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Vanguard S&P Small-Cap 600 Value ETF

214 hedge funds and large institutions have $620M invested in Vanguard S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $605M → $620M (+$15.1M)

1% more funds holding

Funds holding: 212214 (+2)

1.22% less ownership

Funds ownership: 41.18%39.96% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
62
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
151
Breakwater Capital Group
New Jersey
$220K +$3.01K +29 +1%
FDDB
152
Fidelity D&D Bancorp
Pennsylvania
$219K -$21.3K -205 -9%
GFG
153
Genesis Financial Group
New Jersey
$217K +$1.04K +10 +0.5%
PCM
154
Passive Capital Management
Maryland
$209K
SWP
155
Stratos Wealth Partners
Ohio
$205K -$9.04K -87 -4%
BlackRock
156
BlackRock
New York
$203K +$208K +2,000 New
SFA
157
Sequoia Financial Advisors
Ohio
$203K +$208K +2,000 New
Stifel Financial
158
Stifel Financial
Missouri
$202K +$206K +1,982 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$190K +$416 +4 +0.2%
CF
160
Centaurus Financial
California
$180K +$16K +154 +10%
SMA
161
Sage Mountain Advisors
Georgia
$179K
AP
162
Aspect Partners
Virginia
$163K
RWM
163
Rialto Wealth Management
New York
$154K -$208 -2 -0.1%
TWM
164
TopTier Wealth Management
Wisconsin
$141K +$144K +1,388 New
VNA
165
Valley National Advisers
Pennsylvania
$130K -$312 -3 -0.2%
AG
166
AmeriFlex Group
Nevada
$123K
CFM
167
Cornerstone Financial Management
Massachusetts
$118K -$2.29K -22 -2%
VAI
168
Vanguard Advisers Inc
Pennsylvania
$111K +$114K +1,095 New
ACA
169
Aptus Capital Advisors
Alabama
$109K
ADL
170
Asset Dedication LLC
California
$107K +$48.2K +464 +79%
NWMP
171
Noble Wealth Management PBC
Colorado
$90.7K -$4.16K -40 -4%
TCM
172
Triumph Capital Management
Colorado
$82.1K
RFP
173
Root Financial Partners
California
$79.5K -$24.4K -235 -23%
HC
174
Hurley Capital
New York
$74.7K
SL
175
Salomon & Ludwin
Virginia
$73.8K -$2.39K -23 -3%

VIOV Hedge Fund Activity: Q1 2026 in Review

214 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2026, worth a combined $620M — up 2.5% from $605M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VIOV positions and 17 closed out — a net gain of 7 holders — while 62 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.3M. The largest seller was Savant Capital, cutting an estimated $13.3M.

  • 214 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2026, up from 212 in Q4 2025.
  • Funds reported $620M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 24 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2026 and 17 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2026 was Wellington Management Group, an estimated $10.3M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2026 was Savant Capital, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2026.