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

Vanguard S&P Small-Cap 600 Value ETF logo
$115.18 -1.06 (-0.91%)
As of 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)
122
Total
Institutional Inflows
(last 12 months)
$213.16M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$63.90M
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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
7/7/2026Avior Wealth Management LLC119,073$13.97M0.4%+0.5%0.751%
6/1/2026Integrated Investment Consultants LLC123,477$12.56M2.7%-2.0%0.805%
5/29/2026Asset Dedication LLC1,048$107K0.0%+79.5%0.007%
5/19/2026Western Wealth Management LLC386$39K0.0%N/A0.003%
5/19/2026Bank of America Corp DE145,056$14.76M0.0%+6.4%0.946%
5/19/2026Centaurus Financial Inc.1,767$180K0.0%+9.5%0.012%
5/18/2026Royal Bank of Canada88,966$9.05M0.0%+200.6%0.580%
5/15/2026Waverly Advisors LLC9,363$953K0.0%+11.2%0.061%
5/13/2026Cetera Investment Advisers16,734$1.70M0.0%-3.0%0.109%
5/8/2026Pacific Sun Financial Corp10,884$1.11M0.5%-1.4%0.071%
5/6/2026Assetmark Inc.9,931$1.01M0.0%+12.8%0.065%
5/6/2026One Day In July LLC130,981$13.33M1.1%-4.7%0.854%
5/5/2026D.A. Davidson & CO.52,380$5.33M0.0%+20.9%0.342%
5/5/2026Sigma Planning Corp4,108$418K0.0%-2.7%0.027%
5/2/2026Silver Oak Advisory Group Inc.87,681$8.92M3.8%-1.4%0.572%
5/2/2026Valmark Advisers Inc.4,745$483K0.0%+7.7%0.031%
5/1/2026Fifth Third Bancorp5,706$581K0.0%+294.1%0.037%
5/1/2026Simplicity Wealth LLC3,735$380K0.0%-4.4%0.024%
5/1/2026Sequoia Financial Advisors LLC2,000$203K0.0%N/A0.013%
4/30/2026Financial Freedom LLC258$26K0.0%-82.4%0.002%
4/30/2026Hegarty Advisors LLC39,797$4.05M3.2%+8.5%0.260%
4/30/2026Kestra Advisory Services LLC5,123$521K0.0%+9.3%0.033%
4/30/2026Fidelity D & D Bancorp Inc.2,154$219K0.1%-8.7%0.014%
4/29/2026Saxon Interests Inc.32,482$3.31M1.1%-1.3%0.212%
4/28/2026Mokosak Advisory Group LLC95,072$9.67M2.4%+0.3%0.620%
4/27/2026HB Wealth Management LLC8,666$882K0.0%-17.6%0.057%
4/27/2026World Investment Advisors25,345$2.58M0.0%-39.9%0.165%
4/27/2026Private Advisor Group LLC15,127$1.54M0.0%-5.4%0.099%
4/24/2026Root Financial Partners LLC781$79K0.0%-23.1%0.005%
4/23/2026Inman Jager Wealth Management LLC24,479$2.49M1.5%-0.8%0.160%
4/23/2026Portus Wealth Advisors LLC408$42K0.0%N/A0.003%
4/20/2026Kestra Private Wealth Services LLC7,310$744K0.0%-6.2%0.048%
4/20/2026Apella Capital LLC2,390$262K0.0%N/A0.016%
4/20/2026Brandywine Oak Private Wealth LLC33,571$3.42M0.3%-1.2%0.219%
4/18/2026Integrated Capital Management LLC5,319$541K0.2%-14.4%0.035%
4/17/2026Ocean Park Asset Management LLC10,559$1.07M0.1%N/A0.069%
4/16/2026Triad Wealth Partners LLC6,502$662K0.1%+75.1%0.042%
4/16/2026RFG Holdings Inc.39,533$4.02M1.0%-0.6%0.258%
3/13/2026World Investment Advisors42,172$4.12M0.1%+4.4%0.281%
3/9/2026Corient Private Wealth LLC12,685$1.24M0.0%N/A0.085%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
3/3/2026Integrated Investment Consultants LLC126,053$12.32M2.4%+1.3%0.840%
2/25/2026MidFirst Bank45,726$4.47M0.3%N/A0.305%
2/23/2026Virtu Financial LLC2,530$247K0.0%-73.6%0.017%
2/19/2026Birchwood Financial Partners Inc.348$34K0.0%N/A0.002%
2/19/2026Corient Private Wealth LLC8,259$807K0.0%N/A0.055%
2/18/2026Ameriflex Group Inc.1,206$118K0.1%-55.1%0.008%
2/18/2026EP Wealth Advisors LLC25,311$2.47M0.0%N/A0.169%
2/18/2026Veratis Advisors Inc.20,753$2.22M1.8%N/A0.138%
