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 199 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $636 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
343,186
shares
|
$32 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
320,534
shares
|
$29.9 Million
2.89% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
302,857
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
248,121
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
205,441
shares
|
$19.1 Million
2.01% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
193,955
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
190,671
shares
|
$17.8 Million
3.77% of portfolio
|
Q3 2024
Reduced 40.49%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
182,192
shares
|
$17 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$16.9 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
|
$16.4 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$16.4 Million
5.82% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
169,900
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
167,016
shares
|
$15.6 Million
0.17% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
163,399
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
160,793
shares
|
$15 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
138,083
shares
|
$12.9 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
124,438
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,455
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
111,981
shares
|
$10.4 Million
1.79% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
100,969
shares
|
$9.4 Million
5.93% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
99,658
shares
|
$9.28 Million
0.04% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
97,289
shares
|
$9.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
95,698
shares
|
$8.91 Million
4.72% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
91,757
shares
|
$8.55 Million
6.04% of portfolio
|
Q4 2024
Added 0.15%
|