Vanguard S&P Small-Cap 600 Value

VIOV • ARCA

Vanguard S&P Small-Cap 600 Value is an exchange-traded fund on ARCA. As of Q3 2025, 190 institutional investors hold shares in this ETF, with total holdings valued at $557.5M. MORGAN STANLEY is the largest holder with a position valued at $33.4M.

Overview

Overview of institutional ownership in VIOV as of Q3 2025

All Institutions

Institutions: 190
Value Held: $557.5M
Shares Held: 5.9M
Avg Position: $2.9M
Median Position: $588.5K

Hedge Funds

Hedge Funds: 2
Value Held: $3.2M
Shares Held: 33.6K
Avg Position: $1.6M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in VIOV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$33.4M 0.00% of portfolio	351.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
ASPIRIANT, LLC RIA/Wealth	Robert Joseph Francais CEO	$31.7M 0.97% of portfolio	333.3K shares	Q2 2022 Held for 3y 5m	$3.3B
N N.E.W. Advisory Services LLC RIA/Wealth	Debra Anne Deleers Member	$29.2M 2.61% of portfolio	306.4K shares	Q1 2021 Held for 4y 8m	$1.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$29.0M 0.01% of portfolio	304.1K shares	Q4 2014 Held for 10y 11m	$511.54B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$22.3M 0.01% of portfolio	234.2K shares	Q4 2024 Held for 11 months	$310.43B
Gallagher Fiduciary Advisors, LLC Pension/Endowment	Richard Carl Cary President	$16.4M 0.60% of portfolio	171.9K shares	Q1 2023 Held for 2y 8m	$2.7B
A ATRIA INVESTMENTS LLC Institution	-	$16.1M 0.19% of portfolio	169.2K shares	Q4 2023 Held for 1y 11m	$8.7B
One Day In July LLC RIA/Wealth	Daniel Patrick Cunningham CEO	$15.0M 1.27% of portfolio	157.1K shares	Q4 2018 Held for 6y 11m	$1.2B
Cannon Financial Strategists, Inc. RIA/Wealth	Clinton Croxall Cannon President	$14.5M 2.08% of portfolio	152.6K shares	Q2 2020 Held for 5y 5m	$698.8M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$12.8M 0.00% of portfolio	134.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T

Net Capital Flow

Institutional buying and selling activity for VIOV in Q3 2025

Traded: −$2.2M
Buyers: 89
Sellers: 76
Total Bought: +$37.5M
Total Sold: −$39.7M
Avg Position: $2.7M

Biggest Buyers

Institution	Net Bought	Current Position
Integrated Investment Consultants, LLC RIA/Wealth	+$9.4M +98.6K shares	$11.9M 124.5K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$7.0M +73.1K shares	$12.2M 128.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$2.6M +27.6K shares	$2.6M 27.6K shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	+$2.1M +21.6K shares	$2.4M 25.6K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$2.0M +20.9K shares	$9.0M 95.2K shares
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	+$1.3M +13.3K shares	$9.9M 104.3K shares
Buckingham Strategic Partners RIA/Wealth	+$1.1M +11.2K shares	$2.2M 22.6K shares
V Virtu Financial LLC Institution	+$914.2K +9.6K shares	$914.2K 9.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$839.3K +8.8K shares	$7.6M 80.3K shares
L LPL Financial LLC Institution	+$605.1K +6.4K shares	$12.3M 129.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$8.3M −87.0K shares	$7.8M 81.9K shares
LEUCADIA NATIONAL CORP Institution	−$6.4M −75.0K shares	Sold Off 0 shares
INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth	−$3.4M −39.4K shares	Sold Off 0 shares
MARQUETTE ASSOCIATES, INC. Fund of Funds	−$3.3M −38.3K shares	Sold Off 0 shares
One Day In July LLC RIA/Wealth	−$2.7M −28.1K shares	$15.0M 157.1K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$2.0M −23.3K shares	Sold Off 0 shares
N N.E.W. Advisory Services LLC RIA/Wealth	−$1.6M −16.5K shares	$29.2M 306.4K shares
S SYM FINANCIAL CORPORATION RIA/Wealth	−$1.1M −11.1K shares	$11.9M 125.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$960.2K −10.1K shares	$1.3M 13.6K shares
J JANE STREET GROUP, LLC Institution	−$901.8K −10.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VIOV in Q3 2025

