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 |
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
5,880
shares
|
$513,853
0.06% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,779
shares
|
$505,026
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,722
shares
|
$500,045
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,614
shares
|
$490,607
0.05% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,317
shares
|
$464,652
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,200
shares
|
$454,428
0.08% of portfolio
|
Q2 2025
Added 96.9%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,101
shares
|
$445,776
0.0% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,955
shares
|
$433,017
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,664
shares
|
$407,586
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,438
shares
|
$387,836
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,438
shares
|
$387,836
0.03% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
4,269
shares
|
$373,067
0.04% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,204
shares
|
$367,387
0.01% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,030
shares
|
$352,181
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
3,997
shares
|
$349,297
0.1% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,991
shares
|
$348,773
0.08% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,934
shares
|
$343,792
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,846
shares
|
$336,101
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
3,731
shares
|
$326,052
0.1% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,681
shares
|
$321,682
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$307,612
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,424
shares
|
$299,223
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,416
shares
|
$298,524
0.11% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,358
shares
|
$293,455
0.01% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,288
shares
|
$287,338
0.06% of portfolio
|
Q1 2024
New holding
|