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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
26,796
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
25,872
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,608
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
25,573
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2025
Added 550.05%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,885
shares
|
$2.36 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,638
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,579
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
24,190
shares
|
$2.29 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
23,311
shares
|
$2.21 Million
1.42% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
22,764
shares
|
$2.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
22,629
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 97.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
21,408
shares
|
$2.03 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,061
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
19,686
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
19,191
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,006
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
18,240
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
17,768
shares
|
$1.68 Million
0.36% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
16,300
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
16,225
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,917
shares
|
$1.51 Million
0.43% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
13,705
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
13,663
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.03%
|
|