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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
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$29.7M +$3.03M +33,369 +10%
Morgan Stanley
2
Morgan Stanley
New York
$27.2M +$888K +9,795 +3%
UBS Group
3
UBS Group
Switzerland
$25.9M -$711K -7,839 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$21.4M +$573K +6,320 +3%
ODIJL
5
One Day In July LLC
Vermont
$17.3M +$26.2K +289 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.3M -$44.3K -488 -0.3%
MGIA
7
Moneta Group Investment Advisors
Missouri
$14.1M -$49.3K -543 -0.3%
GFA
8
Gallagher Fiduciary Advisors
Illinois
$13.7M +$110K +1,216 +0.7%
AI
9
Atria Investments
North Carolina
$13.5M +$60.9K +671 +0.4%
Bank of America
10
Bank of America
North Carolina
$11.8M -$2.44M -26,953 -16%
VanEck Associates
11
VanEck Associates
New York
$11.4M +$6.9M +76,026 +126%
SFC
12
SYM Financial Corp
Indiana
$11.4M -$232K -2,554 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$11M +$324K +3,569 +3%
First Manhattan
14
First Manhattan
New York
$10.4M -$95.2K -1,049 -0.8%
CFS
15
Cannon Financial Strategists
Georgia
$9.83M +$473K +5,211 +5%
APC
16
Asset Planning Corporation
Tennessee
$9.05M +$625K +6,893 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$8.74M -$1.39M -15,337 -13%
LPL Financial
18
LPL Financial
California
$8.61M -$1.38M -15,170 -13%
SAM
19
Silvercrest Asset Management
New York
$8.42M -$923K -10,171 -9%
LFA
20
Legend Financial Advisors
Pennsylvania
$8.16M +$495K +5,456 +6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.96M -$440K -4,852 -5%
SOAG
22
Silver Oak Advisory Group
Oregon
$7.8M -$252K -2,774 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.58M +$7.47M +82,300 +1,024%
MAG
24
Mokosak Advisory Group
Iowa
$7.44M +$328K +3,614 +4%
RH
25
RFG Holdings
Texas
$6.74M -$331K -3,651 -4%

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.