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 |
|---|---|---|---|---|---|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
92,924
shares
|
$7.75 Million
4.14% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
90,341
shares
|
$7.53 Million
0.02% of portfolio
|
Q1 2025
Added 1023.5%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
88,677
shares
|
$7.39 Million
2.3% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
80,219
shares
|
$6.69 Million
2.36% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
78,422
shares
|
$6.54 Million
1.31% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
72,052
shares
|
$6.01 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,100
shares
|
$5.84 Million
0.02% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
69,485
shares
|
$5.79 Million
4.96% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
65,402
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
57,002
shares
|
$4.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
51,151
shares
|
$4.26 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
44,902
shares
|
$3.74 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,437
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
40,903
shares
|
$3.41 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
39,570
shares
|
$3.3 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
38,524
shares
|
$3.21 Million
0.03% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
37,039
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,803
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
34,756
shares
|
$2.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
34,750
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,647
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
32,252
shares
|
$2.69 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
31,123
shares
|
$2.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
29,953
shares
|
$2.5 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.31%
|