Vanguard S&P SM Cap 600 GRWVIOGETF

13F holders, Q1 2026 (March 31)
179holders −2
18new positions
18sold out
1famous investor
$124.48avg. 13F price*

At the end of Q1 2026, 179 institutions reported holding Vanguard S&P SM Cap 600 GRW (VIOG) in their 13F filings, down 2 from Q4 2025. 18 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($28.0M), Morgan Stanley ($26.8M) and Raymond James Financial Inc. ($20.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$6.3M
Exits18$3.2M

All 13F filers, Q4 2025 → Q1 2026: 259,208 shares bought and 309,026 shares sold, net −49,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 179 holders

LPL Financial LLC 0.01% Reduce -3.9% 225,019 $28.0M
Morgan Stanley 0.00% Reduce -17.1% 215,586 $26.8M
Raymond James Financial Inc. 0.01% Add +45.1% 164,429 $20.5M
Bank of America Corp. 0.00% Add +3.5% 118,279 $14.7M
Alliance Wealth Advisors, LLC 2.65% Add +64.2% 98,113 $12.2M
Legacies Wealth LLC 7.55% Add +22.8% 95,578 $11.9M
Mariner, LLC 0.01% Reduce -4.2% 85,269 $10.6M
Steward Partners Investment Advisory, LLC 0.05% Add +1.0% 78,106 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.1% 65,921 $8.2M
LMG Wealth Partners, LLC 1.34% Add +0.8% 59,208 $7.4M
Code Waechter LLC 4.06% Add +10.1% 54,907 $6.8M
Del-Sette Capital Management, LLC 3.78% Add +14.1% 50,820 $6.3M
Goldman Sachs Group Inc. 0.00% Add +1.5% 50,754 $6.3M
Principal Securities, Inc. 0.09% Add +53.7% 47,783 $5.9M
Envestnet Asset Management Inc. 0.00% Add +4.7% 45,678 $5.7M
Wells Fargo & Company 0.00% Reduce -5.0% 42,506 $5.3M
Moneta Group Investment Advisors LLC 0.04% Reduce -12.2% 41,155 $5.1M
Kieckhefer Group LLC 2.38% Reduce -1.2% 40,538 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -25.7% 40,155 $5.0M
Rwa Wealth Partners, LLC 0.05% Add +0.3% 34,581 $4.3M
Royal Bank of Canada 0.00% Reduce -50.8% 31,969 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +640.0% 30,139 $3.8M
Brown Advisory Inc. 0.01% Reduce -2.7% 29,349 $3.7M
ProVise Management Group, LLC 0.24% Add +2.5% 26,421 $3.3M
UBS Group AG 0.00% Reduce -11.4% 26,373 $3.3M
PFG Advisors 0.16% Add +12.1% 26,344 $3.3M
Lowery Thomas, LLC 1.77% Add +1.3% 24,854 $3.1M
MidFirst Bank 0.24% Add +19.9% 23,072 $2.9M
Janney Montgomery Scott LLC 0.01% Add +3.0% 22,943 $2.9M
Cetera Investment Advisers 0.00% Reduce -1.2% 21,622 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 20,626 $2.6M
JPMorgan Chase & Co. 0.00% No change 21,069 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +34.2% 20,325 $2.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -8.6% 20,077 $2.5M
Equitable Holdings, Inc. 0.01% Reduce -0.4% 18,215 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -14.9% 17,155 $2.1M
Studio Investment Management LLC 0.37% Reduce -1.9% 16,367 $2.0M
Capital Wealth Management, LLC 0.54% Add +23.3% 16,036 $2.0M
Private Advisor Group, LLC 0.01% Add +0.3% 15,021 $1.9M
Kestra Advisory Services, LLC 0.01% Add +6.4% 13,711 $1.7M
Tempo Wealth, LLC 0.29% Reduce -1.4% 13,153 $1.6M
Bank of New Hampshire 0.37% Reduce -13.6% 12,917 $1.6M
Strategic Blueprint, LLC 0.09% Add +42.8% 12,471 $1.6M
St. Louis Trust Co 0.18% No change 12,290 $1.5M
