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 203 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
78,422
shares
|
$6.19 Million
1.31% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
72,052
shares
|
$5.69 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,100
shares
|
$5.54 Million
0.02% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
69,485
shares
|
$5.49 Million
4.96% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
61,910
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
60,416
shares
|
$4.77 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
59,980
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
51,151
shares
|
$4.04 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
50,864
shares
|
$4.02 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
44,902
shares
|
$3.55 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
42,743
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
40,903
shares
|
$3.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
39,570
shares
|
$3.13 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
38,878
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
38,524
shares
|
$3.04 Million
0.03% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
37,039
shares
|
$2.93 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,964
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Added 38.69%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
34,824
shares
|
$2.75 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,647
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
32,252
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
31,119
shares
|
$2.46 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
29,953
shares
|
$2.37 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
28,101
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
26,706
shares
|
$2.11 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.16%
|