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 |
| Romano Brothers and Company | 0.17% | No change | 13,565 | $1.3M |
| Leo Wealth, LLC | 0.19% | New | 13,351 | $1.3M |
| WNY Asset Management, LLC | 0.15% | Add +0.5% | 13,023 | $1.3M |
| Composition Wealth, LLC | 0.02% | No change | 12,653 | $1.2M |
| Flagship Private Wealth, LLC | 0.57% | Reduce -0.3% | 12,489 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -35.0% | 12,267 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 11,898 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +36.0% | 11,782 | $1.1M |
| waypoint wealth counsel | 0.71% | Reduce -3.9% | 11,664 | $1.1M |
| Greenleaf Trust | 0.01% | Add +16.4% | 11,523 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +18.7% | 11,505 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -92.5% | 11,419 | $1.1M |
| &partners | 0.01% | Add +1.1% | 11,419 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.92% | No change | 11,135 | $1.1M |
| Grant Street Asset Management, Inc. | 0.26% | Reduce -4.8% | 11,130 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.6% | 11,043 | $1.1M |
| Klingman & Associates, LLC | 0.06% | No change | 10,934 | $1.1M |
| Anson Capital, Inc. | 0.87% | Reduce -24.6% | 10,450 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | New | 10,350 | $999K |
| Captrust Financial Advisors | 0.00% | Add +229.7% | 9,808 | $947K |
| Spire Wealth Management | 0.03% | Reduce -9.3% | 9,743 | $940K |
| Equitable Holdings, Inc. | 0.01% | Add +18.7% | 9,361 | $903K |
| Brown Advisory Inc. | 0.00% | Add +46.4% | 9,196 | $888K |
| Insight 2811, Inc. | 0.45% | Add +1.1% | 9,110 | $879K |
| Tocqueville Asset Management L.P. | 0.01% | Add +0.3% | 9,018 | $870K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -5.0% | 8,970 | $866K |
| Gibraltar Capital Management, Inc. | 0.18% | New | 8,735 | $843K |
| Stordahl Capital Management, Inc. | 0.20% | Add +0.1% | 8,591 | $829K |
| Cresset Asset Management, LLC | 0.00% | Add +43.4% | 8,298 | $801K |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | No change | 8,216 | $793K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -15.7% | 8,112 | $783K |
| Fort Sheridan Advisors LLC | 0.12% | Reduce -6.0% | 8,098 | $782K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +26.8% | 7,986 | $771K |
| Kieckhefer Group LLC | 0.55% | No change | 7,908 | $763K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $743K |
| Baird Financial Group, Inc. | 0.00% | Add +9.5% | 7,507 | $725K |
| Continuum Advisory, LLC | 0.09% | No change | 7,379 | $712K |
| First Foundation Advisors | 0.03% | Reduce -33.1% | 7,154 | $690K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,097 | $685K |
| Pacific Sun Financial Corp | 0.39% | Add +0.2% | 7,030 | $678K |
| Northstar Group, Inc. | 0.11% | Add +7.0% | 7,023 | $678K |
| Allworth Financial LP | 0.00% | Reduce -13.4% | 7,121 | $657K |
| McLean Asset Management Corp | 0.22% | New | 7,781 | $652K |
| Nestegg Advisors, Inc. | 0.67% | Add +32.5% | 6,565 | $634K |
| Soltis Investment Advisors LLC | 0.06% | Add +10.4% | 6,461 | $624K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 6,364 | $614K |
| 17 Capital Partners, LLC | 0.39% | Add +10.1% | 6,347 | $613K |
| Snider Financial Group | 0.20% | Add +2.9% | 6,345 | $612K |
| FMR LLC | 0.00% | Add +19.5% | 6,314 | $609K |
| Financial Council, LLC | 0.32% | No change | 6,188 | $597K |
| National Bank of Canada | 0.00% | Reduce -95.9% | 6,076 | $587K |
| Eagle Wealth Strategies LLC | 0.35% | No change | 5,962 | $575K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,956 | $575K |
| Advisor OS, LLC | 0.06% | Add +0.2% | 5,908 | $570K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -26.6% | 5,904 | $570K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.9% | 5,887 | $568K |
| Weik Capital Management | 0.23% | Reduce -5.2% | 5,755 | $555K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | No change | 5,695 | $550K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -0.7% | 5,649 | $545K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $532K |
| Savvy Advisors, Inc. | 0.05% | Reduce -53.9% | 5,318 | $513K |
| Comerica Bank | 0.00% | Reduce -0.7% | 5,260 | $508K |
| Caprock Group, LLC | 0.02% | Add +1.9% | 5,221 | $504K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,179 | $500K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -0.5% | 5,015 | $484K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,987 | $481K |
| O'ROURKE & COMPANY, Inc | 0.24% | Add +4.0% | 4,931 | $476K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -3.0% | 4,913 | $474K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $473K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.5% | 4,812 | $464K |
| Financial Freedom, LLC | 0.26% | Reduce -10.6% | 4,728 | $456K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.2% | 4,628 | $447K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -20.8% | 4,622 | $446K |
| Taylor Hoffman Capital Management LLC | 0.16% | Add +32.7% | 4,573 | $442K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 4,570 | $441K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.4% | 4,471 | $432K |
