Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q4 2024 (December 31)331holders +26
35new positions
17sold out
3famous investors
$105.64avg. 13F price*
At the end of Q4 2024, 331 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 26 from Q3 2024. 35 opened new positions and 17 sold out. The largest holders were Orgel Wealth Management, LLC ($172.8M), Bank of America Corp. ($124.0M) and Morgan Stanley ($76.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.0M |
| Exits | 17 | $11.2M |
All 13F filers, Q3 2024 → Q4 2024: 983,706 shares bought and 406,042 shares sold, net +577,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Orgel Wealth Management, LLC | 4.51% | Add +1.1% | 1,629,934 | $172.8M |
| Bank of America Corp. | 0.01% | Reduce -5.8% | 1,169,001 | $124.0M |
| Morgan Stanley | 0.01% | Add +5.0% | 721,977 | $76.6M |
| Mariner, LLC | 0.11% | Add +1.1% | 598,865 | $63.5M |
| LPL Financial LLC | 0.02% | Add +8.8% | 468,646 | $49.7M |
| Cerity Partners LLC | 0.09% | Reduce -4.3% | 403,378 | $42.8M |
| Raymond James Financial Inc. | 0.02% | — | 398,533 | $42.3M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 337,913 | $35.8M |
| Cetera Investment Advisers | 0.07% | Add +6.5% | 337,411 | $35.8M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 333,499 | $35.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +1.7% | 299,468 | $31.8M |
| Savant Capital, LLC | 0.22% | Reduce -3.0% | 261,736 | $27.8M |
| UBS Group AG | 0.01% | Add +12.4% | 245,768 | $26.1M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 236,871 | $25.1M |
| One Day In July LLC | 2.61% | Reduce -2.8% | 234,909 | $24.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -13.8% | 185,528 | $19.7M |
| Warwick Investment Management, Inc. | 3.84% | Add +0.8% | 175,803 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.2% | 166,755 | $17.7M |
| TCV Trust & Wealth Management, Inc. | 1.53% | Add +1.0% | 156,603 | $16.6M |
| NewEdge Advisors, LLC | 0.10% | Reduce -3.3% | 151,775 | $16.1M |
| National Bank of Canada | 0.02% | Add +3177.3% | 149,050 | $15.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.6% | 146,609 | $15.5M |
| Old National Bancorp | 0.36% | Add +0.1% | 142,195 | $15.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6.38% | Add +3.8% | 136,300 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +78.1% | 122,873 | $13.0M |
| Wiser Wealth Management, Inc | 3.65% | Add +1.0% | 122,650 | $13.0M |
| FourThought Financial Partners, LLC | 1.27% | Add +50.1% | 114,998 | $12.2M |
| New Insight Wealth Advisors | 5.87% | Reduce -3.4% | 110,479 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +30.5% | 108,219 | $11.5M |
| Carolinas Wealth Consulting LLC | 2.05% | Reduce -19.6% | 149,185 | $10.4M |
| Pinnacle Financial Partners Inc | 0.20% | Add +1.4% | 91,961 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +2.0% | 91,177 | $9.7M |
| Davidson Capital Management Inc. | 2.52% | Add +38.0% | 90,449 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.7% | 76,979 | $8.2M |
| Marble Harbor Investment Counsel, LLC | 0.87% | Add +4.3% | 74,127 | $7.9M |
| AdvisorNet Financial, Inc | 0.64% | Add +25.0% | 71,519 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +84.1% | 63,975 | $6.8M |
| Corient Private Wealth LP | 0.01% | Add +5.2% | 62,690 | $6.6M |
| Patriot Investment Management Group, Inc. | 0.49% | Reduce -9.8% | 62,062 | $6.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.7% | 61,214 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.7% | 59,200 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +9.5% | 58,819 | $6.2M |
| Lebenthal Global Advisors, LLC | 1.13% | Add +3.0% | 58,263 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +28.1% | 54,821 | $5.8M |
