Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q1 2025 (March 31)331holders
29new positions
26sold out
3famous investors
$96.13avg. 13F price*
At the end of Q1 2025, 331 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, unchanged from Q4 2024. 29 opened new positions and 26 sold out. The largest holders were Orgel Wealth Management, LLC ($114.6M), Bank of America Corp. ($81.2M) and Morgan Stanley ($71.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.2M |
| Exits | 26 | $20.8M |
All 13F filers, Q4 2024 → Q1 2025: 976,535 shares bought and 1,712,046 shares sold, net −735,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Orgel Wealth Management, LLC | 2.98% | Reduce -27.1% | 1,187,480 | $114.6M |
| Bank of America Corp. | 0.01% | Reduce -28.1% | 841,141 | $81.2M |
| Morgan Stanley | 0.01% | Add +2.5% | 740,297 | $71.4M |
| Mariner, LLC | 0.10% | Add +4.8% | 627,705 | $60.6M |
| Cerity Partners LLC | 0.08% | Add +0.4% | 404,872 | $39.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.6% | 396,266 | $38.2M |
| Ameriprise Financial Inc. | 0.01% | Add +13.2% | 382,440 | $36.9M |
| LPL Financial LLC | 0.01% | Reduce -23.0% | 360,985 | $34.8M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 316,521 | $30.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.8% | 294,113 | $28.4M |
| Creative Planning | 0.02% | Add +729.5% | 269,795 | $26.0M |
| Cetera Investment Advisers | 0.05% | Reduce -21.2% | 266,018 | $25.7M |
| UBS Group AG | 0.01% | Add +7.3% | 263,718 | $25.5M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 257,951 | $24.9M |
| Savant Capital, LLC | 0.20% | Reduce -6.6% | 244,515 | $23.6M |
| One Day In July LLC | 2.21% | Reduce -2.8% | 228,366 | $22.0M |
| Osaic Holdings, Inc. | 0.04% | Add +10.3% | 204,592 | $19.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.8% | 196,416 | $19.0M |
| Warwick Investment Management, Inc. | 3.35% | Reduce -4.9% | 167,111 | $16.1M |
| FourThought Financial Partners, LLC | 1.60% | Add +37.6% | 158,253 | $15.3M |
| TCV Trust & Wealth Management, Inc. | 1.39% | Reduce -1.0% | 155,102 | $15.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.0% | 153,962 | $14.9M |
| Old National Bancorp | 0.39% | Add +6.9% | 151,969 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +19.8% | 129,672 | $12.5M |
| Wiser Wealth Management, Inc | 3.42% | Add +3.0% | 126,303 | $12.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6.54% | Reduce -8.4% | 124,800 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.4% | 121,183 | $11.7M |
| New Insight Wealth Advisors | 4.96% | Add +2.5% | 113,291 | $10.9M |
| Davidson Capital Management Inc. | 2.84% | Add +20.0% | 108,501 | $10.5M |
| Pathstone Holdings, LLC | 0.04% | Add +63.5% | 104,626 | $10.1M |
| Carolinas Wealth Consulting LLC | 1.95% | Reduce -3.0% | 144,663 | $9.1M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -0.4% | 90,773 | $8.8M |
| Cambridge Associates LLC /Ma/ | 0.24% | Add +145.0% | 87,956 | $8.5M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -4.9% | 87,465 | $8.4M |
| AdvisorNet Financial, Inc | 0.57% | Add +11.8% | 79,919 | $7.7M |
| Marble Harbor Investment Counsel, LLC | 0.82% | Add +2.0% | 75,607 | $7.3M |
| Corient Private Wealth LP | 0.01% | Add +11.9% | 70,174 | $6.8M |
| Private Advisory Group LLC | 0.68% | Add +22.0% | 61,723 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +4.2% | 61,278 | $5.9M |
| Patriot Investment Management Group, Inc. | 0.42% | Reduce -6.7% | 57,899 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 56,343 | $5.4M |
| Hantz Financial Services, Inc. | 0.09% | Add +56.8% | 54,428 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.1% | 50,260 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.8% | 50,113 | $4.8M |
