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 323 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,612,521
shares
|
$172 Million
4.53% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,181,082
shares
|
$126 Million
0.01% of portfolio
|
Q2 2024
Added 0.57%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
681,576
shares
|
$72.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
486,988
shares
|
$52 Million
0.09% of portfolio
|
Q2 2024
Added 3.39%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
418,628
shares
|
$44.7 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
372,808
shares
|
$39.8 Million
2.72% of portfolio
|
Q4 2023
Added 3.2%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
336,947
shares
|
$36 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
316,578
shares
|
$33.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
314,147
shares
|
$33.6 Million
0.07% of portfolio
|
Q2 2024
Added 7.68%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
303,677
shares
|
$32.4 Million
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
294,518
shares
|
$31.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
287,260
shares
|
$30.7 Million
0.28% of portfolio
|
Q2 2024
Added 17.78%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
285,751
shares
|
$30.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
251,588
shares
|
$26.9 Million
3.08% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,064
shares
|
$25.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
209,204
shares
|
$22.3 Million
0.01% of portfolio
|
Q2 2024
Added 2.61%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
186,159
shares
|
$19.9 Million
3.37% of portfolio
|
Q2 2024
Reduced 9.79%
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
158,545
shares
|
$16.9 Million
3.66% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Trust CO Of Virginia
|
Jul 26, 2024 Q2 2024 |
154,927
shares
|
$16.5 Million
1.46% of portfolio
|
Q2 2024
Added 6.27%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
152,961
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.83%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
150,847
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Added 4.54%
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
142,123
shares
|
$15.2 Million
0.36% of portfolio
|
Q3 2024
Added 7.35%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
132,816
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2024
Added 15.46%
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
131,300
shares
|
$14 Million
7.38% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
121,443
shares
|
$13 Million
3.78% of portfolio
|
Q3 2024
Added 1.07%
|