Free Trial
The Market Does Not Wait. MarketBeat All Access for Just $149
Get the Deal
Claim MarketBeat All Access Sale Promotion

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

Vanguard S&P Small-Cap 600 Value ETF logo
$110.17 +0.55 (+0.50%)
As of 05/21/2026 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)
121
Total
Institutional Inflows
(last 12 months)
$213.04M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$63.66M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
5/19/2026 Western Wealth Management LLC386$39K0.0%N/A0.003%
5/19/2026 Bank of America Corp DE145,056$14.76M0.0%+6.4%0.946%
5/19/2026 Centaurus Financial Inc.1,767$180K0.0%+9.5%0.012%
5/18/2026 Royal Bank of Canada88,966$9.05M0.0%+200.6%0.580%
5/15/2026 Waverly Advisors LLC9,363$953K0.0%+11.2%0.061%
5/13/2026 Cetera Investment Advisers16,734$1.70M0.0%-3.0%0.109%
5/8/2026 Pacific Sun Financial Corp10,884$1.11M0.5%-1.4%0.071%
5/6/2026 Assetmark Inc.9,931$1.01M0.0%+12.8%0.065%
5/6/2026 One Day In July LLC130,981$13.33M1.1%-4.7%0.854%
5/5/2026 D.A. Davidson & CO.52,380$5.33M0.0%+20.9%0.342%
5/5/2026 Sigma Planning Corp4,108$418K0.0%-2.7%0.027%
5/2/2026 Silver Oak Advisory Group Inc.87,681$8.92M3.8%-1.4%0.572%
5/2/2026 Valmark Advisers Inc.4,745$483K0.0%+7.7%0.031%
5/1/2026 Fifth Third Bancorp5,706$581K0.0%+294.1%0.037%
5/1/2026 Simplicity Wealth LLC3,735$380K0.0%-4.4%0.024%
5/1/2026 Sequoia Financial Advisors LLC2,000$203K0.0%N/A0.013%
4/30/2026 Financial Freedom LLC258$26K0.0%-82.4%0.002%
4/30/2026 Hegarty Advisors LLC39,797$4.05M3.2%+8.5%0.260%
4/30/2026 Kestra Advisory Services LLC5,123$521K0.0%+9.3%0.033%
4/30/2026 Fidelity D & D Bancorp Inc.2,154$219K0.1%-8.7%0.014%
4/29/2026 Saxon Interests Inc.32,482$3.31M1.1%-1.3%0.212%
4/28/2026 Mokosak Advisory Group LLC95,072$9.67M2.4%+0.3%0.620%
4/27/2026 HB Wealth Management LLC8,666$882K0.0%-17.6%0.057%
4/27/2026 World Investment Advisors25,345$2.58M0.0%-39.9%0.165%
4/27/2026 Private Advisor Group LLC15,127$1.54M0.0%-5.4%0.099%
4/24/2026 Root Financial Partners LLC781$79K0.0%-23.1%0.005%
4/23/2026 Inman Jager Wealth Management LLC24,479$2.49M1.5%-0.8%0.160%
4/23/2026 Portus Wealth Advisors LLC408$42K0.0%N/A0.003%
4/20/2026 Kestra Private Wealth Services LLC7,310$744K0.0%-6.2%0.048%
4/20/2026 Apella Capital LLC2,390$262K0.0%N/A0.016%
4/20/2026 Brandywine Oak Private Wealth LLC33,571$3.42M0.3%-1.2%0.219%
4/18/2026 Integrated Capital Management LLC5,319$541K0.2%-14.4%0.035%
4/17/2026 Ocean Park Asset Management LLC10,559$1.07M0.1%N/A0.069%
4/16/2026 Triad Wealth Partners LLC6,502$662K0.1%+75.1%0.042%
4/16/2026 RFG Holdings Inc.39,533$4.02M1.0%-0.6%0.258%
3/13/2026 World Investment Advisors42,172$4.12M0.1%+4.4%0.281%
3/9/2026 Corient Private Wealth LLC12,685$1.24M0.0%N/A0.085%
3/3/2026Integrated Investment Consultants LLC126,053$12.32M2.4%+1.3%0.840%
2/25/2026 MidFirst Bank45,726$4.47M0.3%N/A0.305%
2/23/2026 Virtu Financial LLC2,530$247K0.0%-73.6%0.017%
The S-1 just dropped. 22 days left. (Ad)

The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing confirmed. Goldman, Morgan Stanley, and 19 other banks have already carved up the allocation. But buried in those 277 pages is a detail most investors will miss. One small, publicly traded company is so critical to SpaceX's infrastructure that Musk can't scale without it - and the S-1 just confirmed it.tc pixel

