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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,767
shares
|
$502,421
0.0% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
5,726
shares
|
$498,849
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,662
shares
|
$493,273
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,614
shares
|
$489,091
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,591
shares
|
$487,087
0.12% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,456
shares
|
$475,326
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,880
shares
|
$425,145
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,770
shares
|
$415,562
0.23% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,679
shares
|
$407,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,664
shares
|
$406,327
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,438
shares
|
$386,638
0.03% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,438
shares
|
$386,638
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,307
shares
|
$375,225
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,213
shares
|
$367,036
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,131
shares
|
$359,892
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,099
shares
|
$357,104
0.01% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,083
shares
|
$355,710
0.13% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,017
shares
|
$349,961
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
3,928
shares
|
$342,207
0.05% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,846
shares
|
$335,063
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,749
shares
|
$326,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$306,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$306,662
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,484
shares
|
$303,526
0.0% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,400
shares
|
$296,208
0.0% of portfolio
|
Q3 2023
Added 29.87%
|