Valmark Advisers, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,955 shares of VIOV stock, worth $466,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,955

Previous 5,263 5.85%

Holding current value

$466,909

Previous $441,000 4.08%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$71.94 - $86.02 $22,157 - $26,494	-308 Reduced 5.85%	4,955 $423,000
Q1 2025 Apr 22, 2025	SELL	$82.81 - $96.53 $679,870 - $792,511	-8,210 Reduced 60.94%	5,263 $441,000
Q4 2024 Jan 30, 2025	SELL	$89.88 - $101.38 $955,334 - $1.08 Million	-10,629 Reduced 44.1%	13,473 $1.26 Million
Q3 2024 Oct 25, 2024	BUY	$82.38 - $93.84 $1.51 Million - $1.72 Million	18,381 Added 321.29%	24,102 $2.23 Million
Q2 2024 Jul 31, 2024	BUY	$80.92 - $87.9 $163,215 - $177,294	2,017 Added 54.45%	5,721 $478,000
Q1 2024 May 03, 2024	SELL	$82.31 - $88.42 $13,910 - $14,942	-169 Reduced 4.36%	3,704 $327,000
Q3 2023 Nov 07, 2023	BUY	$76.16 - $87.03 $228 - $261	3 Added 0.08%	3,873 $298,000
Q2 2023 Aug 02, 2023	BUY	$75.67 - $82.89 $19,825 - $21,717	262 Added 7.26%	3,870 $317,000
Q1 2023 May 01, 2023	BUY	$76.95 - $184.17 $144,281 - $345,318	1,875 Added 108.19%	3,608 $291,000
Q4 2022 Feb 06, 2023	BUY	$73.18 - $169.88 $126,820 - $294,402	1,733 New	1,733 $272,000

Others Institutions Holding VIOV

# of Institutions

207

Shares Held

6.69M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
Sector ETFs
Industry ETFs

More about VIOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Vanguard S&P Small Cap 600 Val Transaction History