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

$86.56
-0.27 (-0.31%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$90.44M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$48.52M
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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
5/10/2024Osaic Holdings Inc.118,618$10.49M0.0%-6.5%0.758%
5/10/2024 Banco BTG Pactual S.A.2,426$215K0.0%N/A0.016%
5/9/2024 SageView Advisory Group LLC6,792$601K0.0%N/A0.043%
5/9/2024 BHK Investment Advisors LLC3,200$283K0.1%N/A0.020%
5/7/2024 Stokes Family Office LLC4,860$430K0.1%-22.7%0.031%
5/6/2024 Envestnet Portfolio Solutions Inc.2,573$228K0.0%-20.9%0.016%
5/6/2024 SYM FINANCIAL Corp157,282$13.91M2.3%-4.1%1.005%
5/4/2024 Silver Oak Advisory Group Inc.98,575$8.72M4.9%+2.4%0.630%
5/2/2024 Salomon & Ludwin LLC872$77K0.0%N/A0.006%
5/1/2024 Resonant Capital Advisors LLC35,592$3.15M0.3%+0.6%0.227%
5/1/2024 Janney Montgomery Scott LLC7,994$707K0.0%+4.4%0.051%
4/30/2024 Private Advisor Group LLC27,779$2.46M0.0%-2.5%0.178%
4/30/2024 Saxony Capital Management LLC2,558$226K0.3%+6.1%0.016%
4/30/2024 HB Wealth Management LLC8,666$766K0.0%-2.1%0.055%
4/30/2024 Macroview Investment Management LLC6,634$587K0.6%-31.3%0.042%
4/29/2024Commonwealth Equity Services LLC73,976$6.54M0.0%-1.7%0.473%
4/25/2024 One Day In July LLC219,588$19.42M2.6%+0.8%1.403%
4/24/2024 Ackerman Capital Advisors LLC12,793$1.13M0.3%-21.5%0.082%
4/24/2024 Spire Wealth Management66,252$5.86M0.2%-0.6%0.423%
4/23/2024 Global Retirement Partners LLC36,217$3.20M0.1%+15.1%0.231%
4/23/2024 Raymond James Financial Services Advisors Inc.68,751$6.08M0.0%-41.9%0.439%
4/22/2024 Raymond James & Associates178,871$15.82M0.0%+10.9%1.143%
4/19/2024 Advisor Resource Council4,171$369K0.2%N/A0.027%
4/19/2024 Valley National Advisers Inc.73,490$6.50M1.0%+5.0%0.470%
4/18/2024 Silverlake Wealth Management LLC3,314$293K0.1%+5.2%0.021%
4/18/2024 Saxon Interests Inc.33,281$2.94M1.4%+20.2%0.213%
4/18/2024 Miracle Mile Advisors LLC18,978$1.68M0.0%+2.3%0.121%
4/18/2024 Fifth Third Securities Inc.55,391$4.90M0.5%-1.1%0.354%
4/17/2024 Red Door Wealth Management LLC20,301$1.80M0.3%+9.4%0.130%
4/17/2024 Legend Financial Advisors Inc.88,723$7.85M5.7%+3.7%0.567%
4/16/2024 Fidelity D & D Bancorp Inc.24,848$2.20M1.7%-3.6%0.159%
4/16/2024 Wealth Enhancement Advisory Services LLC22,212$1.96M0.0%+1.8%0.142%
4/15/2024 RFG Holdings Inc.101,539$8.99M3.8%-54.7%0.649%
4/15/2024 Aspiriant LLC36,563$3.23M0.1%-13.8%0.234%
4/11/2024 Integrated Capital Management Inc.41,959$3.71M3.0%-3.0%0.272%
4/10/2024 Park Avenue Securities LLC66,901$5.92M0.1%-7.0%0.434%
4/10/2024 Bruce G. Allen Investments LLC613$54K0.0%N/A0.004%
4/8/2024 Evensky & Katz LLC26,593$2.35M0.2%-2.3%0.173%
2/23/2024 Chicago Partners Investment Group LLC3,533$300K0.0%+6.1%0.023%
