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 196 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
929,258
shares
|
$77.5 Million
0.03% of portfolio
|
Q1 2025
Added 2323045.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
353,903
shares
|
$29.5 Million
2.37% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
323,826
shares
|
$27 Million
0.0% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
308,738
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
254,440
shares
|
$21.2 Million
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
205,730
shares
|
$17.2 Million
1.73% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
175,850
shares
|
$14.7 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$14.7 Million
5.82% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
170,443
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
168,599
shares
|
$14.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
163,795
shares
|
$13.7 Million
0.46% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
161,464
shares
|
$13.5 Million
0.18% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
140,171
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
136,442
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 125.84%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
135,529
shares
|
$11.3 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
130,858
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
123,416
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
117,192
shares
|
$9.77 Million
1.69% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
107,862
shares
|
$8.99 Million
5.37% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
104,131
shares
|
$8.68 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
102,632
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
100,286
shares
|
$8.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
97,213
shares
|
$8.11 Million
5.99% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
94,806
shares
|
$7.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|