Vanguard S&P SM Cap 600 GRWVIOGETF
13F holders, Q1 2024 (March 31)127holders
$112.43avg. 13F price*
At the end of Q1 2024, 127 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($90.4M), Morgan Stanley ($23.7M) and Moneta Group Investment Advisors LLC ($20.2M).
- Company
- Vanguard S&P SM Cap 600 GRW
- CUSIP
- 921932794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $108.1M |
| Exits | 12 | $12.1M |
Ownership 127 holders
| Bank of New York Mellon Corp | 0.02% | New | 804,439 | $90.4M |
| Morgan Stanley | 0.00% | Add +1.1% | 210,947 | $23.7M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -1.1% | 179,749 | $20.2M |
| Ameriprise Financial Inc. | 0.01% | Add +22.1% | 163,392 | $18.5M |
| Mariner, LLC | 0.03% | Add +8.9% | 131,880 | $14.8M |
| Octavia Wealth Advisors, LLC | 2.13% | New | 128,328 | $14.4M |
| LPL Financial LLC | 0.01% | Add +6.1% | 122,537 | $13.8M |
| Bank of America Corp. | 0.00% | Add +8.0% | 119,081 | $13.4M |
| Strategic Advocates LLC | 4.26% | Add +1465.8% | 98,301 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 91,895 | $10.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +128.8% | 78,243 | $8.8M |
| LMG Wealth Partners, LLC | 1.80% | Reduce -13.8% | 63,737 | $7.2M |
| Global Retirement Partners, LLC | 0.23% | Add +10.7% | 53,990 | $6.1M |
| Legacies Wealth LLC | 5.18% | Reduce -1.4% | 52,059 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $5.6M |
| UBS Group AG | 0.00% | Add +5.8% | 41,332 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -41.1% | 38,728 | $4.4M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -2.5% | 36,591 | $4.1M |
| Bank of New Hampshire | 1.08% | Add +9.4% | 36,491 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.6% | 29,896 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -19.0% | 28,690 | $3.2M |
| Raymond James & Associates | 0.00% | Add +3.5% | 28,219 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +38.1% | 27,233 | $3.1M |
| Lowery Thomas, LLC | 2.18% | Add +25.0% | 25,369 | $2.9M |
| Citigroup Inc. | 0.00% | Add +0.2% | 24,374 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.4% | 23,931 | $2.7M |
| ProVise Management Group, LLC | 0.19% | Add +6.8% | 19,396 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 17,973 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 17,950 | $2.0M |
| PFG Advisors | 0.14% | Add +12.6% | 17,495 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +30.2% | 17,121 | $1.9M |
| Studio Investment Management LLC | 0.43% | Add +10.5% | 16,140 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +20.7% | 15,230 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.1% | 14,898 | $1.7M |
| Sierra Capital LLC | 0.19% | Add +48.2% | 13,099 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +147.5% | 12,945 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +63.3% | 12,861 | $1.4M |
| Principal Securities, Inc. | 0.04% | Add +1541.2% | 11,406 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.5% | 11,345 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.8% | 11,186 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 10,312 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Reduce -8.8% | 10,210 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -9.0% | 9,845 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 9,713 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.30% | Reduce -16.0% | 9,653 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +157.6% | 9,503 | $1.1M |
| Alexander Labrunerie & Co., Inc. | 0.57% | — | 8,932 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.9% | 8,671 | $975K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +57.4% | 8,631 | $970K |
| Capital Wealth Management, LLC | 0.44% | Reduce -1.6% | 8,258 | $928K |
| Viawealth, LLC | 0.55% | Reduce -0.9% | 7,866 | $884K |
| Summit Asset Management, LLC | 0.10% | No change | 7,546 | $848K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +34.0% | 6,315 | $710K |
| Blue Barn Wealth, LLC | 0.37% | Add +0.1% | 5,949 | $669K |
| Signet Financial Management, LLC | 0.09% | Reduce -1.9% | 5,568 | $626K |
| RFG Advisory, LLC | 0.02% | New | 5,322 | $598K |
| Creative Financial Designs Inc. | 0.06% | Add +30.4% | 5,185 | $583K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 5,122 | $576K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.4% | 4,951 | $557K |
| Pacific Sun Financial Corp | 0.31% | Reduce -0.8% | 4,672 | $525K |
| Flow Traders U.S. LLC | 0.03% | New | 4,488 | $505K |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 4,427 | $498K |
| Cannell & Spears LLC | 0.01% | New | 4,408 | $496K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.7% | 4,359 | $490K |
| Davis Investment Partners, LLC | 0.19% | Reduce -1.3% | 3,948 | $433K |
| Roberts Financial Services LLC | 0.09% | Reduce -16.6% | 3,816 | $429K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -80.2% | 3,581 | $403K |
| Advisor Resource Council | 0.17% | New | 3,681 | $396K |
| MAI Capital Management | 0.00% | Add +64.4% | 3,326 | $374K |
| Atlanta Consulting Group Advisors, LLC | 0.12% | — | 3,185 | $358K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.1% | 3,685 | $349K |
| FMR LLC | 0.00% | Add +321.2% | 2,877 | $324K |
| Creative Planning | 0.00% | Reduce -2.8% | 2,802 | $315K |
| Prospera Financial Services Inc | 0.01% | Add +7.0% | 2,750 | $309K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -0.3% | 2,683 | $302K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -10.9% | 2,667 | $300K |
| 9258 Wealth Management, LLC | 0.05% | New | 2,586 | $291K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 2,570 | $287K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.2% | 2,519 | $283K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.5% | 2,435 | $274K |
| Advisory Services Network, LLC | 0.01% | New | 2,400 | $270K |
| Merit Financial Group, LLC | 0.01% | Add +12.5% | 2,440 | $268K |
| Brass Tax Wealth Management, Inc. | 0.13% | — | 2,212 | $249K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.3% | 2,148 | $242K |
| Mather Group, Llc. | 0.00% | No change | 2,235 | $241K |
| Rodgers & Associates, LTD | 0.03% | Add +1.0% | 2,060 | $232K |
| Etfidea, LLC | 0.08% | No change | 2,022 | $227K |
| Fifth Third Bancorp | 0.00% | No change | 1,835 | $206K |
| Dakota Wealth Management | 0.01% | New | 1,800 | $202K |
| Continuum Advisory, LLC | 0.03% | New | 1,722 | $193K |
| Bank of Montreal | 0.00% | Add +4.5% | 1,614 | $182K |
| Archer Investment Corp | 0.05% | No change | 1,536 | $173K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.7% | 1,534 | $172K |
| Barrett & Company, Inc. | 0.08% | No change | 1,422 | $160K |
| MidAtlantic Capital Management, Inc. | 0.13% | No change | 1,284 | $144K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,094 | $123K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 1,040 | $117K |
| IFP Advisors, Inc | 0.00% | No change | 724 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | New | 692 | $78K |
| Salomon & Ludwin, LLC | 0.01% | New | 620 | $70K |
"% of holder's portfolio" is VIOG's weight in each manager's 13F, not the share of Vanguard S&P SM Cap 600 GRW the manager owns.