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 |
| Romano Brothers and Company | 0.18% | No change | 13,565 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +11.9% | 13,527 | $1.4M |
| WNY Asset Management, LLC | 0.17% | Add +1.1% | 12,965 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -3.2% | 12,653 | $1.3M |
| Flagship Private Wealth, LLC | 0.64% | Add +7.5% | 12,526 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.8% | 12,458 | $1.3M |
| waypoint wealth counsel | 0.84% | Reduce -0.1% | 12,141 | $1.3M |
| Waverly Advisors, LLC | 0.02% | No change | 11,882 | $1.3M |
| Grant Street Asset Management, Inc. | 0.32% | Add +11.5% | 11,697 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -45.1% | 11,562 | $1.2M |
| Savvy Advisors, Inc. | 0.15% | Reduce -9.7% | 11,543 | $1.2M |
| &partners | 0.01% | New | 11,299 | $1.2M |
| Geller Advisors LLC | 0.08% | Reduce -4.2% | 11,374 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.99% | Add +1.5% | 11,135 | $1.2M |
| Klingman & Associates, LLC | 0.07% | No change | 10,934 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -1.3% | 10,740 | $1.1M |
| First Foundation Advisors | 0.04% | No change | 10,691 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 10,494 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -18.3% | 9,904 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | New | 9,693 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 9,624 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.1% | 9,446 | $1.0M |
| Insight 2811, Inc. | 0.49% | New | 9,010 | $955K |
| Tocqueville Asset Management L.P. | 0.01% | Add +13.3% | 8,993 | $954K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.36% | No change | 8,879 | $942K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.7% | 8,663 | $919K |
| Fort Sheridan Advisors LLC | 0.13% | Add +31.5% | 8,612 | $913K |
| Stordahl Capital Management, Inc. | 0.22% | Reduce -5.4% | 8,587 | $911K |
| Allworth Financial LP | 0.01% | Reduce -4.7% | 8,219 | $900K |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | No change | 8,216 | $871K |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.3% | 8,043 | $853K |
| Kieckhefer Group LLC | 0.51% | — | 7,908 | $839K |
| Equitable Holdings, Inc. | 0.01% | Reduce -16.6% | 7,889 | $837K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $817K |
| Continuum Advisory, LLC | 0.10% | No change | 7,379 | $782K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,097 | $753K |
| Pacific Sun Financial Corp | 0.41% | Reduce -0.1% | 7,014 | $744K |
| Baird Financial Group, Inc. | 0.00% | Add +56.4% | 6,858 | $727K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1058.5% | 6,638 | $704K |
| OneAscent Financial Services LLC | 0.06% | New | 6,578 | $698K |
| Northstar Group, Inc. | 0.12% | Add +19.1% | 6,565 | $696K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.1% | 6,364 | $675K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 6,298 | $668K |
| Brown Advisory Inc. | 0.00% | Add +14.6% | 6,281 | $666K |
| Financial Council, LLC | 0.34% | No change | 6,188 | $656K |
| Snider Financial Group | 0.20% | New | 6,165 | $654K |
| Weik Capital Management | 0.26% | Add +61.0% | 6,070 | $644K |
| Renaissance Technologies | 0.00% | New | 6,000 | $636K |
| Eagle Wealth Strategies LLC | 0.46% | Add +1.1% | 5,962 | $632K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.3% | 5,956 | $632K |
| Advisor OS, LLC | 0.07% | Add +1.8% | 5,894 | $625K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -1.5% | 5,851 | $620K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.2% | 5,832 | $618K |
| Cresset Asset Management, LLC | 0.00% | Reduce -50.0% | 5,788 | $614K |
| HBK Sorce Advisory LLC | 0.02% | Add +5.2% | 5,779 | $613K |
| 17 Capital Partners, LLC | 0.39% | Add +10.1% | 5,767 | $612K |
| Taylor & Morgan Wealth Management, LLC | 0.42% | No change | 5,695 | $604K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +0.2% | 5,691 | $603K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $584K |
| Executive Wealth Management, LLC | 0.04% | Reduce -2.5% | 5,380 | $571K |
| Comerica Bank | 0.00% | Reduce -3.0% | 5,295 | $561K |
| Financial Freedom, LLC | 0.30% | Reduce -2.6% | 5,286 | $561K |
| FMR LLC | 0.00% | Add +6.5% | 5,285 | $560K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.2% | 5,179 | $560K |
| Caprock Group, LLC | 0.02% | No change | 5,124 | $543K |
| Nestegg Advisors, Inc. | 0.55% | — | 4,956 | $542K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +5.4% | 5,063 | $537K |
| Sovereign Financial Group, Inc. | 0.12% | Add +0.9% | 5,041 | $535K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.3% | 4,993 | $529K |
| Valeo Financial Advisors, LLC | 0.01% | Add +82.4% | 4,987 | $529K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $520K |
