We are live on ! Find out more
VIOV icon

Vanguard S&P Small-Cap 600 Value ETF
VIOV

192 hedge funds and large institutions have $535M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more funds holding

Funds holding: 173 → 192 (+19)

1% less capital invested

Capital invested by funds: $540M → $535M (-$5.18M)

1.25% less ownership

Funds ownership: 39.04% → 37.79% (-1.3%)

Holders
192
Holders Change
+19
Holders Change %
+10.98%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
37
Increased
65
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$5.76M
2
IAA
Independent Advisor Alliance
North Carolina
+$4.85M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.51M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.16M
5
LPL Financial
LPL Financial
California
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
-$11.1M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$10.7M
3
JWA
JFS Wealth Advisors
Pennsylvania
-$4.03M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.86M
5
AI
Atria Investments
North Carolina
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$402K – – –
SFG
102
Snider Financial Group
Washington
$393K +$402K +4,213 New
EH
103
Equitable Holdings
New York
$386K – – –
SSW
104
Stone Summit Wealth
Florida
$381K -$14.7K -154 -4%
CPIG
105
Chicago Partners Investment Group
Illinois
$380K +$47.2K +495 +14%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$378K +$161K +1,688 +72%
BHWM
107
Beaird Harris Wealth Management
Texas
$375K +$4.1K +43 +1%
MFWP
108
Mosaic Family Wealth Partners
Missouri
$367K +$12.4K +130 +3%
HF
109
HRT Financial
New York
$349K +$357K +3,749 New
Renaissance Technologies
110
Renaissance Technologies
New York
$329K +$336K +3,523 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$323K -$114K -1,200 -26%
MWM
112
Modera Wealth Management
New Jersey
$317K – – –
SWM
113
Silverlake Wealth Management
Vermont
$314K +$3.05K +32 +1%
TCM
114
TruNorth Capital Management
Michigan
$307K – – –
Corient Private Wealth
115
Corient Private Wealth
Florida
$305K – – –
BC
116
Barrett & Company
Rhode Island
$304K +$95 +1 +0%
CFA
117
Cahill Financial Advisors
Minnesota
$302K +$3.34K +35 +1%
BIA
118
BHK Investment Advisors
Alabama
$299K – – –
BFA
119
Bragg Financial Advisors
North Carolina
$292K – – –
HCP
120
Hardin Capital Partners
South Carolina
$282K +$858 +9 +0.3%
SI
121
Stephens Inc
Arkansas
$276K – – –
FWP
122
FAS Wealth Partners
Kansas
$269K +$953 +10 +0.3%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$261K +$37.4K +392 +16%
Citadel Advisors
124
Citadel Advisors
Florida
$249K -$1.12M -11,801 -82%
VF
125
Virtu Financial
New York
$246K -$980K -10,281 -80%
3 4
5
6 7

VIOV Hedge Fund Activity: Q4 2024 in Review

192 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2024, worth a combined $535M — down 0.96% from $540M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VIOV positions and 13 closed out — a net gain of 24 holders — while 65 added to existing stakes and 50 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $5.76M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $11.1M sold.

  • 192 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $535M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2024, down 0.96% quarter-over-quarter.
  • 37 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2024 and 13 closed out, a net change of +24 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2024 was VanEck Associates, an estimated $5.76M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2024 was Jefferies Financial Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.