D.A. Davidson & Co. 0.01% Add +0.7% 11,480 $1.4M
Creative Financial Designs Inc. 0.08% Reduce -0.0% 11,216 $1.4M
MML Investors Services, LLC 0.00% Add +2.9% 11,010 $1.4M
Diversified Enterprises, LLC 0.07% New 10,738 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +0.4% 10,651 $1.3M
Mosaic Family Wealth Partners, LLC 0.13% Reduce -0.4% 10,583 $1.3M
Mercer Global Advisors Inc. 0.00% Add +0.9% 9,287 $1.2M
Sovran Advisors, LLC 0.09% Add +3.7% 7,987 $1.1M
Stifel Financial Corp. 0.00% Add +3.6% 8,909 $1.1M
Crescent Sterling, Ltd. 1.06% Add +15.0% 8,794 $1.1M
Alexander Labrunerie & Co., Inc. 0.38% Reduce -0.8% 8,196 $1.0M
Ackerman Capital Advisors, LLC 0.21% Add +8.2% 8,139 $1.0M
Summit Asset Management, LLC 0.14% Add +5.2% 7,936 $988K
Riversedge Advisors, LLC 0.16% Add +22.1% 7,803 $971K
Junk Investment Group, LLC 0.50% — 7,629 $949K
Sierra Capital LLC 0.10% Reduce -4.3% 7,371 $917K
Advyzon Investment Management, LLC 0.08% Add +7.2% 7,044 $877K
Kingsview Wealth Management, LLC 0.01% New 6,975 $868K
Brand Asset Management Group, Inc. 0.22% New 6,851 $853K
Strategic Advocates LLC 3.59% Reduce -95.8% 6,515 $811K
Simplicity Wealth,LLC 0.04% Reduce -1.6% 6,377 $794K
Waverly Advisors, LLC 0.01% Add +0.4% 6,250 $778K
Viawealth, LLC 0.41% Reduce -1.8% 5,913 $736K
Jones Financial Companies LLLP 0.00% Add +28.4% 5,933 $720K
Kestra Private Wealth Services, LLC 0.01% Reduce -9.0% 5,782 $720K
Naviter Wealth, LLC 0.09% No change 5,778 $719K
Mgo One Seven LLC 0.01% Add +2.1% 5,669 $706K
Summit Financial, LLC 0.01% New 5,155 $642K
SpringVest Wealth Management LLC 0.43% No change 5,066 $631K
Farther Finance Advisors, LLC 0.01% Reduce -1.7% 4,943 $620K
Rodgers & Associates, LTD 0.06% Add +3.4% 4,968 $618K
Merit Financial Group, LLC 0.00% New 4,704 $585K
Susquehanna International Group, LLP 0.00% Reduce -51.0% 4,580 $570K
Pacific Sun Financial Corp 0.27% Add +3.9% 4,547 $566K
GTS Securities LLC 0.02% New 4,522 $563K
Cannell & Spears LLC 0.01% No change 4,365 $543K
Cwm, LLC 0.00% Add +3.2% 4,226 $526K
Vanguard National Trust Co 0.03% — 4,203 $523K
Signet Financial Management, LLC 0.06% Reduce -2.7% 4,111 $512K
Livet Wealth, LLC 0.31% No change 3,904 $486K
Independent Financial Group, LLC 0.01% Add +15.2% 3,759 $468K
&partners 0.00% Reduce -1.8% 3,614 $450K
Silverlake Wealth Management LLC 0.09% Add +28.6% 3,516 $438K
Prospera Financial Services Inc 0.01% Reduce -2.5% 3,467 $432K
Beaird Harris Wealth Management, LLC 0.03% Add +0.2% 3,208 $399K
Atlanta Consulting Group Advisors, LLC 0.09% No change 3,185 $396K
Meridian Wealth Management, LLC 0.01% Add +0.2% 3,167 $394K
Breakwater Capital Group 0.05% Add +10.7% 3,100 $386K
Clark Capital Management Group, Inc. 0.00% No change 3,045 $379K
MAI Capital Management 0.00% Add +0.2% 2,656 $331K
Financial Planning Hawaii, Inc. 0.19% No change 2,570 $320K
Savant Capital, LLC 0.00% Add +0.5% 2,557 $318K
Insight 2811, Inc. 0.14% Add +3.7% 2,521 $314K
Balanced Wealth Group LLC 0.11% Add +0.5% 2,517 $313K
Creative Planning 0.00% Add +4.8% 2,434 $303K
Sequoia Financial Advisors, LLC 0.00% No change 2,432 $303K

"% 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 179 holders