Vanguard S&P Small-Cap 600 Value ETF
VIOV
192 hedge funds and large institutions have $535M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 13 closing their positions.
185% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 13
30% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 50
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 173 → 192 (+19)
1% less capital invested
Capital invested by funds: $540M → $535M (-$5.18M)
1.25% less ownership
Funds ownership: 39.04% → 37.79% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$5.76M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.85M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.51M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$11.1M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$10.7M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$4.03M |
| 4 |
ICMM
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
-$2.86M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Bank of New York Mellon
New York
| – | -$236K | -2,549 | Closed |
|
|
MIM
202
Macroview Investment Management
Bethesda,
Maryland
| – | -$68.2K | -738 | Closed |
|
|
FIA
203
FNY Investment Advisers
New York
| – | -$36K | -400 | Closed |
|
|
HPIA
204
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| – | -$27.3K | -294 | Closed |
|
|
TRCT
205
Tower Research Capital (TRC)
New York
| – | -$370 | -4 | Closed |
|
VIOV Hedge Fund Activity: Q4 2024 in Review
192 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2024, worth a combined $535M — down 0.96% from $540M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VIOV positions and 13 closed out — a net gain of 24 holders — while 65 added to existing stakes and 50 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $5.76M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $11.1M sold.
- 192 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2024, up from 173 in Q3 2024.
- Funds reported $535M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2024, down 0.96% quarter-over-quarter.
- 37 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2024 and 13 closed out, a net change of +24 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2024 was VanEck Associates, an estimated $5.76M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2024 was Jefferies Financial Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2024.