We are live on ! Find out more
VIOV icon

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
HI
176
Harbour Investments
Wisconsin
$70.4K +$6.65K +64 +10%
Citigroup
177
Citigroup
New York
$59K
CFD
178
Creative Financial Designs
Indiana
$50.4K
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$49.2K +$4.99K +48 +11%
PWA
180
Portus Wealth Advisors
North Carolina
$41.5K +$42.4K +408 New
PA
181
Parallel Advisors
California
$36.6K -$935 -9 -2%
NRWA
182
North Ridge Wealth Advisors
Oregon
$36.3K +$37.1K +357 New
BFP
183
Birchwood Financial Partners
Minnesota
$35.4K
BBHC
184
Brown Brothers Harriman & Co
New York
$35.4K
SIC
185
SJS Investment Consulting
Ohio
$34.9K
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$34.6K -$520 -5 -1%
CA
187
CoreCap Advisors
Michigan
$33K
FFL
188
Financial Freedom LLC
Ohio
$26.2K -$125K -1,205 -82%
SAM
189
Smartleaf Asset Management
Massachusetts
$24.5K
FAI
190
Fiduciary Advisors Inc
Missouri
$24K +$104 +1 +0.4%
JWA
191
JFS Wealth Advisors
Pennsylvania
$22K
AF
192
Advisornet Financial
Minnesota
$21.3K +$104 +1 +0.5%
GEA
193
Glen Eagle Advisors
New Jersey
$20.3K
UBS AM
194
UBS AM
Illinois
$18.9K
MCM
195
MAI Capital Management
Ohio
$17.8K +$104 +1 +0.6%
CPA
196
Cardiff Park Advisors
California
$14.4K
Russell Investments Group
197
Russell Investments Group
United Kingdom
$13.8K
PF
198
PlanVest Financial
Maryland
$12.4K +$12.7K +122 New
TSMHT
199
Thurston Springer Miller Herd & Titak
Indiana
$11.6K
TWC
200
TD Waterhouse Canada
Ontario, Canada
$9.12K

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.