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 |
| Shepherd Kaplan Krochuk, LLC | 0.85% | No change | 10,974 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 10,970 | $1.1M |
| Klingman & Associates, LLC | 0.07% | No change | 10,934 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.8% | 10,758 | $1.1M |
| Citadel Advisors | 0.00% | New | 10,723 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -31.9% | 10,691 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +355.9% | 10,271 | $1.0M |
| Geller Advisors LLC | 0.07% | No change | 9,483 | $931K |
| Allworth Financial LP | 0.01% | Reduce -13.1% | 8,780 | $920K |
| Stordahl Capital Management, Inc. | 0.23% | Reduce -2.2% | 9,192 | $903K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +228300.0% | 9,136 | $897K |
| Equitable Holdings, Inc. | 0.01% | Add +37.7% | 8,995 | $883K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.36% | No change | 8,879 | $872K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.0% | 8,844 | $869K |
| Foundations Investment Advisors, LLC | 0.02% | Add +19.8% | 8,579 | $843K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,515 | $836K |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Add +1.3% | 8,316 | $817K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -33.4% | 8,126 | $790K |
| 1834 Investment Advisors Co. | 0.10% | Add +25.1% | 8,038 | $789K |
| Prostatis Group LLC | 0.28% | Add +0.1% | 8,017 | $787K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $756K |
| Flagship Private Wealth, LLC | 0.45% | Add +37.8% | 7,686 | $755K |
| Citigroup Inc. | 0.00% | No change | 7,641 | $750K |
| Pacific Sun Financial Corp | 0.43% | Reduce -0.4% | 7,412 | $728K |
| Source Financial Advisors LLC | 0.22% | Add +17.5% | 7,330 | $720K |
| Continuum Advisory, LLC | 0.10% | No change | 7,314 | $718K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -22.2% | 7,097 | $697K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -31.3% | 7,022 | $690K |
| Grant Street Asset Management, Inc. | 0.21% | Add +213.0% | 6,680 | $656K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.1% | 6,379 | $626K |
| Northern Trust Corp. | 0.00% | No change | 6,366 | $625K |
| Moss Adams Wealth Advisors LLC | 0.09% | Reduce -40.3% | 6,298 | $619K |
| Financial Council, LLC | 0.34% | Reduce -24.5% | 6,188 | $608K |
| Eagle Wealth Strategies LLC | 0.49% | Reduce -3.0% | 6,116 | $601K |
| Old Mission Capital LLC | 0.02% | New | 6,056 | $595K |
| Wellspring Financial Advisors, LLC | 0.07% | No change | 6,014 | $591K |
| Taylor & Morgan Wealth Management, LLC | 0.42% | No change | 5,995 | $589K |
| Fort Sheridan Advisors LLC | 0.09% | New | 5,969 | $586K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.9% | 5,842 | $574K |
| Advisor OS, LLC | 0.06% | Reduce -5.0% | 5,822 | $572K |
| Brown Advisory Inc. | 0.00% | Add +7.6% | 5,789 | $569K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.7% | 5,779 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 5,635 | $553K |
| Financial Freedom, LLC | 0.31% | No change | 5,632 | $553K |
| Comerica Bank | 0.00% | Reduce -0.1% | 5,457 | $536K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.2% | 5,417 | $532K |
| Prudential Financial Inc. | 0.00% | Add +12.2% | 5,410 | $531K |
| Sovereign Financial Group, Inc. | 0.13% | Add +0.6% | 5,392 | $530K |
| Wealthspire Advisors, LLC | 0.01% | No change | 5,333 | $524K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.4% | 5,254 | $516K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.7% | 4,751 | $509K |
| Caprock Group, LLC | 0.02% | New | 5,116 | $503K |
| FMR LLC | 0.00% | Add +10.2% | 5,024 | $493K |
| Viawealth, LLC | 0.30% | No change | 5,000 | $491K |
| HRT Financial LP | 0.00% | New | 4,942 | $485K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $482K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 4,821 | $473K |
| Compound Planning, Inc. | 0.03% | New | 4,776 | $469K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.26% | Reduce -17.8% | 4,727 | $464K |
| Diversify Advisory Services, LLC | 0.02% | Add +18.6% | 4,672 | $454K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 4,570 | $449K |
| National Bank of Canada | 0.00% | Add +3.4% | 4,603 | $448K |
