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 |
---|---|---|---|---|---|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
3,130
shares
|
$286,801
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,014
shares
|
$276,172
0.15% of portfolio
|
Q3 2024
Added 0.7%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
2,958
shares
|
$271,041
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,877
shares
|
$263,619
0.02% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
2,739
shares
|
$250,974
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
2,313
shares
|
$211,940
0.09% of portfolio
|
Q4 2023
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,196
shares
|
$201,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
1,890
shares
|
$173,180
0.01% of portfolio
|
Q3 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
1,776
shares
|
$162,734
0.03% of portfolio
|
Q2 2024
Added 0.06%
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$146,608
0.08% of portfolio
|
Q4 2023
New holding
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,405
shares
|
$128,740
0.01% of portfolio
|
Q1 2021
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,000
shares
|
$91,630
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
916
shares
|
$83,933
0.0% of portfolio
|
Q2 2024
Reduced 53.38%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
888
shares
|
$81,367
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
830
shares
|
$76,052
0.0% of portfolio
|
Q1 2024
Reduced 57.48%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
766
shares
|
$70,188
0.0% of portfolio
|
Q2 2024
Added 1.19%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
746
shares
|
$68,355
0.01% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
738
shares
|
$67,622
0.07% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
636
shares
|
$58,276
0.02% of portfolio
|
Q2 2024
Reduced 17.4%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
614
shares
|
$56,260
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
612
shares
|
$56,077
0.01% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
482
shares
|
$44,165
0.0% of portfolio
|
Q2 2024
Reduced 39.06%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
415
shares
|
$38,026
0.0% of portfolio
|
Q1 2024
Added 8.64%
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
400
shares
|
$36,652
0.02% of portfolio
|
Q3 2024
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
348
shares
|
$31,887
0.0% of portfolio
|
Q1 2023
Added 100.0%
|