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 184 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $592 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
432,709
shares
|
$40.6 Million
3.96% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
343,186
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
302,857
shares
|
$28.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
213,952
shares
|
$20.1 Million
2.17% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
193,955
shares
|
$18.2 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
|
$17.9 Million
3.77% of portfolio
|
Q3 2024
Reduced 40.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
189,075
shares
|
$17.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 39.97%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
182,927
shares
|
$17.2 Million
2.1% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$16.5 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
|
$16.5 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
167,016
shares
|
$15.7 Million
0.17% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
163,399
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
140,132
shares
|
$13.2 Million
1.74% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
124,438
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
123,565
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$11.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
108,335
shares
|
$10.2 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
99,073
shares
|
$9.31 Million
6.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
98,227
shares
|
$9.23 Million
4.66% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
98,029
shares
|
$9.21 Million
0.04% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
97,289
shares
|
$9.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
91,621
shares
|
$8.61 Million
5.85% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
90,463
shares
|
$8.5 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
89,678
shares
|
$8.42 Million
0.0% of portfolio
|
Q3 2024
Added 7.15%
|