Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q2 2024 (June 30)305holders +22
34new positions
9sold out
3famous investors
$97.40avg. 13F price*
At the end of Q2 2024, 305 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 22 from Q1 2024. 34 opened new positions and 9 sold out. The largest holders were Orgel Wealth Management, LLC ($186.0M), Bank of America Corp. ($116.0M) and Morgan Stanley ($66.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $17.4M |
| Exits | 9 | $10.4M |
All 13F filers, Q1 2024 → Q2 2024: 546,956 shares bought and 444,898 shares sold, net +102,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Orgel Wealth Management, LLC | 5.02% | Add +1.5% | 1,893,776 | $186.0M |
| Bank of America Corp. | 0.01% | Add +0.6% | 1,181,082 | $116.0M |
| Morgan Stanley | 0.01% | Reduce -2.1% | 681,576 | $66.9M |
| Mariner, LLC | 0.09% | Add +3.4% | 486,988 | $47.8M |
| Cerity Partners LLC | 0.11% | Reduce -2.8% | 418,628 | $41.1M |
| LPL Financial LLC | 0.02% | Reduce -6.4% | 336,947 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.2% | 316,578 | $31.8M |
| Cetera Investment Advisers | 0.07% | Add +7.7% | 314,147 | $30.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.6% | 308,667 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 303,677 | $29.8M |
| Savant Capital, LLC | 0.28% | Add +17.8% | 287,260 | $28.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -23.9% | 285,751 | $28.1M |
| One Day In July LLC | 3.08% | Reduce -10.1% | 251,588 | $24.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.5% | 236,883 | $23.3M |
| UBS Group AG | 0.01% | Add +2.6% | 209,204 | $20.5M |
| Warwick Investment Management, Inc. | 3.65% | Reduce -0.1% | 158,545 | $15.6M |
| TCV Trust & Wealth Management, Inc. | 1.45% | Add +6.3% | 154,927 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 150,847 | $14.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7.52% | No change | 148,300 | $14.6M |
| Raymond James & Associates | 0.01% | Add +6.6% | 147,315 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.5% | 132,816 | $13.0M |
| Old National Bancorp | 0.31% | Add +11.6% | 132,387 | $13.0M |
| Wiser Wealth Management, Inc | 3.65% | Add +3.4% | 120,160 | $11.8M |
| New Insight Wealth Advisors | 6.65% | Add +0.7% | 115,001 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.5% | 111,292 | $10.9M |
| Carolinas Wealth Consulting LLC | 1.99% | Reduce -9.8% | 186,159 | $10.3M |
| Pinnacle Financial Partners Inc | 0.19% | Reduce -2.0% | 89,664 | $8.8M |
| Moneta Group Investment Advisors LLC | 0.14% | No change | 89,361 | $8.8M |
| MML Investors Services, LLC | 0.03% | Reduce -14.2% | 84,385 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.0% | 79,635 | $7.8M |
| Patriot Investment Management Group, Inc. | 0.61% | Reduce -17.4% | 78,795 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 74,219 | $7.3M |
| Marble Harbor Investment Counsel, LLC | 0.82% | Add +0.2% | 70,601 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +23.1% | 64,538 | $6.3M |
| Corient Private Wealth LP | 0.01% | Add +2.0% | 62,570 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 58,653 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.5% | 56,014 | $5.5M |
| Lebenthal Global Advisors, LLC | 1.18% | Add +1.9% | 54,632 | $5.4M |
| Sebold Capital Management, Inc. | 3.60% | Reduce -13.3% | 53,061 | $5.2M |
| Cambridge Associates LLC /Ma/ | 0.24% | Reduce -5.6% | 52,218 | $5.1M |
| Private Advisory Group LLC | 0.62% | Add +11.2% | 48,330 | $4.7M |
| Davidson Capital Management Inc. | 1.38% | Add +1.4% | 45,580 | $4.5M |
| AdvisorNet Financial, Inc | 0.40% | Add +7.8% | 45,256 | $4.4M |
