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 207 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,794
shares
|
$640,198
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
6,741
shares
|
$635,204
0.28% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,522
shares
|
$614,568
0.01% of portfolio
|
Q3 2025
Added 94.22%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
6,377
shares
|
$600,904
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
6,334
shares
|
$596,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,051
shares
|
$570,185
0.01% of portfolio
|
Q2 2025
Reduced 36.71%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
5,880
shares
|
$554,072
0.06% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,792
shares
|
$545,780
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,774
shares
|
$544,084
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,200
shares
|
$489,996
0.08% of portfolio
|
Q2 2025
Added 96.9%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,955
shares
|
$466,909
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
4,729
shares
|
$445,613
0.05% of portfolio
|
Q2 2025
Reduced 49.67%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,664
shares
|
$439,488
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,438
shares
|
$418,192
0.03% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,438
shares
|
$418,192
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
4,273
shares
|
$402,644
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,204
shares
|
$396,142
0.01% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,165
shares
|
$392,467
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,044
shares
|
$381,066
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
3,997
shares
|
$376,637
0.1% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
3,942
shares
|
$371,454
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
3,934
shares
|
$370,700
0.1% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,846
shares
|
$362,408
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,834
shares
|
$361,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,706
shares
|
$349,216
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|