Vanguard S&P SM Cap 600 GRWVIOGETF

13F holders, Q3 2025 (September 30)
168holders +13
26new positions
11sold out
$121.72avg. 13F price*

At the end of Q3 2025, 168 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, up 13 from Q2 2025. 26 opened new positions and 11 sold out. The largest holders were Ameriprise Financial Inc. ($43.2M), Morgan Stanley ($30.6M) and LPL Financial LLC ($27.0M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$7.9M
Exits11$3.2M

All 13F filers, Q2 2025 → Q3 2025: 215,930 shares bought and 131,595 shares sold, net +84,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 168 holders

Ameriprise Financial Inc. 0.01% Reduce -2.2% 354,451 $43.2M
Morgan Stanley 0.00% Add +4.1% 250,932 $30.6M
LPL Financial LLC 0.01% Add +7.1% 221,531 $27.0M
Strategic Advocates LLC 4.74% Add +4.2% 149,389 $18.2M
Mariner, LLC 0.02% Reduce -0.1% 137,554 $16.7M
Bank of America Corp. 0.00% Reduce -6.2% 119,082 $14.5M
Raymond James Financial Inc. 0.00% Reduce -3.1% 101,352 $12.3M
Steward Partners Investment Advisory, LLC 0.05% Add +114.0% 77,220 $9.4M
Legacies Wealth LLC 5.93% Add +5.1% 75,579 $9.2M
LMG Wealth Partners, LLC 1.47% Reduce -0.9% 65,045 $7.9M
Global Retirement Partners, LLC 0.16% Add +3.1% 59,512 $7.2M
Goldman Sachs Group Inc. 0.00% Add +1.4% 52,137 $6.3M
Code Waechter LLC 3.81% Add +3.9% 48,180 $5.8M
Wells Fargo & Company 0.00% Reduce -24.5% 45,173 $5.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +44.6% 45,171 $5.5M
Moneta Group Investment Advisors LLC 0.04% Add +12.5% 43,982 $5.4M
Del-Sette Capital Management, LLC 3.28% Add +11.8% 43,367 $5.3M
Kieckhefer Group LLC 2.37% Add +0.2% 41,612 $5.1M
UBS Group AG 0.00% Reduce -9.9% 39,063 $4.8M
Envestnet Asset Management Inc. 0.00% Reduce -10.9% 39,007 $4.7M
Bank of New Hampshire 1.07% Add +2.3% 38,206 $4.7M
Rwa Wealth Partners, LLC 0.04% Reduce -0.2% 30,576 $3.7M
Principal Securities, Inc. 0.06% Reduce -10.3% 29,598 $3.6M
Brown Advisory Inc. 0.00% Reduce -2.5% 29,084 $3.5M
Royal Bank of Canada 0.00% Reduce -28.4% 26,278 $3.2M
Financial Engines Advisors L.L.C. 0.01% Add +11.4% 26,181 $3.2M
ProVise Management Group, LLC 0.22% Add +5.6% 24,411 $3.0M
Lowery Thomas, LLC 1.71% Add +4.7% 24,342 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +0.2% 23,781 $2.9M
PFG Advisors 0.12% New 23,346 $2.8M
JPMorgan Chase & Co. 0.00% Add +0.1% 21,609 $2.6M
Janney Montgomery Scott LLC 0.01% Add +2.3% 20,523 $2.5M
Cetera Investment Advisers 0.00% Add +47.9% 20,072 $2.4M
Osaic Holdings, Inc. 0.00% Add +3.2% 19,911 $2.4M
GTS Securities LLC 0.09% Add +467.6% 18,254 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -2.7% 17,633 $2.1M
Private Advisor Group, LLC 0.01% Reduce -5.0% 16,979 $2.1M
Studio Investment Management LLC 0.39% Reduce -0.7% 16,894 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.2% 15,131 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -0.7% 12,290 $1.5M
St. Louis Trust Co 0.19% No change 12,290 $1.5M
Capital Wealth Management, LLC 0.48% Add +12.2% 11,313 $1.4M
Creative Financial Designs Inc. 0.09% Reduce -49.6% 11,288 $1.4M
D.A. Davidson & Co. 0.01% Add +6.3% 10,924 $1.3M
Ackerman Capital Advisors, LLC 0.28% Add +3.6% 10,803 $1.3M
