Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q3 2024 (September 30)305holders
28new positions
24sold out
2famous investors
$107.48avg. 13F price*
At the end of Q3 2024, 305 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, unchanged from Q2 2024. 28 opened new positions and 24 sold out. The largest holders were Orgel Wealth Management, LLC ($174.4M), Bank of America Corp. ($134.2M) and Morgan Stanley ($74.4M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $20.0M |
| Exits | 24 | $10.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,171,987 shares bought and 665,975 shares sold, net +506,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Orgel Wealth Management, LLC | 4.37% | Reduce -14.8% | 1,612,521 | $174.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 1,240,688 | $134.2M |
| Morgan Stanley | 0.01% | Add +0.9% | 687,930 | $74.4M |
| Mariner, LLC | 0.11% | Add +21.6% | 592,355 | $64.1M |
| LPL Financial LLC | 0.02% | Add +27.8% | 430,626 | $46.6M |
| Cerity Partners LLC | 0.10% | Add +0.7% | 421,478 | $45.6M |
| Ameriprise Financial Inc. | 0.01% | Add +5.1% | 332,598 | $36.0M |
| Cetera Investment Advisers | 0.07% | Add +0.8% | 316,757 | $34.3M |
| Wells Fargo & Company | 0.01% | Add +3.4% | 314,050 | $34.0M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.6% | 294,518 | $31.9M |
| Savant Capital, LLC | 0.24% | Reduce -6.1% | 269,782 | $29.2M |
| One Day In July LLC | 2.94% | Reduce -4.0% | 241,562 | $26.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.9% | 239,064 | $25.9M |
| Royal Bank of Canada | 0.01% | Add +47.2% | 222,081 | $24.0M |
| UBS Group AG | 0.01% | Add +4.5% | 218,553 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -24.6% | 215,343 | $23.3M |
| Warwick Investment Management, Inc. | 4.47% | Add +10.1% | 174,475 | $18.9M |
| NewEdge Advisors, LLC | 0.11% | Add +326720.8% | 156,874 | $17.0M |
| TCV Trust & Wealth Management, Inc. | 1.50% | Add +0.1% | 155,087 | $16.8M |
| Raymond James & Associates | 0.01% | Add +3.8% | 152,961 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.0% | 146,081 | $15.8M |
| Old National Bancorp | 0.35% | Add +7.3% | 142,123 | $15.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7.33% | Reduce -11.5% | 131,300 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.1% | 124,713 | $13.5M |
| Wiser Wealth Management, Inc | 3.77% | Add +1.1% | 121,443 | $13.1M |
| New Insight Wealth Advisors | 6.51% | Reduce -0.5% | 114,406 | $12.4M |
| Carolinas Wealth Consulting LLC | 2.05% | Reduce -0.4% | 185,488 | $11.3M |
| Pinnacle Financial Partners Inc | 0.20% | Add +1.1% | 90,654 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.0% | 89,384 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +41.4% | 82,918 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 77,594 | $8.4M |
| FourThought Financial Partners, LLC | 0.98% | Add +2225.1% | 76,636 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.9% | 75,698 | $8.2M |
| Marble Harbor Investment Counsel, LLC | 0.84% | Add +0.7% | 71,081 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.9% | 68,992 | $7.5M |
| Patriot Investment Management Group, Inc. | 0.55% | Reduce -12.7% | 68,821 | $7.4M |
| Davidson Capital Management Inc. | 2.04% | Add +43.8% | 65,529 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -4.8% | 59,580 | $6.4M |
| AdvisorNet Financial, Inc | 0.46% | Add +26.4% | 57,210 | $6.2M |
| Lebenthal Global Advisors, LLC | 1.24% | Add +3.6% | 56,575 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.1% | 54,824 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +150.5% | 53,698 | $5.8M |
| Silvercrest Asset Management Group LLC | 0.04% | Add +117.1% | 52,842 | $5.7M |
| Cambridge Associates LLC /Ma/ | 0.21% | No change | 52,218 | $5.6M |
