Vanguard S&P SM Cap 600 GRWVIOGETF

13F holders, Q2 2025 (June 30)
155holders +6
23new positions
17sold out
$114.44avg. 13F price*

At the end of Q2 2025, 155 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, up 6 from Q1 2025. 23 opened new positions and 17 sold out. The largest holders were Ameriprise Financial Inc. ($41.5M), Morgan Stanley ($27.6M) and LPL Financial LLC ($23.7M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$13.9M
Exits17$10.8M

All 13F filers, Q1 2025 → Q2 2025: 285,968 shares bought and 658,482 shares sold, net −372,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Ameriprise Financial Inc. 0.01% Reduce -43.5% 362,468 $41.5M
Morgan Stanley 0.00% Add +9.6% 241,107 $27.6M
LPL Financial LLC 0.01% Add +0.7% 206,914 $23.7M
Strategic Advocates LLC 4.87% Add +2.2% 143,350 $16.4M
Mariner, LLC 0.02% Add +5.1% 137,693 $15.8M
Bank of America Corp. 0.00% Reduce -7.7% 126,883 $14.5M
Raymond James Financial Inc. 0.00% Reduce -3.2% 104,632 $12.0M
Legacies Wealth LLC 5.46% Add +12.8% 71,911 $8.2M
LMG Wealth Partners, LLC 1.54% Add +0.1% 65,643 $7.5M
Wells Fargo & Company 0.00% Add +88.2% 59,866 $6.9M
Global Retirement Partners, LLC 0.16% — 57,740 $6.6M
Goldman Sachs Group Inc. 0.00% Reduce -1.7% 51,399 $5.9M
Code Waechter LLC 3.77% New 46,367 $5.3M
Envestnet Asset Management Inc. 0.00% Add +19.2% 43,800 $5.0M
UBS Group AG 0.00% Reduce -18.6% 43,370 $5.0M
Kieckhefer Group LLC 2.58% Reduce -0.4% 41,528 $4.8M
Moneta Group Investment Advisors LLC 0.05% Reduce -78.4% 39,103 $4.5M
Del-Sette Capital Management, LLC 3.09% Reduce -21.4% 38,772 $4.4M
Bank of New Hampshire 1.06% Reduce -0.1% 37,346 $4.3M
Royal Bank of Canada 0.00% Add +36.6% 36,685 $4.2M
Steward Partners Investment Advisory, LLC 0.03% Add +3.3% 36,081 $4.1M
Principal Securities, Inc. 0.07% Add +9.9% 32,983 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.3% 31,245 $3.6M
Rwa Wealth Partners, LLC 0.04% Reduce -2.3% 30,625 $3.5M
Brown Advisory Inc. 0.00% New 29,845 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +122.6% 23,738 $2.7M
Financial Engines Advisors L.L.C. 0.01% Add +192.9% 23,493 $2.7M
Susquehanna International Group, LLP 0.00% Add +37.8% 23,445 $2.7M
Lowery Thomas, LLC 1.70% Reduce -13.2% 23,245 $2.7M
ProVise Management Group, LLC 0.21% Reduce -1.4% 23,113 $2.6M
Creative Financial Designs Inc. 0.18% Add +103.0% 22,404 $2.6M
JPMorgan Chase & Co. 0.00% Add +0.6% 21,595 $2.5M
Janney Montgomery Scott LLC 0.01% Add +45.7% 20,056 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -43.1% 19,289 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -4.7% 18,114 $2.1M
Private Advisor Group, LLC 0.01% Reduce -4.7% 17,867 $2.0M
Studio Investment Management LLC 0.39% Add +1.2% 17,011 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 15,958 $1.8M
LexAurum Advisors, LLC 0.28% Add +5.3% 15,188 $1.7M
Cetera Investment Advisers 0.00% Add +27.0% 13,568 $1.6M
Silvercrest Asset Management Group LLC 0.01% Reduce -27.1% 13,030 $1.5M
Kestra Advisory Services, LLC 0.01% Add +1.4% 12,374 $1.4M
St. Louis Trust Co 0.19% New 12,290 $1.4M
Virtu Financial LLC 0.07% Reduce -38.2% 11,908 $1.4M
