VIOV Institutional Ownership
Vanguard S&P Small-Cap 600 Value ETF
1W: -0.0%
1M: -4.4%
3M: -3.6%
YTD: +13.7%
1Y: +16.8%
3Y: +52.6%
5Y: +38.6%
$112.04
+1.11 (+1.00%)
Weekly Expected Move ±1.5%
$109
$110
$112
$114
$115
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — VIOV
247
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
725M
Total Invested
30
New Positions
73
Increased
88
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (266 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 373,690 | $42M | -16,300 | -4.2% | 53Q | SEC ↗ |
| 2 | UBS Group AG | 298,893 | $33M | -1,250 | -0.4% | 47Q | SEC ↗ |
| 3 | ASPIRIANT, LLC | 296,032 | $33M | -10,712 | -3.5% | 17Q | SEC ↗ |
| 4 | N.E.W. Advisory Services LLC | 267,584 | $30M | -29,138 | -9.8% | 17Q | SEC ↗ |
| 5 | Savant Capital, LLC | 265,300 | $30M | +146,180 | +122.7% | 3Q | SEC ↗ |
| 6 | Concurrent Investment Advisors, LLC | 201,768 | $23M | +9,099 | +4.7% | 3Q | SEC ↗ |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 152,700 | $17M | -10,019 | -6.2% | 9Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 152,404 | $17M | +7,348 | +5.1% | 15Q | SEC ↗ |
| 9 | CAPITAL ADVISORS INC/OK | 151,021 | $17M | +226 | +0.1% | 3Q | SEC ↗ |
| 10 | Gallagher Fiduciary Advisors, LLC | 148,533 | $17M | +3,843 | +2.7% | 14Q | SEC ↗ |
| 11 | Atria Investments, Inc | 146,677 | $16M | +4,188 | +2.9% | 11Q | SEC ↗ |
| 12 | Cannon Financial Strategists, Inc. | 145,840 | $16M | -3,232 | -2.2% | 25Q | SEC ↗ |
| 13 | LPL Financial LLC | 138,497 | $16M | +9,149 | +7.1% | 51Q | SEC ↗ |
| 14 | One Day In July LLC | 125,537 | $14M | -5,444 | -4.2% | 31Q | SEC ↗ |
| 15 | Integrated Investment Consultants, LLC | 122,412 | $14M | -1,065 | -0.9% | 23Q | SEC ↗ |
| 16 | Avior Wealth Management, LLC | 119,073 | $13M | +649 | +0.5% | 36Q | SEC ↗ |
| 17 | FIRST MANHATTAN CO. LLC. | 117,610 | $13M | -1,138 | -1.0% | 15Q | SEC ↗ |
| 18 | SYM FINANCIAL Corp | 114,517 | $13M | -2,139 | -1.8% | 15Q | SEC ↗ |
| 19 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 106,440 | $12M | -9,857 | -8.5% | 22Q | SEC ↗ |
| 20 | RIVERSEDGE ADVISORS, LLC | 98,928 | $11M | -1,308 | -1.3% | 26Q | SEC ↗ |
| 21 | Legend Financial Advisors, Inc. | 98,727 | $11M | -1,068 | -1.1% | 22Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 96,608 | $11M | -1,784 | -1.8% | 26Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 91,918 | $10M | +2,952 | +3.3% | 50Q | SEC ↗ |
| 24 | Mokosak Advisory Group, LLC | 91,679 | $10M | -3,393 | -3.6% | 26Q | SEC ↗ |
| 25 | Silver Oak Advisory Group, Inc. | 87,995 | $10M | +314 | +0.4% | 19Q | SEC ↗ |
| 26 | First Bank & Trust | 78,422 | $9M | — | +0.0% | 22Q | SEC ↗ |
| 27 | BALANCED WEALTH GROUP LLC NEW | 73,978 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CWM, LLC | 72,749 | $8M | -3,220 | -4.2% | 18Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC | 66,990 | $8M | +1,583 | +2.4% | 5Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 64,533 | $7M | +4,916 | +8.2% | 38Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 61,645 | $7M | +466 | +0.8% | 36Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 60,526 | $7M | -661 | -1.1% | 12Q | SEC ↗ |