| Frisch Financial Group, Inc. | 0.13% | New | 4,459 | $438K |
| O'ROURKE & COMPANY, Inc | 0.24% | No change | 4,430 | $435K |
| Ironwood Financial, llc | 0.10% | No change | 4,365 | $429K |
| Accel Wealth Management | 0.17% | Add +2.4% | 4,301 | $422K |
| PACK Private Wealth, LLC | 0.26% | Add +1.4% | 4,287 | $421K |
| Smith, Moore & Co. | 0.04% | Reduce -0.6% | 4,274 | $420K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,267 | $419K |
| Whitcomb & Hess, Inc. | 0.13% | No change | 4,160 | $409K |
| Clarity Capital Advisors, LLC | 0.31% | No change | 4,094 | $402K |
| 17 Capital Partners, LLC | 0.28% | Add +29.1% | 4,058 | $399K |
| Mach-1 Financial Group, LLC | 0.28% | Add +9.3% | 4,041 | $398K |
| Simon Quick Advisors, LLC | 0.03% | No change | 4,030 | $396K |
| Edge Capital Group, LLC | 0.02% | No change | 3,995 | $392K |
| Macroview Investment Management LLC | 0.42% | Reduce -55.1% | 3,965 | $389K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 3,949 | $388K |
| Up Strategic Wealth Investment Advisors LLC | 0.59% | Add +13.6% | 3,934 | $386K |
| Trexquant Investment LP | 0.01% | New | 3,797 | $373K |
| Northstar Group, Inc. | 0.07% | Add +9.0% | 3,794 | $373K |
| Sunpointe, LLC | 0.24% | Add +2.3% | 3,783 | $372K |
| Weik Capital Management | 0.16% | Add +19.2% | 3,780 | $371K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 3,773 | $371K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.8% | 3,747 | $368K |
| Affiance Financial, LLC | 0.10% | No change | 3,705 | $364K |
| Truist Financial Corp. | 0.00% | New | 3,594 | $353K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 3,591 | $353K |
| Bokf, NA | 0.01% | Add +20.9% | 3,577 | $351K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +25.5% | 3,572 | $351K |
| Blair William & Co. | 0.00% | Add +31.1% | 3,541 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -28.6% | 3,515 | $345K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +0.1% | 3,505 | $344K |
| Renaissance Technologies | 0.00% | Add +59.1% | 3,500 | $344K |
| Taylor Hoffman Wealth Management | 0.14% | Add +0.2% | 3,493 | $340K |
| Merit Financial Group, LLC | 0.01% | No change | 3,448 | $339K |
| Watershed Private Wealth LLC | 0.14% | Reduce -0.2% | 3,423 | $336K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.3% | 3,422 | $336K |
| Peak Planning Group, LLC | 0.16% | New | 3,376 | $332K |
| Manchester Capital Management LLC | 0.04% | No change | 3,347 | $329K |
| FourThought Financial Partners, LLC | 0.04% | New | 3,296 | $324K |
| Wedbush Securities Inc. | 0.01% | Add +33.3% | 3,263 | $320K |
| Raymond James Trust N.A. | 0.01% | Add +12.7% | 3,251 | $319K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $306K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.8% | 3,106 | $305K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -62.7% | 3,062 | $301K |
| World Equity Group, Inc. | 0.09% | Add +0.8% | 3,038 | $298K |
| Virtu Financial LLC | 0.02% | New | 2,964 | $291K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -3.3% | 2,954 | $290K |
| D. E. Shaw & Co. | 0.00% | Reduce -86.7% | 2,703 | $265K |
| 360 Financial, Inc. | 0.10% | Reduce -15.2% | 2,650 | $260K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 2,637 | $259K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,628 | $258K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,616 | $257K |
| Good Life Advisors, LLC | 0.02% | No change | 2,445 | $240K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +12.7% | 2,420 | $237K |
| Yarger Wealth Strategies, LLC | 0.14% | No change | 2,404 | $236K |
| Napa Wealth Management | 0.16% | No change | 2,399 | $236K |
| Two Sigma Securities, LLC | 0.01% | New | 2,394 | $235K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,394 | $235K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,371 | $233K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -41.0% | 2,307 | $227K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 2,285 | $224K |
| Sigma Planning Corp | 0.01% | Reduce -29.4% | 2,245 | $221K |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 2,232 | $219K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,228 | $219K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $217K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 2,200 | $216K |
