Vanguard S&P SM Cap 600 GRWVIOGETF

13F holders, Q2 2024 (June 30)
135holders +8
18new positions
9sold out
1famous investor
$110.24avg. 13F price*

At the end of Q2 2024, 135 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, up 8 from Q1 2024. 18 opened new positions and 9 sold out. The largest holders were Bank of New York Mellon Corp ($86.5M), Ameriprise Financial Inc. ($26.7M) and Morgan Stanley ($23.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard S&P SM Cap 600 GRW
CUSIP
921932794
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 127Q1 2024Q2 2024: 135Q2 2024Q3 2024: 157Q3 2024Q4 2024: 164Q4 2024Q1 2025: 149Q1 2025Q2 2025: 155Q2 2025Q3 2025: 168Q3 2025Q4 2025: 181Q4 2025Q1 2026: 179Q1 2026Q2 2026: 197Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions18$15.8M
Exits9$1.7M

All 13F filers, Q1 2024 → Q2 2024: 371,798 shares bought and 54,040 shares sold, net +317,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 135 holders

Bank of New York Mellon Corp 0.02% Reduce -2.4% 784,798 $86.5M
Ameriprise Financial Inc. 0.01% Add +48.5% 242,586 $26.7M
Morgan Stanley 0.00% Add +0.3% 211,510 $23.3M
Moneta Group Investment Advisors LLC 0.32% Add +0.1% 179,882 $19.8M
Octavia Wealth Advisors, LLC 2.02% Add +4.4% 133,978 $14.8M
Mariner, LLC 0.03% Add +0.1% 132,012 $14.6M
LPL Financial LLC 0.01% Reduce -1.0% 121,268 $13.4M
Bank of America Corp. 0.00% Reduce -1.8% 116,930 $12.9M
Envestnet Asset Management Inc. 0.00% Add +24.4% 114,333 $12.6M
Strategic Advocates LLC 4.79% Add +11.3% 109,439 $12.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.6% 79,536 $8.8M
LMG Wealth Partners, LLC 1.78% Add +1.4% 64,644 $7.1M
Global Retirement Partners, LLC 0.19% Add +1.2% 54,632 $6.0M
UBS Group AG 0.00% Add +30.5% 53,941 $5.9M
Legacies Wealth LLC 4.97% Reduce -0.9% 51,610 $5.7M
Goldman Sachs Group Inc. 0.00% No change 50,000 $5.5M
Royal Bank of Canada 0.00% Add +21.4% 47,021 $5.2M
Wells Fargo & Company 0.00% Add +49.1% 40,615 $4.5M
Bank of New Hampshire 1.05% Add +0.4% 36,630 $4.0M
Jane Street Group, LLC 0.00% New 34,768 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +44.1% 34,483 $3.8M
Rwa Wealth Partners, LLC 0.05% Reduce -7.4% 33,889 $3.7M
Kestra Advisory Services, LLC 0.02% Add +172.3% 30,898 $3.4M
Citadel Advisors 0.00% New 29,341 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +0.8% 28,907 $3.2M
Raymond James & Associates 0.00% Add +2.2% 28,833 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -5.2% 28,333 $3.1M
Susquehanna International Group, LLP 0.01% Add +111.9% 27,429 $3.0M
Lowery Thomas, LLC 2.14% Add +4.9% 26,610 $2.9M
Citigroup Inc. 0.00% Add +1.6% 24,754 $2.7M
ProVise Management Group, LLC 0.19% Add +3.8% 20,128 $2.2M
Prudential Financial Inc. 0.00% Add +15.2% 19,718 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +8.7% 19,516 $2.2M
Keebeck Wealth Management 0.31% New 19,239 $2.1M
Studio Investment Management LLC 0.48% Add +17.0% 18,882 $2.1M
PFG Advisors 0.14% Add +5.7% 18,486 $2.0M
Private Advisor Group, LLC 0.01% Reduce -0.2% 17,938 $2.0M
Silvercrest Asset Management Group LLC 0.01% Add +104.7% 17,671 $1.9M
Virtu Financial LLC 0.12% New 15,439 $1.7M
Equitable Holdings, Inc. 0.02% Add +0.6% 15,318 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.7% 15,006 $1.7M
Personal Cfo Solutions, LLC 0.23% New 13,669 $1.5M
