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 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
353,903
shares
|
$31 Million
2.37% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
350,506
shares
|
$30.7 Million
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
340,934
shares
|
$29.9 Million
0.94% of portfolio
|
Q2 2025
Added 957.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
301,363
shares
|
$26.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
235,086
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
185,189
shares
|
$16.2 Million
1.44% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
180,935
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
175,850
shares
|
$15.4 Million
5.82% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
175,850
shares
|
$15.4 Million
5.8% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
172,189
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
169,780
shares
|
$14.9 Million
0.18% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
168,970
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
159,234
shares
|
$14 Million
2.15% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
136,238
shares
|
$11.9 Million
1.32% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
132,040
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
126,477
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
123,949
shares
|
$10.9 Million
5.66% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
123,166
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
122,225
shares
|
$10.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
105,065
shares
|
$9.21 Million
0.06% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
103,387
shares
|
$9.06 Million
1.76% of portfolio
|
Q2 2025
Added 43.49%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
96,376
shares
|
$8.44 Million
5.48% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
91,247
shares
|
$8 Million
3.78% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
90,984
shares
|
$7.97 Million
0.28% of portfolio
|
Q2 2025
Added 1388.37%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
90,596
shares
|
$7.94 Million
2.19% of portfolio
|
Q2 2025
Added 2.16%
|