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

0100200300400500 Q1 2024: 283Q1 2024Q2 2024: 305Q2 2024Q3 2024: 305Q3 2024Q4 2024: 331Q4 2024Q1 2025: 331Q1 2025Q2 2025: 343Q2 2025Q3 2025: 341Q3 2025Q4 2025: 367Q4 2025Q1 2026: 382Q1 2026Q2 2026: 408Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions28$20.0M
Exits24$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.