Free Trial

Vanguard S&P Small-Cap 600 Value ETF (VIOV) Institutional Ownership

Vanguard S&P Small-Cap 600 Value ETF logo
$93.94 +0.81 (+0.87%)
(As of 12/20/2024 04:34 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$61.29M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$74.21M
Get VIOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P Small-Cap 600 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VIOV Institutional Buying and Selling by Quarter

Vanguard S&P Small-Cap 600 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024 Beaird Harris Wealth Management LLC3,974$367K0.0%N/A0.025%
11/20/2024 Virtu Financial LLC12,921$1.20M0.1%+148.9%0.083%
11/15/2024 Continuum Advisory LLC1,216$118K0.0%+21.6%0.008%
11/15/2024 MML Investors Services LLC19,008$1.76M0.0%-27.6%0.121%
11/15/2024 EP Wealth Advisors LLC25,608$2.37M0.0%N/A0.164%
11/15/2024 Jane Street Group LLC5,371$497K0.0%-30.1%0.034%
11/15/2024 Wellington Management Group LLP86,355$7.98M0.0%-18.8%0.552%
11/15/2024 SYM FINANCIAL Corp140,132$12.96M1.7%-4.9%0.895%
11/15/2024 FSA Wealth Management LLC2,284$211K0.1%N/A0.015%
11/13/2024 FMR LLC2,359$218K0.0%+59.7%0.015%
11/13/2024 D.A. Davidson & CO.34,758$3.21M0.0%+2.3%0.222%
11/12/2024 Icon Wealth Advisors LLC69,342$6.41M0.2%+1,462.5%0.443%
11/12/2024 Studio Investment Management LLC22,896$2.13M0.4%-0.6%0.146%
11/8/2024 Silver Oak Advisory Group Inc.98,227$9.08M4.7%+1.2%0.628%
11/8/2024 Avior Wealth Management LLC5,798$536K0.0%-3.9%0.037%
11/8/2024 Lowery Thomas LLC7,744$716K0.5%+5.3%0.049%
11/7/2024 Phillips Financial Management LLC17,642$1.63M0.1%-3.8%0.113%
11/6/2024 OneDigital Investment Advisors LLC10,355$957K0.0%+3.6%0.066%
11/5/2024 Aptus Capital Advisors LLC1,067$99K0.0%+28.6%0.007%
11/5/2024 Verus Capital Partners LLC2,305$213K0.0%N/A0.015%
11/4/2024 Proffitt & Goodson Inc.422$39K0.0%N/A0.003%
11/4/2024 Sigma Planning Corp9,285$858K0.0%+1.3%0.059%
11/1/2024 Atria Investments Inc189,075$17.48M0.2%-40.0%1.208%
11/1/2024 Stone Point Wealth LLC4,237$392K0.1%-4.1%0.027%
11/1/2024 Financial Strategies Group Inc.8,071$744K0.2%-8.7%0.052%
10/25/2024 Valmark Advisers Inc.24,102$2.23M0.0%+321.3%0.154%
10/24/2024 J.W. Cole Advisors Inc.16,519$1.53M0.1%N/A0.106%
10/24/2024 Ackerman Capital Advisors LLC12,873$1.19M0.3%-0.9%0.082%
10/24/2024 Valley National Advisers Inc.2,143$198K0.0%-97.2%0.014%
10/24/2024 Wealth Enhancement Advisory Services LLC22,482$2.08M0.0%+2.9%0.144%
10/22/2024 Macroview Investment Management LLC738$68K0.1%-28.8%0.005%
10/22/2024 Private Advisor Group LLC24,880$2.30M0.0%-0.8%0.159%
10/22/2024 Sierra Capital LLC6,886$637K0.1%-36.3%0.044%
10/21/2024 Cannon Financial Strategists Inc.108,335$10.02M1.7%+5.2%0.692%
10/19/2024 Cannon Financial Strategists Inc.109,421$9.68M1.9%+6.3%0.699%
10/18/2024Raymond James & Associates180,935$16.73M0.0%+1.5%1.156%
10/18/2024Legend Financial Advisors Inc.91,621$8.47M5.8%-1.2%0.585%
10/17/2024Aspiriant LLC33,233$3.07M0.1%-1.8%0.212%
10/16/2024 Riversedge Advisors LLC72,642$6.72M1.5%-3.3%0.464%
10/16/2024 Global Retirement Partners LLC37,556$3.47M0.1%+2.3%0.240%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