| Bryant Woods Investment Advisors, LLC | 2.78% | Add +1.3% | 50,506 | $5.5M |
| Private Advisory Group LLC | 0.67% | Add +2.2% | 49,372 | $5.3M |
| MML Investors Services, LLC | 0.02% | Reduce -42.2% | 48,787 | $5.3M |
| Sebold Capital Management, Inc. | 3.30% | Reduce -12.7% | 46,332 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.1% | 44,819 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.7% | 43,728 | $4.7M |
| SCS Capital Management LLC | 0.09% | New | 42,936 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 42,803 | $4.6M |
| DHK Financial Advisors, Inc. | 2.82% | No change | 42,500 | $4.6M |
| Harbor Advisory Corp. | 1.42% | Reduce -0.2% | 40,128 | $4.3M |
| Harbour Investments, Inc. | 0.13% | Add +6.6% | 38,440 | $4.2M |
| Phillips Financial Management, LLC | 0.31% | No change | 37,423 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +553.6% | 36,832 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +2297.2% | 36,725 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +114.8% | 34,758 | $3.8M |
| Eq LLC | 1.85% | Add +14.7% | 34,111 | $3.7M |
| Certuity, LLC | 0.40% | No change | 33,832 | $3.7M |
| Flower City Capital | 2.14% | Reduce -0.6% | 33,737 | $3.6M |
| Creative Planning | 0.00% | Reduce -0.4% | 33,018 | $3.6M |
| F/m Investments LLC | 0.11% | No change | 31,054 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 29,621 | $3.2M |
| Keystone Financial Group | 0.37% | New | 26,841 | $2.9M |
| Verum Partners LLC | 0.78% | Reduce -0.1% | 24,690 | $2.7M |
| First American Bank | 0.19% | Reduce -0.3% | 24,415 | $2.6M |
| Fidelity D & D Bancorp Inc. | 1.75% | Add +6.8% | 24,272 | $2.6M |
| Evergreen Capital Management LLC | 0.09% | Add +101.1% | 23,906 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.6% | 23,894 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.0% | 23,695 | $2.6M |
| PFG Advisors | 0.16% | Add +2.0% | 23,076 | $2.5M |
| Sierra Capital LLC | 0.30% | Reduce -33.4% | 22,915 | $2.5M |
| All Season Financial Advisors, Inc. | 2.06% | New | 22,416 | $2.4M |
| Citadel Advisors | 0.00% | Add +96.6% | 21,080 | $2.3M |
| Betterment LLC | 0.01% | Add +2.0% | 19,449 | $2.1M |
| Coastline Trust Co | 0.25% | Add +20.4% | 19,435 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -0.9% | 19,226 | $2.1M |
| HM Payson & Co. | 0.04% | Add +12.6% | 18,867 | $2.0M |
| Greenline Partners, LLC | 0.28% | Add +0.4% | 18,223 | $2.0M |
| Rebalance, LLC | 0.14% | Add +2.5% | 18,216 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +972.7% | 18,053 | $1.9M |
| CRA Financial Services, LLC | 0.34% | Reduce -0.6% | 16,918 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +4.8% | 16,729 | $1.8M |
| Kathleen S. Wright Associates Inc. | 0.75% | Add +1.1% | 16,702 | $1.8M |
| Capital Asset Advisory Services LLC | 0.09% | Add +5.0% | 16,904 | $1.8M |
| Belmont Capital, LLC | 0.29% | New | 16,051 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 15,911 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Reduce -1.3% | 15,765 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Add +0.7% | 15,561 | $1.7M |
| Hantz Financial Services, Inc. | 0.03% | Add +77025.0% | 15,425 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.17% | No change | 14,999 | $1.6M |
| Fairway Wealth LLC | 0.79% | Reduce -8.1% | 14,314 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.79% | Add +5.4% | 14,267 | $1.5M |
| Breakwater Capital Group | 0.30% | Add +10.5% | 13,607 | $1.5M |
| Romano Brothers and Company | 0.18% | No change | 13,565 | $1.5M |
| Anson Capital, Inc. | 1.30% | Reduce -0.8% | 13,439 | $1.5M |
| Composition Wealth, LLC | 0.03% | Reduce -1.1% | 13,071 | $1.4M |
"% 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.