S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
AI powerhouse NVIDIA will hit $1000 soon
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
Rivian shares gets discounted; shares can move lower 
Better Than Oil Stocks (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
AI powerhouse NVIDIA will hit $1000 soon
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
Rivian shares gets discounted; shares can move lower 
Better Than Oil Stocks (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
AI powerhouse NVIDIA will hit $1000 soon
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
Rivian shares gets discounted; shares can move lower 
Better Than Oil Stocks (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
AI powerhouse NVIDIA will hit $1000 soon
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
Rivian shares gets discounted; shares can move lower 
Better Than Oil Stocks (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard

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

$84.85
-0.03 (-0.04%)
(As of 02/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$325.24 M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$44.67 M
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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
2/16/2024Aspect Partners LLC1,600$0.14M0.1%N/A0.010%
2/16/2024Studio Investment Management LLC17,574$1.56M0.4%+58.2%0.114%
2/15/2024Mango Five Family Inc.3,846$0.34M0.1%N/A0.025%
2/15/2024Moneta Group Investment Advisors LLC166,063$14.70M0.3%N/A1.078%
2/15/2024Gallagher Fiduciary Advisors LLC364,892$32.29M1.1%-1.2%2.369%
2/15/2024Bragg Financial Advisors Inc3,130$0.28M0.0%-4.6%0.020%
2/15/2024Comerica Bank10,697$0.95M0.0%+20.2%0.069%
2/14/2024Royal Bank of Canada78,695$6.97M0.0%-4.6%0.511%
2/14/2024Creative Planning2,504$0.22M0.0%N/A0.016%
2/14/2024Icon Wealth Advisors LLC4,438$0.39M0.0%N/A0.029%
2/13/2024Envestnet Asset Management Inc.225,751$19.98M0.0%+2.8%1.466%
2/13/2024Exencial Wealth Advisors LLC31,086$2.75M0.1%+1.8%0.202%
2/13/2024Cetera Advisor Networks LLC22,847$2.02M0.0%+4.5%0.148%
2/13/2024Carolinas Wealth Consulting LLC1,771$0.16M0.0%-9.9%0.012%
2/9/2024Sepio Capital LP5,614$0.50M0.0%-6.1%0.036%
2/9/2024Congress Wealth Management LLC DE 2,288$0.20M0.0%N/A0.015%
2/9/2024US Bancorp DE2,881$0.26M0.0%-62.0%0.019%
2/9/2024Cambridge 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%
2/8/2024Brown Advisory Inc.11,515$1.02M0.0%N/A0.075%
2/8/2024Janney Montgomery Scott LLC7,658$0.68M0.0%+24.7%0.050%
2/7/2024Envestnet Portfolio Solutions Inc.3,252$0.29M0.0%-12.7%0.021%
2/7/2024Collaborative Wealth Managment Inc.2,432$0.22M0.1%N/A0.016%
2/7/2024Concourse Financial Group Securities Inc.908$80K0.0%+160.9%0.006%
2/6/2024N.E.W. Advisory Services LLC566,324$50.12M6.1%-0.3%3.677%
2/6/2024Spire Wealth Management66,648$5.60M0.2%+1.3%0.433%
2/6/2024SYM FINANCIAL Corp164,067$14.52M2.4%-6.1%1.065%
2/5/2024Cannell & Co.4,664$0.41M0.0%N/A0.030%
2/5/2024One Day In July LLC217,901$19.28M2.9%+0.8%1.415%
