Institutional Ownership Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO). We have compiled data on the 360 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,629,934
shares
|
$170 Million
4.68% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,169,001
shares
|
$122 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
721,977
shares
|
$75.1 Million
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
598,865
shares
|
$62.3 Million
0.11% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
468,646
shares
|
$48.7 Million
0.02% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
403,378
shares
|
$42 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
398,533
shares
|
$41.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
372,808
shares
|
$38.8 Million
2.72% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
337,913
shares
|
$35.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
337,411
shares
|
$35.1 Million
0.08% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
333,499
shares
|
$34.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
299,468
shares
|
$31.2 Million
0.05% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
261,736
shares
|
$27.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
251,100
shares
|
$26.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
245,768
shares
|
$25.6 Million
0.0% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,064
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
236,871
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
234,909
shares
|
$24.4 Million
2.61% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
200,447
shares
|
$20.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
185,488
shares
|
$19.3 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
175,803
shares
|
$18.3 Million
3.85% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
166,755
shares
|
$17.3 Million
0.0% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
156,603
shares
|
$16.3 Million
1.54% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
152,961
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
151,775
shares
|
$15.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.25%
|