2/18/2026Cahill Financial Advisors Inc.2,239$219K0.0%-31.5%0.015%
2/18/2026Stokes Family Office LLC7,328$716K0.1%+25.3%0.049%
2/18/2026Wellington Management Group LLP63,526$6.21M0.0%-50.4%0.423%
2/17/2026AQR Capital Management LLC6,520$637K0.0%+9.7%0.043%
2/17/2026Cetera Investment Advisers17,249$1.69M0.0%-14.0%0.115%
2/17/2026Equitable Holdings Inc.4,347$425K0.0%+4.4%0.029%
2/17/2026Osaic Holdings Inc.114,827$11.23M0.0%-12.6%0.765%
2/17/2026Royal Bank of Canada29,595$2.89M0.0%+20.4%0.197%
2/16/2026MML Investors Services LLC12,928$1.26M0.0%-4.6%0.086%
2/16/2026Mariner LLC24,814$2.43M0.0%-11.3%0.165%
2/16/2026Cornerstone Financial Management LLC1,180$115K0.1%N/A0.008%
2/16/2026Brown Advisory Inc.18,014$1.76M0.0%-6.1%0.120%
2/13/2026Saxon Interests Inc.32,922$3.22M1.1%+0.7%0.219%
2/13/2026Wells Fargo & Company MN58,541$5.72M0.0%-1.3%0.390%
2/12/2026Commonwealth Equity Services LLC26,329$2.57M0.0%-1.7%0.175%
2/12/2026StoneX Group Inc.2,322$227K0.0%-8.3%0.015%
2/12/2026CIBC Private Wealth Group LLC17,931$1.75M0.0%+441.2%0.119%
2/12/2026Moneta Group Investment Advisors LLC29,054$2.84M0.0%+12.3%0.194%
2/11/2026Janney Montgomery Scott LLC9,365$916K0.0%+8.5%0.062%
2/11/2026GWN Securities Inc.2,350$230K0.0%-10.0%0.016%
2/11/2026Focus Partners Advisor Solutions LLC11,721$1.15M0.0%-48.2%0.078%
2/11/2026LPL Financial LLC128,684$12.58M0.0%-0.6%0.857%
2/11/2026Ackerman Capital Advisors LLC15,878$1.55M0.3%-10.6%0.106%
2/11/2026OneAscent Financial Services LLC2,947$288K0.0%N/A0.020%
2/11/2026TruNorth Capital Management LLC3,414$334K0.1%-4.6%0.023%
2/11/2026Vise Technologies Inc.6,124$599K0.0%N/A0.041%
2/10/2026Cibc World Market Inc.20,001$1.96M0.0%+1.6%0.133%
2/10/2026Root Financial Partners LLC1,016$99K0.0%+243.2%0.007%
2/10/2026Keyvantage Wealth LLC6,523$638K0.3%-19.0%0.043%
2/10/2026Northwestern Mutual Wealth Management Co.13,085$1.28M0.0%-4.2%0.087%
2/10/2026Savant Capital LLC246,738$24.12M0.1%N/A1.644%
2/9/2026Studio Investment Management LLC23,587$2.31M0.4%-2.5%0.157%
2/9/2026Integrity Alliance LLC.2,317$227K0.0%+8.3%0.015%
2/9/2026Harbour Investments Inc.628$61K0.0%+342.3%0.004%
2/6/2026Global Retirement Partners LLC40,995$4.01M0.1%+2.9%0.273%
2/6/2026HighTower Advisors LLC5,787$566K0.0%-4.3%0.039%
2/6/2026Envestnet Portfolio Solutions Inc.11,073$1.08M0.0%+7.8%0.074%
2/5/2026TD Private Client Wealth LLC2,673$261K0.0%-8.4%0.018%
2/5/2026Evensky & Katz LLC20,409$2.00M0.1%-10.3%0.136%
2/5/2026Integrated Investment Consultants LLC126,053$12.32M2.5%+1.3%0.840%
2/5/2026Northwestern Mutual Wealth Management Co.27,669$2.71M0.0%+102.5%0.184%
2/5/2026Allworth Financial LP2,284$223K0.0%+7,037.5%0.015%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/5/2026Pacific Sun Financial Corp11,044$1.08M0.5%-4.0%0.074%
2/5/2026Atria Investments Inc168,771$16.50M0.2%-0.3%1.124%
2/4/2026Summit Wealth Group LLC Co.24,434$2.39M0.3%N/A0.163%
2/4/2026World Investment Advisors42,172$4.12M0.1%+4.4%0.281%
2/4/2026One Day In July LLC137,380$13.43M1.1%-12.6%0.915%
2/4/2026Cannon Financial Strategists Inc.149,915$14.66M2.0%-1.7%0.999%
2/3/2026Silver Oak Advisory Group Inc.88,971$8.70M3.9%-0.4%0.593%
2/3/2026Mokosak Advisory Group LLC94,834$9.27M2.3%+3.7%0.632%
2/2/2026Fifth Third Bancorp1,448$142K0.0%N/A0.010%
2/2/2026Mutual Advisors LLC55,284$5.41M0.1%-2.8%0.368%


VIOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 institutional investors and hedge funds held shares of Vanguard S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Aspiriant LLC ($30.47M), N.E.W. Advisory Services LLC ($30.25M), UBS Group AG ($29.41M), Savant Capital LLC ($24.12M), Raymond James Financial Inc. ($22.30M), Concurrent Investment Advisors LLC ($17.48M), and Octavia Wealth Advisors LLC ($17.00M).Learn more on Vanguard S&P Small-Cap 600 Value ETF's institutional investors.

Of the 178 institutional investors that purchased Vanguard S&P Small-Cap 600 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($930.81K), Raymond James Financial Inc. ($502.56K), Aspiriant LLC ($308.68K), Savant Capital LLC ($246.74K), Concurrent Investment Advisors LLC ($178.77K), Wealthfront Advisers LLC ($169.90K), and Cannon Financial Strategists Inc. ($165.69K).

Institutional investors have bought a total of 2,308,885 shares in the last 24 months. This purchase volume represents approximately $213.09M in transactions.

Of the 89 institutional investors that sold Vanguard S&P Small-Cap 600 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($88.52K), One Day In July LLC ($74.75K), Wellington Management Group LLP ($64.48K), Park Avenue Securities LLC ($60.33K), N.E.W. Advisory Services LLC ($47.55K), RFG Holdings Inc. ($40.69K), and Aspiriant LLC ($29.30K).

Institutional investors have sold a total of 680,748 shares in the last 24 months. This volume of shares sold represents approximately $63.90M in transactions.



This page (NYSEARCA:VIOV) was last updated on 7/7/2026 by MarketBeat.com Staff.
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