10/16/2024 Mokosak Advisory Group LLC85,055$7.86M2.4%-3.0%0.543%
10/10/2024 Octavia Wealth Advisors LLC182,927$17.01M2.1%+5.9%1.169%
10/10/2024 RFG Holdings Inc.90,463$8.37M3.0%-2.2%0.578%
10/9/2024 Pacific Sun Financial Corp12,374$1.14M0.6%-3.0%0.079%
10/9/2024 Hexagon Capital Partners LLC612$57K0.0%-49.9%0.004%
10/8/2024 CWM LLC98,029$9.06M0.0%+4.9%0.626%
10/8/2024 Daymark Wealth Partners LLC6,715$621K0.0%-2.1%0.043%
10/8/2024 Saxon Interests Inc.30,926$2.86M1.3%-0.5%0.198%
10/8/2024 Axiom Advisory LLC19,774$1.77M0.0%+2.2%0.126%
10/8/2024 Integrated Capital Management Inc.40,122$3.71M2.9%-2.5%0.256%
10/3/2024 Park Avenue Securities LLC65,374$6.04M0.1%-1.3%0.418%
9/10/2024 Cannon Financial Strategists Inc.102,970$8.62M1.6%N/A0.658%
8/22/2024 Cetera Investment Advisers35,689$2.99M0.0%+4.5%0.228%
8/16/2024 Northwestern Mutual Wealth Management Co.25,989$2.17M0.0%-36.4%0.166%
8/15/2024 Daymark Wealth Partners LLC6,862$574K0.0%N/A0.044%
8/13/2024 Thrivent Financial for Lutherans10,406$871K0.0%-4.5%0.066%
8/12/2024 Glass Jacobson Investment Advisors llc636$53K0.0%-17.4%0.004%
8/9/2024 Renaissance Technologies LLC4,000$335K0.0%N/A0.026%
8/8/2024 Envestnet Asset Management Inc.206,655$17.29M0.0%-1.7%1.320%
8/8/2024 SYM FINANCIAL Corp147,350$12.33M2.0%-6.3%0.942%
8/8/2024Hardin Capital Partners LLC2,993$250K0.2%N/A0.019%
8/7/2024 Studio Investment Management LLC23,042$1.95M0.4%+18.0%0.147%
8/6/2024 Strategic Financial Concepts LLC10,119$847K0.0%N/A0.065%
8/6/2024 Fidelity D & D Bancorp Inc.3,544$297K0.2%-85.7%0.023%
8/5/2024 Private Advisor Group LLC25,075$2.10M0.0%-9.7%0.160%
8/5/2024 N.E.W. Advisory Services LLC473,178$39.59M4.3%-18.4%3.024%
8/3/2024 Lowery Thomas LLC7,352$615K0.4%+9.0%0.047%
8/2/2024 Octavia Wealth Advisors LLC172,749$14.54M2.0%+6.0%1.104%
8/2/2024 Silver Oak Advisory Group Inc.97,081$8.12M4.5%-1.5%0.620%
8/1/2024 Valmark Advisers Inc.5,721$479K0.0%+54.5%0.037%
7/31/2024 Asset Planning Corporation98,971$8.28M6.2%-2.4%0.632%
7/31/2024 Spire Wealth Management66,600$5.57M0.2%+0.5%0.426%
7/31/2024Commonwealth Equity Services LLC70,247$5.88M0.0%-5.0%0.449%
7/30/2024 International Assets Investment Management LLC857$72K0.0%N/A0.005%
7/27/2024Legend Financial Advisors Inc.92,748$7.76M5.5%+4.5%0.593%
7/27/2024 Riversedge Advisors LLC75,136$6.29M1.5%-2.6%0.480%
7/26/2024 Cambridge Investment Research Advisors Inc.14,906$1.25M0.0%+1.0%0.095%
7/26/2024 Evensky & Katz LLC25,866$2.16M0.2%-2.7%0.165%
7/26/2024 Sierra Capital LLC10,808$904K0.1%-47.9%0.069%
7/26/2024 Ackerman Capital Advisors LLC12,993$1.09M0.3%+1.6%0.083%
7/26/2024 Salomon & Ludwin LLC746$62K0.0%-14.4%0.005%
7/25/2024 Mokosak Advisory Group LLC87,673$7.34M2.4%+1.1%0.560%
7/23/2024 Macroview Investment Management LLC1,036$87K0.1%-84.4%0.007%
7/19/2024 Pacific Sun Financial Corp12,754$1.07M0.6%-1.2%0.081%
7/19/2024Raymond James & Associates178,296$14.92M0.0%-0.3%1.139%
7/18/2024 Saxon Interests Inc.31,076$2.60M1.2%-6.6%0.199%
7/18/2024 Miracle Mile Advisors LLC17,722$1.48M0.0%-6.6%0.113%
7/18/2024 Valley National Advisers Inc.76,604$6.41M1.0%+4.2%0.489%
7/16/2024 Wealth Enhancement Advisory Services LLC21,856$1.83M0.0%-1.6%0.140%
7/15/2024 RFG Holdings Inc.92,500$7.74M2.9%-8.9%0.591%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

