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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,104
shares
|
$258,811
0.11% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
3,029
shares
|
$252,558
0.16% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,958
shares
|
$246,638
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,891
shares
|
$241,051
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,873
shares
|
$239,550
0.01% of portfolio
|
Q1 2025
Added 550.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,641
shares
|
$220,206
0.01% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,040
shares
|
$170,095
0.1% of portfolio
|
Q1 2025
Reduced 57.23%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,890
shares
|
$157,588
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,805
shares
|
$150,500
0.03% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,799
shares
|
$150,000
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,600
shares
|
$133,408
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,405
shares
|
$117,148
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,362
shares
|
$113,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$112,813
0.02% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,242
shares
|
$103,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,216
shares
|
$101,390
0.01% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,068
shares
|
$89,049
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,005
shares
|
$83,796
0.0% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
935
shares
|
$77,960
0.04% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
893
shares
|
$74,458
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
854
shares
|
$71,206
0.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
769
shares
|
$64,119
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
746
shares
|
$62,201
0.01% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
734
shares
|
$61,200
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
637
shares
|
$53,113
0.02% of portfolio
|
Q4 2024
Added 0.16%
|