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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
CJH
176
Christopher J. Hasenberg
Wisconsin
$1.68K
VWM
177
Vermillion Wealth Management
Minnesota
$1.41K
ME
178
McIlrath & Eck
Washington
$1.18K +$1.27K +14 New
RCM
179
Richardson Capital Management
Wisconsin
$1.1K
SSB
180
Sandy Spring Bank
Maryland
$168 -$2K -22 -92%
OWA
181
Octavia Wealth Advisors
Ohio
-$17M -182,192 Closed
PAS
182
Park Avenue Securities
New York
-$6.22M -66,636 Closed
IAA
183
Independent Advisor Alliance
North Carolina
-$4.75M -50,864 Closed
OMC
184
Old Mission Capital
Illinois
-$1.51M -16,154 Closed
AFG
185
Atomi Financial Group
New York
-$1.49M -15,985 Closed
PFBT
186
Parkside Financial Bank & Trust
Missouri
-$729K -7,814 Closed
FW
187
Fairway Wealth
Ohio
-$619K -6,635 Closed
CPIG
188
Chicago Partners Investment Group
Illinois
-$380K -4,099 Closed
HF
189
HRT Financial
New York
-$349K -3,749 Closed
Renaissance Technologies
190
Renaissance Technologies
New York
-$329K -3,523 Closed
Corient Private Wealth
191
Corient Private Wealth
Florida
-$305K -3,269 Closed
VF
192
Virtu Financial
New York
-$246K -2,640 Closed
Lido Advisors
193
Lido Advisors
California
-$229K -2,458 Closed
SCM
194
Saxony Capital Management
Missouri
-$222K -2,381 Closed
FDDB
195
Fidelity D&D Bancorp
Pennsylvania
-$220K -2,359 Closed
WEG
196
World Equity Group
Illinois
-$219K -2,346 Closed
SWP
197
Stratos Wealth Partners
Ohio
-$205K -2,196 Closed
AWS
198
Atria Wealth Solutions
New York
-$202K -2,162 Closed
CWC
199
Carolinas Wealth Consulting
North Carolina
-$168K -1,805 Closed
CFGS
200
Concourse Financial Group Securities
Alabama
-$84.8K -888 Closed

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.