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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,263
shares
|
$438,828
0.01% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
5,117
shares
|
$426,655
0.3% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,101
shares
|
$425,321
0.0% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,880
shares
|
$406,894
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,664
shares
|
$388,884
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,565
shares
|
$380,629
0.01% of portfolio
|
Q1 2025
Added 1524.56%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,438
shares
|
$370,040
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,438
shares
|
$370,040
0.03% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
4,269
shares
|
$355,949
0.04% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
4,125
shares
|
$343,942
0.11% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
4,083
shares
|
$340,440
0.12% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,030
shares
|
$336,021
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,991
shares
|
$332,769
0.08% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,934
shares
|
$328,016
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,846
shares
|
$320,679
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,681
shares
|
$306,921
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
3,632
shares
|
$302,836
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$293,497
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,424
shares
|
$285,493
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,416
shares
|
$284,826
0.11% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,400
shares
|
$283,492
0.0% of portfolio
|
Q3 2023
Added 29.87%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
3,288
shares
|
$274,153
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,241
shares
|
$270,234
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,200
shares
|
$266,816
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,130
shares
|
$260,979
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|