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 |
---|---|---|---|---|---|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
13,607
shares
|
$1.46 Million
0.3% of portfolio
|
Q3 2024
Added 10.54%
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
13,565
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2024
Added 4.55%
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
13,439
shares
|
$1.44 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,071
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
12,817
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,779
shares
|
$1.37 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
12,149
shares
|
$1.31 Million
0.88% of portfolio
|
Q3 2024
Added 0.01%
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
12,122
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,084
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 40.86%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,998
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,882
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
11,873
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 25.2%
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,652
shares
|
$1.25 Million
0.65% of portfolio
|
Q3 2024
Added 51.6%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,576
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,286
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,145
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,974
shares
|
$1.18 Million
0.93% of portfolio
|
Q1 2024
Added 0.72%
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
10,934
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2023
Added 100.0%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,879
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,787
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
10,691
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 31.86%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
10,490
shares
|
$1.13 Million
0.34% of portfolio
|
Q3 2024
Added 57.04%
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,756
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,546
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 7.94%
|