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

Vanguard S&P Small-Cap 600 Value ETF logo
$84.49 +3.14 (+3.86%)
As of 12:50 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)
99
Total
Institutional Inflows
(last 12 months)
$154.56M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$85.01M
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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
5/9/2025 Silver Oak Advisory Group Inc.92,924$7.80M4.1%-2.9%0.639%
5/9/2025 Ackerman Capital Advisors LLC14,292$1.20M0.3%+10.7%0.098%
5/7/2025 N.E.W. Advisory Services LLC353,903$29.70M2.3%+10.4%2.432%
5/7/2025 LPL Financial LLC102,632$8.61M0.0%-12.9%0.705%
5/7/2025 Keyvantage Wealth LLC8,786$737K0.4%-67.0%0.060%
5/7/2025 Integrated Investment Consultants LLC27,089$2.27M0.3%+20.5%0.186%
5/6/2025 Cetera Investment Advisers34,647$2.91M0.0%+4.5%0.238%
5/6/2025 Atria Investments Inc161,464$13.55M0.2%+0.4%1.110%
5/6/2025 SYM FINANCIAL Corp135,529$11.37M1.4%-1.8%0.931%
5/6/2025 American Financial & Tax Strategies Inc.21,642$1.82M1.0%-3.8%0.149%
5/5/2025 Cannon Financial Strategists Inc.117,192$9.83M1.7%+4.7%0.805%
5/5/2025 Lowery Thomas LLC5,117$429K0.3%-37.0%0.035%
5/5/2025 Integrated Capital Management LLC6,987$586K0.3%-28.9%0.048%
5/5/2025 Kestra Private Wealth Services LLC6,669$560K0.0%-2.1%0.046%
5/2/2025 Sigma Planning Corp5,388$452K0.0%-36.0%0.037%
5/1/2025 Asset Dedication LLC584$49K0.0%N/A0.004%
5/1/2025 CWM LLC94,806$7.96M0.0%-4.9%0.652%
5/1/2025 Riversedge Advisors LLC72,052$6.05M1.3%-0.6%0.495%
4/30/2025 Phillips Financial Management LLC13,980$1.17M0.1%+1.0%0.096%
4/30/2025 Sierra Capital LLC9,396$788K0.1%+36.6%0.065%
4/30/2025 Brown Advisory Inc.5,101$428K0.0%-10.9%0.035%
4/29/2025 TD Private Client Wealth LLC2,873$241K0.0%+550.0%0.020%
4/29/2025 Envestnet Asset Management Inc.170,443$14.30M0.0%-0.3%1.171%
4/29/2025 One Day In July LLC205,730$17.26M1.7%+0.1%1.414%
4/29/2025 World Investment Advisors44,902$3.77M0.1%N/A0.309%
4/28/2025 D.A. Davidson & CO.38,524$3.23M0.0%+4.6%0.265%
4/28/2025 Mutual Advisors LLC51,151$4.02M0.1%N/A0.352%
4/25/2025 Saxon Interests Inc.29,953$2.51M1.2%-1.3%0.206%
4/24/2025 Decker Retirement Planning Inc.769$65K0.0%N/A0.005%
4/23/2025 Inman Jager Wealth Management LLC16,799$1.41M1.1%+40.4%0.115%
4/23/2025 Spire Wealth Management25,116$2.11M0.1%-60.8%0.173%
4/23/2025 Harbour Capital Advisors LLC3,991$314K0.1%-28.6%0.027%
4/23/2025 Mokosak Advisory Group LLC88,677$7.44M2.3%+4.2%0.609%
4/23/2025 Valmark Advisers Inc.5,263$442K0.0%-60.9%0.036%
4/22/2025 Cambridge Investment Research Advisors Inc.70,100$5.88M0.0%+11.9%0.482%
4/21/2025 Envestnet Portfolio Solutions Inc.8,554$718K0.0%+205.6%0.059%
4/21/2025 Aspiriant LLC32,252$2.71M0.1%-1.8%0.222%
4/21/2025 Barrett & Company Inc.3,104$260K0.1%-4.6%0.021%
4/18/2025 Financial Freedom LLC2,040$171K0.1%-57.2%0.014%