| OneDigital Investment Advisors LLC | 0.01% | Add +102.3% | 4,844 | $514K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +0.4% | 4,741 | $503K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.4% | 4,731 | $502K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 4,570 | $485K |
| Sovran Advisors, LLC | 0.07% | — | 4,502 | $478K |
| American Trust | 0.04% | New | 4,357 | $462K |
| Viawealth, LLC | 0.28% | Reduce -13.8% | 4,319 | $458K |
| Accel Wealth Management | 0.17% | Add +0.1% | 4,304 | $456K |
| PACK Private Wealth, LLC | 0.27% | No change | 4,301 | $456K |
| Whitcomb & Hess, Inc. | 0.14% | No change | 4,160 | $441K |
| Smith, Moore & Co. | 0.04% | Add +1.4% | 4,102 | $435K |
| Clarity Capital Advisors, LLC | 0.29% | No change | 4,094 | $434K |
| Synovus Financial Corp. | 0.01% | Add +2.4% | 4,043 | $429K |
| Simon Quick Advisors, LLC | 0.03% | No change | 4,030 | $427K |
| Ironwood Financial, llc | 0.09% | No change | 4,014 | $426K |
| Principia Wealth Advisory, LLC | 0.40% | — | 4,001 | $424K |
| Stonebridge Financial Planning Group, LLC | 0.19% | New | 3,974 | $421K |
| Wedbush Securities Inc. | 0.01% | Add +17.9% | 3,848 | $408K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.5% | 3,477 | $406K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 3,768 | $400K |
| Watershed Private Wealth LLC | 0.15% | Add +9.2% | 3,734 | $396K |
| Affiance Financial, LLC | 0.09% | No change | 3,705 | $393K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 3,678 | $390K |
| Macroview Investment Management LLC | 0.39% | Reduce -0.7% | 3,641 | $386K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.18% | Reduce -22.8% | 3,557 | $377K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -0.2% | 3,514 | $373K |
| Gotham Asset Management | 0.00% | No change | 3,459 | $367K |
| Taylor Hoffman Capital Management LLC | 0.13% | Reduce -0.4% | 3,445 | $365K |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 3,435 | $364K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.9% | 3,416 | $362K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.8% | 3,396 | $360K |
| Manchester Capital Management LLC | 0.04% | No change | 3,347 | $355K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +7.3% | 3,296 | $350K |
| Bokf, NA | 0.01% | Reduce -5.2% | 3,308 | $344K |
| Peak Planning Group, LLC | 0.14% | Reduce -4.2% | 3,236 | $343K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -25.3% | 3,232 | $343K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.4% | 3,185 | $338K |
| Up Strategic Wealth Investment Advisors LLC | 0.33% | Reduce -19.8% | 3,155 | $335K |
| Flow Traders U.S. LLC | 0.01% | New | 3,147 | $334K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $331K |
| Independent Advisor Alliance | 0.00% | New | 3,104 | $329K |
| Stage Harbor Financial, LLC | 0.29% | Reduce -20.3% | 3,104 | $329K |
| Essex Bank | 0.08% | Reduce -20.3% | 3,104 | $329K |
| Diversify Wealth Management, LLC | 0.03% | New | 3,148 | $327K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -31.4% | 3,118 | $324K |
| Edge Capital Group, LLC | 0.01% | Reduce -25.5% | 2,975 | $315K |
| Captrust Financial Advisors | 0.00% | Add +27.6% | 2,975 | $315K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,906 | $308K |
| Keybank National Association | 0.00% | New | 2,871 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,853 | $303K |
| Sunpointe, LLC | 0.14% | Reduce -40.5% | 2,667 | $283K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,649 | $281K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.6% | 2,643 | $280K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.1% | 2,634 | $279K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,628 | $279K |
| Compound Planning, Inc. | 0.01% | New | 2,619 | $278K |
| World Equity Group, Inc. | 0.06% | New | 2,530 | $268K |
| 360 Financial, Inc. | 0.10% | Reduce -2.3% | 2,483 | $263K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.0% | 2,474 | $262K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,457 | $261K |
| Good Life Advisors, LLC | 0.02% | Add +0.3% | 2,453 | $260K |
| Yarger Wealth Strategies, LLC | 0.15% | Add +1.5% | 2,440 | $259K |
| KOM Wealth Management Group, LLC | 0.19% | Add +1.5% | 2,407 | $255K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $246K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.9% | 2,228 | $245K |
| Midwest Capital Advisors, LLC | 0.18% | — | 2,300 | $244K |
| Factor Wealth Management LTD | 0.08% | — | 2,288 | $243K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 2,285 | $242K |
| Opulen Financial Group LLC | 0.22% | — | 2,262 | $240K |
| Napa Wealth Management | 0.10% | Reduce -6.3% | 2,247 | $238K |
| Capital Analysts, LLC | 0.01% | Add +55.9% | 2,249 | $238K |
