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

Vanguard S&P Small-Cap 600 Value ETF logo
$95.06 +0.44 (+0.47%)
As of 01/17/2025 04:10 PM Eastern

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)
$60.47M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$75.97M
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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
1/17/2025 Red Door Wealth Management LLC26,749$2.50M0.4%+4.0%0.171%
1/17/2025 Avior Wealth Management LLC6,111$570K0.0%+5.4%0.039%
1/17/2025 Janney Montgomery Scott LLC8,081$754K0.0%+22.2%0.052%
1/17/2025 Octavia Wealth Advisors LLC182,192$17.00M2.1%-0.4%1.164%
1/17/2025 Atomi Financial Group Inc.15,985$1.49M0.1%N/A0.102%
1/16/2025 Aspiriant LLC32,828$3.06M0.1%-1.2%0.210%
1/16/2025 Financial Freedom LLC4,770$445K0.2%-17.5%0.030%
1/15/2025 Riversedge Advisors LLC72,516$6.77M1.5%-0.2%0.463%
1/15/2025 Integrated Investment Consultants LLC22,473$2.10M0.0%+13.1%0.144%
1/15/2025 Relyea Zuckerberg Hanson LLC10,689$998K0.1%+3.3%0.068%
1/15/2025 Saxon Interests Inc.30,352$2.83M1.2%-1.9%0.194%
1/14/2025 Park Avenue Securities LLC66,636$6.22M0.1%+1.9%0.426%
1/14/2025 Integrated Capital Management Inc.39,744$3.71M2.9%-0.9%0.254%
1/13/2025 Miracle Mile Advisors LLC15,903$1.48M0.0%-10.3%0.102%
1/13/2025 Harbour Capital Advisors LLC5,591$524K0.1%-12.5%0.036%
1/7/2025 Legend Financial Advisors Inc.91,757$8.56M6.0%+0.1%0.586%
1/3/2025 Integrated Capital Management LLC9,831$918K0.5%-75.3%0.063%
12/26/2024JPMorgan Chase & Co.33,606$3.11M0.0%+196.7%0.215%
12/2/2024Beaird Harris Wealth Management LLC3,974$367K0.0%N/A0.025%
11/20/2024Virtu Financial LLC12,921$1.20M0.1%+148.9%0.083%
11/15/2024Continuum Advisory LLC1,216$118K0.0%+21.6%0.008%
11/15/2024MML Investors Services LLC19,008$1.76M0.0%-27.6%0.121%
11/15/2024EP Wealth Advisors LLC25,608$2.37M0.0%N/A0.164%
11/15/2024Jane Street Group LLC5,371$497K0.0%-30.1%0.034%
11/15/2024Wellington Management Group LLP86,355$7.98M0.0%-18.8%0.552%
11/15/2024SYM FINANCIAL Corp140,132$12.96M1.7%-4.9%0.895%
11/15/2024FSA Wealth Management LLC2,284$211K0.1%N/A0.015%
11/13/2024FMR LLC2,359$218K0.0%+59.7%0.015%
11/13/2024D.A. Davidson & CO.34,758$3.21M0.0%+2.3%0.222%
11/12/2024Icon Wealth Advisors LLC69,342$6.41M0.2%+1,462.5%0.443%
11/12/2024Studio Investment Management LLC22,896$2.13M0.4%-0.6%0.146%
11/8/2024Silver 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%
11/8/2024Lowery Thomas LLC7,744$716K0.5%+5.3%0.049%
11/7/2024Phillips Financial Management LLC17,642$1.63M0.1%-3.8%0.113%
11/6/2024OneDigital Investment Advisors LLC10,355$957K0.0%+3.6%0.066%
11/5/2024Aptus Capital Advisors LLC1,067$99K0.0%+28.6%0.007%
11/5/2024Verus Capital Partners LLC2,305$213K0.0%N/A0.015%
11/4/2024Proffitt & Goodson Inc.422$39K0.0%N/A0.003%
11/4/2024Sigma Planning Corp9,285$858K0.0%+1.3%0.059%
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11/1/2024Atria Investments Inc189,075$17.48M0.2%-40.0%1.208%
11/1/2024Stone Point Wealth LLC4,237$392K0.1%-4.1%0.027%
11/1/2024Financial Strategies Group Inc.8,071$744K0.2%-8.7%0.052%
10/25/2024Valmark Advisers Inc.24,102$2.23M0.0%+321.3%0.154%
10/24/2024J.W. Cole Advisors Inc.16,519$1.53M0.1%N/A0.106%
10/24/2024Ackerman Capital Advisors LLC12,873$1.19M0.3%-0.9%0.082%
10/24/2024Valley 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%
10/22/2024Macroview Investment Management LLC738$68K0.1%-28.8%0.005%
10/22/2024Private Advisor Group LLC24,880$2.30M0.0%-0.8%0.159%
10/22/2024Sierra Capital LLC6,886$637K0.1%-36.3%0.044%
10/21/2024Cannon Financial Strategists Inc.108,335$10.02M1.7%+5.2%0.692%
10/19/2024Cannon 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%
