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 218 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,297
shares
|
$217,732
0.16% of portfolio
|
Q2 2025
Added 272.29%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
2,273
shares
|
$215,457
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,140
shares
|
$202,850
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
2,134
shares
|
$202,281
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Genesis Financial Group, LLC
Paramus, NJ |
Jan 16, 2026 Q4 2025 |
2,125
shares
|
$201,428
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
2,102
shares
|
$199,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,855
shares
|
$175,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
1,762
shares
|
$167,019
0.01% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,747
shares
|
$165,598
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,600
shares
|
$151,664
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,518
shares
|
$143,891
0.04% of portfolio
|
Q3 2025
Reduced 21.1%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,457
shares
|
$138,109
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,405
shares
|
$133,179
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,336
shares
|
$126,639
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
1,285
shares
|
$121,805
0.02% of portfolio
|
Q4 2025
Added 200.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,068
shares
|
$101,235
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
931
shares
|
$88,249
0.06% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
787
shares
|
$74,599
0.01% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
762
shares
|
$72,229
0.0% of portfolio
|
Q3 2025
Reduced 24.33%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
746
shares
|
$70,713
0.01% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
734
shares
|
$69,575
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
619
shares
|
$58,675
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
584
shares
|
$55,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
581
shares
|
$55,072
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
495
shares
|
$46,921
0.0% of portfolio
|
Q2 2025
New holding
|
|