Mosaic Family Wealth Partners, LLC 0.15% Add +0.0% 10,616 $1.3M
Silvercrest Asset Management Group LLC 0.01% Reduce -18.8% 10,577 $1.3M
MML Investors Services, LLC 0.00% Add +9.1% 10,018 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -2.8% 9,830 $1.2M
Alexander Labrunerie & Co., Inc. 0.40% Reduce -1.9% 8,818 $1.1M
Stifel Financial Corp. 0.00% Reduce -2.0% 8,760 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -65.0% 8,203 $999K
Sierra Capital LLC 0.10% Add +16.1% 7,674 $934K
Summit Asset Management, LLC 0.14% No change 7,546 $919K
Sovran Advisors, LLC 0.08% Add +14.7% 7,348 $879K
Riversedge Advisors, LLC 0.13% Add +35.3% 6,600 $804K
Simplicity Wealth,LLC 0.05% New 6,404 $780K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.1% 6,336 $771K
Alerus Financial NA 0.04% New 6,109 $744K
Viawealth, LLC 0.41% Reduce -3.3% 6,100 $743K
Naviter Wealth, LLC 0.08% No change 5,778 $705K
Crescent Sterling, Ltd. 0.72% Add +28.7% 5,627 $685K
Farther Finance Advisors, LLC 0.01% Add +36.9% 5,426 $661K
Vanguard Group Inc. 0.00% Add +2.2% 5,199 $633K
Rodgers & Associates, LTD 0.07% Add +0.8% 5,182 $631K
Mgo One Seven LLC 0.01% Add +38.6% 5,167 $629K
SpringVest Wealth Management LLC 0.45% No change 5,066 $617K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.2% 4,997 $608K
Blue Barn Wealth, LLC 0.25% Reduce -0.0% 4,684 $570K
Pacific Sun Financial Corp 0.26% Reduce -1.1% 4,452 $542K
Jones Financial Companies LLLP 0.00% Add +25.7% 4,359 $530K
Jane Street Group, LLC 0.00% New 4,275 $521K
Signet Financial Management, LLC 0.06% Reduce -2.6% 4,252 $518K
Cwm, LLC 0.00% Reduce -4.6% 4,072 $496K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.8% 4,073 $493K
Waverly Advisors, LLC 0.00% Add +14.8% 4,031 $491K
Davis Investment Partners, LLC 0.16% No change 3,858 $469K
Cannell & Spears LLC 0.01% No change 3,805 $463K
&partners 0.00% Reduce -15.3% 3,716 $452K
Strategic Blueprint, LLC 0.02% Add +91.7% 3,681 $448K
Washington Capital Management, Inc. 0.30% No change 3,500 $426K
Alliance Wealth Advisors, LLC 0.10% New 3,480 $424K
Prospera Financial Services Inc 0.01% Add +10.4% 3,469 $422K
Independent Financial Group, LLC 0.01% Reduce -1.3% 3,320 $404K
Atlanta Consulting Group Advisors, LLC 0.10% No change 3,185 $389K
Beaird Harris Wealth Management, LLC 0.03% Add +0.2% 3,184 $388K
Meridian Wealth Management, LLC 0.01% Add +0.2% 3,148 $383K
Citigroup Inc. 0.00% Add +1.2% 3,019 $368K
Breakwater Capital Group 0.05% Add +20.8% 2,901 $353K
Silverlake Wealth Management LLC 0.08% Add +0.2% 2,720 $331K
MAI Capital Management 0.00% Add +3.5% 2,636 $321K
Savant Capital, LLC 0.00% Reduce -3.6% 2,545 $310K
Sequoia Financial Advisors, LLC 0.00% New 2,435 $296K
Relyea Zuckerberg Hanson LLC 0.03% Reduce -2.0% 2,432 $296K
Insight 2811, Inc. 0.13% Add +6.1% 2,385 $290K
Balanced Wealth Group LLC 0.13% Reduce -0.2% 2,493 $287K
Brass Tax Wealth Management, Inc. 0.04% No change 2,212 $269K
Bonfire Financial 0.20% Reduce -7.1% 2,173 $265K
Provident Investment Management, Inc. 0.02% Add +4.1% 2,034 $248K
OneAscent Financial Services LLC 0.02% No change 2,015 $245K

"% 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 168 holders