Vanguard S&P SM Cap 600 GRWVIOGETF

13F holders, Q4 2024 (December 31)
164holders +7
16new positions
13sold out
1famous investor
$116.32avg. 13F price*

At the end of Q4 2024, 164 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, up 7 from Q3 2024. 16 opened new positions and 13 sold out. The largest holders were Bank of New York Mellon Corp ($87.1M), Ameriprise Financial Inc. ($45.8M) and Morgan Stanley ($27.9M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$8.2M
Exits13$9.9M

All 13F filers, Q3 2024 → Q4 2024: 388,433 shares bought and 287,843 shares sold, net +100,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

Bank of New York Mellon Corp 0.02% Reduce -1.8% 748,601 $87.1M
Ameriprise Financial Inc. 0.01% Add +28.9% 393,929 $45.8M
Morgan Stanley 0.00% Add +6.6% 239,747 $27.9M
LPL Financial LLC 0.01% Add +62.7% 208,416 $24.2M
Moneta Group Investment Advisors LLC 0.29% Add +0.4% 180,525 $21.0M
Octavia Wealth Advisors, LLC 2.00% Add +0.1% 141,733 $16.5M
Mariner, LLC 0.03% Reduce -0.0% 133,583 $15.5M
Bank of America Corp. 0.00% Add +9.8% 131,242 $15.3M
Strategic Advocates LLC 5.02% Add +14.1% 127,971 $14.9M
Raymond James Financial Inc. 0.01% — 117,475 $13.7M
Kieckhefer Group LLC 5.94% — 84,806 $9.9M
LMG Wealth Partners, LLC 1.66% Add +0.5% 65,607 $7.6M
Legacies Wealth LLC 5.29% Add +4.1% 58,645 $6.8M
Del-Sette Capital Management, LLC 5.43% Reduce -4.6% 57,511 $6.7M
Wells Fargo & Company 0.00% Add +13.4% 54,814 $6.4M
Global Retirement Partners, LLC 0.18% Reduce -0.0% 54,772 $6.4M
Goldman Sachs Group Inc. 0.00% No change 50,000 $5.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.8% 47,094 $5.5M
UBS Group AG 0.00% Add +6.5% 42,605 $5.0M
Envestnet Asset Management Inc. 0.00% Reduce -65.0% 40,491 $4.7M
Susquehanna International Group, LLP 0.01% Add +1336.9% 39,342 $4.6M
Royal Bank of Canada 0.00% Add +7.7% 37,604 $4.4M
Bank of New Hampshire 1.05% Reduce -2.7% 34,935 $4.1M
Steward Partners Investment Advisory, LLC 0.03% Reduce -1.3% 33,598 $3.9M
Osaic Holdings, Inc. 0.01% Add +14.7% 33,076 $3.8M
Rwa Wealth Partners, LLC 0.05% Reduce -0.5% 32,862 $3.8M
Citigroup Inc. 0.00% Add +1.8% 31,285 $3.6M
Principal Securities, Inc. 0.08% Add +13.4% 29,959 $3.5M
Lowery Thomas, LLC 2.16% Add +3.0% 28,430 $3.3M
Virtu Financial LLC 0.17% Add +142.9% 26,774 $3.1M
Citadel Advisors 0.00% New 22,255 $2.6M
ProVise Management Group, LLC 0.22% Add +2.8% 21,732 $2.5M
JPMorgan Chase & Co. 0.00% Reduce -31.0% 21,573 $2.5M
Jane Street Group, LLC 0.00% Add +112.0% 21,462 $2.5M
PFG Advisors 0.14% Add +0.2% 19,786 $2.3M
Equitable Holdings, Inc. 0.02% Add +7.5% 19,120 $2.2M
Private Advisor Group, LLC 0.01% Reduce -2.4% 18,596 $2.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -40.7% 17,859 $2.1M
Studio Investment Management LLC 0.41% Add +0.2% 16,704 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.2% 16,694 $1.9M
Financial Engines Advisors L.L.C. 0.00% New 16,438 $1.9M
LexAurum Advisors, LLC 0.37% Add +3.8% 15,785 $1.8M
Keebeck Wealth Management 0.24% Reduce -0.3% 14,419 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -10.5% 13,715 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +23.1% 11,738 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -66.0% 10,798 $1.3M
