9K +735 +9%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$861K -$23.1K -239 -3%
AssetMark Inc
90
AssetMark Inc
California
$861K +$121K +1,252 +17%
OIA
91
OneDigital Investment Advisors
Kansas
$842K
WA
92
Waverly Advisors
Alabama
$823K +$812K +8,420 New
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$810K +$38.3K +397 +5%
B
94
Bailard
California
$799K
KPWS
95
Kestra Private Wealth Services
Texas
$762K +$2.31K +24 +0.3%
RZH
96
Relyea Zuckerberg Hanson
Connecticut
$739K -$30K -311 -4%
SFO
97
Stokes Family Office
Louisiana
$716K +$143K +1,478 +25%
FTS
98
Fifth Third Securities
Ohio
$695K +$30.4K +315 +5%
KW
99
Keyvantage Wealth
Pennsylvania
$638K -$148K -1,535 -19%
AQR Capital Management
100
AQR Capital Management
Connecticut
$637K +$55.8K +578 +10%

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.