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 |
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,880
shares
|
$385,422
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,679
shares
|
$369,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,664
shares
|
$368,362
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,565
shares
|
$360,543
0.01% of portfolio
|
Q1 2025
Added 1524.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,438
shares
|
$350,513
0.03% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,438
shares
|
$350,513
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,307
shares
|
$340,166
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,131
shares
|
$326,266
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
4,125
shares
|
$325,792
0.11% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
4,083
shares
|
$322,475
0.12% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,017
shares
|
$317,262
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,991
shares
|
$315,209
0.08% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,934
shares
|
$310,707
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,846
shares
|
$303,757
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,749
shares
|
$296,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
3,632
shares
|
$286,855
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$278,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$278,009
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,484
shares
|
$275,166
0.0% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,416
shares
|
$269,795
0.11% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,400
shares
|
$268,532
0.0% of portfolio
|
Q3 2023
Added 29.87%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
3,288
shares
|
$259,686
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,269
shares
|
$258,185
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,231
shares
|
$255,184
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,200
shares
|
$252,736
0.11% of portfolio
|
Q1 2024
New holding
|