| Lebenthal Global Advisors, LLC | 0.90% | Reduce -14.4% | 49,872 | $4.8M |
| SCS Capital Management LLC | 0.06% | Add +11.4% | 47,821 | $4.6M |
| Bryant Woods Investment Advisors, LLC | 2.20% | Reduce -6.5% | 47,320 | $4.6M |
| Sebold Capital Management, Inc. | 2.94% | Add +4.0% | 46,389 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -24.3% | 46,364 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +47.9% | 46,346 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +1.4% | 44,379 | $4.3M |
| Citadel Advisors | 0.00% | Add +273.8% | 43,218 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.1% | 42,860 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -10.9% | 42,800 | $4.1M |
| Harbor Advisory Corp. | 1.30% | No change | 40,128 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Add +0.1% | 39,158 | $3.8M |
| Evergreen Capital Management LLC | 0.13% | Add +47.1% | 38,566 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 36,711 | $3.5M |
| Eq LLC | 1.63% | Add +0.3% | 36,162 | $3.5M |
| Phillips Financial Management, LLC | 0.27% | Add +0.3% | 36,024 | $3.5M |
| Certuity, LLC | 0.35% | No change | 34,331 | $3.3M |
| Base Wealth Management LLC | 2.43% | — | 33,099 | $3.2M |
| Flower City Capital | 2.07% | Add +7.9% | 32,683 | $3.2M |
| F/m Investments LLC | 0.12% | No change | 31,503 | $3.0M |
| Betterment LLC | 0.01% | Add +32.7% | 28,741 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.8% | 28,556 | $2.8M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -12.5% | 26,971 | $2.6M |
| Keystone Financial Group | 0.26% | Reduce -2.3% | 26,003 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.64% | Add +9.2% | 25,811 | $2.5M |
| Verum Partners LLC | 0.64% | Reduce -0.0% | 24,686 | $2.4M |
| Sierra Capital LLC | 0.28% | Add +6.5% | 24,448 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +3.8% | 24,224 | $2.3M |
| First American Bank | 0.17% | Reduce -0.3% | 24,045 | $2.3M |
| PFG Advisors | 0.12% | Reduce -6.8% | 22,800 | $2.2M |
| True North Advisors, LLC | 0.39% | New | 22,668 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.70% | No change | 20,112 | $2.1M |
| Fund Evaluation Group, LLC | 0.09% | No change | 21,650 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 20,900 | $2.0M |
| Capital Asset Advisory Services LLC | 0.10% | Add +6.4% | 19,533 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +6.8% | 19,474 | $1.9M |
| BCS Wealth Management | 0.46% | Add +7.7% | 18,662 | $1.8M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -2.2% | 18,649 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +10.1% | 18,423 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +73.1% | 18,169 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +33.4% | 18,039 | $1.7M |
| Kathleen S. Wright Associates Inc. | 0.72% | Reduce -0.9% | 17,999 | $1.7M |
| Rebalance, LLC | 0.13% | Add +3.0% | 17,727 | $1.7M |
| CRA Financial Services, LLC | 0.29% | Add +0.8% | 17,445 | $1.7M |
| Coastline Trust Co | 0.20% | Reduce -6.1% | 17,060 | $1.6M |
| OneAscent Financial Services LLC | 0.10% | Add +149.1% | 16,388 | $1.6M |
| Belmont Capital, LLC | 0.28% | New | 16,051 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.5M |
| Fairway Wealth LLC | 0.56% | Reduce -4.7% | 15,831 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Reduce -0.1% | 15,691 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.15% | No change | 15,380 | $1.5M |
| Breakwater Capital Group | 0.26% | Add +9.4% | 15,229 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +1.8% | 14,978 | $1.4M |
| Renaissance Technologies | 0.00% | Add +145.0% | 14,700 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.8% | 14,058 | $1.4M |
| Silver Oak Advisory Group, Inc. | 0.72% | Reduce -1.1% | 14,024 | $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.