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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,706
shares
|
$324,719
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$308,422
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,424
shares
|
$300,010
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,416
shares
|
$299,309
0.11% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,358
shares
|
$294,227
0.01% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,288
shares
|
$288,094
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,253
shares
|
$285,027
0.04% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,200
shares
|
$280,384
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,130
shares
|
$274,250
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,105
shares
|
$272,060
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,062
shares
|
$268,292
0.16% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,964
shares
|
$259,705
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
2,958
shares
|
$259,179
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,919
shares
|
$255,762
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,879
shares
|
$252,257
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,817
shares
|
$246,825
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,533
shares
|
$221,941
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
2,359
shares
|
$206,695
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,297
shares
|
$201,263
0.15% of portfolio
|
Q2 2025
Added 272.29%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,189
shares
|
$191,800
0.0% of portfolio
|
Q2 2025
Added 927.7%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,924
shares
|
$168,580
0.05% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,890
shares
|
$165,601
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$140,192
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,599
shares
|
$140,104
0.0% of portfolio
|
Q2 2025
Added 829.65%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,450
shares
|
$127,049
0.07% of portfolio
|
Q2 2025
Reduced 28.92%
|