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 206 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $585 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
28,677
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
28,474
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
27,780
shares
|
$2.43 Million
0.3% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,603
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
25,911
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
25,721
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,608
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,885
shares
|
$2.18 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
24,815
shares
|
$2.17 Million
0.45% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,641
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
23,348
shares
|
$2.05 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
23,211
shares
|
$2.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
22,390
shares
|
$1.96 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
21,979
shares
|
$1.93 Million
1.27% of portfolio
|
Q2 2025
Added 30.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,642
shares
|
$1.9 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
20,708
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,178
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
20,076
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
19,117
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 274.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,127
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 178.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17,876
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
17,564
shares
|
$1.54 Million
0.35% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,331
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Added 4.25%
|