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 207 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,826
shares
|
$7.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
78,422
shares
|
$7.39 Million
1.28% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
78,364
shares
|
$7.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
75,000
shares
|
$7.07 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,302
shares
|
$7 Million
0.01% of portfolio
|
Q2 2025
Added 229.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
71,452
shares
|
$6.73 Million
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
69,561
shares
|
$6.55 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
69,170
shares
|
$6.52 Million
4.23% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
64,815
shares
|
$6.11 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
56,544
shares
|
$5.33 Million
0.13% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
56,259
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
54,878
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.3%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
53,745
shares
|
$5.06 Million
1.65% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
44,030
shares
|
$4.15 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
40,904
shares
|
$3.85 Million
0.11% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
40,381
shares
|
$3.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,341
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
39,826
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
38,651
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
38,278
shares
|
$3.61 Million
3.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
34,355
shares
|
$3.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
31,839
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
30,893
shares
|
$2.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
29,953
shares
|
$2.82 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.31%
|