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 207 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $549 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 |
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
85,063
shares
|
$7.24 Million
2.38% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
83,870
shares
|
$7.14 Million
2.78% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
78,422
shares
|
$6.67 Million
1.45% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
72,516
shares
|
$6.17 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
67,095
shares
|
$5.71 Million
5.42% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
66,636
shares
|
$5.67 Million
0.06% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
64,081
shares
|
$5.45 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
62,660
shares
|
$5.33 Million
0.02% of portfolio
|
Q4 2024
Added 307.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
61,910
shares
|
$5.27 Million
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
60,416
shares
|
$5.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
59,980
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
50,864
shares
|
$4.33 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
42,743
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
40,903
shares
|
$3.48 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
39,744
shares
|
$3.38 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
38,878
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
37,039
shares
|
$3.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,964
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Added 38.69%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
36,842
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
34,824
shares
|
$2.96 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
33,142
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
32,828
shares
|
$2.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
31,119
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
30,352
shares
|
$2.58 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.86%
|