2/5/2024Brandywine Oak Private Wealth LLC36,282$3.21M0.4%-7.1%0.236%
2/5/2024Lowery Thomas LLC5,636$0.50M0.4%+13.2%0.037%
2/2/2024Silver Oak Advisory Group Inc.96,295$8.52M5.0%+3.8%0.625%
2/2/2024Atria Wealth Solutions Inc.2,943$0.26M0.0%-13.9%0.019%
2/1/2024RWA Wealth Partners LLC6,861$0.61M0.0%-8.1%0.045%
2/1/2024Sigma Planning Corp10,420$0.92M0.1%-51.3%0.068%
2/1/2024CWM LLC93,793$8.30M0.0%-12.8%0.609%
1/31/2024Legend Financial Advisors Inc.85,572$7.57M6.1%+2.1%0.556%
1/31/2024Resonant Capital Advisors LLC35,373$3.13M0.3%+7.2%0.230%
1/31/2024Mokosak Advisory Group LLC83,165$7.36M2.6%+3.5%0.540%
1/30/2024Financial Strategies Group Inc.8,662$0.74M0.2%-42.0%0.056%
1/30/2024Macroview Investment Management LLC9,651$0.85M1.0%-14.1%0.063%
1/30/2024RFG Holdings Inc.224,158$19.85M10.1%-0.3%1.456%
1/30/2024Sierra Capital LLC20,636$1.83M0.3%-5.2%0.134%
1/29/2024Saxony Capital Management LLC2,412$0.21M0.3%N/A0.016%
1/29/2024Baystate Wealth Management LLC7,681$0.68M0.0%-6.2%0.050%
1/26/2024Aspiriant LLC42,407$3.75M0.2%-35.1%0.275%
1/26/2024Stone Point Wealth LLC4,597$0.41M0.2%-14.9%0.030%
1/25/2024International Assets Investment Management LLC59,472$5.26M0.0%+1,403.3%0.386%
1/25/2024Valley National Advisers Inc.69,964$6.19M1.0%+3.8%0.454%
1/25/2024Phillips Financial Management LLC13,994$1.24M0.1%-9.1%0.091%
1/24/2024Barrett & Company Inc.3,560$0.32M0.2%+20.5%0.023%
1/24/2024Tritonpoint Wealth LLC2,840$0.25M0.0%N/A0.018%
1/24/2024Financial Freedom LLC6,321$0.56M0.4%-10.6%0.041%
1/24/2024International Assets Investment Management LLC59,472$5.26M0.0%+1,403.3%0.386%
1/23/2024Integrated Investment Consultants LLC20,272$1.79M0.3%-4.5%0.132%
1/23/2024ERTS Wealth Advisors LLC3,187$0.28M0.1%-14.5%0.021%
1/23/2024FAS Wealth Partners Inc.3,588$0.32M0.0%-5.1%0.023%
1/22/2024Glass Jacobson Investment Advisors llc888$79K0.0%+17.3%0.006%
1/22/2024Miracle Mile Advisors LLC18,559$1.64M0.0%-27.7%0.121%
1/19/2024Ackerman Capital Advisors LLC16,290$1.44M0.4%-20.7%0.106%
1/18/2024Relyea Zuckerberg Hanson LLC11,607$1.03M0.2%-2.9%0.075%
1/18/2024Saxon Interests Inc.27,696$2.45M1.2%N/A0.180%
1/18/2024Asset Planning Corporation99,003$8.76M6.8%+6.4%0.643%
1/17/2024SignalPoint Asset Management LLC2,366$0.21M0.1%N/A0.015%
1/17/2024Riversedge Advisors LLC79,272$7.02M1.9%+5.6%0.515%
1/16/2024Raymond James Financial Services Advisors Inc.118,336$10.47M0.0%+9.6%0.768%
1/16/2024Raymond James & Associates161,220$14.27M0.0%-6.9%1.047%
1/16/2024HB Wealth Management LLC8,854$0.78M0.0%+110.7%0.057%
1/12/2024Fidelity D & D Bancorp Inc.25,777$2.28M1.8%+7.0%0.167%
1/10/2024Integrated Capital Management Inc.43,263$3.83M3.2%-2.5%0.281%
1/5/2024Harbour Capital Advisors LLC6,391$0.55M0.1%-4.3%0.042%
11/30/2023Fidelity D & D Bancorp Inc.24,085$1.86M1.9%N/A0.156%
11/21/2023Comerica Bank8,903$0.69M0.0%N/A0.058%
11/16/2023Studio Investment Management LLC11,111$0.86M0.2%+203.7%0.072%
11/16/2023Morgan Stanley288,137$22.20M0.0%-1.0%1.871%
11/15/2023Royal Bank of Canada82,532$6.36M0.0%+27.1%0.536%