7/15/2024 Fifth Third Securities Inc.7,310$615K0.1%-86.8%0.047%
7/12/2024 Integrated Capital Management Inc.41,170$3.45M2.7%-1.9%0.263%
7/10/2024 CWM LLC93,445$7.82M0.0%-0.6%0.597%
7/9/2024 Park Avenue Securities LLC66,232$5.54M0.1%-1.0%0.423%
6/17/2024 TruNorth Capital Management LLC3,288$291K0.1%N/A0.021%
5/24/2024Cetera Advisors LLC8,673$767K0.0%N/A0.055%
5/24/2024 Cetera Investment Advisers34,139$3.02M0.0%+293.2%0.218%
5/21/2024 Atria Investments Inc356,264$31.50M0.4%+1.7%2.276%
5/17/2024 New Covenant Trust Company N.A.350$31K0.0%N/A0.002%
5/17/2024 Comerica Bank7,349$650K0.0%-31.3%0.047%
(Data available from 1/1/2016 forward)

VIOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VIOV shares?

During the previous two years, 169 institutional investors and hedge funds held shares of Vanguard S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were N.E.W. Advisory Services LLC ($39.59M), UBS Group AG ($35.72M), Gallagher Fiduciary Advisors LLC ($32.29M), Gallagher Benefit Services Inc. ($27.62M), One Day In July LLC ($19.42M), Atria Investments Inc ($17.48M), and Envestnet Asset Management Inc. ($17.29M).Learn more on VIOV's institutional investors.

Which institutional investors have been buying Vanguard S&P Small-Cap 600 Value ETF stock?

Of the 155 institutional investors that purchased Vanguard S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gallagher Fiduciary Advisors LLC ($369.34K), N.E.W. Advisory Services LLC ($340.23K), SYM FINANCIAL Corp ($181.20K), Gallagher Benefit Services Inc. ($175.85K), CWM LLC ($130.96K), Raymond James & Associates ($130.50K), and Envestnet Asset Management Inc. ($130.21K).

How much institutional buying is happening at Vanguard S&P Small-Cap 600 Value ETF?

Institutional investors have bought a total of 3,927,791 shares in the last 24 months. This purchase volume represents approximately $320.87M in transactions.

Which Vanguard S&P Small-Cap 600 Value ETF major shareholders have been selling company stock?

Of the 83 institutional investors that sold Vanguard S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Holdings Inc. ($145.06K), Atria Investments Inc ($125.87K), N.E.W. Advisory Services LLC ($108.33K), CWM LLC ($88.89K), Valley National Advisers Inc. ($74.46K), Integrated Capital Management Inc. ($65.94K), and Fifth Third Securities Inc. ($49.63K).

How much institutional selling is happening at Vanguard S&P Small-Cap 600 Value ETF?

Institutional investors have sold a total of 1,228,211 shares in the last 24 months. This volume of shares sold represents approximately $104.97M in transactions.



This page (NYSEARCA:VIOV) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners