Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
146KNew |
$13.3M - $14.2M
|
146K
$13.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11K+ 10.53% |
$1M - $1.07M
|
115K
$10.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.33K+ 6.65% |
$578K - $616K
|
102K
$9.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.25K+ 24.44% |
$570K - $608K
|
31.8K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.13KNew |
$195K - $208K
|
2.13K
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
2.13KNew |
$194K - $207K
|
2.13K
$201K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 16.57% |
$114K - $122K
|
8.81K
$835K
|
|
|
Jan 23, 2026
Q4 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 1.22% |
$107K - $114K
|
97.8K
$9.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
858+ 200.94% |
$78.3K - $83.5K
|
1.29K
$122K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
807+ 4.42% |
$73.6K - $78.6K
|
19K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
710+ 23.1% |
$64.8K - $69.1K
|
3.78K
$359K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
619New |
$56.5K - $60.3K
|
619
$58.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
343New |
$31.3K - $33.4K
|
343
$32.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
315+ 4.64% |
$28.7K - $30.7K
|
7.11K
$674K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
117+ 0.42% |
$10.7K - $11.4K
|
27.9K
$2.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
114New |
$10.4K - $11.1K
|
114
$10.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
42+ 0.4% |
$3.83K - $4.09K
|
10.6K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.48% |
$91.2 - $97.4
|
208
$19.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-138- 2.98% |
$12.6K - $13.4K
|
4.49K
$425K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-311- 3.95% |
$28.4K - $30.3K
|
7.56K
$716K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-372- 5.7% |
$33.9K - $36.2K
|
6.15K
$583K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.31K- 32.72% |
$119K - $127K
|
2.69K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.38K- 2.29% |
$217K - $232K
|
102K
$9.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-4.27K- 9.7% |
$390K - $416K
|
39.8K
$3.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-13.8K- 25.62% |
$1.26M - $1.34M
|
40K
$3.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-21.7K- 6.5% |
$1.98M - $2.11M
|
312K
$29.5M
|
|