| KOM Wealth Management Group, LLC | 0.20% | Add +4.8% | 2,172 | $213K |
| JT Stratford LLC | 0.04% | New | 2,106 | $207K |
| Valued Retirements, Inc. | 0.31% | No change | 2,076 | $204K |
| IFP Advisors, Inc | 0.01% | Add +372.1% | 1,964 | $193K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -2.1% | 1,791 | $175K |
| Centaurus Financial, Inc. | 0.01% | Add +2.9% | 1,774 | $174K |
| Bristlecone Advisors, LLC | 0.01% | New | 1,740 | $171K |
| Jones Financial Companies LLLP | 0.00% | New | 1,683 | $165K |
| Clearstead Advisors, LLC | 0.00% | Add +16.9% | 1,560 | $153K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,532 | $150K |
| Capital Analysts, LLC | 0.01% | Add +1.7% | 1,467 | $144K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,460 | $143K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $124K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 1,234 | $121K |
| Larson Financial Group LLC | 0.01% | Reduce -29.2% | 1,231 | $121K |
| Principal Securities, Inc. | 0.00% | Add +3.0% | 1,115 | $110K |
| Activest Wealth Management | 0.04% | Reduce -37.3% | 1,095 | $108K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.0% | 1,081 | $106K |
| Operose Advisors LLC | 0.04% | No change | 1,070 | $105K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,060 | $104K |
| Private Capital Management LLC | 0.02% | No change | 1,000 | $98K |
| Roble, Belko & Company, Inc | 0.02% | Add +23.4% | 954 | $94K |
| First PREMIER Bank | 0.02% | No change | 858 | $84K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 830 | $82K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $82K |
| Tyler-Stone Wealth Management | 0.03% | No change | 657 | $65K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 646 | $63K |
| International Assets Investment Management, LLC | 0.01% | New | 611 | $60K |
| Investors Research Corp | 0.01% | New | 605 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.5% | 573 | $56K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 538 | $53K |
| Assetmark, Inc. | 0.00% | Add +25500.0% | 512 | $50K |
| Mather Group, Llc. | 0.00% | New | 459 | $47K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $46K |
| Private Ocean, LLC | 0.00% | New | 445 | $44K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $43K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $40K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 400 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $39K |
| Dunhill Financial, LLC | 0.02% | No change | 344 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 286 | $28K |
| 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 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 232 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -20.4% | 226 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $21K |
| VitalStone Financial, LLC | 0.01% | Reduce -27.4% | 207 | $20K |
| Addison Advisors LLC | 0.01% | No change | 194 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.2% | 155 | $15K |
| Bank of Montreal | 0.00% | No change | 150 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 135 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 51 | $10K |
| City State Bank | 0.00% | No change | 100 | $10K |
| St Germain D J Co. Inc. | 0.00% | Reduce -35.1% | 74 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 65 | $6K |
| 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 |
| Belvedere Trading LLC | 0.00% | New | 46 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 44 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 33 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -59.8% | 35 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.6% | 26 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 28 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 20 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 20 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 9 | $884 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $252 |
| Strategic Financial Concepts, LLC | 0.00% | New | 21,225 | $196 |
"% 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.