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 212 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
91,449
shares
|
$8.67 Million
2.28% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
89,355
shares
|
$8.47 Million
3.85% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,826
shares
|
$7.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
81,922
shares
|
$7.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
80,266
shares
|
$7.61 Million
0.02% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
78,531
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
78,422
shares
|
$7.43 Million
1.28% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
73,320
shares
|
$6.95 Million
0.03% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
72,658
shares
|
$6.89 Million
4.53% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,164
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
59,312
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
56,888
shares
|
$5.39 Million
0.13% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
53,745
shares
|
$5.09 Million
1.65% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
44,030
shares
|
$4.17 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
40,904
shares
|
$3.88 Million
0.1% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
40,381
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,341
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
39,826
shares
|
$3.78 Million
0.09% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
38,233
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
34,050
shares
|
$3.23 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
32,691
shares
|
$3.1 Million
1.22% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
30,481
shares
|
$2.89 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,988
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
27,805
shares
|
$2.64 Million
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,618
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|