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Vanguard S&P Small-Cap 600 Value ETF

189 hedge funds and large institutions have $517M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

12% more capital invested

Capital invested by funds: $463M → $517M (+$54.5M)

6% more funds holding

Funds holding: 179189 (+10)

2.78% more ownership

Funds ownership: 38.11%40.89% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
58
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$494K -$406 -5 -0.1%
GS
102
GWN Securities
Florida
$446K +$208K +2,559 +97%
VA
103
Valmark Advisers
Ohio
$424K -$25K -308 -6%
SC
104
Sierra Capital
Florida
$405K -$379K -4,667 -50%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$400K -$37.2K -458 -9%
IWA
106
Icon Wealth Advisors
Texas
$380K
RIM
107
Rockbridge Investment Management
New York
$366K +$325 +4 +0.1%
SPC
108
Sigma Planning Corp
Michigan
$360K -$96.2K -1,184 -22%
EH
109
Equitable Holdings
New York
$356K +$39.3K +484 +13%
HCA
110
Harbour Capital Advisors
Virginia
$355K
BHWM
111
Beaird Harris Wealth Management
Texas
$346K +$1.14K +14 +0.3%
SFG
112
Snider Financial Group
Washington
$342K -$10.4K -128 -3%
MFWP
113
Mosaic Family Wealth Partners
Missouri
$337K +$650 +8 +0.2%
SWM
114
Silverlake Wealth Management
Vermont
$337K +$42.1K +518 +15%
CWM
115
Congress Wealth Management
Massachusetts
$328K +$312K +3,834 New
SSW
116
Stone Summit Wealth
Florida
$319K -$28.6K -352 -9%
Creative Planning
117
Creative Planning
Kansas
$317K -$131K -1,611 -30%
Corient Private Wealth
118
Corient Private Wealth
Florida
$314K +$298K +3,673 New
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$293K
FFA
120
Farther Finance Advisors
California
$287K -$98.1K -1,207 -26%
TCM
121
TruNorth Capital Management
Michigan
$281K
CFA
122
Cahill Financial Advisors
Minnesota
$278K +$975 +12 +0.4%
BIA
123
BHK Investment Advisors
Alabama
$274K
HCP
124
Hardin Capital Partners
South Carolina
$269K +$2.68K +33 +1%
BFA
125
Bragg Financial Advisors
North Carolina
$268K

VIOV Hedge Fund Activity: Q2 2025 in Review

189 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2025, worth a combined $517M — up 12% from $463M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIOV positions and 15 closed out — a net gain of 12 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $25.1M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $12M.

  • 189 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $517M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2025 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2025 was Aspiriant LLC, an estimated $25.1M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2025 was Moneta Group Investment Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.