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 200 institutions that hold shares in the stock, with a total of 6.06 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
25,608
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
25,297
shares
|
$2 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,116
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 60.81%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,885
shares
|
$1.97 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,361
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$1.81 Million
0.47% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
22,639
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
22,543
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
21,642
shares
|
$1.71 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
19,848
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,922
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
16,799
shares
|
$1.33 Million
1.06% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
16,154
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 451.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,985
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,665
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
14,292
shares
|
$1.13 Million
0.32% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,980
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
12,814
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,552
shares
|
$991,356
0.0% of portfolio
|
Q4 2024
Added 154.86%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
12,344
shares
|
$974,929
0.62% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
12,250
shares
|
$967,505
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,210
shares
|
$885,365
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
10,731
shares
|
$847,534
0.12% of portfolio
|
Q1 2025
Added 0.39%
|