Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q3 2024 (September 30)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 |
| WNY Asset Management, LLC | 0.16% | Reduce -6.0% | 12,817 | $1.4M |
| Savvy Advisors, Inc. | 0.28% | New | 12,779 | $1.4M |
| waypoint wealth counsel | 0.89% | Add +0.0% | 12,149 | $1.3M |
| Greenleaf Trust | 0.01% | Reduce -2.1% | 12,122 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +40.9% | 12,084 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,998 | $1.3M |
| Waverly Advisors, LLC | 0.02% | No change | 11,882 | $1.3M |
| Geller Advisors LLC | 0.09% | Add +25.2% | 11,873 | $1.3M |
| Flagship Private Wealth, LLC | 0.65% | Add +51.6% | 11,652 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | No change | 11,576 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -29.2% | 11,286 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 11,145 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.90% | No change | 10,974 | $1.2M |
| Klingman & Associates, LLC | 0.07% | No change | 10,934 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -3.1% | 10,879 | $1.2M |
| First Foundation Advisors | 0.04% | No change | 10,691 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 10,787 | $1.2M |
| Grant Street Asset Management, Inc. | 0.33% | Add +57.0% | 10,490 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.35% | New | 10,000 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.9% | 9,546 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +5.1% | 9,457 | $1.0M |
| Stordahl Capital Management, Inc. | 0.23% | Reduce -1.2% | 9,078 | $969K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.37% | No change | 8,879 | $961K |
| Allworth Financial LP | 0.01% | Reduce -1.8% | 8,626 | $933K |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -1.2% | 8,216 | $889K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -1.3% | 8,018 | $867K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -6.8% | 7,935 | $858K |
| National Philanthropic Trust | 0.02% | No change | 7,702 | $833K |
| Continuum Advisory, LLC | 0.11% | Add +0.9% | 7,379 | $831K |
| Citigroup Inc. | 0.00% | No change | 7,641 | $827K |
| Source Financial Advisors LLC | 0.24% | Add +1.7% | 7,456 | $807K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,097 | $768K |
| Pacific Sun Financial Corp | 0.42% | Reduce -5.3% | 7,018 | $759K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -0.4% | 6,994 | $757K |
| Fort Sheridan Advisors LLC | 0.11% | Add +9.7% | 6,549 | $708K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.1% | 6,373 | $689K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 6,298 | $681K |
| Financial Council, LLC | 0.35% | No change | 6,188 | $669K |
| Wealthspire Advisors, LLC | 0.01% | Add +12.0% | 5,975 | $646K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -73.7% | 5,939 | $642K |
| Eagle Wealth Strategies LLC | 0.47% | Reduce -3.5% | 5,900 | $638K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 5,842 | $632K |
| Advisor OS, LLC | 0.06% | Reduce -0.6% | 5,789 | $626K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Reduce -5.0% | 5,695 | $616K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -5.6% | 5,678 | $614K |
| Executive Wealth Management, LLC | 0.05% | New | 5,520 | $597K |
| Northstar Group, Inc. | 0.11% | Add +45.3% | 5,514 | $596K |
| Northern Trust Corp. | 0.00% | Reduce -13.5% | 5,508 | $596K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.4% | 5,494 | $594K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 5,482 | $593K |
| Comerica Bank | 0.00% | No change | 5,457 | $590K |
| Financial Freedom, LLC | 0.31% | Reduce -3.6% | 5,430 | $587K |
| 17 Capital Partners, LLC | 0.37% | Add +29.1% | 5,237 | $567K |
| Prudential Financial Inc. | 0.00% | Reduce -4.1% | 5,189 | $561K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.8% | 5,161 | $558K |
| Caprock Group, LLC | 0.02% | Add +0.2% | 5,124 | $554K |
| Viawealth, LLC | 0.32% | Add +0.2% | 5,010 | $542K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -7.3% | 4,996 | $540K |
| Perigon Wealth Management, LLC | 0.01% | Add +32.6% | 4,970 | $538K |
| FMR LLC | 0.00% | Reduce -1.2% | 4,965 | $537K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $531K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -0.4% | 4,803 | $520K |