Keebeck Wealth Management 0.17% Reduce -2.9% 11,488 $1.3M
Mosaic Family Wealth Partners, LLC 0.15% Add +1.8% 10,614 $1.2M
Ackerman Capital Advisors, LLC 0.28% Add +10.4% 10,430 $1.2M
D.A. Davidson & Co. 0.01% Add +7.8% 10,273 $1.2M
Mercer Global Advisors Inc. 0.00% Add +4.4% 10,113 $1.2M
Capital Wealth Management, LLC 0.43% Add +14.8% 10,085 $1.2M
MML Investors Services, LLC 0.00% Add +6.4% 9,186 $1.1M
Alexander Labrunerie & Co., Inc. 0.43% Reduce -0.1% 8,984 $1.0M
Stifel Financial Corp. 0.00% Add +0.3% 8,942 $1.0M
Summit Asset Management, LLC 0.14% No change 7,546 $863K
Sierra Capital LLC 0.09% Reduce -45.8% 6,608 $756K
Sovran Advisors, LLC 0.08% Add +16.0% 6,404 $742K
Kestra Private Wealth Services, LLC 0.01% Add +11.2% 6,339 $725K
Viawealth, LLC 0.43% Reduce -3.7% 6,307 $722K
Naviter Wealth, LLC 0.08% No change 5,778 $663K
Rodgers & Associates, LTD 0.06% Add +7.8% 5,142 $588K
Vanguard Group Inc. 0.00% Add +0.2% 5,085 $582K
SpringVest Wealth Management LLC 0.47% Reduce -23.4% 5,066 $581K
J.W. Cole Advisors, Inc. 0.01% Add +60.4% 5,005 $573K
Riversedge Advisors, LLC 0.11% New 4,877 $558K
Blue Barn Wealth, LLC 0.25% Reduce -0.2% 4,685 $536K
Pacific Sun Financial Corp 0.27% Reduce -7.6% 4,502 $515K
&partners 0.00% Reduce -5.4% 4,387 $502K
Crescent Sterling, Ltd. 0.56% Add +22.1% 4,373 $500K
Signet Financial Management, LLC 0.06% Reduce -0.1% 4,365 $499K
Cwm, LLC 0.00% Add +469.3% 4,270 $489K
Avantax Advisory Services, Inc. 0.00% Add +2.8% 3,977 $455K
Farther Finance Advisors, LLC 0.01% Reduce -36.5% 3,963 $453K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,814 $448K
Davis Investment Partners, LLC 0.16% No change 3,858 $443K
Cannell & Spears LLC 0.01% No change 3,805 $435K
Mgo One Seven LLC 0.01% Add +37.5% 3,728 $427K
Waverly Advisors, LLC 0.00% Add +3.4% 3,511 $402K
Washington Capital Management, Inc. 0.30% New 3,500 $401K
Jones Financial Companies LLLP 0.00% Add +69.1% 3,468 $397K
Independent Financial Group, LLC 0.01% Add +57.4% 3,364 $385K
GTS Securities LLC 0.02% Add +20.6% 3,216 $368K
Atlanta Consulting Group Advisors, LLC 0.10% No change 3,185 $365K
Beaird Harris Wealth Management, LLC 0.03% No change 3,177 $364K
Meridian Wealth Management, LLC 0.02% New 3,143 $360K
Prospera Financial Services Inc 0.01% Add +4.5% 3,141 $359K
Citigroup Inc. 0.00% Reduce -93.5% 2,982 $341K
Atria Wealth Solutions, Inc. 0.01% Reduce -50.7% 2,849 $332K
Silverlake Wealth Management LLC 0.09% No change 2,714 $311K
Integrated Capital Management, LLC 0.15% Add +1.2% 2,614 $303K
Savant Capital, LLC 0.00% Reduce -4.6% 2,639 $302K
MAI Capital Management 0.00% Reduce -21.1% 2,547 $291K
Balanced Wealth Group LLC 0.12% Add +0.2% 2,498 $287K
Relyea Zuckerberg Hanson LLC 0.03% No change 2,482 $284K
Christopher J. Hasenberg, Inc 0.10% New 2,435 $279K
Breakwater Capital Group 0.04% New 2,402 $275K
Bonfire Financial 0.22% Reduce -2.9% 2,340 $268K
Insight 2811, Inc. 0.12% New 2,248 $257K
Brass Tax Wealth Management, Inc. 0.05% No change 2,212 $253K
OneAscent Financial Services LLC 0.02% No change 2,015 $231K
Provident Investment Management, Inc. 0.02% New 1,954 $224K

"% 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 155 holders