Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q2 2026 (June 30)408holders +26
45new positions
17sold out
2famous investors
$137.15avg. 13F price*
At the end of Q2 2026, 408 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 26 from Q1 2026. 45 opened new positions and 17 sold out. The largest holders were Orgel Wealth Management, LLC ($153.5M), Bank of America Corp. ($119.3M) and Morgan Stanley ($113.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard S&P Small-Cap 600 E
- CUSIP
- 921932828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $21.2M |
| Exits | 17 | $9.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,107,852 shares bought and 363,281 shares sold, net +744,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Orgel Wealth Management, LLC | 2.91% | Add +2.7% | 1,115,920 | $153.5M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 867,438 | $119.3M |
| Morgan Stanley | 0.01% | Add +4.8% | 825,868 | $113.6M |
| Raymond James Financial Inc. | 0.02% | Add +56.2% | 594,078 | $81.7M |
| Mariner, LLC | 0.08% | Reduce -4.2% | 591,038 | $81.3M |
| Cerity Partners LLC | 0.07% | Reduce -0.8% | 442,935 | $60.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 430,671 | $59.2M |
| Wells Fargo & Company | 0.01% | Add +0.0% | 378,299 | $52.0M |
| Pathstone Holdings, LLC | 0.15% | Add +2.7% | 363,428 | $50.0M |
| Savant Capital, LLC | 0.15% | Add +94.7% | 394,894 | $49.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 361,491 | $49.4M |
| UBS Group AG | 0.01% | Reduce -0.4% | 355,333 | $48.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.5% | 350,597 | $48.2M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +30.8% | 338,693 | $46.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 304,644 | $41.9M |
| LPL Financial LLC | 0.01% | Add +10.7% | 268,540 | $36.9M |
| Osaic Holdings, Inc. | 0.04% | Add +5.2% | 264,227 | $36.4M |
| Hantz Financial Services, Inc. | 0.47% | Add +27.5% | 250,961 | $34.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.0% | 231,279 | $31.8M |
| Cetera Investment Advisers | 0.03% | Add +0.5% | 225,666 | $31.0M |
| Warwick Investment Management, Inc. | 3.32% | Add +5.8% | 215,237 | $29.6M |
| Old National Bancorp | 0.47% | Reduce -0.9% | 172,006 | $23.7M |
| AdvisorNet Financial, Inc | 1.01% | Add +14.1% | 160,011 | $22.0M |
| Wiser Wealth Management, Inc | 4.03% | Reduce -0.8% | 153,116 | $21.1M |
| TCV Trust & Wealth Management, Inc. | 1.55% | Reduce -1.0% | 148,330 | $20.4M |
| One Day In July LLC | 1.35% | Reduce -3.4% | 140,861 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.7% | 138,751 | $19.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -18.2% | 138,590 | $19.1M |
| Moss Adams Wealth Advisors LLC | 0.85% | Reduce -15.6% | 99,440 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 99,110 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 96,027 | $13.2M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +0.4% | 95,378 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +28.4% | 93,215 | $12.8M |
| Corient Private Wealth LP | 0.02% | Add +4.9% | 92,625 | $12.7M |
| Berman McAleer LLC | 1.47% | Reduce -1.4% | 92,161 | $12.7M |
| Cambridge Associates LLC /Ma/ | 0.17% | Reduce -2.8% | 85,513 | $11.8M |
| EP Wealth Advisors, LLC | 0.04% | Add +129.0% | 82,629 | $11.4M |
| Marble Harbor Investment Counsel, LLC | 1.11% | Add +1.5% | 79,432 | $10.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.5% | 78,715 | $10.8M |
| MAI Capital Management | 0.04% | Add +10.8% | 75,508 | $10.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4.78% | No change | 74,800 | $10.3M |
| Perryman Financial Advisory Inc. | 1.37% | Add +1.4% | 74,800 | $10.3M |
| Captrust Financial Advisors | 0.02% | Reduce -41.3% | 71,829 | $9.9M |
| New Insight Wealth Advisors | 2.83% | Reduce -9.2% | 69,874 | $9.6M |
| Odyssey Group, LLC | 2.38% | — | 63,866 | $8.8M |
