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Vanguard S&P Small-Cap 600 Value ETF
VIOV

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: 192 → 179 (-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: 9 → 7 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$7.47M
2
VanEck Associates
VanEck Associates
New York
+$6.9M
3
MA
Mutual Advisors
Nebraska
+$4.64M
4
WIA
World Investment Advisors
California
+$4.07M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
OWA
Octavia Wealth Advisors
Ohio
-$17M
2
PAS
Park Avenue Securities
New York
-$6.22M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.75M
4
SWM
Spire Wealth Management
Virginia
-$3.53M
5
Bank of America
Bank of America
North Carolina
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
101
Beaird Harris Wealth Management
Texas
$338K +$1.18K +13 +0.3%
MFWP
102
Mosaic Family Wealth Partners
Missouri
$330K +$544 +6 +0.2%
HCA
103
Harbour Capital Advisors
Virginia
$314K -$145K -1,600 -29%
EH
104
Equitable Holdings
New York
$309K -$40.8K -450 -11%
SW
105
Simplicity Wealth
New Jersey
$305K +$329K +3,632 New
SWM
106
Silverlake Wealth Management
Vermont
$287K +$4.81K +53 +2%
MWM
107
Modera Wealth Management
New Jersey
$285K – – –
TCM
108
TruNorth Capital Management
Michigan
$276K – – –
CFA
109
Cahill Financial Advisors
Minnesota
$272K +$907 +10 +0.3%
BIA
110
BHK Investment Advisors
Alabama
$269K – – –
BFA
111
Bragg Financial Advisors
North Carolina
$263K – – –
BC
112
Barrett & Company
Rhode Island
$261K -$13.6K -150 -5%
HCP
113
Hardin Capital Partners
South Carolina
$254K +$544 +6 +0.2%
SI
114
Stephens Inc
Arkansas
$248K – – –
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$246K -$5.44K -60 -2%
FWP
116
FAS Wealth Partners
Kansas
$243K +$363 +4 +0.1%
TPCW
117
TD Private Client Wealth
New York
$241K +$221K +2,431 +550%
GS
118
GWN Securities
Florida
$222K +$17K +187 +8%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$220K +$1.81K +20 +0.8%
FFL
120
Financial Freedom LLC
Ohio
$171K -$248K -2,730 -57%
SMA
121
Sage Mountain Advisors
Georgia
$159K – – –
RWM
122
Rialto Wealth Management
New York
$151K -$3.63K -40 -2%
AP
123
Aspect Partners
Virginia
$134K – – –
VNA
124
Valley National Advisers
Pennsylvania
$113K -$5.17K -57 -4%
CCM
125
Coldstream Capital Management
Washington
$104K +$113K +1,242 New
3 4
5
6 7

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.