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 375 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
152,172
shares
|
$15.8 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
149,185
shares
|
$15.5 Million
2.84% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
141,586
shares
|
$14.7 Million
3.62% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
129,672
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
125,867
shares
|
$13.1 Million
1.16% of portfolio
|
Q2 2025
Added 1476.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
121,183
shares
|
$12.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
108,501
shares
|
$11.3 Million
2.87% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
106,209
shares
|
$11 Million
4.42% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
104,626
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2025
Added 63.54%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
95,800
shares
|
$9.94 Million
5.14% of portfolio
|
Q2 2025
Reduced 23.24%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
90,773
shares
|
$9.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
87,956
shares
|
$9.13 Million
0.24% of portfolio
|
Q1 2025
Added 145.04%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
87,465
shares
|
$9.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
81,258
shares
|
$8.43 Million
0.56% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
75,607
shares
|
$7.85 Million
0.86% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
70,227
shares
|
$7.29 Million
0.69% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
70,174
shares
|
$7.28 Million
0.01% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
62,004
shares
|
$6.43 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
61,723
shares
|
$6.4 Million
0.67% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
61,278
shares
|
$6.36 Million
0.14% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
56,343
shares
|
$5.85 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
54,428
shares
|
$5.65 Million
0.09% of portfolio
|
Q1 2025
Added 56.84%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
53,792
shares
|
$5.58 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
52,302
shares
|
$5.43 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
50,260
shares
|
$5.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.1%
|