VIOV · VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF
$118.13
+0.65 (+0.55%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $2,942,048
Total Shares: 25,075
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
51.2%
+44.7 pts
Top 5
100.0%
+75.1 pts
Top 10
100.0%
+62.5 pts
HHI
4,595
Highly concentrated+4,361
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
2
Sold Out
211
Unchanged
2
Holder count:
-211
Institutional value:
-99.5%
Shares held:
-99.6%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −73 | 11,069 | |
| Small Wellington Grp LLC | −4 | 12,846 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 389,990 | $39,677,581 | |
| Small ASPIRIANT, LLC | 306,744 | $31,208,134 | |
| Mega UBS Group AG | 300,143 | $30,536,548 | |
| Small N.E.W. Advisory Services LLC | 296,722 | $30,188,496 | |
| Mid Concurrent Investment Advisors, LLC | 192,669 | $19,602,143 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Wellington Grp LLC VIOV | $1,507,221 | 51.23% | 12,846 | Shares | 2026-08-26 | |
| Large Corient Private Wealth LLC VIOV | $1,298,725 | 44.14% | 11,069 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC VIOV | $135,868 | 4.62% | 1,158 | Shares | 2026-08-28 | |
| Small AFFINITY WEALTH LLC VIOV | $234 | 0.01% | 2 | Shares | 2026-08-26 |