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 |
| Shepherd Kaplan Krochuk, LLC | 0.89% | No change | 10,974 | $1.1M |
| Klingman & Associates, LLC | 0.08% | No change | 10,934 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.0% | 10,909 | $1.1M |
| Moss Adams Wealth Advisors LLC | 0.17% | Reduce -46.8% | 10,550 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +8.6% | 10,214 | $1.0M |
| Allworth Financial LP | 0.01% | Add +3.9% | 10,106 | $1.0M |
| Geller Advisors LLC | 0.08% | No change | 9,483 | $963K |
| Stordahl Capital Management, Inc. | 0.24% | Reduce -11.0% | 9,401 | $954K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,122 | $926K |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -13.3% | 9,026 | $916K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.37% | No change | 8,879 | $901K |
| Macroview Investment Management LLC | 0.99% | Reduce -18.7% | 8,834 | $897K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 8,763 | $889K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,515 | $864K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.0% | 8,216 | $834K |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | No change | 8,206 | $833K |
| Financial Council, LLC | 0.49% | Reduce -13.7% | 8,200 | $832K |
| Prostatis Group LLC | 0.31% | New | 8,010 | $813K |
| National Philanthropic Trust | 0.02% | No change | 7,702 | $782K |
| Citigroup Inc. | 0.00% | No change | 7,641 | $776K |
| Pacific Sun Financial Corp | 0.44% | Add +1.8% | 7,442 | $755K |
| Continuum Advisory, LLC | 0.11% | No change | 7,314 | $735K |
| Foundations Investment Advisors, LLC | 0.02% | Add +7.7% | 7,159 | $727K |
| BCS Wealth Management | 0.22% | Add +157.8% | 6,655 | $675K |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.5% | 6,533 | $663K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.3% | 6,533 | $663K |
| 1834 Investment Advisors Co. | 0.08% | Add +91.7% | 6,425 | $652K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -1.2% | 6,384 | $648K |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 6,366 | $646K |
| Source Financial Advisors LLC | 0.19% | Add +2.5% | 6,239 | $633K |
| Eagle Wealth Strategies LLC | 0.51% | Reduce -95.9% | 6,302 | $633K |
| Advisor OS, LLC | 0.07% | Reduce -4.2% | 6,126 | $622K |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 6,014 | $610K |
| Taylor & Morgan Wealth Management, LLC | 0.45% | Reduce -3.3% | 5,995 | $608K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.7% | 5,893 | $598K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.2% | 5,788 | $587K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.35% | Reduce -3.1% | 5,749 | $584K |
| Financial Freedom, LLC | 0.34% | Reduce -1.7% | 5,632 | $572K |
| Flagship Private Wealth, LLC | 0.37% | New | 5,576 | $566K |
| Comerica Bank | 0.00% | Reduce -9.0% | 5,464 | $555K |
| Brown Advisory Inc. | 0.00% | Add +8.0% | 5,382 | $546K |
| Sovereign Financial Group, Inc. | 0.14% | Add +2.0% | 5,361 | $544K |
| HBK Sorce Advisory LLC | 0.02% | Add +3.7% | 5,352 | $543K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -38.7% | 5,333 | $541K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.2% | 5,131 | $521K |
| Viawealth, LLC | 0.32% | Reduce -5.3% | 5,000 | $508K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +123.9% | 4,921 | $499K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $498K |
| Executive Wealth Management, LLC | 0.04% | Add +10.8% | 4,926 | $495K |
| Prudential Financial Inc. | 0.00% | Add +23.4% | 4,822 | $489K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 4,821 | $489K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.6% | 5,316 | $465K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -6.0% | 4,570 | $464K |
| FMR LLC | 0.00% | Add +16.5% | 4,559 | $463K |
| Focus Financial Network, Inc. | 0.02% | — | 4,835 | $455K |
| O'ROURKE & COMPANY, Inc | 0.26% | No change | 4,430 | $450K |
| National Bank of Canada | 0.00% | Add +78.9% | 4,454 | $446K |
| Ironwood Financial, llc | 0.10% | No change | 4,365 | $443K |
| Smith, Moore & Co. | 0.05% | Reduce -10.2% | 4,301 | $437K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,267 | $433K |
| PACK Private Wealth, LLC | 0.27% | Reduce -31.0% | 4,228 | $429K |
| Accel Wealth Management | 0.18% | Add +27.3% | 4,201 | $426K |
| Whitcomb & Hess, Inc. | 0.14% | No change | 4,160 | $422K |
| Clarity Capital Advisors, LLC | 0.33% | No change | 4,094 | $416K |
| Simon Quick Advisors, LLC | 0.03% | No change | 4,030 | $409K |
| American State Bank (Iowa) | 0.27% | No change | 4,008 | $407K |
| Edge Capital Group, LLC | 0.02% | Reduce -4.8% | 3,995 | $405K |
| Baird Financial Group, Inc. | 0.00% | Add +5.4% | 3,994 | $405K |
| Synovus Financial Corp. | 0.01% | No change | 3,948 | $401K |
| Salomon & Ludwin, LLC | 0.03% | Add +346.0% | 3,907 | $397K |
| Diversify Advisory Services, LLC | 0.02% | — | 3,940 | $396K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.4% | 3,894 | $395K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.5% | 3,874 | $393K |
| Summit Financial Strategies, Inc. | 0.05% | Add +0.4% | 3,773 | $383K |
| Affiance Financial, LLC | 0.10% | No change | 3,705 | $376K |
| Sunpointe, LLC | 0.42% | No change | 3,698 | $375K |
| Mach-1 Financial Group, LLC | 0.29% | Add +5.3% | 3,696 | $375K |
| Mango Five Family, Inc. | 0.12% | No change | 3,630 | $368K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +2.2% | 3,501 | $355K |
| Taylor Hoffman Wealth Management | 0.15% | Reduce -2.0% | 3,485 | $354K |
| Northstar Group, Inc. | 0.07% | Add +6.3% | 3,480 | $353K |
| Up Strategic Wealth Investment Advisors LLC | 0.58% | Reduce -5.0% | 3,464 | $352K |
| Watershed Private Wealth LLC | 0.15% | Add +70.1% | 3,431 | $348K |
| Grey Street Capital, LLC | 0.05% | New | 3,369 | $342K |
| Manchester Capital Management LLC | 0.04% | Reduce -5.6% | 3,347 | $340K |
| Merit Financial Group, LLC | 0.01% | Reduce -19.3% | 3,448 | $339K |