| Blair William & Co. | 0.02% | Add +57.6% | 56,442 | $7.8M |
| Axxcess Wealth Management, LLC | 0.11% | New | 52,315 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +9.5% | 52,126 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.41% | Add +0.2% | 50,942 | $7.0M |
| Visionary Wealth Advisors | 0.27% | Reduce -9.2% | 50,221 | $6.9M |
| Harbour Investments, Inc. | 0.09% | Reduce -0.3% | 48,798 | $6.7M |
| SCS Capital Management LLC | 0.06% | No change | 47,731 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +13.6% | 47,337 | $6.5M |
| Fidelity D & D Bancorp Inc. | 2.19% | Add +11.8% | 46,504 | $6.4M |
| Bryant Woods Investment Advisors, LLC | 1.69% | Reduce -1.3% | 44,096 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.5% | 43,971 | $6.0M |
| Evergreen Capital Management LLC | 0.10% | Add +8.4% | 43,428 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 43,322 | $5.9M |
| F/m Investments LLC | 0.28% | No change | 39,922 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 39,057 | $5.4M |
| Harbor Advisory Corp. | 1.41% | Reduce -1.6% | 38,346 | $5.3M |
| Creative Planning | 0.00% | Reduce -2.5% | 38,140 | $5.2M |
| Phillips Financial Management, LLC | 0.36% | No change | 35,274 | $4.9M |
| Certuity, LLC | 0.24% | Reduce -0.1% | 34,787 | $4.8M |
| Philadelphia Investment Partners, LLC | 2.83% | Reduce -0.9% | 33,038 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +37.9% | 30,925 | $4.3M |
| Betterment LLC | 0.01% | Reduce -6.4% | 30,095 | $4.1M |
| BCS Wealth Management | 0.73% | Reduce -0.6% | 29,263 | $4.0M |
| Flower City Capital | 1.74% | Reduce -0.2% | 28,781 | $4.0M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -0.3% | 28,323 | $3.9M |
| Keystone Financial Group | 0.23% | Add +4.6% | 27,976 | $3.8M |
| Fairway Wealth LLC | 0.82% | Add +1.1% | 26,169 | $3.6M |
| Lido Advisors, LLC | 0.01% | Reduce -0.3% | 25,600 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -12.9% | 25,563 | $3.5M |
| Clearstead Advisors, LLC | 0.03% | Add +39.5% | 25,493 | $3.5M |
| Bluespring Wealth Management, LLC | 0.07% | New | 25,164 | $3.5M |
| Rebalance, LLC | 0.18% | Reduce -5.3% | 24,464 | $3.4M |
| Sierra Capital LLC | 0.32% | No change | 24,313 | $3.3M |
| Geneos Wealth Management Inc. | 0.07% | Add +5.2% | 23,508 | $3.2M |
| Colter Lewis Investment Partners LLC | 1.38% | Add +93.2% | 22,637 | $3.1M |
| First American Bank | 0.17% | No change | 22,603 | $3.1M |
| PFG Advisors | 0.15% | Add +7.3% | 21,993 | $3.0M |
| Town Capital LLC | 1.91% | Add +16.8% | 21,901 | $3.0M |
| Base Wealth Management LLC | 1.34% | Reduce -0.5% | 20,951 | $2.9M |
| Silverlake Wealth Management LLC | 0.54% | Reduce -3.3% | 20,548 | $2.8M |
| Eq LLC | 0.69% | Reduce -5.3% | 20,543 | $2.8M |
| Kropog Financial Group, LLC | 1.96% | Add +0.9% | 20,178 | $2.8M |
| Kastel Capital Advisors, LLC | 1.75% | Add +1.2% | 24,136 | $2.8M |
| Verum Partners LLC | 0.42% | Reduce -6.4% | 20,002 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.1% | 19,956 | $2.7M |
| Capital Asset Advisory Services LLC | 0.10% | Reduce -2.2% | 19,334 | $2.7M |
| Councilor Wealth, LLC | 1.05% | Add +52.9% | 18,793 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -7.2% | 18,274 | $2.5M |
| Thompson Siegel & Walmsley LLC | 0.04% | Reduce -1.3% | 17,821 | $2.5M |
| Valpey Financial Services, LLC | 1.42% | Reduce -6.0% | 17,357 | $2.4M |
| CRA Financial Services, LLC | 0.27% | Reduce -0.2% | 16,996 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 16,957 | $2.3M |
| Silver Oak Advisory Group, Inc. | 0.91% | Add +0.3% | 16,783 | $2.3M |
| NewEdge Wealth, LLC | 0.02% | Add +4.2% | 16,747 | $2.3M |
| OneAscent Financial Services LLC | 0.10% | Add +24.5% | 15,517 | $2.1M |
"% of holder's portfolio" is VIOO's weight in each manager's 13F, not the share of Vanguard S&P Small-Cap 600 E the manager owns.