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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,494
shares
|
$1.09 Million
0.68% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
12,070
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
11,961
shares
|
$1.04 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,210
shares
|
$976,615
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
10,689
shares
|
$931,225
0.13% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,315
shares
|
$898,642
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
10,245
shares
|
$892,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
9,831
shares
|
$856,476
0.49% of portfolio
|
Q4 2024
Reduced 75.34%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,742
shares
|
$761,603
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,414
shares
|
$733,027
0.03% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,339
shares
|
$726,493
0.18% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,128
shares
|
$708,111
0.5% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,081
shares
|
$704,016
0.0% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,041
shares
|
$700,531
0.0% of portfolio
|
Q4 2024
Reduced 64.42%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7,814
shares
|
$680,755
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,800
shares
|
$679,536
0.06% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$669,168
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,141
shares
|
$622,123
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,020
shares
|
$611,582
0.05% of portfolio
|
Q1 2023
Added 99.89%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
6,880
shares
|
$599,385
0.08% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,813
shares
|
$593,548
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,779
shares
|
$590,586
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
6,635
shares
|
$578,041
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
6,300
shares
|
$548,856
0.07% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,111
shares
|
$532,390
0.02% of portfolio
|
Q4 2024
Added 5.4%
|