Vanguard S&P SM Cap 600 GRWVIOGETF
13F holders, Q1 2025 (March 31)149holders −15
8new positions
20sold out
1famous investor
$106.94avg. 13F price*
At the end of Q1 2025, 149 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, down 15 from Q4 2024. 8 opened new positions and 20 sold out. The largest holders were Ameriprise Financial Inc. ($68.6M), Morgan Stanley ($23.5M) and LPL Financial LLC ($22.0M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.7M |
| Exits | 20 | $108.3M |
All 13F filers, Q4 2024 → Q1 2025: 359,505 shares bought and 1,132,150 shares sold, net −772,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Ameriprise Financial Inc. | 0.02% | Add +62.9% | 641,702 | $68.6M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 220,085 | $23.5M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 205,431 | $22.0M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +0.2% | 180,872 | $19.3M |
| Strategic Advocates LLC | 5.21% | Add +9.6% | 140,245 | $15.0M |
| Bank of America Corp. | 0.00% | Add +4.8% | 137,502 | $14.7M |
| Mariner, LLC | 0.02% | Reduce -2.0% | 130,966 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.0% | 108,076 | $11.6M |
| LMG Wealth Partners, LLC | 1.56% | Add +0.0% | 65,608 | $7.0M |
| Legacies Wealth LLC | 5.04% | Add +8.7% | 63,733 | $6.8M |
| UBS Group AG | 0.00% | Add +25.1% | 53,301 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.5% | 52,272 | $5.6M |
| Del-Sette Capital Management, LLC | 4.14% | Reduce -14.2% | 49,325 | $5.3M |
| Citigroup Inc. | 0.00% | Add +46.3% | 45,753 | $4.9M |
| Kieckhefer Group LLC | 3.22% | Reduce -50.8% | 41,693 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.7% | 37,799 | $4.0M |
| Bank of New Hampshire | 1.04% | Add +7.0% | 37,366 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.2% | 36,753 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.0% | 34,936 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2.6% | 33,925 | $3.6M |
| Principal Securities, Inc. | 0.08% | Add +0.1% | 30,000 | $3.5M |
| Wells Fargo & Company | 0.00% | Reduce -42.0% | 31,817 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -4.7% | 31,335 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -28.6% | 26,858 | $2.9M |
| Lowery Thomas, LLC | 1.96% | Reduce -5.9% | 26,763 | $2.9M |
| ProVise Management Group, LLC | 0.21% | Add +7.8% | 23,430 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -0.6% | 22,118 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 21,476 | $2.3M |
| PFG Advisors | 0.13% | Add +8.4% | 21,452 | $2.3M |
| Virtu Financial LLC | 0.11% | Reduce -28.1% | 19,260 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.6% | 19,001 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.9% | 18,755 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.1% | 17,880 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.8% | 17,017 | $1.8M |
| Studio Investment Management LLC | 0.37% | Add +0.6% | 16,809 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.7% | 16,082 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -25.9% | 15,892 | $1.7M |
| LexAurum Advisors, LLC | 0.30% | Reduce -8.6% | 14,424 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 13,768 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.0% | 12,203 | $1.3M |
| Sierra Capital LLC | 0.16% | Add +58.9% | 12,188 | $1.3M |
| Keebeck Wealth Management | 0.19% | Reduce -17.9% | 11,833 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Add +6.0% | 11,037 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +43.4% | 10,680 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 10,664 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +0.0% | 10,425 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 10,043 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.4% | 9,689 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +3.6% | 9,526 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.27% | Add +5.6% | 9,447 | $1.0M |
| Alexander Labrunerie & Co., Inc. | 0.42% | No change | 8,994 | $961K |
| Stifel Financial Corp. | 0.00% | Reduce -10.6% | 8,915 | $953K |
| Capital Wealth Management, LLC | 0.39% | Add +4.3% | 8,789 | $939K |
| MML Investors Services, LLC | 0.00% | Reduce -13.9% | 8,636 | $923K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -51.2% | 8,021 | $857K |
| Summit Asset Management, LLC | 0.14% | No change | 7,546 | $807K |
| Simplicity Wealth,LLC | 0.06% | New | 7,225 | $772K |
| SpringVest Wealth Management LLC | 0.59% | No change | 6,614 | $707K |
| Viawealth, LLC | 0.43% | Reduce -0.7% | 6,551 | $700K |
| Farther Finance Advisors, LLC | 0.02% | Add +2972.4% | 6,237 | $668K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.5% | 5,776 | $617K |
| Naviter Wealth, LLC | 0.07% | No change | 5,778 | $615K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.0% | 5,699 | $609K |
| Sovran Advisors, LLC | 0.07% | Add +0.8% | 5,521 | $553K |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 5,077 | $543K |
| Pacific Sun Financial Corp | 0.30% | Add +4.7% | 4,872 | $521K |
| Rodgers & Associates, LTD | 0.06% | Add +14.2% | 4,769 | $510K |
| Blue Barn Wealth, LLC | 0.26% | Reduce -13.2% | 4,696 | $502K |
| &partners | 0.01% | Reduce -1.3% | 4,636 | $492K |
| Signet Financial Management, LLC | 0.06% | Reduce -7.1% | 4,370 | $467K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -21.3% | 3,867 | $413K |
| Cannell & Spears LLC | 0.01% | Reduce -10.9% | 3,805 | $407K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,800 | $406K |
| Compound Planning, Inc. | 0.02% | No change | 3,800 | $406K |
| Davis Investment Partners, LLC | 0.17% | Reduce -2.3% | 3,858 | $386K |
| Roberts Financial Services LLC | 0.07% | Reduce -2.2% | 3,583 | $383K |
| Crescent Sterling, Ltd. | 0.39% | Add +41.1% | 3,580 | $383K |
| Waverly Advisors, LLC | 0.00% | Add +18.4% | 3,396 | $363K |
| MAI Capital Management | 0.00% | Reduce -3.4% | 3,229 | $345K |
| Crumly & Associates Inc. | 0.09% | Reduce -2.3% | 3,198 | $342K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | No change | 3,185 | $340K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +35.0% | 3,181 | $340K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.3% | 3,177 | $340K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +21.4% | 3,120 | $333K |
| Prospera Financial Services Inc | 0.01% | Add +8.1% | 3,007 | $321K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -47.1% | 2,984 | $319K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -47.1% | 2,984 | $319K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.7% | 2,869 | $307K |
| Savant Capital, LLC | 0.00% | No change | 2,767 | $296K |
| Silverlake Wealth Management LLC | 0.11% | Add +0.3% | 2,714 | $290K |
| Mgo One Seven LLC | 0.01% | New | 2,712 | $290K |
| GTS Securities LLC | 0.01% | New | 2,667 | $285K |
| Integrated Capital Management, LLC | 0.15% | Reduce -3.3% | 2,584 | $276K |
| Balanced Wealth Group LLC | 0.13% | New | 2,493 | $266K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -5.1% | 2,482 | $265K |
| Bonfire Financial | 0.24% | Reduce -17.1% | 2,411 | $258K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 2,212 | $236K |
| Independent Financial Group, LLC | 0.01% | Add +11.4% | 2,137 | $228K |
| StoneX Group Inc. | 0.01% | Add +6.2% | 2,048 | $219K |
| Jones Financial Companies LLLP | 0.00% | Add +188.1% | 2,051 | $218K |
"% 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.