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 |
---|---|---|---|---|---|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
85,055
shares
|
$7.79 Million
2.36% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
83,692
shares
|
$7.67 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
First Bank & Trust
|
Jul 09, 2024 Q2 2024 |
78,422
shares
|
$7.19 Million
1.38% of portfolio
|
Q3 2023
Added 2.28%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
76,604
shares
|
$7.02 Million
0.95% of portfolio
|
Q2 2024
Added 4.24%
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
72,642
shares
|
$6.66 Million
1.63% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
68,222
shares
|
$6.25 Million
0.21% of portfolio
|
Q3 2024
Added 2.44%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
65,374
shares
|
$5.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
58,501
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
54,789
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
54,277
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2024
Added 199.61%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
45,201
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
42,932
shares
|
$3.93 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
42,468
shares
|
$3.89 Million
0.28% of portfolio
|
Q2 2024
Added 0.05%
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
40,122
shares
|
$3.68 Million
3.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,556
shares
|
$3.44 Million
0.11% of portfolio
|
Q3 2024
Added 2.35%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
35,689
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2024
Added 4.54%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
34,871
shares
|
$3.2 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
33,993
shares
|
$3.11 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
33,233
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
31,100
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
30,926
shares
|
$2.83 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
28,008
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2024
Added 22.12%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
26,267
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
25,989
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.39%
|