| Sigma Planning Corp | 0.01% | Add +37.7% | 3,178 | $323K |
| Weik Capital Management | 0.14% | New | 3,170 | $322K |
| 17 Capital Partners, LLC | 0.24% | New | 3,142 | $319K |
| 360 Financial, Inc. | 0.12% | Reduce -4.5% | 3,123 | $317K |
| Financial Advisors, LLC | 0.07% | No change | 3,120 | $317K |
| Ziegler Capital Management, LLC | 0.01% | No change | 31,054 | $315K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 3,055 | $310K |
| World Equity Group, Inc. | 0.06% | Reduce -27.4% | 3,013 | $306K |
| Bokf, NA | 0.01% | No change | 2,959 | $297K |
| Raymond James Trust N.A. | 0.01% | No change | 2,886 | $293K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +15.5% | 2,846 | $289K |
| Blair William & Co. | 0.00% | Reduce -6.9% | 2,701 | $274K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.5% | 2,637 | $268K |
| Sage Mountain Advisors LLC | 0.03% | No change | 2,628 | $267K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,616 | $253K |
| Good Life Advisors, LLC | 0.02% | Add +0.0% | 2,445 | $248K |
| Wedbush Securities Inc. | 0.01% | Add +7.0% | 2,448 | $248K |
| Yarger Wealth Strategies, LLC | 0.17% | No change | 2,404 | $244K |
| Napa Wealth Management | 0.13% | No change | 2,399 | $243K |
| Jane Street Group, LLC | 0.00% | New | 2,253 | $229K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $224K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,200 | $223K |
| Renaissance Technologies | 0.00% | New | 2,200 | $223K |
| Captrust Financial Advisors | 0.00% | Add +5.2% | 2,184 | $222K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,228 | $218K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,147 | $217K |
| Grant Street Asset Management, Inc. | 0.07% | New | 2,134 | $217K |
| Valued Retirements, Inc. | 0.34% | No change | 2,076 | $211K |
| KOM Wealth Management Group, LLC | 0.21% | New | 2,072 | $210K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 2,024 | $205K |
| Imprint Wealth LLC | 0.05% | Reduce -56.7% | 2,000 | $201K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +11.5% | 1,830 | $186K |
| Activest Wealth Management | 0.09% | No change | 1,745 | $177K |
| Larson Financial Group LLC | 0.01% | No change | 1,739 | $176K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.0% | 1,724 | $175K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,532 | $155K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,460 | $148K |
| Capital Analysts, LLC | 0.01% | Reduce -7.4% | 1,443 | $146K |
| Clearstead Advisors, LLC | 0.01% | Add +136.1% | 1,334 | $134K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $128K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 1,234 | $125K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.2% | 1,205 | $122K |
| Global Retirement Partners, LLC | 0.00% | Add +2.9% | 1,175 | $119K |
| Principal Securities, Inc. | 0.00% | Reduce -2.2% | 1,083 | $110K |
| Operose Advisors LLC | 0.04% | No change | 1,070 | $109K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,060 | $108K |
| Private Capital Management LLC | 0.02% | No change | 1,000 | $102K |
| First PREMIER Bank | 0.02% | No change | 858 | $87K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 830 | $84K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $84K |
| Roble, Belko & Company, Inc | 0.01% | No change | 773 | $78K |
| Tyler-Stone Wealth Management | 0.03% | No change | 657 | $67K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 646 | $66K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $48K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $44K |
| First Manhattan Co. Llc. | 0.00% | No change | 426 | $43K |
| IFP Advisors, Inc | 0.00% | No change | 416 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 407 | $41K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $41K |
| US Bancorp \de | 0.00% | Reduce -10.1% | 402 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $41K |
| Dunhill Financial, LLC | 0.03% | No change | 344 | $35K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.5% | 320 | $32K |
| Financial Perspectives, Inc | 0.01% | No change | 286 | $29K |
| VitalStone Financial, LLC | 0.02% | Add +61.0% | 285 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +25.7% | 284 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $27K |
| Clear Point Advisors Inc. | 0.02% | No change | 240 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 234 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +866.7% | 232 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $22K |
| Addison Advisors LLC | 0.01% | Reduce -11.4% | 194 | $20K |
| Bank of Montreal | 0.00% | Reduce -69.3% | 150 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 135 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 130 | $13K |
| St Germain D J Co. Inc. | 0.00% | New | 114 | $12K |
| City State Bank | 0.00% | No change | 100 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | Add +97.7% | 87 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 65 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 62 | $6K |
| Key Financial Inc | 0.00% | No change | 61 | $6K |
| Abound Wealth Management | 0.00% | No change | 49 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 48 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 44 | $4K |
| NFSG Corp | 0.00% | Reduce -45.5% | 36 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $3K |
| LRI Investments, LLC | 0.00% | — | 24 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 22 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 28 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 20 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +22.2% | 11 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.7% | 4 | $406 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $261 |
| Assetmark, Inc. | 0.00% | Reduce -60.0% | 2 | $203 |
"% 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.