Institutional Ownership Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
641,702
shares
|
$71.1 Million
0.02% of portfolio
|
Q1 2025
Added 62.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
220,085
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
205,431
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
180,872
shares
|
$20 Million
0.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
140,245
shares
|
$15.5 Million
5.21% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
137,502
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
130,966
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
108,076
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,350
shares
|
$9.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
65,608
shares
|
$7.27 Million
1.56% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
63,733
shares
|
$7.06 Million
5.05% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
54,772
shares
|
$6.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
53,301
shares
|
$5.91 Million
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
52,272
shares
|
$5.79 Million
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
49,325
shares
|
$5.47 Million
4.36% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,561
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
45,753
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Apr 25, 2025 Q1 2025 |
41,693
shares
|
$4.62 Million
3.22% of portfolio
|
Q1 2025
Reduced 50.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
37,799
shares
|
$4.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
37,366
shares
|
$4.14 Million
1.04% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,753
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
34,936
shares
|
$3.87 Million
0.03% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,925
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
31,817
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
31,335
shares
|
$3.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.65%
|