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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
10,731
shares
|
$951,839
0.12% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,327
shares
|
$916,004
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,561
shares
|
$848,060
0.01% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
9,396
shares
|
$833,425
0.09% of portfolio
|
Q1 2025
Added 36.57%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
9,170
shares
|
$813,379
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
8,786
shares
|
$779,318
0.36% of portfolio
|
Q1 2025
Reduced 66.95%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
8,666
shares
|
$768,674
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,554
shares
|
$758,739
0.0% of portfolio
|
Q1 2025
Added 205.61%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,438
shares
|
$748,450
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
7,800
shares
|
$691,860
0.05% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$681,304
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,020
shares
|
$622,674
0.05% of portfolio
|
Q1 2023
Added 99.89%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
6,987
shares
|
$619,746
0.32% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,791
shares
|
$602,361
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,669
shares
|
$591,540
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,502
shares
|
$576,727
0.0% of portfolio
|
Q1 2025
Reduced 48.2%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,397
shares
|
$567,413
0.0% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
6,346
shares
|
$562,890
0.07% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,113
shares
|
$542,223
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,779
shares
|
$512,597
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,722
shares
|
$507,541
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,614
shares
|
$497,961
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,388
shares
|
$477,915
0.01% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,317
shares
|
$471,617
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,263
shares
|
$466,828
0.01% of portfolio
|
Q1 2025
Reduced 60.94%
|