4/17/2025 Janney Montgomery Scott LLC8,438$708K0.0%+4.4%0.058%
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4/17/2025 Pacific Sun Financial Corp12,344$1.04M0.6%-1.2%0.085%
4/16/2025 Wealth Enhancement Advisory Services LLC22,543$1.89M0.0%-4.7%0.156%
4/16/2025 RFG Holdings Inc.80,219$6.74M2.2%-4.4%0.554%
4/15/2025 Simplicity Wealth LLC3,632$305K0.0%N/A0.025%
4/14/2025 Farther Finance Advisors LLC4,565$383K0.0%+1,524.6%0.032%
4/14/2025 Miracle Mile Advisors LLC15,665$1.32M0.0%-1.5%0.108%
4/10/2025 FSA Investment Group LLC69,485$5.83M5.0%+3.6%0.480%
4/9/2025 Integrated Capital Management Inc.39,570$3.32M2.6%-0.4%0.273%
4/8/2025 Parallel Advisors LLC369$31K0.0%+4,000.0%0.003%
3/24/2025Wellington Management Group LLP119,468$11.15M0.0%+38.3%0.826%
3/17/2025 Wealth Enhancement Advisory Services LLC23,646$2.21M0.0%+5.2%0.163%
2/27/2025 Fidelity D & D Bancorp Inc.2,359$220K0.1%N/A0.016%
2/21/2025 Fidelity D & D Bancorp Inc.2,359$220K0.2%N/A0.015%
2/18/2025 Mosaic Family Wealth Partners LLC3,928$367K0.1%+3.4%0.025%
2/17/2025Two Sigma Investments LP8,041$750K0.0%-64.4%0.051%
2/17/2025Silvercrest Asset Management Group LLC110,457$10.31M0.1%+13.5%0.706%
2/17/2025Evensky & Katz LLC25,297$2.36M0.2%-2.1%0.162%
2/17/2025 Cetera Investment Advisers33,142$3.09M0.0%-18.3%0.212%
2/17/2025Bank of America Corp DE167,124$15.60M0.0%+2.3%1.068%
2/17/2025Ameriprise Financial Inc.42,743$3.99M0.0%-7.2%0.273%
2/14/2025Gallagher Fiduciary Advisors LLC162,579$15.17M3.0%-14.7%1.039%
2/14/2025 Rehmann Capital Advisory Group2,599$243K0.0%N/A0.017%
2/14/2025 Keyvantage Wealth LLC26,587$2.48M1.8%N/A0.170%
2/14/2025 Transce3nd LLC915$85K0.0%N/A0.006%
2/13/2025Evergreen Capital Management LLC40,903$3.82M0.1%-4.6%0.261%
2/13/2025Mariner LLC36,964$3.45M0.0%+38.7%0.236%
2/13/2025Raymond James Financial Inc.248,121$23.16M0.0%N/A1.585%
2/13/2025Renaissance Technologies LLC3,523$329K0.0%N/A0.023%
2/13/2025 Hurley Capital LLC734$69K0.1%N/A0.005%
2/13/2025 Envestnet Asset Management Inc.170,931$15.95M0.0%-11.9%1.092%
2/13/2025Wells Fargo & Company MN61,910$5.78M0.0%+1.4%0.396%
2/12/2025OLD Mission Capital LLC16,154$1.51M0.0%+451.1%0.103%
2/12/2025Wellington Management Group LLP119,468$11.15M0.0%+38.3%0.763%
2/12/2025CIBC Private Wealth Group LLC3,484$323K0.0%-25.6%0.022%
2/12/2025RWA Wealth Partners LLC7,141$666K0.0%+2.9%0.046%
2/12/2025Howe & Rusling Inc.1,362$127K0.0%N/A0.009%
2/12/2025JPMorgan Chase & Co.28,101$2.62M0.0%-16.4%0.180%
2/11/2025 LPL Financial LLC117,802$10.99M0.0%+31.4%0.753%
2/11/2025Virtu Financial LLC2,640$246K0.0%-79.6%0.017%
2/10/2025GWN Securities Inc.2,454$229K0.1%N/A0.016%
2/10/2025 Envestnet Portfolio Solutions Inc.2,799$261K0.0%+16.3%0.018%
2/10/2025 Phillips Financial Management LLC13,835$1.29M0.1%-21.6%0.088%
2/10/2025 Commonwealth Equity Services LLC59,980$5.60M0.0%+2.5%0.383%
