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 184 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
25,834
shares
|
$2.35 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
25,728
shares
|
$2.34 Million
0.42% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
25,608
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,880
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,102
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2024
Added 321.29%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,896
shares
|
$2.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,600
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 247.69%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
22,494
shares
|
$2.05 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
22,482
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,918
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,852
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
21,191
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
19,871
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,774
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
19,318
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,008
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,735
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
17,642
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,519
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,391
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,467
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.35%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
12,921
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 148.91%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,873
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,374
shares
|
$1.13 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
12,070
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2023
Added 100.0%
|