Institutional Ownership Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,408
shares
|
$488,538
0.02% of portfolio
|
Q4 2023
New holding
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,370
shares
|
$484,327
0.06% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,867
shares
|
$428,579
0.0% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
3,858
shares
|
$427,582
0.17% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
3,805
shares
|
$421,708
0.01% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,800
shares
|
$421,154
0.02% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,800
shares
|
$421,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,583
shares
|
$397,103
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
3,580
shares
|
$396,771
0.39% of portfolio
|
Q1 2025
Added 41.11%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,396
shares
|
$376,378
0.0% of portfolio
|
Q1 2025
Added 18.37%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,345
shares
|
$370,726
0.26% of portfolio
|
Q3 2023
Added 4.3%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,229
shares
|
$357,870
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
3,198
shares
|
$354,434
0.12% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,185
shares
|
$352,993
0.1% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,181
shares
|
$352,550
0.0% of portfolio
|
Q1 2025
Added 35.02%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,177
shares
|
$352,106
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,120
shares
|
$345,789
0.01% of portfolio
|
Q1 2025
Added 21.4%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,007
shares
|
$333,265
0.01% of portfolio
|
Q1 2025
Added 8.05%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,984
shares
|
$330,716
0.0% of portfolio
|
Q1 2025
Reduced 47.14%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,869
shares
|
$317,971
0.0% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,767
shares
|
$306,666
0.0% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,758
shares
|
$305,669
0.05% of portfolio
|
Q3 2024
Added 2.83%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,714
shares
|
$300,792
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,712
shares
|
$300,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,667
shares
|
$295,583
0.01% of portfolio
|
Q1 2025
New holding
|