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 212 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
351,080
shares
|
$33.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
333,294
shares
|
$31.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
306,355
shares
|
$29 Million
2.63% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
304,064
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
234,152
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$16.7 Million
5.82% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
175,850
shares
|
$16.7 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
171,879
shares
|
$16.3 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
169,242
shares
|
$16 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
157,112
shares
|
$14.9 Million
1.27% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
152,554
shares
|
$14.5 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
134,676
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
131,416
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
129,521
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
128,002
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 133.25%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
126,165
shares
|
$12 Million
5.87% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
125,171
shares
|
$11.9 Million
1.29% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
124,494
shares
|
$11.8 Million
1.86% of portfolio
|
Q3 2025
Added 380.47%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
120,041
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
106,443
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
104,270
shares
|
$9.88 Million
0.34% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
103,909
shares
|
$9.85 Million
1.71% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
96,616
shares
|
$9.16 Million
5.64% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
95,214
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2025
Added 28.14%
|
|