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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
9,998
shares
|
$916,116
0.01% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
9,690
shares
|
$887,894
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
9,170
shares
|
$840,247
0.02% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
8,838
shares
|
$809,825
0.19% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,666
shares
|
$794,065
0.01% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
7,800
shares
|
$714,714
0.06% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,689
shares
|
$704,543
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$703,810
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
7,352
shares
|
$673,663
0.45% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
7,349
shares
|
$673,388
0.0% of portfolio
|
Q1 2024
Reduced 31.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
7,102
shares
|
$650,756
0.0% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,020
shares
|
$643,242
0.05% of portfolio
|
Q1 2023
Added 99.89%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
6,964
shares
|
$638,111
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,886
shares
|
$630,964
0.08% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
6,815
shares
|
$624,458
0.06% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,762
shares
|
$619,602
0.0% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,715
shares
|
$615,295
0.02% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
6,500
shares
|
$595,595
0.0% of portfolio
|
Q2 2024
Reduced 56.67%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,391
shares
|
$585,607
0.14% of portfolio
|
Q4 2023
Reduced 4.28%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
6,200
shares
|
$568,106
0.07% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
6,088
shares
|
$557,843
0.29% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
6,032
shares
|
$552,712
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
5,721
shares
|
$524,215
0.01% of portfolio
|
Q2 2024
Added 54.45%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
5,614
shares
|
$514,410
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
5,540
shares
|
$507,630
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|