| 33 | Mutual Advisors, LLC | 59,921 | $7M | +3,081 | +5.4% | 6Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 55,915 | $6M | -11,592 | -17.2% | 32Q | SEC ↗ |
| 35 | Prime Buchholz LLC NEW | 54,407 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 54,301 | $6M | -6,748 | -11.1% | 7Q | SEC ↗ |
| 37 | D.A. DAVIDSON & CO. | 52,883 | $6M | +503 | +1.0% | 22Q | SEC ↗ |
| 38 | MidFirst Bank | 52,789 | $6M | -48 | -0.1% | 3Q | SEC ↗ |
| 39 | Hegarty Advisors, LLC | 42,261 | $5M | +2,464 | +6.2% | 3Q | SEC ↗ |
| 40 | EVERGREEN CAPITAL MANAGEMENT LLC | 41,301 | $5M | -15 | -0.0% | 27Q | SEC ↗ |
| 41 | Global Retirement Partners, LLC NEW | 40,708 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 42 | RFG Holdings, Inc. | 40,441 | $5M | +908 | +2.3% | 23Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 37,125 | $4M | -176 | -0.5% | 16Q | SEC ↗ |
| 44 | SILVERLAKE WEALTH MANAGEMENT LLC | 34,908 | $4M | -284 | -0.8% | 13Q | SEC ↗ |
| 45 | BRANDYWINE OAK PRIVATE WEALTH LLC | 33,585 | $4M | +14 | +0.0% | 25Q | SEC ↗ |
| 46 | Mariner, LLC | 33,539 | $4M | +1,265 | +3.9% | 16Q | SEC ↗ |
| 47 | SAXON INTERESTS, INC. | 32,545 | $4M | +63 | +0.2% | 11Q | SEC ↗ |
| 48 | SUMMIT WEALTH GROUP LLC / CO | 31,030 | $3M | +2,935 | +10.4% | 3Q | SEC ↗ |
| 49 | EXENCIAL WEALTH ADVISORS, LLC | 30,880 | $3M | +392 | +1.3% | 25Q | SEC ↗ |
| 50 | TWO SIGMA INVESTMENTS, LP NEW | 29,941 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BALANCED WEALTH GROUP LLC | 73,978 | $8M |
| Prime Buchholz LLC | 54,407 | $6M |
| Global Retirement Partners, LLC | 40,708 | $5M |
| TWO SIGMA INVESTMENTS, LP | 29,941 | $3M |
| Veratis Advisors, Inc. | 20,461 | $2M |
| PFG Investments, LLC | 5,020 | $562K |
| Advisor Resource Council | 4,797 | $537K |
| ZACKS INVESTMENT MANAGEMENT | 4,329 | $485K |
| Briggs Wealth Management, Inc | 3,326 | $373K |
| Carrera Capital Advisors | 3,130 | $351K |
| NewEdge Advisors, LLC | 2,288 | $256K |
| Arax Advisory Partners | 2,120 | $238K |
| LOWERY THOMAS, LLC | 2,040 | $229K |
| Compound Planning, Inc. | 1,912 | $214K |
| IFG Advisors, LLC | 1,891 | $212K |
| LaSalle St. Investment Advisors, LL | 1,881 | $211K |
| YARGER WEALTH STRATEGIES, LLC | 1,843 | $206K |
| Rehmann Capital Advisory Group | 1,786 | $200K |
| Caliber Wealth Management, LLC / KS | 1,761 | $197K |
| Bernicke Wealth Management, Ltd. | 1,746 | $196K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 51,954 | $6M |
| Total Clarity Wealth Management, In | 15,570 | $2M |
| Ocean Park Asset Management, LLC | 10,559 | $1M |
| Triad Wealth Partners, LLC | 6,502 | $728K |
| PARK AVENUE SECURITIES LLC | 4,472 | $501K |
| Simplicity Wealth,LLC | 3,735 | $418K |
| JANE STREET GROUP, LLC | 3,058 | $343K |
