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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
124,713
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
121,443
shares
|
$13.1 Million
3.78% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
114,406
shares
|
$12.3 Million
6.51% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
90,654
shares
|
$9.74 Million
0.2% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
89,384
shares
|
$9.61 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
82,918
shares
|
$8.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 42.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
77,594
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
76,636
shares
|
$8.24 Million
0.98% of portfolio
|
Q3 2024
Added 2225.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
75,698
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
71,081
shares
|
$7.64 Million
0.87% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
70,227
shares
|
$7.55 Million
0.69% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
68,992
shares
|
$7.41 Million
0.03% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
68,821
shares
|
$7.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
65,529
shares
|
$7.04 Million
2.07% of portfolio
|
Q3 2024
Added 43.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
62,004
shares
|
$6.66 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
59,580
shares
|
$6.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
57,210
shares
|
$6.15 Million
0.49% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
56,575
shares
|
$6.08 Million
1.25% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
54,824
shares
|
$5.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
53,698
shares
|
$5.77 Million
0.17% of portfolio
|
Q3 2024
Added 150.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,842
shares
|
$5.68 Million
0.04% of portfolio
|
Q3 2024
Added 117.14%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
52,218
shares
|
$5.61 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
50,506
shares
|
$5.43 Million
2.93% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
49,372
shares
|
$5.31 Million
0.65% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,787
shares
|
$5.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 42.19%
|