Mosaic Family Wealth Partners, LLC 0.17% Add +0.0% 10,424 $1.2M
Creative Financial Designs Inc. 0.10% Add +13.7% 10,411 $1.2M
MML Investors Services, LLC 0.00% Reduce -1.8% 10,032 $1.2M
Stifel Financial Corp. 0.00% Reduce -0.5% 9,975 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -4.8% 9,551 $1.1M
D.A. Davidson & Co. 0.01% Add +2.9% 9,195 $1.1M
Alexander Labrunerie & Co., Inc. 0.47% Add +1.8% 8,994 $1.0M
Ackerman Capital Advisors, LLC 0.27% Reduce -5.5% 8,949 $1.0M
Two Sigma Securities, LLC 0.18% New 8,637 $1.0M
Capital Wealth Management, LLC 0.42% Add +5.5% 8,426 $980K
Sierra Capital LLC 0.11% Reduce -0.7% 7,670 $892K
Visionary Wealth Advisors 0.05% Reduce -23.8% 7,602 $884K
Summit Asset Management, LLC 0.15% No change 7,546 $878K
Cetera Investment Advisers 0.00% Reduce -26.6% 7,449 $866K
SpringVest Wealth Management LLC 0.66% — 6,614 $769K
Viawealth, LLC 0.46% Reduce -16.3% 6,595 $767K
Naviter Wealth, LLC 0.08% New 5,778 $672K
Atria Wealth Solutions, Inc. 0.01% Add +2.0% 5,749 $669K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.7% 5,645 $657K
Orion Portfolio Solutions, LLC 0.01% Reduce -2.7% 5,645 $657K
Sovran Advisors, LLC 0.09% — 5,476 $641K
Blue Barn Wealth, LLC 0.33% Add +0.1% 5,412 $629K
Kestra Private Wealth Services, LLC 0.01% Add +33.1% 5,376 $625K
Vanguard Group Inc. 0.00% Add +1.1% 5,034 $585K
Avantax Advisory Services, Inc. 0.00% Reduce -0.9% 4,914 $572K
&partners 0.01% New 4,697 $555K
Signet Financial Management, LLC 0.07% Reduce -1.6% 4,706 $547K
Pacific Sun Financial Corp 0.29% Add +0.7% 4,652 $541K
Wealthspire Advisors, LLC 0.01% No change 4,324 $503K
Cannell & Spears LLC 0.01% Reduce -3.1% 4,272 $497K
Rodgers & Associates, LTD 0.06% Add +2.8% 4,175 $486K
Davis Investment Partners, LLC 0.19% No change 3,948 $459K
O'shaughnessy Asset Management, LLC 0.00% No change 3,800 $442K
Compound Planning, Inc. 0.02% No change 3,800 $442K
Concourse Financial Group Securities, Inc. 0.02% Add +52.3% 3,592 $435K
Roberts Financial Services LLC 0.08% Reduce -4.0% 3,663 $426K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.7% 3,617 $421K
MAI Capital Management 0.00% Add +0.5% 3,344 $389K
Crumly & Associates Inc. 0.10% Reduce -91.6% 3,273 $381K
Atlanta Consulting Group Advisors, LLC 0.14% No change 3,185 $370K
Beaird Harris Wealth Management, LLC 0.03% Add +0.5% 3,167 $368K
Bonfire Financial 0.31% — 2,907 $338K
Waverly Advisors, LLC 0.01% New 2,869 $334K
Prospera Financial Services Inc 0.01% Add +0.6% 2,783 $324K
Savant Capital, LLC 0.00% Reduce -35.1% 2,767 $322K
FMR LLC 0.00% Add +83.0% 2,736 $318K
Silverlake Wealth Management LLC 0.12% Add +0.6% 2,706 $315K
Integrated Capital Management, LLC 0.17% Reduce -88.0% 2,671 $311K
Relyea Zuckerberg Hanson LLC 0.04% Add +2.5% 2,616 $304K
J.W. Cole Advisors, Inc. 0.01% No change 2,570 $299K
Crescent Sterling, Ltd. 0.30% New 2,537 $295K
Advisory Services Network, LLC 0.01% Add +2.1% 2,450 $285K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.2% 2,356 $274K
Brass Tax Wealth Management, Inc. 0.05% No change 2,212 $257K

"% 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 164 holders