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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,834
shares
|
$363,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
3,692
shares
|
$349,964
0.1% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,579
shares
|
$339,253
0.07% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$333,660
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,313
shares
|
$314,039
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,313
shares
|
$314,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,271
shares
|
$310,058
0.04% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,200
shares
|
$303,328
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,189
shares
|
$302,285
0.0% of portfolio
|
Q3 2025
Added 99.44%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,130
shares
|
$296,692
0.01% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,106
shares
|
$294,417
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,097
shares
|
$293,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
3,073
shares
|
$291,289
0.16% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,010
shares
|
$285,317
0.13% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,970
shares
|
$281,526
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,919
shares
|
$276,692
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,914
shares
|
$276,218
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,894
shares
|
$274,322
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,685
shares
|
$254,511
0.1% of portfolio
|
Q3 2025
Added 1470.18%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,612
shares
|
$247,591
0.06% of portfolio
|
Q3 2025
Reduced 49.77%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,602
shares
|
$246,643
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,547
shares
|
$241,430
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,533
shares
|
$240,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
2,359
shares
|
$223,609
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,297
shares
|
$217,732
0.16% of portfolio
|
Q2 2025
Added 272.29%
|
|