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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
3,692
shares
|
$347,897
0.1% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,673
shares
|
$346,106
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,579
shares
|
$337,249
0.07% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$331,689
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,424
shares
|
$322,643
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,253
shares
|
$306,530
0.04% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,200
shares
|
$301,536
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,130
shares
|
$294,939
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,105
shares
|
$292,584
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,097
shares
|
$291,830
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
3,073
shares
|
$289,568
0.16% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,964
shares
|
$279,297
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
2,958
shares
|
$278,732
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
|
$275,057
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,879
shares
|
$271,288
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,817
shares
|
$265,445
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,602
shares
|
$245,186
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,533
shares
|
$238,684
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
2,359
shares
|
$222,288
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,297
shares
|
$216,446
0.15% of portfolio
|
Q2 2025
Added 272.29%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
2,273
shares
|
$214,184
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,189
shares
|
$206,269
0.0% of portfolio
|
Q2 2025
Added 927.7%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,924
shares
|
$181,298
0.05% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,890
shares
|
$178,094
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$150,768
0.07% of portfolio
|
Q4 2023
New holding
|