Free Trial

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

$93.23
+1.73 (+1.89%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$58.01M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$54.57M
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.

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
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%
7/26/2024 Sierra Capital LLC10,808$904K0.1%-47.9%0.069%
7/26/2024 Ackerman Capital Advisors LLC12,993$1.09M0.3%+1.6%0.083%
7/26/2024 Salomon & Ludwin LLC746$62K0.0%-14.4%0.005%
7/25/2024 Mokosak Advisory Group LLC87,673$7.34M2.4%+1.1%0.560%
7/23/2024 Macroview Investment Management LLC1,036$87K0.1%-84.4%0.007%
7/19/2024 Pacific Sun Financial Corp12,754$1.07M0.6%-1.2%0.081%
7/19/2024 Raymond James & Associates178,296$14.92M0.0%-0.3%1.139%
7/18/2024 Saxon Interests Inc.31,076$2.60M1.2%-6.6%0.199%
7/18/2024 Miracle Mile Advisors LLC17,722$1.48M0.0%-6.6%0.113%
7/18/2024 Valley National Advisers Inc.76,604$6.41M1.0%+4.2%0.489%
7/16/2024 Wealth Enhancement Advisory Services LLC21,856$1.83M0.0%-1.6%0.140%
7/15/2024 RFG Holdings Inc.92,500$7.74M2.9%-8.9%0.591%
7/15/2024 Fifth Third Securities Inc.7,310$615K0.1%-86.8%0.047%
7/12/2024 Integrated Capital Management Inc.41,170$3.45M2.7%-1.9%0.263%
7/10/2024 CWM LLC93,445$7.82M0.0%-0.6%0.597%
7/9/2024 Park Avenue Securities LLC66,232$5.54M0.1%-1.0%0.423%
6/17/2024 TruNorth Capital Management LLC3,288$291K0.1%N/A0.021%
5/24/2024Cetera Advisors LLC8,673$767K0.0%N/A0.055%
5/24/2024Cetera Investment Advisers34,139$3.02M0.0%+293.2%0.218%
5/21/2024Atria Investments Inc356,264$31.50M0.4%+1.7%2.276%
5/17/2024New Covenant Trust Company N.A.350$31K0.0%N/A0.002%
5/17/2024Comerica Bank7,349$650K0.0%-31.3%0.047%
5/16/2024Silvercrest Asset Management Group LLC123,888$10.95M0.1%-7.7%0.792%
5/10/2024Osaic Holdings Inc.118,618$10.49M0.0%-6.5%0.758%
5/10/2024Banco BTG Pactual S.A.2,426$215K0.0%N/A0.016%
5/9/2024SageView Advisory Group LLC6,792$601K0.0%N/A0.043%
5/9/2024BHK 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%
5/6/2024SYM FINANCIAL Corp157,282$13.91M2.3%-4.1%1.005%
5/4/2024Silver Oak Advisory Group Inc.98,575$8.72M4.9%+2.4%0.630%
5/2/2024 Salomon & Ludwin LLC872$77K0.0%N/A0.006%
5/1/2024Resonant 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%
4/30/2024Private Advisor Group LLC27,779$2.46M0.0%-2.5%0.178%
4/30/2024Saxony Capital Management LLC2,558$226K0.3%+6.1%0.016%
4/30/2024HB Wealth Management LLC8,666$766K0.0%-2.1%0.055%
4/30/2024 Macroview Investment Management LLC6,634$587K0.6%-31.3%0.042%
“Generational Bull Run” Incoming (Ad)

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.
4/29/2024Commonwealth Equity Services LLC73,976$6.54M0.0%-1.7%0.473%
4/25/2024One 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%
4/24/2024Spire 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%
4/19/2024Advisor Resource Council4,171$369K0.2%N/A0.027%
4/19/2024 Valley National Advisers Inc.73,490$6.50M1.0%+5.0%0.470%
4/18/2024Silverlake 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%
4/17/2024Legend Financial Advisors Inc.88,723$7.85M5.7%+3.7%0.567%
4/16/2024Fidelity 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%
4/8/2024Evensky & Katz LLC26,593$2.35M0.2%-2.3%0.173%
2/23/2024Chicago 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%
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%
2/9/2024Congress Wealth Management LLC DE2,288$202K0.0%N/A0.015%
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%
2/8/2024 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%
2/6/2024N.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$413K0.0%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$499K0.4%+13.2%0.037%
2/2/2024Silver Oak Advisory Group Inc.96,295$8.52M5.0%+3.8%0.625%
2/2/2024 Atria Wealth Solutions Inc.2,943$260K0.0%-13.9%0.019%
2/1/2024RWA Wealth Partners LLC6,861$607K0.0%-8.1%0.045%
2/1/2024Sigma Planning Corp10,420$922K0.1%-51.3%0.068%
“Generational Bull Run” Incoming (Ad)

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.
2/1/2024 CWM 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%
1/31/2024 Mokosak Advisory Group LLC83,165$7.36M2.6%+3.5%0.540%
1/30/2024Financial 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%
1/29/2024Saxony Capital Management LLC2,412$213K0.3%N/A0.016%
1/29/2024Baystate Wealth Management LLC7,681$680K0.0%-6.2%0.050%
(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, 167 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), Atria Investments Inc ($31.50M), 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 154 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 4,219,625 shares in the last 24 months. This purchase volume represents approximately $338.60M in transactions.

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

Of the 84 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. ($147.37K), CWM LLC ($88.89K), Integrated Capital Management Inc. ($65.01K), Raymond James Financial Services Advisors Inc. ($51.12K), Fifth Third Securities Inc. ($49.63K), 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 947,419 shares in the last 24 months. This volume of shares sold represents approximately $77.65M in transactions.


This page (NYSEARCA:VIOV) was last updated on 7/26/2024 by MarketBeat.com Staff

From Our Partners