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 199 institutions that hold shares in the stock, with a total of 6.83 Million shares, which have been reported (via 13F filing form) to have a value of $597 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 |
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
91,247
shares
|
$7.97 Million
3.78% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
90,984
shares
|
$7.95 Million
0.28% of portfolio
|
Q2 2025
Added 1388.37%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
90,596
shares
|
$7.92 Million
2.19% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
90,527
shares
|
$7.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
90,341
shares
|
$7.89 Million
0.02% of portfolio
|
Q1 2025
Added 1023.5%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
78,422
shares
|
$6.85 Million
1.23% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,302
shares
|
$6.49 Million
0.01% of portfolio
|
Q2 2025
Added 229.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
71,452
shares
|
$6.24 Million
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
69,170
shares
|
$6.04 Million
4.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
65,402
shares
|
$5.72 Million
0.0% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
64,815
shares
|
$5.66 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
56,544
shares
|
$4.94 Million
0.13% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
47,490
shares
|
$4.15 Million
0.1% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
46,817
shares
|
$4.09 Million
1.26% of portfolio
|
Q2 2025
Reduced 41.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,437
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
41,557
shares
|
$3.63 Million
0.03% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
40,903
shares
|
$3.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
39,364
shares
|
$3.44 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
37,039
shares
|
$3.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,803
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
34,750
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,647
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
34,355
shares
|
$3 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
30,893
shares
|
$2.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.74%
|