| Focus Financial Network, Inc. | 0.02% | No change | 4,751 | $514K |
| O'ROURKE & COMPANY, Inc | 0.26% | Add +6.6% | 4,723 | $511K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.24% | Reduce -2.5% | 4,607 | $498K |
| Centaurus Financial, Inc. | 0.03% | Add +158.4% | 4,584 | $496K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 4,570 | $494K |
| National Bank of Canada | 0.00% | Reduce -1.2% | 4,548 | $492K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.8% | 4,542 | $486K |
| Sunpointe, LLC | 0.40% | Add +18.5% | 4,482 | $485K |
| Baird Financial Group, Inc. | 0.00% | Add +28.1% | 4,384 | $474K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -46.2% | 4,327 | $468K |
| PACK Private Wealth, LLC | 0.26% | Add +0.3% | 4,301 | $465K |
| Accel Wealth Management | 0.17% | No change | 4,301 | $465K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,267 | $462K |
| Mach-1 Financial Group, LLC | 0.28% | Add +4.7% | 4,229 | $457K |
| Whitcomb & Hess, Inc. | 0.13% | No change | 4,160 | $450K |
| Clarity Capital Advisors, LLC | 0.32% | No change | 4,094 | $443K |
| Smith, Moore & Co. | 0.04% | Reduce -5.4% | 4,045 | $438K |
| Simon Quick Advisors, LLC | 0.03% | No change | 4,030 | $436K |
| Ironwood Financial, llc | 0.09% | Reduce -8.0% | 4,014 | $434K |
| Edge Capital Group, LLC | 0.02% | No change | 3,995 | $432K |
| Synovus Financial Corp. | 0.00% | No change | 3,949 | $427K |
| Up Strategic Wealth Investment Advisors LLC | 0.48% | No change | 3,934 | $426K |
| Essex Bank | 0.11% | New | 3,895 | $421K |
| Stage Harbor Financial, LLC | 0.38% | New | 3,895 | $419K |
| Weik Capital Management | 0.16% | Reduce -0.3% | 3,770 | $408K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -0.1% | 3,768 | $408K |
| Affiance Financial, LLC | 0.10% | No change | 3,705 | $401K |
| Truist Financial Corp. | 0.00% | Add +2.6% | 3,686 | $399K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.3% | 3,674 | $397K |
| Macroview Investment Management LLC | 0.39% | Reduce -7.5% | 3,667 | $397K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.5% | 3,638 | $394K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.0% | 3,607 | $390K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 3,591 | $388K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +0.5% | 3,521 | $381K |
| Gotham Asset Management | 0.00% | New | 3,459 | $374K |
| Watershed Private Wealth LLC | 0.15% | Reduce -0.1% | 3,420 | $370K |
| Bokf, NA | 0.01% | Reduce -2.4% | 3,491 | $369K |
| Peak Planning Group, LLC | 0.16% | No change | 3,376 | $365K |
| Taylor Hoffman Capital Management LLC | 0.14% | — | 3,459 | $365K |
| Manchester Capital Management LLC | 0.04% | No change | 3,347 | $362K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 3,331 | $360K |
| Wedbush Securities Inc. | 0.01% | No change | 3,263 | $353K |
| Blair William & Co. | 0.00% | Reduce -7.9% | 3,261 | $353K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.6% | 3,232 | $350K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $338K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 3,073 | $332K |
| Beaird Harris Wealth Management, LLC | 0.03% | New | 2,906 | $314K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.5% | 2,734 | $296K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 2,637 | $285K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,628 | $284K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +7.5% | 2,601 | $281K |
| 360 Financial, Inc. | 0.10% | Reduce -4.1% | 2,541 | $275K |
| Hemenway Trust Co LLC | 0.02% | New | 2,457 | $266K |
| Good Life Advisors, LLC | 0.02% | No change | 2,445 | $264K |
| Yarger Wealth Strategies, LLC | 0.14% | No change | 2,404 | $260K |
| Napa Wealth Management | 0.12% | No change | 2,399 | $259K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 2,394 | $259K |
| KOM Wealth Management Group, LLC | 0.21% | Add +9.2% | 2,372 | $257K |
| Sigma Planning Corp | 0.01% | Add +4.0% | 2,336 | $253K |
| Captrust Financial Advisors | 0.00% | Add +4.5% | 2,332 | $252K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.4% | 2,315 | $250K |
| Salomon & Ludwin, LLC | 0.03% | No change | 2,307 | $250K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | No change | 2,285 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -61.5% | 2,223 | $239K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $239K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,028 | $235K |
