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Vanguard S&P Small-Cap 600 Value ETF

189 hedge funds and large institutions have $517M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

12% more capital invested

Capital invested by funds: $463M → $517M (+$54.5M)

6% more funds holding

Funds holding: 179189 (+10)

2.78% more ownership

Funds ownership: 38.11%40.89% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
58
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30M +$2.17M +26,680 +8%
AL
2
Aspiriant LLC
California
$29.2M +$25.1M +308,682 +957%
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$27.6M -$2.53M -31,098 -9%
UBS Group
4
UBS Group
Switzerland
$25.8M -$599K -7,375 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$20.1M -$1.57M -19,354 -8%
ODIJL
6
One Day In July LLC
Vermont
$15.8M -$1.67M -20,541 -10%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$14.7M +$682K +8,394 +5%
AI
8
Atria Investments
North Carolina
$14.5M +$676K +8,316 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.5M -$120K -1,473 -0.9%
CFS
10
Cannon Financial Strategists
Georgia
$13.6M +$3.42M +42,042 +36%
SFC
11
SYM Financial Corp
Indiana
$11.7M +$57.6K +709 +0.5%
Bank of America
12
Bank of America
North Carolina
$11.3M -$661K -8,131 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.2M -$30.6K -377 -0.3%
APC
14
Asset Planning Corporation
Tennessee
$10.6M +$1.31M +16,087 +15%
LPL Financial
15
LPL Financial
California
$10.5M +$1.67M +20,534 +20%
First Manhattan
16
First Manhattan
New York
$10.5M -$96.8K -1,191 -1%
SAM
17
Silvercrest Asset Management
New York
$8.99M +$388K +4,779 +5%
RA
18
Riversedge Advisors
Delaware
$8.85M +$2.55M +31,335 +43%
LFA
19
Legend Financial Advisors
Pennsylvania
$8.25M -$68K -837 -0.9%
SOAG
20
Silver Oak Advisory Group
Oregon
$7.81M -$136K -1,677 -2%
AWM
21
Avior Wealth Management
Nebraska
$7.79M +$6.9M +84,871 +1,388%
MAG
22
Mokosak Advisory Group
Iowa
$7.75M +$156K +1,919 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$7.75M -$348K -4,279 -5%
FBT
24
First Bank & Trust
South Dakota
$6.71M
VanEck Associates
25
VanEck Associates
New York
$6.71M -$4.72M -58,078 -43%

VIOV Hedge Fund Activity: Q2 2025 in Review

189 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q2 2025, worth a combined $517M — up 12% from $463M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIOV positions and 15 closed out — a net gain of 12 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $25.1M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $12M.

  • 189 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $517M of Vanguard S&P Small-Cap 600 Value ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q2 2025 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q2 2025 was Aspiriant LLC, an estimated $25.1M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q2 2025 was Moneta Group Investment Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.