We are live on ! Find out more
VIOV icon

Vanguard S&P Small-Cap 600 Value ETF

212 hedge funds and large institutions have $605M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

12% more funds holding

Funds holding: 190212 (+22)

8% more capital invested

Capital invested by funds: $562M → $605M (+$42.8M)

1.2% more ownership

Funds ownership: 39.99%41.18% (+1.2%)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
212
Holders Change
+22
Holders Change %
+11.58%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
36
Increased
62
Reduced
67
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.3M -$36.1K -374 -0.1%
AL
2
Aspiriant LLC
California
$30.5M -$2.09M -21,664 -6%
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$30.3M +$301K +3,118 +1%
UBS Group
4
UBS Group
Switzerland
$29.4M -$313K -3,250 -1%
SC
5
Savant Capital
Illinois
$24.1M +$23.8M +246,738 New
CIA
6
Concurrent Investment Advisors
Florida
$17.5M +$17.2M +178,768 New
GFA
7
Gallagher Fiduciary Advisors
Illinois
$16.8M -$44.2K -458 -0.3%
AI
8
Atria Investments
North Carolina
$16.5M -$45.4K -471 -0.3%
CFS
9
Cannon Financial Strategists
Georgia
$14.7M -$255K -2,639 -2%
SAM
10
Silvercrest Asset Management
New York
$14.4M +$3.95M +40,921 +38%
CAI
11
Capital Advisors Inc
Oklahoma
$14.3M +$14.1M +146,347 New
ODIJL
12
One Day In July LLC
Vermont
$13.4M -$1.9M -19,732 -13%
Bank of America
13
Bank of America
North Carolina
$13.3M +$157K +1,625 +1%
LPL Financial
14
LPL Financial
California
$12.6M -$80.7K -837 -0.6%
IIC
15
Integrated Investment Consultants
Michigan
$12.3M +$150K +1,559 +1%
SFC
16
SYM Financial Corp
Indiana
$11.8M -$456K -4,731 -4%
First Manhattan
17
First Manhattan
New York
$11.7M +$1.35K +14 +0%
AWM
18
Avior Wealth Management
Nebraska
$11.3M +$1.06M +10,982 +11%
Osaic Holdings
19
Osaic Holdings
Arizona
$11.2M -$1.6M -16,589 -13%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$611K +6,332 +7%
RA
21
Riversedge Advisors
Delaware
$9.93M -$230K -2,383 -2%
LFA
22
Legend Financial Advisors
Pennsylvania
$9.56M +$113K +1,175 +1%
MAG
23
Mokosak Advisory Group
Iowa
$9.27M +$327K +3,385 +4%
SOAG
24
Silver Oak Advisory Group
Oregon
$8.7M -$37K -384 -0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.88M +$29K +301 +0.4%

VIOV Hedge Fund Activity: Q4 2025 in Review

212 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q4 2025, worth a combined $605M — up 7.6% from $562M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VIOV positions and 11 closed out — a net gain of 25 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $23.8M. The largest seller was Raymond James Financial, cutting an estimated $16.7M.

  • 212 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q4 2025, up from 190 in Q3 2025.
  • Funds reported $605M of Vanguard S&P Small-Cap 600 Value ETF stock for Q4 2025, up 7.6% quarter-over-quarter.
  • 36 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q4 2025 and 11 closed out, a net change of +25 holders.
  • The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q4 2025 was Savant Capital, an estimated $23.8M added.
  • The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q4 2025 was Raymond James Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2025.