Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.55K+ 7.07% |
$303K - $344K
|
53.7K
$5.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.49K+ 5.04% |
$298K - $338K
|
72.7K
$6.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 94.22% |
$270K - $307K
|
6.52K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.1KNew |
$264K - $301K
|
3.1K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.6KNew |
$222K - $252K
|
2.6K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.27KNew |
$194K - $221K
|
2.27K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.34KNew |
$114K - $130K
|
1.34K
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 3.18% |
$105K - $119K
|
39.8K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
853+ 0.94% |
$72.8K - $82.8K
|
91.4K
$8.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
522+ 0.5% |
$44.5K - $50.6K
|
104K
$9.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
364+ 2.04% |
$31.1K - $35.3K
|
18.2K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
291+ 8.85% |
$24.8K - $28.2K
|
3.58K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
204+ 1.16% |
$17.4K - $19.8K
|
17.8K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
25+ 0.09% |
$2.13K - $2.43K
|
27.8K
$2.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11+ 0.36% |
$938 - $1.07K
|
3.07K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3+ 0.04% |
$256 - $291
|
6.79K
$640K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.49% |
$85.3 - $97
|
207
$19.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.92% |
$256 - $291
|
324
$30.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 14.58% |
$1.19K - $1.36K
|
82
$7.73K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-39- 1.05% |
$3.33K - $3.78K
|
3.69K
$348K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-106- 0.65% |
$9.04K - $10.3K
|
16.2K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-149- 1.86% |
$12.7K - $14.5K
|
7.87K
$741K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-234- 1.08% |
$20K - $22.7K
|
21.4K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-495- 9.99% |
$42.2K - $48K
|
4.46K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-901- 67.85% |
$76.9K - $87.4K
|
427
$40.2K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 2.93% |
$104K - $118K
|
40.3K
$3.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 5.89% |
$143K - $163K
|
26.8K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.25K- 16.1% |
$192K - $218K
|
11.7K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.79K- 5.95% |
$238K - $270K
|
44K
$4.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.11K- 14.97% |
$606K - $690K
|
40.4K
$3.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.64K- 2.24% |
$652K - $741K
|
333K
$31.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-7.7K- 8.51% |
$657K - $747K
|
82.8K
$7.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-60.2K- 92.86% |
$5.13M - $5.84M
|
4.63K
$436K
|