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 203 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,269
shares
|
$258,185
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,231
shares
|
$255,184
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,200
shares
|
$252,736
0.11% of portfolio
|
Q1 2024
New holding
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
3,130
shares
|
$247,207
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,104
shares
|
$245,153
0.11% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
3,029
shares
|
$239,230
0.16% of portfolio
|
Q1 2025
Added 0.2%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,958
shares
|
$233,622
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,891
shares
|
$228,331
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,873
shares
|
$226,909
0.01% of portfolio
|
Q1 2025
Added 550.0%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,666
shares
|
$210,560
0.0% of portfolio
|
Q4 2024
Reduced 81.57%
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,640
shares
|
$208,507
0.01% of portfolio
|
Q4 2024
Reduced 79.57%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,458
shares
|
$194,132
0.0% of portfolio
|
Q4 2024
Added 4.24%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,454
shares
|
$193,816
0.06% of portfolio
|
Q4 2024
New holding
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
2,350
shares
|
$185,603
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,284
shares
|
$180,390
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,162
shares
|
$170,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,040
shares
|
$161,119
0.1% of portfolio
|
Q1 2025
Reduced 57.23%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,890
shares
|
$149,272
0.01% of portfolio
|
Q3 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,805
shares
|
$142,558
0.03% of portfolio
|
Q4 2024
Added 1.06%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,799
shares
|
$142,085
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,600
shares
|
$126,368
0.08% of portfolio
|
Q4 2023
New holding
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,405
shares
|
$110,966
0.01% of portfolio
|
Q1 2021
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,362
shares
|
$107,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$106,859
0.02% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,216
shares
|
$96,039
0.01% of portfolio
|
Q3 2024
Added 21.6%
|