Who Owns VIOV?
Vanguard S&P Small-Cap 600 Value ETF — Institutional Ownership & 13F Holdings
$110.91
+0.47 (+0.43%)
Market Cap
$1.7B
Shares Outstanding
15,053,513
Institutional Holders
177
Total Inst. Value
$415.8M
% of Float Held
—
QoQ Holder Change
+67
Institutional data as of Q1 2025
New Positions
39
Closed Positions
26
Increased
52
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $47.6M | 929,258 |
| 2 | N.E.W. Advisory Services LLC | $29.7M | 353,903 |
| 3 | MORGAN STANLEY | $27.2M | 323,826 |
| 4 | UBS Group AG | $25.9M | 308,738 |
| 5 | RAYMOND JAMES FINANCIAL INC | $21.4M | 254,440 |
| 6 | MONETA GROUP INVESTMENT ADVISORS LLC | $14.1M | 168,599 |
| 7 | Gallagher Fiduciary Advisors, LLC | $13.7M | 163,795 |
| 8 | BANK OF AMERICA CORP /DE/ | $11.8M | 140,171 |
| 9 | VAN ECK ASSOCIATES CORPNew | $11.4M | 136,442 |
| 10 | SYM FINANCIAL Corp | $11.4M | 135,529 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +929K | $47.6M |
| N.E.W. Advisory Services LLC | +33K | $29.7M |
| MORGAN STANLEY | +10K | $27.2M |
| RAYMOND JAMES FINANCIAL INC | +6K | $21.4M |
| Gallagher Fiduciary Advisors, LLC | +1K | $13.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Spire Wealth Management | -39K | $2.1M |
| BANK OF AMERICA CORP /DE/ | -27K | $11.8M |
| KEYVANTAGE WEALTH, LLC | -18K | $737K |
| WELLINGTON MANAGEMENT GROUP LLP | -15K | $8.7M |
| LPL Financial LLC | -15K | $9K |
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Frequently Asked Questions
How many institutional investors hold VIOV?
As of Q1 2025, 177 institutional investors report holding VIOV (Vanguard S&P Small-Cap 600 Value ETF) in their 13F filings.
Which hedge fund owns the most VIOV?
The largest institutional holder of VIOV is JONES FINANCIAL COMPANIES LLLP with $47.6M in shares.
Are institutions buying or selling VIOV?
This quarter, 39 institutions opened new positions in VIOV and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.