2/16/2024Studio Investment Management LLC17,574$1.56M0.4%+58.2%0.114%
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2/15/2024Gallagher Fiduciary Advisors LLC364,892$32.29M1.1%-1.2%2.369%
2/14/2024Icon Wealth Advisors LLC4,438$393K0.0%N/A0.029%
2/13/2024Exencial Wealth Advisors LLC31,086$2.75M0.1%+1.8%0.202%
2/13/2024Carolinas Wealth Consulting LLC1,771$157K0.0%-9.9%0.012%
2/9/2024Sepio Capital LP5,614$497K0.0%-6.1%0.036%
2/9/2024 Congress Wealth Management LLC DE 2,288$202K0.0%N/A0.015%
2/9/2024 Cambridge Investment Research Advisors Inc.34,160$3.02M0.0%+101.2%0.222%
2/9/2024D.A. Davidson & CO.26,704$2.36M0.0%-1.4%0.173%
2/9/2024UBS Group AG403,652$35.72M0.0%+4.1%2.621%
2/8/2024 Brown Advisory Inc.11,515$1.02M0.0%N/A0.075%
2/8/2024 Janney Montgomery Scott LLC7,658$678K0.0%+24.7%0.050%
2/7/2024 Envestnet Portfolio Solutions Inc.3,252$288K0.0%-12.7%0.021%
2/7/2024Collaborative Wealth Managment Inc.2,432$215K0.1%N/A0.016%
2/7/2024 Concourse Financial Group Securities Inc.908$80K0.0%+160.9%0.006%
2/6/2024 N.E.W. Advisory Services LLC566,324$50.12M6.1%-0.3%3.677%
2/6/2024 Spire Wealth Management66,648$5.60M0.2%+1.3%0.433%
2/6/2024 SYM FINANCIAL Corp164,067$14.52M2.4%-6.1%1.065%
2/5/2024Cannell & Co.4,664$413K0.0%N/A0.030%
2/5/2024 One Day In July LLC217,901$19.28M2.9%+0.8%1.415%
2/5/2024 Brandywine Oak Private Wealth LLC36,282$3.21M0.4%-7.1%0.236%
2/5/2024Lowery Thomas LLC5,636$499K0.4%+13.2%0.037%
2/2/2024 Silver Oak Advisory Group Inc.96,295$8.52M5.0%+3.8%0.625%
2/2/2024Atria Wealth Solutions Inc.2,943$260K0.0%-13.9%0.019%
2/1/2024 RWA Wealth Partners LLC6,861$607K0.0%-8.1%0.045%
2/1/2024 Sigma Planning Corp10,420$922K0.1%-51.3%0.068%
2/1/2024 CWM LLC93,793$8.30M0.0%-12.8%0.609%
1/31/2024 Legend Financial Advisors Inc.85,572$7.57M6.1%+2.1%0.556%
1/31/2024 Resonant Capital Advisors LLC35,373$3.13M0.3%+7.2%0.230%
1/31/2024 Mokosak Advisory Group LLC83,165$7.36M2.6%+3.5%0.540%
1/30/2024 Financial Strategies Group Inc.8,662$736K0.2%-42.0%0.056%
1/30/2024 Macroview Investment Management LLC9,651$854K1.0%-14.1%0.063%
1/30/2024 RFG Holdings Inc.224,158$19.85M10.1%-0.3%1.456%
1/30/2024 Sierra Capital LLC20,636$1.83M0.3%-5.2%0.134%
1/29/2024 Saxony Capital Management LLC2,412$213K0.3%N/A0.016%
1/29/2024Baystate Wealth Management LLC7,681$680K0.0%-6.2%0.050%
1/26/2024 Aspiriant LLC42,407$3.75M0.2%-35.1%0.275%
1/26/2024 Stone Point Wealth LLC4,597$407K0.2%-14.9%0.030%
1/25/2024 International Assets Investment Management LLC59,472$5.26M0.0%+1,403.3%0.386%
1/25/2024 Valley National Advisers Inc.69,964$6.19M1.0%+3.8%0.454%
1/25/2024 Phillips Financial Management LLC13,994$1.24M0.1%-9.1%0.091%
1/24/2024 Barrett & Company Inc.3,560$315K0.2%+20.5%0.023%
1/24/2024 Tritonpoint Wealth LLC2,840$251K0.0%N/A0.018%
1/24/2024 Financial Freedom LLC6,321$559K0.4%-10.6%0.041%
