VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

178 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Beaird Harris Wealth Management
Texas
$338K
MFWP
102
Mosaic Family Wealth Partners
Missouri
$330K
HCA
103
Harbour Capital Advisors
Virginia
$314K
EH
104
Equitable Holdings
New York
$309K
SW
105
Simplicity Wealth
New Jersey
$305K
SWM
106
Silverlake Wealth Management
Vermont
$287K
MWM
107
Modera Wealth Management
New Jersey
$285K
TCM
108
TruNorth Capital Management
Michigan
$276K
CFA
109
Cahill Financial Advisors
Minnesota
$272K
BIA
110
BHK Investment Advisors
Alabama
$269K
BFA
111
Bragg Financial Advisors
North Carolina
$263K
BC
112
Barrett & Company
Rhode Island
$261K
HCP
113
Hardin Capital Partners
South Carolina
$254K
SI
114
Stephens Inc
Arkansas
$248K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$246K
FWP
116
FAS Wealth Partners
Kansas
$243K
TPCW
117
TD Private Client Wealth
New York
$241K
GS
118
GWN Securities
Florida
$222K
RCAG
119
Rehmann Capital Advisory Group
Michigan
$220K
FFL
120
Financial Freedom LLC
Ohio
$171K
SMA
121
Sage Mountain Advisors
Georgia
$159K
RWM
122
Rialto Wealth Management
New York
$151K
AP
123
Aspect Partners
Virginia
$134K
VNA
124
Valley National Advisers
Pennsylvania
$113K
CCM
125
Coldstream Capital Management
Washington
$104K