| Bryant Woods Investment Advisors, LLC | 3.17% | Reduce -5.1% | 49,881 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.6% | 44,324 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.1% | 44,016 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 43,312 | $4.3M |
| DHK Financial Advisors, Inc. | 2.91% | New | 42,500 | $4.2M |
| Harbor Advisory Corp. | 1.36% | No change | 40,206 | $3.9M |
| Phillips Financial Management, LLC | 0.30% | Reduce -21.1% | 37,423 | $3.7M |
| Harbour Investments, Inc. | 0.12% | Add +6.0% | 36,074 | $3.5M |
| Clear Rock Advisors, LLC | 1.50% | Reduce -0.9% | 35,835 | $3.5M |
| Sierra Capital LLC | 0.45% | Reduce -15.8% | 34,425 | $3.4M |
| Flower City Capital | 2.15% | Add +1.5% | 33,946 | $3.3M |
| Certuity, LLC | 0.27% | Add +2.5% | 33,832 | $3.3M |
| Creative Planning | 0.00% | Add +5.0% | 33,142 | $3.3M |
| F/m Investments LLC | 0.11% | New | 31,054 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 29,868 | $2.9M |
| Eq LLC | 1.75% | Add +2.3% | 29,732 | $2.9M |
| Donor Advised Charitable Giving, Inc. | 0.06% | Add +67.3% | 24,821 | $2.4M |
| Verum Partners LLC | 0.79% | Reduce -2.3% | 24,702 | $2.4M |
| First American Bank | 0.18% | No change | 24,490 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +0.2% | 24,415 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +74.3% | 24,335 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +260.0% | 23,517 | $2.3M |
| Fidelity D & D Bancorp Inc. | 1.69% | Add +1.6% | 22,727 | $2.2M |
| PFG Advisors | 0.15% | Add +5.5% | 22,612 | $2.2M |
| Soltis Investment Advisors LLC | 0.23% | Add +12.5% | 22,609 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +13.7% | 21,437 | $2.1M |
| 1900 Wealth Management LLC | 0.19% | Reduce -2.8% | 20,724 | $2.0M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -4.2% | 19,410 | $1.9M |
| Betterment LLC | 0.00% | Add +4.6% | 19,058 | $1.9M |
| Greenline Partners, LLC | 0.27% | New | 18,150 | $1.8M |
| Rebalance, LLC | 0.14% | Add +1.8% | 17,770 | $1.7M |
| CRA Financial Services, LLC | 0.34% | Reduce -2.8% | 17,018 | $1.7M |
| HM Payson & Co. | 0.03% | No change | 16,751 | $1.6M |
| Kathleen S. Wright Associates Inc. | 0.75% | Reduce -0.1% | 16,522 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +3.0% | 16,184 | $1.6M |
| Coastline Trust Co | 0.19% | Add +5.9% | 16,145 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.8% | 15,974 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +10.0% | 15,957 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -50.7% | 15,950 | $1.6M |
| Capital Asset Advisory Services LLC | 0.08% | Add +11.0% | 16,099 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 15,910 | $1.6M |
| Fairway Wealth LLC | 0.90% | No change | 15,574 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Reduce -4.3% | 15,456 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +0.3% | 14,999 | $1.5M |
| WNY Asset Management, LLC | 0.18% | Reduce -9.6% | 13,643 | $1.3M |
| Romano Brothers and Company | 0.18% | Add +4.5% | 13,565 | $1.3M |
| Anson Capital, Inc. | 1.31% | Add +4.0% | 13,552 | $1.3M |
| Silver Oak Advisory Group, Inc. | 0.74% | Add +0.2% | 13,541 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -0.0% | 13,221 | $1.3M |
| Greenleaf Trust | 0.01% | Add +3.0% | 12,384 | $1.2M |
| Breakwater Capital Group | 0.27% | Add +3.7% | 12,310 | $1.2M |
| waypoint wealth counsel | 0.91% | Reduce -2.2% | 12,148 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Reduce -2.9% | 11,887 | $1.2M |
| Waverly Advisors, LLC | 0.02% | No change | 11,882 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +100.0% | 11,576 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -16.4% | 11,229 | $1.1M |
"% 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.