1/24/2024 International Assets Investment Management LLC59,472$5.26M0.0%+1,403.3%0.386%
1/23/2024 Integrated Investment Consultants LLC20,272$1.79M0.3%-4.5%0.132%
1/23/2024 ERTS Wealth Advisors LLC3,187$282K0.1%-14.5%0.021%
1/23/2024 FAS Wealth Partners Inc.3,588$318K0.0%-5.1%0.023%
1/22/2024 Glass Jacobson Investment Advisors llc888$79K0.0%+17.3%0.006%
1/22/2024 Miracle Mile Advisors LLC18,559$1.64M0.0%-27.7%0.121%
1/19/2024 Ackerman Capital Advisors LLC16,290$1.44M0.4%-20.7%0.106%
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1/18/2024 Relyea Zuckerberg Hanson LLC11,607$1.03M0.2%-2.9%0.075%
1/18/2024 Saxon Interests Inc.27,696$2.45M1.2%N/A0.180%
1/18/2024 Asset Planning Corporation99,003$8.76M6.8%+6.4%0.643%
1/17/2024 SignalPoint Asset Management LLC2,366$209K0.1%N/A0.015%
1/17/2024 Riversedge Advisors LLC79,272$7.02M1.9%+5.6%0.515%
1/16/2024 Raymond James Financial Services Advisors Inc.118,336$10.47M0.0%+9.6%0.768%
1/16/2024 Raymond James & Associates161,220$14.27M0.0%-6.9%1.047%
1/16/2024 HB Wealth Management LLC8,854$784K0.0%+110.7%0.057%
1/12/2024 Fidelity D & D Bancorp Inc.25,777$2.28M1.8%+7.0%0.167%
1/10/2024 Integrated Capital Management Inc.43,263$3.83M3.2%-2.5%0.281%
(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, 168 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 ($50.12M), Bank of America Corp DE ($38.24M), UBS Group AG ($35.72M), Gallagher Fiduciary Advisors LLC ($32.29M), Gallagher Benefit Services Inc. ($27.62M), F3Logic LLC ($23.84M), and One Day In July LLC ($19.42M).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: N.E.W. Advisory Services LLC ($559.27K), Gallagher Fiduciary Advisors LLC ($369.34K), SYM FINANCIAL Corp ($181.20K), Gallagher Benefit Services Inc. ($175.85K), F3Logic LLC ($166.86K), CWM LLC ($133.25K), and Raymond James & Associates ($131.96K).

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

Institutional investors have bought a total of 4,288,188 shares in the last 24 months. This purchase volume represents approximately $344.03M in transactions.

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

Of the 80 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. ($138.83K), CWM LLC ($88.33K), Integrated Capital Management Inc. ($64.72K), Raymond James Financial Services Advisors Inc. ($51.12K), Commonwealth Equity Services LLC ($42.68K), First Manhattan Co. ($42.52K), and Aspiriant LLC ($39.50K).

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

Institutional investors have sold a total of 895,323 shares in the last 24 months. This volume of shares sold represents approximately $72.96M in transactions.


This page (NYSEARCA:VIOV) was last updated on 5/12/2024 by MarketBeat.com Staff

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