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 185 institutions that hold shares in the stock, with a total of 6.23 Million shares, which have been reported (via 13F filing form) to have a value of $598 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,374
shares
|
$1.19 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
12,070
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,210
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
10,689
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,355
shares
|
$992,837
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
9,831
shares
|
$942,596
0.49% of portfolio
|
Q4 2024
Reduced 75.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,285
shares
|
$890,245
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,742
shares
|
$838,182
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,339
shares
|
$799,543
0.18% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,081
shares
|
$774,806
0.0% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,800
shares
|
$747,864
0.06% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
7,744
shares
|
$742,494
0.49% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,681
shares
|
$736,454
0.05% of portfolio
|
Q4 2023
Reduced 6.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,020
shares
|
$673,077
0.05% of portfolio
|
Q1 2023
Added 99.89%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,938
shares
|
$665,215
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,886
shares
|
$660,229
0.08% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,779
shares
|
$649,970
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,668
shares
|
$639,327
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
6,300
shares
|
$604,044
0.07% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,111
shares
|
$585,922
0.02% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,981
shares
|
$573,458
0.0% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,748
shares
|
$551,118
0.0% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,614
shares
|
$538,270
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,591
shares
|
$536,065
0.12% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
5,540
shares
|
$531,175
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|