| Financial Management Professionals, Inc. | 0.69% | Add +470490.9% | 51,765 | $5.5M |
| Greenline Partners, LLC | 0.75% | Add +178.2% | 50,703 | $5.4M |
| Private Advisory Group LLC | 0.60% | Add +2.5% | 50,593 | $5.4M |
| Bryant Woods Investment Advisors, LLC | 2.60% | Add +0.1% | 50,584 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.8% | 50,540 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +33.8% | 49,279 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -1.6% | 48,031 | $5.1M |
| Sebold Capital Management, Inc. | 3.17% | Reduce -3.7% | 44,610 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +0.1% | 43,793 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +142.3% | 43,744 | $4.6M |
| SCS Capital Management LLC | 0.09% | No change | 42,936 | $4.6M |
| Harbor Advisory Corp. | 1.40% | No change | 40,128 | $4.3M |
| Harbour Investments, Inc. | 0.12% | Add +1.8% | 39,121 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.1% | 36,768 | $3.9M |
| Eq LLC | 1.80% | Add +5.7% | 36,062 | $3.8M |
| Phillips Financial Management, LLC | 0.30% | Reduce -4.1% | 35,901 | $3.8M |
| Cambridge Associates LLC /Ma/ | 0.12% | Reduce -31.3% | 35,894 | $3.8M |
| Hantz Financial Services, Inc. | 0.06% | Add +125.0% | 34,703 | $3.7M |
| Certuity, LLC | 0.40% | Add +1.5% | 34,331 | $3.6M |
| Creative Planning | 0.00% | Reduce -1.5% | 32,523 | $3.4M |
| F/m Investments LLC | 0.12% | Add +1.4% | 31,503 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 31,338 | $3.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -41.7% | 30,827 | $3.3M |
| Flower City Capital | 1.97% | Reduce -10.2% | 30,292 | $3.2M |
| Keystone Financial Group | 0.28% | Reduce -0.8% | 26,623 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.8% | 26,478 | $2.8M |
| Evergreen Capital Management LLC | 0.09% | Add +9.7% | 26,216 | $2.8M |
| Verum Partners LLC | 0.76% | Add +0.0% | 24,697 | $2.6M |
| PFG Advisors | 0.16% | Add +6.0% | 24,463 | $2.6M |
| First American Bank | 0.18% | Reduce -1.2% | 24,119 | $2.6M |
| Fidelity D & D Bancorp Inc. | 1.67% | Reduce -2.6% | 23,643 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.5% | 23,337 | $2.5M |
| Sierra Capital LLC | 0.29% | Add +0.1% | 22,947 | $2.4M |
| Betterment LLC | 0.01% | Add +11.3% | 21,654 | $2.3M |
| Fund Evaluation Group, LLC | 0.11% | New | 21,650 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.69% | Add +101.1% | 20,112 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +66.9% | 20,029 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -0.8% | 19,076 | $2.0M |
| HM Payson & Co. | 0.03% | No change | 18,867 | $2.0M |
| Capital Asset Advisory Services LLC | 0.10% | Add +8.6% | 18,352 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +8.9% | 18,225 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.80% | Add +8.8% | 18,163 | $1.9M |
| Coastline Trust Co | 0.23% | Reduce -6.6% | 18,160 | $1.9M |
| BCS Wealth Management | 0.46% | New | 17,324 | $1.8M |
| CRA Financial Services, LLC | 0.32% | Add +2.3% | 17,310 | $1.8M |
| Rebalance, LLC | 0.14% | Reduce -5.5% | 17,217 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.1% | 16,728 | $1.8M |
| Fairway Wealth LLC | 0.79% | Add +16.0% | 16,604 | $1.8M |
| Blair William & Co. | 0.01% | Add +408.2% | 16,571 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Add +0.9% | 15,707 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +2.5% | 15,380 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.7% | 14,712 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.79% | Reduce -0.6% | 14,179 | $1.5M |
| Breakwater Capital Group | 0.29% | Add +2.3% | 13,924 | $1.5M |
| Anson Capital, Inc. | 1.28% | Add +3.1% | 13,853 | $1.5M |
"% 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.