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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
16,300
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,020
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.33%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
14,055
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,980
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
12,814
shares
|
$1.12 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
12,070
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
11,684
shares
|
$1.02 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,436
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,210
shares
|
$982,220
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
10,746
shares
|
$941,564
0.01% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,539
shares
|
$923,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
10,185
shares
|
$892,409
0.1% of portfolio
|
Q2 2025
Added 60.49%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
10,081
shares
|
$883,297
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,929
shares
|
$782,358
0.01% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,666
shares
|
$759,314
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,656
shares
|
$758,438
0.0% of portfolio
|
Q2 2025
Added 35.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,581
shares
|
$751,867
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,171
shares
|
$715,943
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
8,116
shares
|
$711,123
0.31% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,017
shares
|
$702,449
0.08% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,906
shares
|
$692,723
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,800
shares
|
$683,436
0.06% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$673,009
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,637
shares
|
$669,153
0.01% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
7,346
shares
|
$643,656
0.0% of portfolio
|
Q2 2025
New holding
|