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 172 institutions that hold shares in the stock, with a total of 6.5 Million shares, which have been reported (via 13F filing form) to have a value of $595 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
473,178
shares
|
$43.4 Million
4.29% of portfolio
|
Q2 2024
Reduced 18.4%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
351,914
shares
|
$32.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.2%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
320,377
shares
|
$29.4 Million
6.15% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
314,942
shares
|
$28.9 Million
0.36% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
293,162
shares
|
$26.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
219,444
shares
|
$20.1 Million
2.29% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
206,655
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
182,927
shares
|
$16.8 Million
2.1% of portfolio
|
Q3 2024
Added 5.89%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$16.1 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
|
$16.1 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
167,016
shares
|
$15.3 Million
0.22% of portfolio
|
Q2 2024
Added 0.57%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
147,350
shares
|
$13.5 Million
1.97% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
144,939
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 45.65%
|
|
First Manhattan CO
New York, NY |
Aug 15, 2024 Q2 2024 |
125,033
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
121,890
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2024
Added 2.76%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
108,335
shares
|
$9.93 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Wellington Management Group LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
106,300
shares
|
$9.74 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
100,131
shares
|
$9.18 Million
0.0% of portfolio
|
Q2 2024
Added 91.59%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
100,106
shares
|
$9.17 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
99,073
shares
|
$9.08 Million
6.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
98,029
shares
|
$8.98 Million
0.04% of portfolio
|
Q3 2024
Added 4.91%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Aug 01, 2024 Q2 2024 |
97,081
shares
|
$8.9 Million
4.51% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
91,621
shares
|
$8.4 Million
5.85% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
90,463
shares
|
$8.29 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.2%
|