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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,130
shares
|
$305,613
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,014
shares
|
$294,286
0.15% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,958
shares
|
$288,819
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,931
shares
|
$286,182
0.01% of portfolio
|
Q3 2024
Reduced 88.65%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,877
shares
|
$280,910
0.02% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,407
shares
|
$235,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,358
shares
|
$230,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,305
shares
|
$225,060
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,284
shares
|
$223,009
0.08% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,196
shares
|
$214,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,143
shares
|
$209,242
0.04% of portfolio
|
Q3 2024
Reduced 97.2%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,890
shares
|
$184,539
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,786
shares
|
$174,385
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$156,224
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,405
shares
|
$137,184
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,216
shares
|
$118,730
0.01% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,067
shares
|
$104,181
0.0% of portfolio
|
Q3 2024
Added 28.55%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
958
shares
|
$93,539
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
888
shares
|
$86,704
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
828
shares
|
$80,845
0.0% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
812
shares
|
$79,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$72,839
0.01% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
738
shares
|
$72,058
0.07% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
636
shares
|
$62,099
0.02% of portfolio
|
Q2 2024
Reduced 17.4%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
614
shares
|
$59,950
0.04% of portfolio
|
Q3 2024
Added 0.16%
|