| IFP Advisors, Inc | 0.01% | Add +8.3% | 2,126 | $230K |
| JT Stratford LLC | 0.04% | No change | 2,106 | $228K |
| Valued Retirements, Inc. | 0.31% | No change | 2,076 | $225K |
| CoreCap Advisors, LLC | 0.01% | New | 2,064 | $223K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +14.6% | 2,053 | $222K |
| Lido Advisors, LLC | 0.00% | New | 2,024 | $219K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,001 | $216K |
| Cypress Capital Group | 0.02% | New | 2,000 | $216K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 1,959 | $212K |
| Clearstead Advisors, LLC | 0.00% | Add +24.4% | 1,941 | $210K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 1,940 | $210K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.0% | 1,916 | $207K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 1,850 | $200K |
| Bristlecone Advisors, LLC | 0.02% | No change | 1,740 | $188K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,731 | $187K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,460 | $158K |
| Capital Analysts, LLC | 0.01% | Reduce -1.6% | 1,443 | $157K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $137K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,163 | $126K |
| Bank of Montreal | 0.00% | Add +673.3% | 1,160 | $125K |
| Larson Financial Group LLC | 0.01% | Reduce -9.2% | 1,118 | $121K |
| Principal Securities, Inc. | 0.00% | No change | 1,115 | $121K |
| Activest Wealth Management | 0.04% | No change | 1,095 | $118K |
| Operose Advisors LLC | 0.04% | No change | 1,070 | $116K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.7% | 1,030 | $111K |
| Private Capital Management LLC | 0.02% | No change | 1,000 | $108K |
| Roble, Belko & Company, Inc | 0.02% | No change | 954 | $103K |
| First PREMIER Bank | 0.02% | No change | 858 | $93K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $90K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 646 | $70K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -24.9% | 623 | $67K |
| Assetmark, Inc. | 0.00% | Add +20.3% | 616 | $67K |
| Frazier Financial Advisors, LLC | 0.05% | Reduce -52.7% | 584 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 573 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 538 | $58K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $47K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $44K |
| US Bancorp \de | 0.00% | No change | 400 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $43K |
| Dunhill Financial, LLC | 0.02% | No change | 344 | $37K |
| Financial Perspectives, Inc | 0.01% | No change | 286 | $31K |
| Sound Income Strategies, LLC | 0.00% | New | 274 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $29K |
| Parkside Financial Bank & Trust | 0.00% | New | 269 | $29K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 258 | $28K |
| Clear Point Advisors Inc. | 0.02% | No change | 240 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 234 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 232 | $25K |
| VitalStone Financial, LLC | 0.02% | Add +11.1% | 230 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $23K |
| Addison Advisors LLC | 0.01% | No change | 194 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 155 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 135 | $15K |
| City State Bank | 0.00% | No change | 100 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +96.1% | 100 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 65 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 62 | $7K |
| Key Financial Inc | 0.00% | No change | 61 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 50 | $5K |
| Abound Wealth Management | 0.00% | No change | 49 | $5K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 33 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -20.0% | 28 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 28 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 26 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 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% | No change | 9 | $954 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 4 | $433 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $278 |
"% 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.