Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q1 2024 (March 31)283holders
2famous investors
$100.54avg. 13F price*
At the end of Q1 2024, 283 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings. The largest holders were Orgel Wealth Management, LLC ($189.4M), Bank of America Corp. ($119.2M) and Morgan Stanley ($70.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $65.8M |
| Exits | 15 | $3.2M |
Ownership 283 holders
| Orgel Wealth Management, LLC | 5.20% | Reduce -2.5% | 1,866,451 | $189.4M |
| Bank of America Corp. | 0.01% | Add +21.9% | 1,174,366 | $119.2M |
| Morgan Stanley | 0.01% | Add +3.5% | 696,377 | $70.7M |
| Mariner, LLC | 0.10% | Add +486.2% | 471,010 | $47.8M |
| Cerity Partners LLC | 0.12% | Add +0.0% | 430,508 | $43.7M |
| Osaic Holdings, Inc. | 0.09% | Add +20.3% | 375,638 | $38.1M |
| LPL Financial LLC | 0.02% | Reduce -2.9% | 359,959 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.3% | 317,101 | $31.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.0% | 313,648 | $31.8M |
| Wells Fargo & Company | 0.01% | Reduce -10.0% | 302,925 | $30.7M |
| Cetera Investment Advisers | 0.07% | New | 291,754 | $29.6M |
| One Day In July LLC | 3.77% | Reduce -4.8% | 279,881 | $28.4M |
| Savant Capital, LLC | 0.28% | Reduce -1.4% | 243,899 | $24.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.7% | 230,993 | $23.4M |
| UBS Group AG | 0.01% | Reduce -23.4% | 203,892 | $20.7M |
| Warwick Investment Management, Inc. | 3.86% | New | 158,622 | $16.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7.64% | Reduce -15.2% | 148,300 | $15.1M |
| TCV Trust & Wealth Management, Inc. | 1.42% | New | 145,787 | $14.8M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 144,297 | $14.6M |
| Raymond James & Associates | 0.01% | Reduce -5.7% | 138,143 | $14.0M |
| Carolinas Wealth Consulting LLC | 2.51% | Add +45.4% | 206,369 | $12.7M |
| Old National Bancorp | 0.29% | Add +4.7% | 118,683 | $12.0M |
| Wiser Wealth Management, Inc | 3.87% | Add +6.0% | 116,161 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.3% | 115,036 | $11.7M |
| New Insight Wealth Advisors | 7.24% | Add +11.7% | 114,257 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.3% | 107,540 | $10.9M |
| MML Investors Services, LLC | 0.04% | Add +3.2% | 98,350 | $10.0M |
| Patriot Investment Management Group, Inc. | 0.77% | Reduce -21.1% | 95,412 | $9.7M |
| Pinnacle Financial Partners Inc | 0.20% | Add +0.1% | 91,528 | $9.3M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.8% | 89,361 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 75,536 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +35.1% | 71,112 | $7.2M |
| Marble Harbor Investment Counsel, LLC | 0.82% | Add +0.8% | 70,461 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 61,348 | $6.2M |
| Sebold Capital Management, Inc. | 4.19% | Add +1.5% | 61,228 | $6.2M |
| CoreCap Advisors, LLC | 0.31% | Reduce -28.1% | 57,897 | $5.9M |
| Cambridge Associates LLC /Ma/ | 0.30% | No change | 55,315 | $5.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.5% | 55,190 | $5.6M |
| Lebenthal Global Advisors, LLC | 1.21% | Add +64.3% | 53,619 | $5.4M |
| Bryant Woods Investment Advisors, LLC | 3.15% | Reduce -13.7% | 52,579 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -34.8% | 52,441 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.0% | 48,065 | $4.9M |
| Phillips Financial Management, LLC | 0.39% | Reduce -8.7% | 47,423 | $4.8M |
| Davidson Capital Management Inc. | 1.47% | Add +3.5% | 44,949 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Add +1.0% | 44,064 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.9% | 44,059 | $4.5M |
