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 208 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
30,352
shares
|
$2.64 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
28,101
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
26,749
shares
|
$2.33 Million
0.4% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
26,587
shares
|
$2.32 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
25,608
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
25,297
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,885
shares
|
$2.17 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,271
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$2 Million
0.47% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
22,639
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
22,494
shares
|
$1.96 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
22,482
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
22,473
shares
|
$1.96 Million
0.26% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
19,848
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,922
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
16,154
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 451.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,985
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,903
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
13,835
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
13,473
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.1%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
12,905
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
12,814
shares
|
$1.12 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,552
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 154.86%
|