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 330 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 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
|
$173 Million
4.53% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,240,688
shares
|
$133 Million
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
687,930
shares
|
$73.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
592,355
shares
|
$63.7 Million
0.11% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
430,626
shares
|
$46.3 Million
0.02% of portfolio
|
Q3 2024
Added 27.8%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
421,478
shares
|
$45.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
372,808
shares
|
$40.1 Million
2.72% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
332,598
shares
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
316,757
shares
|
$34 Million
0.08% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
314,050
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
294,518
shares
|
$31.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
269,782
shares
|
$29 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
241,562
shares
|
$26 Million
2.86% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,064
shares
|
$25.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
222,081
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2024
Added 47.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
218,553
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
215,343
shares
|
$23.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
185,488
shares
|
$19.9 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
174,475
shares
|
$18.7 Million
4.49% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
156,874
shares
|
$16.9 Million
0.11% of portfolio
|
Q3 2024
Added 326720.84%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
155,087
shares
|
$16.7 Million
1.52% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
152,961
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
146,081
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
142,123
shares
|
$15.3 Million
0.36% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
131,300
shares
|
$14.1 Million
7.38% of portfolio
|
Q3 2024
Reduced 11.46%
|