2/10/2025 Farther Finance Advisors LLC281$26K0.0%+1,305.0%0.002%
2/7/2025HighTower Advisors LLC5,767$538K0.0%-13.5%0.037%
2/7/2025 Wealthfront Advisers LLC169,900$162K0.0%N/A1.086%
2/7/2025 Fairway Wealth LLC6,635$619K0.2%N/A0.042%
2/7/2025 Silver Oak Advisory Group Inc.95,698$8.93M4.7%-2.6%0.611%
2/7/2025Independent Advisor Alliance50,864$4.75M0.1%N/A0.325%
2/7/2025 Lowery Thomas LLC8,128$759K0.5%+5.0%0.052%
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2/7/2025EPIQ Capital Group LLC24,885$2.32M0.6%-15.0%0.159%
2/7/2025 Naviter Wealth LLC12,814$1.20M0.1%N/A0.082%
2/7/2025 Rialto Wealth Management LLC1,839$172K0.1%N/A0.012%
2/6/2025Raymond James Financial Inc.248,121$23.16M0.0%N/A1.585%
2/6/2025 Atria Investments Inc160,793$15.01M0.2%-15.0%1.027%
2/6/2025 Snider Financial Group4,213$393K0.1%N/A0.027%
2/5/2025 Noble Wealth Management PBC893$83K0.1%N/A0.006%
2/5/2025 Parkside Financial Bank & Trust7,814$729K0.1%N/A0.050%
2/4/2025 World Equity Group Inc.2,346$219K0.0%N/A0.015%
2/3/2025 Sigma Planning Corp8,414$785K0.0%-9.4%0.054%
(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, 183 institutional investors and hedge funds held shares of Vanguard S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were UBS Group AG ($35.72M), N.E.W. Advisory Services LLC ($29.70M), Raymond James Financial Inc. ($23.16M), One Day In July LLC ($17.26M), Octavia Wealth Advisors LLC ($17.00M), Raymond James & Associates ($16.73M), and Bank of America Corp DE ($15.60M).Learn more on VIOV's institutional investors.

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

Of the 152 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: Raymond James Financial Inc. ($496.24K), Gallagher Fiduciary Advisors LLC ($369.34K), Wealthfront Advisers LLC ($169.90K), Cannon Financial Strategists Inc. ($123.64K), International Assets Investment Management LLC ($119.80K), N.E.W. Advisory Services LLC ($76.42K), and FSA Investment Group LLC ($69.49K).

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

Institutional investors have bought a total of 2,791,250 shares in the last 24 months. This purchase volume represents approximately $245.01M 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: N.E.W. Advisory Services LLC ($220.50K), Atria Investments Inc ($154.15K), RFG Holdings Inc. ($153.47K), CWM LLC ($93.74K), Valley National Advisers Inc. ($75.19K), Integrated Capital Management Inc. ($66.50K), and Envestnet Asset Management Inc. ($51.62K).

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

Institutional investors have sold a total of 1,523,900 shares in the last 24 months. This volume of shares sold represents approximately $133.53M in transactions.



This page (NYSEARCA:VIOV) was last updated on 5/12/2025 by MarketBeat.com Staff
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