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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
12,070
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,210
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,355
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
10,345
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,285
shares
|
$906,587
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,666
shares
|
$846,148
0.01% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
8,071
shares
|
$788,052
0.16% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,800
shares
|
$761,592
0.06% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
7,744
shares
|
$756,124
0.49% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$749,972
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,020
shares
|
$685,432
0.05% of portfolio
|
Q1 2023
Added 99.89%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,938
shares
|
$677,426
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,886
shares
|
$672,349
0.08% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
6,815
shares
|
$665,416
0.06% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,715
shares
|
$655,652
0.02% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,668
shares
|
$651,063
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,615
shares
|
$645,888
0.0% of portfolio
|
Q3 2024
Added 38.59%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,391
shares
|
$624,017
0.14% of portfolio
|
Q4 2023
Reduced 4.28%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
6,200
shares
|
$605,368
0.07% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,981
shares
|
$583,984
0.0% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,798
shares
|
$566,116
0.02% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
5,781
shares
|
$564,456
0.28% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,748
shares
|
$561,234
0.0% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,614
shares
|
$548,150
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
5,540
shares
|
$540,925
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|