New Positions: 12
New Value: $2.3M
Exited Positions: 16
Exited Value: $16.8M

New Positions

Institution	Position Value
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$565.8K 5.9K shares
Kestra Advisory Services, LLC RIA/Wealth	$450.0K 4.7K shares
BRIGHTON JONES LLC RIA/Wealth	$294.9K 3.1K shares
Heartwood Wealth Advisors LLC RIA/Wealth	$247.8K 2.6K shares
COZAD ASSET MANAGEMENT INC RIA/Wealth	$242.5K 2.5K shares
INTEGRITY ALLIANCE, LLC. RIA/Wealth	$203.8K 2.1K shares
FINANCIAL CONSULATE, INC RIA/Wealth	$127.3K 1.3K shares
Triumph Capital Management RIA/Wealth	$75.6K 794.0 shares
Sontag Advisory, LLC RIA/Wealth	$32.6K 342.0 shares
R Root Financial Partners, LLC RIA/Wealth	$28.2K 296.0 shares

Exited Positions

Institution	Previous Position
LEUCADIA NATIONAL CORP Institution	$6.4M 75.0K shares
INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth	$3.4M 39.4K shares
MARQUETTE ASSOCIATES, INC. Fund of Funds	$3.3M 38.3K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.0M 23.3K shares
J JANE STREET GROUP, LLC Institution	$901.8K 10.5K shares
Harbour Capital Advisors, LLC Family Office	$355.3K 4.0K shares
C CI Private Wealth, LLC RIA/Wealth	$314.3K 3.7K shares
Transce3nd, LLC RIA/Wealth	$76.7K 896.0 shares
Larson Financial Group LLC RIA/Wealth	$73.6K 860.0 shares
PROFFITT & GOODSON INC RIA/Wealth	$28.2K 330.0 shares

Options Activity

Institutions with the largest Call and Put options positions in VIOV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with VIOV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ASSET PLANNING CORPORATION RIA/Wealth	Joseph Ottaviano President	5.85% $12.0M	126.2K shares	Q4 2020 Held for 4y 11m	$205.3M
Legend Financial Advisors, Inc. RIA/Wealth	James Jude Holtzman CEO	5.64% $9.2M	96.6K shares	Q1 2021 Held for 4y 8m	$163.1M
C Code Waechter LLC RIA/Wealth	Lauren Gail Gretchen CCO	4.49% $6.9M	72.7K shares	Q2 2025 Held for 5 months	$153.2M
Silver Oak Advisory Group, Inc. RIA/Wealth	Jessica Marie Howe President	4.11% $8.5M	89.4K shares	Q4 2021 Held for 3y 11m	$207.2M
N N.E.W. Advisory Services LLC RIA/Wealth	Debra Anne Deleers Member	2.61% $29.2M	306.4K shares	Q1 2021 Held for 4y 8m	$1.1B
Mokosak Advisory Group, LLC RIA/Wealth	Ryan Matthew Page President	2.28% $8.7M	91.4K shares	Q1 2020 Held for 5y 8m	$382.3M
Cannon Financial Strategists, Inc. RIA/Wealth	Clinton Croxall Cannon President	2.08% $14.5M	152.6K shares	Q2 2020 Held for 5y 5m	$698.8M
Integrated Investment Consultants, LLC RIA/Wealth	Todd J Wagenberg Managing Partner	2.05% $11.9M	124.5K shares	Q4 2020 Held for 4y 11m	$578.2M
R RIVERSEDGE ADVISORS, LLC RIA/Wealth	Timothy John Mihok CEO	1.66% $9.9M	103.9K shares	Q1 2020 Held for 5y 8m	$596.7M
Inman Jager Wealth Management, LLC RIA/Wealth	Christopher David Inman Managing Partner	1.42% $2.2M	23.3K shares	Q4 2024 Held for 11 months	$156.6M

Hedge Fund Spotlight

Discover hedge funds investing in VIOV

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard S&P Small-Cap 600 Value

Market Value: $2.6M
Shares Held: 27.6K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%