10/18/2024 Legend Financial Advisors Inc.91,621$8.47M5.8%-1.2%0.585%
10/17/2024 Aspiriant LLC33,233$3.07M0.1%-1.8%0.212%
10/16/2024 Riversedge Advisors LLC72,642$6.72M1.5%-3.3%0.464%
10/16/2024Global Retirement Partners LLC37,556$3.47M0.1%+2.3%0.240%
10/16/2024Mokosak 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%
10/10/2024RFG Holdings Inc.90,463$8.37M3.0%-2.2%0.578%
10/9/2024Pacific Sun Financial Corp12,374$1.14M0.6%-3.0%0.079%
10/9/2024Hexagon Capital Partners LLC612$57K0.0%-49.9%0.004%
10/8/2024CWM 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%
10/8/2024Axiom 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%
9/10/2024Cannon Financial Strategists Inc.102,970$8.62M1.6%N/A0.658%
8/22/2024Cetera Investment Advisers35,689$2.99M0.0%+4.5%0.228%
8/16/2024Northwestern 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%
8/13/2024Thrivent Financial for Lutherans10,406$871K0.0%-4.5%0.066%
8/12/2024Glass Jacobson Investment Advisors llc636$53K0.0%-17.4%0.004%
8/9/2024Renaissance Technologies LLC4,000$335K0.0%N/A0.026%
8/8/2024Envestnet Asset Management Inc.206,655$17.29M0.0%-1.7%1.320%
8/8/2024SYM FINANCIAL Corp147,350$12.33M2.0%-6.3%0.942%
8/8/2024Hardin Capital Partners LLC2,993$250K0.2%N/A0.019%
8/7/2024Studio Investment Management LLC23,042$1.95M0.4%+18.0%0.147%
8/6/2024Strategic Financial Concepts LLC10,119$847K0.0%N/A0.065%
8/6/2024Fidelity D & D Bancorp Inc.3,544$297K0.2%-85.7%0.023%
8/5/2024Private Advisor Group LLC25,075$2.10M0.0%-9.7%0.160%
8/5/2024N.E.W. Advisory Services LLC473,178$39.59M4.3%-18.4%3.024%
8/3/2024Lowery Thomas LLC7,352$615K0.4%+9.0%0.047%
8/2/2024 Octavia Wealth Advisors LLC172,749$14.54M2.0%+6.0%1.104%
8/2/2024Silver Oak Advisory Group Inc.97,081$8.12M4.5%-1.5%0.620%
8/1/2024Valmark Advisers Inc.5,721$479K0.0%+54.5%0.037%
7/31/2024Asset Planning Corporation98,971$8.28M6.2%-2.4%0.632%
7/31/2024Spire Wealth Management66,600$5.57M0.2%+0.5%0.426%
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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%
7/27/2024 Legend 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%
7/26/2024Cambridge Investment Research Advisors Inc.14,906$1.25M0.0%+1.0%0.095%
7/26/2024Evensky & Katz LLC25,866$2.16M0.2%-2.7%0.165%
7/26/2024Sierra Capital LLC10,808$904K0.1%-47.9%0.069%
7/26/2024Ackerman Capital Advisors LLC12,993$1.09M0.3%+1.6%0.083%
7/26/2024Salomon & Ludwin LLC746$62K0.0%-14.4%0.005%
7/25/2024Mokosak Advisory Group LLC87,673$7.34M2.4%+1.1%0.560%
(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, 171 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 157 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), Gallagher Benefit Services Inc. ($175.85K), CWM LLC ($130.96K), Raymond James & Associates ($130.50K), Envestnet Asset Management Inc. ($130.21K), and International Assets Investment Management LLC ($123.40K).

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

Institutional investors have bought a total of 3,863,440 shares in the last 24 months. This purchase volume represents approximately $316.47M in transactions.

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

Of the 85 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. ($143.23K), 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. ($66.32K), 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 1,243,426 shares in the last 24 months. This volume of shares sold represents approximately $106.70M in transactions.



This page (NYSEARCA:VIOV) was last updated on 1/21/2025 by MarketBeat.com Staff
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