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 184 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
86,355
shares
|
$8.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
85,055
shares
|
$8.3 Million
2.36% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
78,422
shares
|
$7.66 Million
1.42% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
72,642
shares
|
$7.09 Million
1.63% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
69,342
shares
|
$6.77 Million
0.19% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
68,222
shares
|
$6.66 Million
0.21% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
65,374
shares
|
$6.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,058
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
58,501
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
46,079
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
42,892
shares
|
$4.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
42,468
shares
|
$4.15 Million
0.26% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,567
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
40,122
shares
|
$3.92 Million
3.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
39,869
shares
|
$3.89 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
38,085
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,556
shares
|
$3.67 Million
0.11% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
34,830
shares
|
$3.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
34,758
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
33,606
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 196.66%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
33,233
shares
|
$3.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
31,106
shares
|
$3.04 Million
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
30,926
shares
|
$3.02 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
29,275
shares
|
$2.86 Million
0.82% of portfolio
|
Q3 2024
New holding
|