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 |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,695
shares
|
$611,984
0.42% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,678
shares
|
$610,157
0.07% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,520
shares
|
$593,179
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,514
shares
|
$592,534
0.1% of portfolio
|
Q3 2024
Added 45.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,508
shares
|
$591,889
0.0% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,494
shares
|
$590,385
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,482
shares
|
$589,095
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,457
shares
|
$586,409
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
5,430
shares
|
$583,507
0.31% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
5,237
shares
|
$562,768
0.37% of portfolio
|
Q3 2024
Added 29.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,189
shares
|
$557,609
0.0% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,161
shares
|
$554,601
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,124
shares
|
$550,625
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,010
shares
|
$538,374
0.32% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,996
shares
|
$536,870
0.13% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,970
shares
|
$534,076
0.01% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,906
shares
|
$527,198
0.01% of portfolio
|
Q3 2023
Reduced 49.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,803
shares
|
$516,130
0.11% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,751
shares
|
$510,542
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$507,533
0.26% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
4,607
shares
|
$495,068
0.24% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
4,600
shares
|
$494,316
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,584
shares
|
$492,596
0.03% of portfolio
|
Q3 2024
Added 158.4%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
4,570
shares
|
$491,092
0.09% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$488,728
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|