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Vanguard S&P Small-Cap 600 Value ETF

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: 192179 (-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: 97 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
151
Glen Eagle Advisors
New Jersey
$16.8K
MCM
152
MAI Capital Management
Ohio
$14.5K
AG
153
AmeriFlex Group
Nevada
$14.4K
Jones Financial Companies
154
Jones Financial Companies
Missouri
$14.3K +$12K +132 +330%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$12.1K
CPA
156
Cardiff Park Advisors
California
$11.6K +$12.6K +139 New
HI
157
Harbour Investments
Wisconsin
$11.1K
AWM
158
AE Wealth Management
Kansas
$10.7K -$1.45K -16 -11%
TSMHT
159
Thurston Springer Miller Herd & Titak
Indiana
$9.57K
PS
160
Principal Securities
Iowa
$8.59K
FMP
161
Financial Management Professionals
Texas
$8.06K
TWC
162
TD Waterhouse Canada
Ontario, Canada
$7.52K
CT
163
Caldwell Trust
Florida
$6.71K
SS
164
SBI Securities
Japan
$6.54K
EWA
165
EverSource Wealth Advisors
Alabama
$4.45K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$4.35K
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$3.94K -$39.6K -437 -90%
FWM
168
FSA Wealth Management
Massachusetts
$3.47K -$203K -2,240 -98%
HNB
169
Huntington National Bank
Ohio
$3.1K
CWM
170
Crowley Wealth Management
Delaware
$2.85K
AF
171
Allworth Financial
California
$2.52K +$2.9K +32 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$2.43K
MBFW
173
Morton Brown Family Wealth
Pennsylvania
$2.35K
MWA
174
Medallion Wealth Advisors
Connecticut
$2.01K
OAJ
175
Ogorek Anthony Joseph
New York
$2K

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.