Institutional Ownership Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Val (VIOV). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
320,534
shares
|
$25.3 Million
2.89% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
316,577
shares
|
$25 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
314,031
shares
|
$24.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
248,121
shares
|
$19.6 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
205,730
shares
|
$16.2 Million
1.73% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
175,850
shares
|
$13.9 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$13.9 Million
5.82% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
170,443
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
169,142
shares
|
$13.4 Million
0.22% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
167,124
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
162,579
shares
|
$12.8 Million
3.13% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
161,464
shares
|
$12.8 Million
0.18% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
135,529
shares
|
$10.7 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
124,465
shares
|
$9.83 Million
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,455
shares
|
$9.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
117,802
shares
|
$9.3 Million
0.0% of portfolio
|
Q4 2024
Added 31.36%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
117,192
shares
|
$9.26 Million
1.69% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
110,457
shares
|
$8.72 Million
0.07% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
100,969
shares
|
$7.97 Million
5.93% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
95,698
shares
|
$7.56 Million
4.72% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
94,806
shares
|
$7.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
91,757
shares
|
$7.25 Million
6.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
88,677
shares
|
$7 Million
2.3% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
80,219
shares
|
$6.34 Million
2.36% of portfolio
|
Q1 2025
Reduced 4.35%
|