| VERUS CAPITAL PARTNERS, LLC | 2,913 | $326K |
| Snider Financial Group | 2,689 | $301K |
| Virtu Financial LLC | 2,530 | $283K |
| GTS SECURITIES LLC | 2,456 | $275K |
| Allworth Financial LP | 2,254 | $253K |
| STIFEL FINANCIAL CORP | 1,982 | $222K |
| TopTier Wealth Management, LLC | 1,388 | $156K |
| FINANCIAL CONSULATE, INC | 1,344 | $151K |
| SageView Advisory Group, LLC | 981 | $110K |
| Root Financial Partners, LLC | 781 | $88K |
| Private Wealth Management Group, LL | 619 | $69K |
| US BANCORP \DE | 438 | $49K |
| Portus Wealth Advisors, LLC | 408 | $46K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +146,180 | +122.7% | 265,300 |
| LPL Financial LLC | +9,149 | +7.1% | 138,497 |
| Concurrent Investment Advisors, LLC | +9,099 | +4.7% | 201,768 |
| Banco BTG Pactual S.A. | +7,585 | +294.7% | 10,159 |
| BANK OF AMERICA CORP /DE | +7,348 | +5.1% | 152,404 |
| WELLS FARGO & COMPANY/MN | +4,916 | +8.2% | 64,533 |
| Bruce G. Allen Investments, LLC | +4,386 | +162.9% | 7,078 |
| Atria Investments, Inc | +4,188 | +2.9% | 146,677 |
| Gallagher Fiduciary Advisors, LLC | +3,843 | +2.7% | 148,533 |
| FLOW TRADERS U.S. LLC | +3,838 | +61.7% | 10,056 |
| Mutual Advisors, LLC | +3,081 | +5.4% | 59,921 |
| ROYAL BANK OF CANADA | +2,952 | +3.3% | 91,918 |
| SUMMIT WEALTH GROUP LLC / CO | +2,935 | +10.4% | 31,030 |
| Hardin Capital Partners, LLC | +2,844 | +74.7% | 6,652 |
| Diversified Enterprises, LLC | +2,691 | +12.6% | 24,114 |
| ASSETMARK, INC | +2,661 | +26.8% | 12,592 |
| Hegarty Advisors, LLC | +2,464 | +6.2% | 42,261 |
| CITIGROUP INC | +2,387 | +411.6% | 2,967 |
| JONES FINANCIAL COMPANIES LLLP | +2,104 | +34.6% | 8,183 |
| Cerity Partners LLC | +1,905 | +17.5% | 12,791 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Code Waechter LLC | -46,223 | -60.8% | 29,864 |
| N.E.W. Advisory Services LLC | -29,138 | -9.8% | 267,584 |
| MORGAN STANLEY | -16,300 | -4.2% | 373,690 |
| ENVESTNET ASSET MANAGEMENT INC | -11,592 | -17.2% | 55,915 |
| ASPIRIANT, LLC | -10,712 | -3.5% | 296,032 |
| CIBC WORLD MARKET INC. | -10,386 | -52.9% | 9,265 |
| WELLINGTON MANAGEMENT GROUP LLP | -10,019 | -6.2% | 152,700 |
| SILVERCREST ASSET MANAGEMENT GROUP | -9,857 | -8.5% | 106,440 |
| Employees' Retirement Fund of the C | -7,775 | -54.1% | 6,593 |
| RAYMOND JAMES FINANCIAL INC | -6,748 | -11.1% | 54,301 |
| Focus Partners Advisor Solutions, L | -5,820 | -49.4% | 5,952 |
| One Day In July LLC | -5,444 | -4.2% | 125,537 |
| Envestnet Portfolio Solutions, Inc. | -3,585 | -33.7% | 7,064 |
| Mokosak Advisory Group, LLC | -3,393 | -3.6% | 91,679 |
| Cannon Financial Strategists, Inc. | -3,232 | -2.2% | 145,840 |
| CWM, LLC | -3,220 | -4.2% | 72,749 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,196 | -12.6% | 22,150 |
| HighTower Advisors, LLC | -2,350 | -29.4% | 5,636 |
| TD PRIVATE CLIENT WEALTH LLC | -2,313 | -87.6% | 326 |
| SYM FINANCIAL Corp | -2,139 | -1.8% | 114,517 |