Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
309K+ 957.09% |
$22.2M - $26.6M
|
341K
$32.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
84.9K+ 1388.37% |
$6.11M - $7.3M
|
91K
$8.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
75KNew |
$5.4M - $6.45M
|
75K
$7.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
69.6KNew |
$5M - $5.98M
|
69.6K
$6.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
69.2KNew |
$4.98M - $5.95M
|
69.2K
$6.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
64.8KNew |
$4.66M - $5.58M
|
64.8K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.8K+ 229.6% |
$3.72M - $4.45M
|
74.3K
$7.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
42K+ 35.87% |
$3.02M - $3.62M
|
159K
$15.1M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
38.4K+ 325.82% |
$2.76M - $3.3M
|
50.2K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
38.3KNew |
$2.75M - $3.29M
|
38.3K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
31.3K+ 43.49% |
$2.25M - $2.7M
|
103K
$9.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 8.24% |
$1.92M - $2.3M
|
351K
$33.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
23.3KNew |
$1.68M - $2.01M
|
23.3K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.4KNew |
$1.61M - $1.93M
|
22.4K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 20.01% |
$1.48M - $1.77M
|
123K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
16.3KNew |
$1.17M - $1.4M
|
16.3K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
16.1K+ 14.91% |
$1.16M - $1.38M
|
124K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
14K+ 274.77% |
$1.01M - $1.21M
|
19.1K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 178.79% |
$836K - $1M
|
18.1K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.4KNew |
$823K - $984K
|
11.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$758K - $907K
|
10.5K
$999K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.1KNew |
$725K - $867K
|
10.1K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.39K+ 5.12% |
$604K - $722K
|
172K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.32K+ 5.15% |
$598K - $715K
|
170K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
8.17KNew |
$588K - $703K
|
8.17K
$775K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.35KNew |
$528K - $632K
|
7.35K
$696K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
6.38KNew |
$459K - $549K
|
6.38K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.33KNew |
$456K - $545K
|
6.33K
$600K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.39K+ 10.54% |
$388K - $464K
|
56.5K
$5.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
5.18K+ 30.84% |
$373K - $446K
|
22K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.78K+ 4.77% |
$344K - $411K
|
105K
$9.96M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4K+ 3.17% |
$288K - $344K
|
130K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.84K+ 60.49% |
$276K - $330K
|
10.2K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$276K - $330K
|
3.83K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 22.89% |
$235K - $281K
|
17.6K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.03K+ 7.87% |
$218K - $261K
|
41.6K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.88KNew |
$207K - $248K
|
2.88K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.82KNew |
$203K - $242K
|
2.82K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.59K+ 5.76% |
$186K - $223K
|
47.5K
$4.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.56K+ 96.9% |
$184K - $220K
|
5.2K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.53KNew |
$182K - $218K
|
2.53K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.36KNew |
$170K - $203K
|
2.36K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.26K+ 35.31% |
$163K - $194K
|
8.66K
$821K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.18K+ 9.65% |
$157K - $188K
|
24.8K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.98K+ 927.7% |
$142K - $170K
|
2.19K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.92K+ 2.16% |
$138K - $165K
|
90.6K
$8.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.68K+ 272.29% |
$121K - $145K
|
2.3K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.58K+ 17.19% |
$113K - $136K
|
10.7K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 4.21% |
$112K - $134K
|
38.6K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.43K+ 829.65% |
$103K - $123K
|
1.6K
$152K
|
|