| Private Advisory Group LLC | 0.63% | Add +7.1% | 43,475 | $4.4M |
| AdvisorNet Financial, Inc | 0.41% | Add +17.6% | 41,985 | $4.3M |
| Sierra Capital LLC | 0.54% | Add +0.0% | 40,905 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +14.8% | 40,472 | $4.1M |
| Harbor Advisory Corp. | 1.39% | Reduce -0.6% | 40,206 | $4.1M |
| Clear Rock Advisors, LLC | 1.59% | Reduce -1.6% | 36,163 | $3.7M |
| Harbour Investments, Inc. | 0.12% | Add +8.2% | 34,041 | $3.5M |
| Flower City Capital | 2.26% | Add +13.3% | 33,457 | $3.4M |
| Certuity, LLC | 0.30% | Add +0.1% | 33,013 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -5.5% | 32,354 | $3.3M |
| Creative Planning | 0.00% | Reduce -2.1% | 31,554 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 29,893 | $3.0M |
| Eq LLC | 1.82% | Add +8.4% | 29,056 | $2.9M |
| Keystone Financial Group | 0.39% | Add +2.8% | 26,022 | $2.6M |
| Verum Partners LLC | 0.91% | Reduce -5.8% | 25,288 | $2.6M |
| First American Bank | 0.19% | Add +0.9% | 24,490 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.3% | 24,368 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.71% | Add +19.8% | 22,367 | $2.3M |
| PFG Advisors | 0.16% | Add +3.2% | 21,443 | $2.2M |
| 1900 Wealth Management LLC | 0.20% | Reduce -1.0% | 21,319 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +655.2% | 20,382 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | No change | 20,258 | $2.1M |
| Soltis Investment Advisors LLC | 0.23% | Add +29.4% | 20,089 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +5.2% | 18,851 | $1.9M |
| Betterment LLC | 0.01% | Reduce -7.0% | 18,225 | $1.9M |
| CRA Financial Services, LLC | 0.39% | No change | 17,504 | $1.8M |
| Rebalance, LLC | 0.15% | Reduce -0.4% | 17,454 | $1.8M |
| HM Payson & Co. | 0.03% | No change | 16,751 | $1.7M |
| Kathleen S. Wright Associates Inc. | 0.79% | No change | 16,534 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Reduce -1.9% | 16,151 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -4.0% | 16,111 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 15,963 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +56.3% | 15,712 | $1.6M |
| First Foundation Advisors | 0.06% | No change | 15,690 | $1.6M |
| Fairway Wealth LLC | 1.07% | Add +2.2% | 15,574 | $1.6M |
| NewEdge Wealth, LLC | 0.04% | New | 16,051 | $1.6M |
| Coastline Trust Co | 0.19% | Reduce -5.1% | 15,250 | $1.5M |
| WNY Asset Management, LLC | 0.23% | Reduce -3.3% | 15,097 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +1.9% | 14,958 | $1.5M |
| Donor Advised Charitable Giving, Inc. | 0.05% | Add +49.7% | 14,835 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +4.2% | 14,511 | $1.5M |
| Capital Asset Advisory Services LLC | 0.08% | Add +4.2% | 14,508 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +446.3% | 13,958 | $1.4M |
| Silver Oak Advisory Group, Inc. | 0.77% | Reduce -4.0% | 13,519 | $1.4M |
| Spire Wealth Management | 0.03% | Reduce -12.4% | 13,429 | $1.4M |
| Composition Wealth, LLC | 0.03% | No change | 13,222 | $1.3M |
| Anson Capital, Inc. | 1.90% | Add +4.3% | 13,026 | $1.3M |
| Romano Brothers and Company | 0.18% | No change | 12,975 | $1.3M |
| waypoint wealth counsel | 0.97% | Add +0.1% | 12,418 | $1.3M |
| Evergreen Capital Management LLC | 0.05% | Add +10.9% | 12,237 | $1.2M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -12.6% | 12,192 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.2% | 12,022 | $1.2M |
| Waverly Advisors, LLC | 0.03% | Add +0.7% | 11,882 | $1.2M |
| Breakwater Capital Group | 0.30% | Reduce -6.4% | 11,875 | $1.2M |
"% 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.