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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
27,089
shares
|
$2.26 Million
0.31% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
26,706
shares
|
$2.23 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,603
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,046
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
25,608
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,116
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 60.81%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,885
shares
|
$2.07 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
24,085
shares
|
$2.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,361
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
23,325
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
22,631
shares
|
$1.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
22,543
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
21,642
shares
|
$1.8 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
19,808
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
16,799
shares
|
$1.4 Million
1.06% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,665
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
14,292
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,980
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,698
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 413.8%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
12,814
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
12,785
shares
|
$1.07 Million
0.25% of portfolio
|
Q1 2025
Added 53.32%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
12,344
shares
|
$1.03 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
12,070
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.47%
|