Vanguard S&P SM Cap 600 GRWVIOGETF
13F holders, Q3 2024 (September 30)157holders +22
27new positions
7sold out
$119.79avg. 13F price*
At the end of Q3 2024, 157 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, up 22 from Q2 2024. 27 opened new positions and 7 sold out. The largest holders were Bank of New York Mellon Corp ($91.3M), Ameriprise Financial Inc. ($36.6M) and Morgan Stanley ($26.9M).
- Company
- Vanguard S&P SM Cap 600 GRW
- CUSIP
- 921932794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $24.1M |
| Exits | 7 | $5.0M |
All 13F filers, Q2 2024 → Q3 2024: 433,959 shares bought and 188,090 shares sold, net +245,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Bank of New York Mellon Corp | 0.02% | Reduce -2.9% | 762,469 | $91.3M |
| Ameriprise Financial Inc. | 0.01% | Add +26.0% | 305,648 | $36.6M |
| Morgan Stanley | 0.00% | Add +6.3% | 224,850 | $26.9M |
| Moneta Group Investment Advisors LLC | 0.31% | No change | 179,882 | $21.5M |
| Octavia Wealth Advisors, LLC | 2.10% | Add +5.7% | 141,563 | $17.0M |
| Mariner, LLC | 0.03% | Add +1.2% | 133,608 | $16.0M |
| LPL Financial LLC | 0.01% | Add +5.6% | 128,072 | $15.3M |
| Bank of America Corp. | 0.00% | Add +2.2% | 119,475 | $14.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 115,754 | $13.9M |
| Strategic Advocates LLC | 4.81% | Add +2.5% | 112,116 | $13.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +12.3% | 89,350 | $10.7M |
| LMG Wealth Partners, LLC | 1.79% | Add +0.9% | 65,259 | $7.8M |
| Del-Sette Capital Management, LLC | 5.64% | New | 60,297 | $7.2M |
| Legacies Wealth LLC | 5.36% | Add +9.1% | 56,322 | $6.7M |
| Global Retirement Partners, LLC | 0.20% | Add +0.3% | 54,789 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +19.1% | 48,353 | $5.8M |
| Raymond James & Associates | 0.00% | Add +65.0% | 47,561 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 42,136 | $5.0M |
| Jefferies Financial Group Inc. | 0.08% | New | 40,000 | $4.8M |
| UBS Group AG | 0.00% | Reduce -25.8% | 40,016 | $4.8M |
| Crumly & Associates Inc. | 1.29% | New | 39,105 | $4.7M |
| Bank of New Hampshire | 1.08% | Reduce -2.0% | 35,902 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -25.8% | 34,915 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +17.7% | 34,022 | $4.1M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -2.5% | 33,032 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.9% | 31,797 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +185.9% | 31,260 | $3.7M |
| Citigroup Inc. | 0.00% | Add +24.1% | 30,722 | $3.7M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +70.5% | 30,138 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.8% | 28,833 | $3.5M |
| Lowery Thomas, LLC | 2.24% | Add +3.7% | 27,602 | $3.3M |
| Principal Securities, Inc. | 0.08% | Add +125.7% | 26,417 | $3.2M |
| Integrated Capital Management, LLC | 1.42% | — | 22,307 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +12.8% | 22,240 | $2.7M |
| ProVise Management Group, LLC | 0.20% | Add +5.0% | 21,136 | $2.5M |
| PFG Advisors | 0.15% | Add +6.8% | 19,752 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +6.3% | 19,059 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +16.1% | 17,779 | $2.1M |
| Studio Investment Management LLC | 0.42% | Reduce -11.7% | 16,665 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.8% | 15,570 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.1% | 15,327 | $1.8M |
| LexAurum Advisors, LLC | 0.40% | New | 15,206 | $1.8M |
| Keebeck Wealth Management | 0.25% | Reduce -24.8% | 14,461 | $1.7M |
| Personal Cfo Solutions, LLC | 0.19% | Reduce -14.9% | 11,627 | $1.4M |
| Virtu Financial LLC | 0.07% | Reduce -28.6% | 11,022 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Add +2.3% | 10,422 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +6.4% | 10,217 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 10,149 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -70.9% | 10,125 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 10,023 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Add +71.5% | 9,972 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.6% | 10,031 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -51.1% | 9,534 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.29% | Reduce -6.4% | 9,465 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Add +18.2% | 9,158 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +7.4% | 8,935 | $1.1M |
| Alexander Labrunerie & Co., Inc. | 0.49% | Reduce -0.8% | 8,832 | $1.1M |
| Capital Wealth Management, LLC | 0.41% | Reduce -0.5% | 7,990 | $957K |
| Viawealth, LLC | 0.55% | Add +0.2% | 7,879 | $944K |
| Sierra Capital LLC | 0.11% | Reduce -40.0% | 7,720 | $925K |
| Summit Asset Management, LLC | 0.10% | No change | 7,546 | $904K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 5,801 | $695K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 5,801 | $695K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.9% | 5,636 | $676K |
| Blue Barn Wealth, LLC | 0.33% | Reduce -0.7% | 5,408 | $648K |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 4,981 | $597K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.7% | 4,960 | $594K |
| Signet Financial Management, LLC | 0.07% | Reduce -7.9% | 4,785 | $573K |
| Pacific Sun Financial Corp | 0.31% | Add +0.4% | 4,622 | $554K |
| Cannell & Spears LLC | 0.01% | No change | 4,408 | $528K |
| Wealthspire Advisors, LLC | 0.01% | New | 4,324 | $518K |
| Savant Capital, LLC | 0.00% | New | 4,266 | $511K |
| Rodgers & Associates, LTD | 0.06% | Add +97.1% | 4,060 | $486K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 4,039 | $484K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.9% | 3,960 | $474K |
| Davis Investment Partners, LLC | 0.20% | No change | 3,948 | $467K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,800 | $457K |
| Roberts Financial Services LLC | 0.09% | No change | 3,816 | $457K |
| Compound Planning, Inc. | 0.03% | No change | 3,800 | $455K |
| MAI Capital Management | 0.00% | Reduce -0.9% | 3,326 | $398K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | No change | 3,185 | $381K |
| Beaird Harris Wealth Management, LLC | 0.03% | New | 3,150 | $377K |
| Old Mission Capital LLC | 0.01% | Reduce -69.2% | 3,018 | $361K |
| Prospera Financial Services Inc | 0.01% | No change | 2,766 | $331K |
| 9258 Wealth Management, LLC | 0.05% | Add +2.8% | 2,758 | $330K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.0% | 2,738 | $328K |
| Silverlake Wealth Management LLC | 0.12% | Add +0.3% | 2,691 | $322K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 2,570 | $308K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +1.7% | 2,551 | $306K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -25.2% | 2,359 | $283K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.5% | 2,283 | $273K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 2,212 | $265K |
| Advisory Services Network, LLC | 0.01% | No change | 2,400 | $265K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,168 | $260K |
| Raymond James Trust N.A. | 0.01% | No change | 2,148 | $257K |
| Merit Financial Group, LLC | 0.01% | Reduce -14.5% | 2,082 | $249K |
| Truist Financial Corp. | 0.00% | New | 1,945 | $233K |
| StoneX Group Inc. | 0.02% | Add +1.4% | 1,894 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -21.9% | 1,930 | $227K |
"% 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.