11/15/2023Evergreen Capital Management LLC43,750$3.39M0.1%-2.5%0.284%
11/15/2023Ameriprise Financial Inc.42,824$3.30M0.0%-5.1%0.278%
11/14/2023Gallagher Fiduciary Advisors LLC369,336$28.46M2.5%+13.4%2.398%
11/14/2023Valley National Advisers Inc.67,426$5.20M0.9%+9.4%0.438%
11/13/2023Mariner LLC18,131$1.40M0.0%+8.7%0.118%
11/13/2023LPL Financial LLC89,328$6.88M0.0%+40.8%0.580%
11/13/2023Stokes Family Office LLC6,304$0.49M0.1%-13.6%0.041%
11/13/2023Envestnet Portfolio Solutions Inc.3,726$0.29M0.0%N/A0.024%
11/13/2023Wealthsource Partners LLC3,065$0.24M0.0%+7.5%0.020%
11/9/2023UBS Group AG387,833$29.88M0.0%-1.0%2.518%
11/8/2023HighTower Advisors LLC7,994$0.62M0.0%+11.4%0.052%
11/8/2023D.A. Davidson & CO.27,080$2.09M0.0%-0.6%0.176%
11/8/2023Janney Montgomery Scott LLC6,141$0.47M0.0%+5.7%0.040%
11/8/2023Spire Wealth Management65,805$5.07M0.2%+1.2%0.427%
11/6/2023Sigma Planning Corp21,386$1.65M0.1%+22.8%0.139%
11/6/2023N.E.W. Advisory Services LLC567,939$43.76M6.2%+4.7%3.688%
11/6/2023Silver Oak Advisory Group Inc.92,796$7.15M4.6%-1.0%0.603%
11/3/2023Private Advisor Group LLC28,449$2.19M0.0%+0.7%0.185%
11/2/2023JFS Wealth Advisors LLC42,698$3.29M0.3%-12.2%0.277%
10/31/2023Resonant Capital Advisors LLC33,003$2.56M0.3%+3.5%0.214%
10/31/2023Arista Wealth Management LLC12,989$1M0.4%-4.1%0.084%
10/31/2023Sierra Capital LLC21,769$1.68M0.3%-25.1%0.141%
10/30/2023Ackerman Capital Advisors LLC20,542$1.58M0.4%+1.0%0.133%
(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, 194 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), UBS Group AG ($35.72M), Gallagher Fiduciary Advisors LLC ($32.29M), Bank of America Corp DE ($27.77M), Gallagher Benefit Services Inc. ($27.62M), F3Logic LLC ($23.84M), and Morgan Stanley ($22.20M).Learn more on VIOV's institutional investors.

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

Of the 185 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 ($0.56M), Gallagher Fiduciary Advisors LLC ($0.37M), Bank of America Corp DE ($0.23M), UBS Group AG ($0.20M), SYM FINANCIAL Corp ($0.18M), Gallagher Benefit Services Inc. ($0.18M), and CWM LLC ($0.17M).

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

Institutional investors have bought a total of 5,363,471 shares in the last 24 months. This purchase volume represents approximately $433.17M in transactions.

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

Of the 95 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: Royal Bank of Canada ($0.10M), CWM LLC ($88.33K), Integrated Capital Management Inc. ($65.42K), Stephens Inc. AR ($48.37K), First Manhattan Co. ($42.52K), Commonwealth Equity Services LLC ($41.39K), and Wells Fargo & Company MN ($35.91K).

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

Institutional investors have sold a total of 931,996 shares in the last 24 months. This volume of shares sold represents approximately $74.71M in transactions.


This page (NYSEARCA:VIOV) was last updated on 2/23/2024 by MarketBeat.com Staff