| Ameritas Advisory Services, LLC | 0.01% | Add +17.1% | 2,243 | $238K |
| Townsquare Capital LLC | 0.00% | New | 2,240 | $238K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $234K |
| IFP Advisors, Inc | 0.01% | Add +1.1% | 2,150 | $228K |
| CoreCap Advisors, LLC | 0.01% | Add +3.3% | 2,131 | $226K |
| JT Stratford LLC | 0.04% | No change | 2,106 | $223K |
| Valued Retirements, Inc. | 0.30% | No change | 2,076 | $220K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,072 | $220K |
| Lido Advisors, LLC | 0.00% | No change | 2,024 | $215K |
| William Howard & Co Financial Advisors Inc | 0.19% | Add +1.5% | 1,988 | $211K |
| Lee, Kelleher & Klein Wealth Management | 0.15% | — | 1,983 | $210K |
| Clearstead Advisors, LLC | 0.00% | Add +1.9% | 1,978 | $210K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,968 | $209K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.4% | 1,967 | $209K |
| Sigma Planning Corp | 0.01% | Reduce -15.9% | 1,964 | $208K |
| Two Sigma Securities, LLC | 0.04% | New | 1,918 | $203K |
| Centaurus Financial, Inc. | 0.01% | Reduce -61.2% | 1,778 | $189K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,740 | $185K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.0% | 1,627 | $173K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,460 | $155K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $134K |
| Principal Securities, Inc. | 0.00% | Reduce -0.6% | 1,108 | $117K |
| MAI Capital Management | 0.00% | New | 1,072 | $114K |
| Operose Advisors LLC | 0.04% | No change | 1,070 | $113K |
| Activest Wealth Management | 0.03% | Reduce -7.8% | 1,010 | $107K |
| Larson Financial Group LLC | 0.01% | Reduce -10.7% | 998 | $106K |
| Roble, Belko & Company, Inc | 0.02% | No change | 954 | $101K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -59.6% | 932 | $99K |
| Assetmark, Inc. | 0.00% | Add +47.7% | 910 | $96K |
| First PREMIER Bank | 0.02% | No change | 858 | $91K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -58.8% | 846 | $89K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $88K |
| Cwm, LLC | 0.00% | New | 797 | $85K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 746 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +398.5% | 673 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.4% | 632 | $67K |
| US Bancorp \de | 0.00% | Add +53.3% | 613 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | New | 607 | $65K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 584 | $62K |
| Bank of Montreal | 0.00% | Reduce -52.4% | 552 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.5% | 517 | $55K |
| Private Capital Management LLC | 0.01% | Reduce -48.4% | 516 | $55K |
| BlackRock, Inc. | 0.00% | New | 505 | $54K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -8.4% | 493 | $52K |
| Ameriflex Group, Inc. | 0.02% | — | 469 | $51K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $50K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Add +50.6% | 405 | $43K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $43K |
| Minot DeBlois Advisors LLC | 0.04% | — | 388 | $41K |
| Dunhill Financial, LLC | 0.02% | No change | 344 | $36K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.9% | 300 | $32K |
| Bellwether Advisors, LLC | 0.01% | New | 280 | $30K |
| AE Wealth Management LLC | 0.00% | New | 280 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $29K |
| Maryland Capital Advisors Inc. | 0.01% | New | 266 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.3% | 237 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 233 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 208 | $22K |
| Addison Advisors LLC | 0.01% | No change | 194 | $21K |
| Curio Wealth, LLC | 0.01% | — | 174 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3425.0% | 141 | $15K |
| SBI Securities Co., Ltd. | 0.00% | — | 138 | $15K |
| Fifth Third Bancorp | 0.00% | New | 137 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $8K |
| Capital A Wealth Management, LLC | 0.01% | — | 68 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +1.5% | 66 | $7K |
| Gleason Group, Inc. | 0.00% | Add +1.6% | 63 | $7K |
| Key Financial Inc | 0.00% | No change | 61 | $6K |
| Abound Wealth Management | 0.00% | Add +2.0% | 50 | $5K |
| City State Bank | 0.00% | Reduce -50.0% | 50 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 50 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | New | 46 | $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 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -64.3% | 10 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 9 | $954 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $849 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $276 |
| Albion Financial Group | 0.00% | New | 2 | $213 |
"% 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.