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Ownership Breakdown Vanguard S&P Small-Cap 600 Value ETF VIOV

The investment seeks to track the performance of the S&P SmallCap 600® Value Index that measures the investment return of small-capitalization value stocks in the United States. The advisor employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P SmallCap 600 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.


Top institutional share ownership of Vanguard S&P Small-Cap 600 Value Index Fund

Name Shares Shares % change Value Value % change
Bank Of America Corp /de/ 328,084 52.0% $50,499 32.1%
Baystate Wealth Management LLC 241,641 11.2% $37,193 -3.4%
N.E.W. Advisory Services LLC 219,036 $33,714
UBS Group AG 214,066 1.2% $32,949 -12.1%
Morgan Stanley 154,281 1.1% $27,339 -0.7%
Rfg Holdings, Inc. 122,532 -0.4% $18,860 -13.5%
Envestnet Asset Management Inc 115,724 -0.4% $17,812 -13.5%
F3Logic, LLC 111,272 $17,127
One Day In July LLC 103,264 4.0% $15,894 -9.7%
Verity Asset Management, Inc. 93,665 $1

Top institutional buyers of Vanguard S&P Small-Cap 600 Value Index Fund

Name Shares % change Value % change Shares Value
Bank Of America Corp /de/ 52.0% 32.1% 328,084 $50,499
Legend Financial Advisors, Inc. 42.7% 26.2% 35,096 $5,402
Advisor Group Holdings, Inc. 27.5% 10.7% 66,772 $10,283
Brandywine Oak Private Wealth Llc 21.1% 5.0% 32,880 $5,061
Riversedge Advisors, Llc 19.2% 3.6% 39,661 $6,105
Royal Bank Of Canada 18.9% 16.8% 36,195 $6,414
Baystate Wealth Management LLC 11.2% -3.4% 241,641 $37,193
Cwm, Llc 9.2% -5.2% 53,368 $8,214
Asset Planning Corporation 5.4% -8.5% 41,420 $6,375
One Day In July LLC 4.0% -9.7% 103,264 $15,894

Top institutional sellers of Vanguard S&P Small-Cap 600 Value Index Fund

Name Shares % change Value % change Shares Value
Northwestern Mutual Wealth Management Co -33.8% -42.5% 36,602 $5,635
LPL Financial LLC -26.2% -35.9% 33,071 $5,090
Park Avenue Securities Llc -8.6% -20.6% 41,624 $6,407
Raymond James & Associates -1.4% -14.4% 68,263 $10,507
Rfg Holdings, Inc. -0.4% -13.5% 122,532 $18,860
Envestnet Asset Management Inc -0.4% -13.5% 115,724 $17,812

Information provided by Fintel.io