Get the 'S-1 Backdoor' ticker name before June 12 closes the window
2/19/2026 Birchwood Financial Partners Inc.348$34K0.0%N/A0.002%
2/19/2026 Corient Private Wealth LLC8,259$807K0.0%N/A0.055%
2/18/2026 Ameriflex Group Inc.1,206$118K0.1%-55.1%0.008%
2/18/2026 EP Wealth Advisors LLC25,311$2.47M0.0%N/A0.169%
2/18/2026Veratis Advisors Inc.20,753$2.22M1.8%N/A0.138%
2/18/2026 Cahill Financial Advisors Inc.2,239$219K0.0%-31.5%0.015%
2/18/2026 Stokes Family Office LLC7,328$716K0.1%+25.3%0.049%
2/18/2026 Wellington Management Group LLP63,526$6.21M0.0%-50.4%0.423%
2/17/2026 AQR Capital Management LLC6,520$637K0.0%+9.7%0.043%
2/17/2026 Cetera Investment Advisers17,249$1.69M0.0%-14.0%0.115%
2/17/2026 Equitable Holdings Inc.4,347$425K0.0%+4.4%0.029%
2/17/2026 Osaic Holdings Inc.114,827$11.23M0.0%-12.6%0.765%
2/17/2026 Royal Bank of Canada29,595$2.89M0.0%+20.4%0.197%
2/16/2026 MML Investors Services LLC12,928$1.26M0.0%-4.6%0.086%
2/16/2026 Mariner LLC24,814$2.43M0.0%-11.3%0.165%
2/16/2026 Cornerstone Financial Management LLC1,180$115K0.1%N/A0.008%
2/16/2026 Brown Advisory Inc.18,014$1.76M0.0%-6.1%0.120%
2/13/2026 Saxon Interests Inc.32,922$3.22M1.1%+0.7%0.219%
2/13/2026 Wells Fargo & Company MN58,541$5.72M0.0%-1.3%0.390%
2/12/2026 Commonwealth Equity Services LLC26,329$2.57M0.0%-1.7%0.175%
2/12/2026 StoneX 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%
2/12/2026 Moneta Group Investment Advisors LLC29,054$2.84M0.0%+12.3%0.194%
2/11/2026 Janney Montgomery Scott LLC9,365$916K0.0%+8.5%0.062%
2/11/2026 GWN Securities Inc.2,350$230K0.0%-10.0%0.016%
2/11/2026 Focus Partners Advisor Solutions LLC11,721$1.15M0.0%-48.2%0.078%
2/11/2026 LPL Financial LLC128,684$12.58M0.0%-0.6%0.857%
2/11/2026 Ackerman Capital Advisors LLC15,878$1.55M0.3%-10.6%0.106%
2/11/2026 OneAscent Financial Services LLC2,947$288K0.0%N/A0.020%
2/11/2026 TruNorth Capital Management LLC3,414$334K0.1%-4.6%0.023%
2/11/2026 Vise Technologies Inc.6,124$599K0.0%N/A0.041%
2/10/2026 Cibc World Market Inc.20,001$1.96M0.0%+1.6%0.133%
2/10/2026 Root Financial Partners LLC1,016$99K0.0%+243.2%0.007%
2/10/2026 Keyvantage Wealth LLC6,523$638K0.3%-19.0%0.043%
2/10/2026 Northwestern Mutual Wealth Management Co.13,085$1.28M0.0%-4.2%0.087%
2/10/2026 Savant Capital LLC246,738$24.12M0.1%N/A1.644%
2/9/2026 Studio Investment Management LLC23,587$2.31M0.4%-2.5%0.157%
2/9/2026 Integrity Alliance LLC.2,317$227K0.0%+8.3%0.015%
2/9/2026 Harbour Investments Inc.628$61K0.0%+342.3%0.004%
2/6/2026Global Retirement Partners LLC40,995$4.01M0.1%+2.9%0.273%
2/6/2026 HighTower Advisors LLC5,787$566K0.0%-4.3%0.039%
2/6/2026 Envestnet Portfolio Solutions Inc.11,073$1.08M0.0%+7.8%0.074%
2/5/2026 TD Private Client Wealth LLC2,673$261K0.0%-8.4%0.018%
2/5/2026 Evensky & Katz LLC20,409$2.00M0.1%-10.3%0.136%
2/5/2026Integrated Investment Consultants LLC126,053$12.32M2.5%+1.3%0.840%
2/5/2026 Northwestern Mutual Wealth Management Co.27,669$2.71M0.0%+102.5%0.184%
2/5/2026 Allworth Financial LP2,284$223K0.0%+7,037.5%0.015%
2/5/2026 Pacific Sun Financial Corp11,044$1.08M0.5%-4.0%0.074%
2/5/2026 Atria Investments Inc168,771$16.50M0.2%-0.3%1.124%
2/4/2026 Summit Wealth Group LLC Co.24,434$2.39M0.3%N/A0.163%
I had never heard of this 1888 account (Ad)

An investment account dating back to 1888 has quietly delivered average annual returns of 29% over the last 25 years - and BlackRock, JP Morgan, and Bank of America have all used it. Most ordinary investors have never heard of it. It is not a stock, not crypto, and not a typical retirement product. A free presentation explains exactly what it is and how regular investors may access it with just a few hundred dollars.tc pixel

Watch the free presentation to learn how this account works
2/4/2026 World Investment Advisors42,172$4.12M0.1%+4.4%0.281%
2/4/2026 One Day In July LLC137,380$13.43M1.1%-12.6%0.915%
2/4/2026 Cannon Financial Strategists Inc.149,915$14.66M2.0%-1.7%0.999%
2/3/2026 Silver Oak Advisory Group Inc.88,971$8.70M3.9%-0.4%0.593%
2/3/2026 Mokosak Advisory Group LLC94,834$9.27M2.3%+3.7%0.632%
2/2/2026 Fifth Third Bancorp1,448$142K0.0%N/A0.010%
2/2/2026 Mutual Advisors LLC55,284$5.41M0.1%-2.8%0.368%
2/2/2026 Total Clarity Wealth Management Inc.15,570$1.52M0.4%-2.2%0.104%
1/30/2026 Simplicity Wealth LLC3,906$382K0.0%-5.6%0.026%
1/30/2026 American Financial & Tax Strategies Inc.17,848$1.75M0.9%-16.6%0.119%


VIOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 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 179 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 2,308,421 shares in the last 24 months. This purchase volume represents approximately $213.04M 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 678,359 shares in the last 24 months. This volume of shares sold represents approximately $63.66M in transactions.



This page (NYSEARCA:VIOV) was last updated on 5/22/2026 by MarketBeat.com Staff.
From Our Partners