Janney Montgomery Scott LLC 0.00% Add +0.9% 12,983 $1.4M
Sierra Capital LLC 0.19% Reduce -1.8% 12,862 $1.4M
Principal Securities, Inc. 0.04% Add +2.6% 11,706 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -2.3% 10,932 $1.2M
Stifel Financial Corp. 0.00% Reduce -0.7% 10,241 $1.1M
Mosaic Family Wealth Partners, LLC 0.18% Reduce -0.2% 10,187 $1.1M
Ackerman Capital Advisors, LLC 0.30% Add +4.7% 10,111 $1.1M
Cetera Investment Advisers 0.00% Add +4.0% 9,882 $1.1M
Old Mission Capital LLC 0.03% New 9,790 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -0.3% 9,685 $1.1M
MML Investors Services, LLC 0.00% Reduce -2.5% 9,599 $1.1M
Alexander Labrunerie & Co., Inc. 0.54% Reduce -0.3% 8,902 $981K
D.A. Davidson & Co. 0.01% Reduce -4.0% 8,320 $917K
Capital Wealth Management, LLC 0.41% Reduce -2.7% 8,033 $885K
Viawealth, LLC 0.54% No change 7,866 $867K
Creative Financial Designs Inc. 0.08% Add +49.5% 7,750 $854K
RFG Advisory, LLC 0.03% Add +42.9% 7,605 $838K
Summit Asset Management, LLC 0.10% No change 7,546 $832K
Visionary Wealth Advisors 0.04% New 5,816 $641K
Blue Barn Wealth, LLC 0.33% Reduce -8.5% 5,444 $600K
Atria Wealth Solutions, Inc. 0.01% Reduce -14.1% 5,427 $599K
Two Sigma Securities, LLC 0.03% New 5,314 $586K
Signet Financial Management, LLC 0.08% Reduce -6.7% 5,197 $573K
Vanguard Group Inc. 0.00% Add +11.1% 4,916 $542K
Pacific Sun Financial Corp 0.30% Reduce -1.5% 4,602 $507K
Avantax Advisory Services, Inc. 0.00% Add +3.7% 4,522 $498K
Cannell & Spears LLC 0.01% No change 4,408 $486K
Davis Investment Partners, LLC 0.19% No change 3,948 $451K
Roberts Financial Services LLC 0.08% No change 3,816 $421K
Compound Planning, Inc. 0.03% New 3,800 $419K
Beacon Pointe Advisors, LLC 0.00% Reduce -25.9% 3,670 $405K
MAI Capital Management 0.00% Add +0.9% 3,355 $370K
Atlanta Consulting Group Advisors, LLC 0.08% No change 3,185 $351K
Concourse Financial Group Securities, Inc. 0.02% Reduce -12.0% 3,152 $349K
FMR LLC 0.00% Add +2.6% 2,952 $325K
Prospera Financial Services Inc 0.01% Add +0.6% 2,766 $305K
Silverlake Wealth Management LLC 0.12% No change 2,683 $296K
9258 Wealth Management, LLC 0.05% Add +3.7% 2,682 $296K
J.W. Cole Advisors, Inc. 0.01% No change 2,570 $283K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -6.0% 2,508 $276K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -33.0% 2,470 $273K
Merit Financial Group, LLC 0.01% Reduce -0.2% 2,435 $268K
Advisory Services Network, LLC 0.01% No change 2,400 $265K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.6% 2,228 $246K
Brass Tax Wealth Management, Inc. 0.05% No change 2,212 $244K
Valmark Advisers, Inc. 0.00% New 2,168 $239K
Clear Creek Financial Management, LLC 0.03% Reduce -11.7% 2,151 $237K
Raymond James Trust N.A. 0.01% No change 2,148 $237K
Rodgers & Associates, LTD 0.03% No change 2,060 $227K
Etfidea, LLC 0.08% No change 2,022 $223K
Mather Group, Llc. 0.00% Reduce -17.1% 1,854 $208K
StoneX Group Inc. 0.02% New 1,868 $207K
Fifth Third Bancorp 0.00% No change 1,835 $202K
Continuum Advisory, LLC 0.03% No change 1,722 $190K
PNC Financial Services Group, Inc. 0.00% Reduce -69.0% 1,586 $175K
Bank of Montreal 0.00% Reduce -4.3% 1,544 $170K
Archer Investment Corp 0.05% No change 1,536 $169K
Barrett & Company, Inc. 0.07% No change 1,422 $157K

"% 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.

Show all 135 holders