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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
DT
101
Diversified Trust
Tennessee
$623K
ICMM
102
Integrated Capital Management (Michigan)
Michigan
$608K +$3.18K +33 +0.5%
FFA
103
Farther Finance Advisors
California
$601K -$35.9K -372 -6%
VT
104
Vise Technologies
New York
$599K +$591K +6,124 New
RWP
105
RWA Wealth Partners
Massachusetts
$569K -$12.3K -127 -2%
HighTower Advisors
106
HighTower Advisors
Illinois
$566K -$24.9K -258 -4%
SC
107
Sierra Capital
Florida
$550K +$1.16K +12 +0.2%
Creative Planning
108
Creative Planning
Kansas
$549K -$119K -1,234 -18%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$506K -$58.4K -605 -10%
KAS
110
Kestra Advisory Services
Texas
$458K -$3.86K -40 -0.8%
PAS
111
Park Avenue Securities
New York
$439K -$13.3K -138 -3%
IWA
112
Icon Wealth Advisors
Texas
$434K
VA
113
Valmark Advisers
Ohio
$431K -$5.11K -53 -1%
EH
114
Equitable Holdings
New York
$425K +$17.6K +182 +4%
Comerica Bank
115
Comerica Bank
Texas
$420K -$140K -1,448 -25%
RIM
116
Rockbridge Investment Management
New York
$417K -$2.12K -22 -0.5%
SPC
117
Sigma Planning Corp
Michigan
$413K -$965 -10 -0.2%
BHWM
118
Beaird Harris Wealth Management
Texas
$400K +$2.12K +22 +0.5%
MFWP
119
Mosaic Family Wealth Partners
Missouri
$388K +$1.54K +16 +0.4%
SW
120
Simplicity Wealth
New Jersey
$382K -$22.4K -232 -6%
HCP
121
Hardin Capital Partners
South Carolina
$370K +$68.5K +710 +23%
TWP
122
Triad Wealth Partners
Kansas
$363K +$358K +3,713 New
SSW
123
Stone Summit Wealth
Florida
$361K
TCM
124
TruNorth Capital Management
Michigan
$334K -$15.9K -165 -5%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$330K +$18.1K +188 +6%

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.