| Viawealth, LLC | 0.26% | Add +2.9% | 4,444 | $429K |
| Saranac Partners Ltd | 0.25% | New | 4,425 | $427K |
| Clearstead Advisors, LLC | 0.01% | Add +122.5% | 4,400 | $425K |
| Accel Wealth Management | 0.15% | No change | 4,304 | $415K |
| PACK Private Wealth, LLC | 0.25% | No change | 4,301 | $415K |
| Mach-1 Financial Group, LLC | 0.12% | New | 4,215 | $407K |
| Thrivent Financial for Lutherans | 0.00% | No change | 3,477 | $406K |
| Macroview Investment Management LLC | 0.38% | Add +14.4% | 4,166 | $402K |
| Whitcomb & Hess, Inc. | 0.12% | No change | 4,160 | $401K |
| Valtrion Capital Management, LLC | 0.54% | New | 4,133 | $399K |
| Clarity Capital Advisors, LLC | 0.26% | No change | 4,094 | $395K |
| Wedbush Securities Inc. | 0.01% | Add +6.1% | 4,084 | $394K |
| Synovus Financial Corp. | 0.01% | No change | 4,043 | $390K |
| Simon Quick Advisors, LLC | 0.02% | No change | 4,030 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +147.7% | 4,030 | $389K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $387K |
| Stonebridge Financial Planning Group, LLC | 0.18% | No change | 3,974 | $384K |
| Capital Analysts, LLC | 0.01% | Add +75.4% | 3,944 | $381K |
| Bokf, NA | 0.01% | Add +18.7% | 3,928 | $379K |
| Principia Wealth Advisory, LLC | 0.36% | Add +3.1% | 4,126 | $376K |
| Summit Financial Strategies, Inc. | 0.04% | Add +1.8% | 3,834 | $370K |
| Smith, Moore & Co. | 0.03% | Reduce -8.5% | 3,754 | $362K |
| Watershed Private Wealth LLC | 0.14% | No change | 3,734 | $360K |
| Affiance Financial, LLC | 0.08% | No change | 3,705 | $358K |
| Gotham Asset Management | 0.00% | Add +6.0% | 3,668 | $354K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +3.3% | 3,629 | $350K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +6.6% | 3,621 | $349K |
| Sovran Advisors, LLC | 0.04% | Reduce -13.9% | 3,877 | $344K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +34.7% | 3,559 | $343K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.15% | No change | 3,557 | $341K |
| StoneX Group Inc. | 0.02% | New | 3,474 | $335K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.9% | 3,460 | $334K |
| Blair William & Co. | 0.00% | Reduce -79.3% | 3,431 | $331K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 3,416 | $330K |
| Merit Financial Group, LLC | 0.00% | Add +3.3% | 3,290 | $318K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.8% | 3,362 | $313K |
| Peak Planning Group, LLC | 0.13% | No change | 3,236 | $312K |
| Truist Financial Corp. | 0.00% | Reduce -6.0% | 3,228 | $312K |
| Lake Street Private Wealth, LLC | 0.05% | New | 3,200 | $309K |
| Up Strategic Wealth Investment Advisors LLC | 0.27% | No change | 3,155 | $304K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $301K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -4.5% | 3,085 | $298K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 3,149 | $293K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,906 | $280K |
| Catalyst Financial Partners LLC | 0.05% | New | 2,873 | $277K |
| Keybank National Association | 0.00% | No change | 2,871 | $277K |
| BlackRock, Inc. | 0.00% | Add +453.5% | 2,795 | $270K |
| Compound Planning, Inc. | 0.01% | Add +6.3% | 2,783 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1855.3% | 2,757 | $264K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -18.7% | 2,680 | $259K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 2,634 | $254K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,628 | $254K |
| Stage Harbor Financial, LLC | 0.21% | Reduce -15.5% | 2,624 | $253K |
| Essex Bank | 0.06% | Reduce -15.5% | 2,624 | $253K |
| Blackhawk Capital Partners, LLC | 0.13% | New | 2,604 | $251K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,457 | $237K |
| Good Life Advisors, LLC | 0.02% | No change | 2,453 | $237K |
| Yarger Wealth Strategies, LLC | 0.14% | No change | 2,440 | $235K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,243 | $235K |
| Rathbones Group PLC | 0.00% | New | 2,380 | $230K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,377 | $229K |
| Founders Grove Wealth Partners, LLC | 0.06% | New | 2,364 | $228K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $223K |
| Midwest Capital Advisors, LLC | 0.14% | No change | 2,300 | $222K |
| KOM Wealth Management Group, LLC | 0.19% | Reduce -5.1% | 2,285 | $221K |
| Opulen Financial Group LLC | 0.20% | Add +0.8% | 2,280 | $220K |
| Nalls Sherbakoff Group, LLC | 0.18% | — | 2,261 | $218K |
| Mycio Wealth Partners, LLC | 0.05% | New | 2,253 | $217K |
| IFP Advisors, Inc | 0.01% | Add +4.6% | 2,248 | $217K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 2,234 | $216K |
| Factor Wealth Management LTD | 0.07% | Reduce -2.8% | 2,223 | $215K |
| Assetmark, Inc. | 0.00% | Add +144.0% | 2,220 | $214K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $213K |
| Investment Partners Asset Management, Inc. | 0.17% | New | 2,193 | $212K |
| JT Stratford LLC | 0.04% | Add +2.2% | 2,153 | $208K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -19.0% | 2,146 | $207K |
| Napa Wealth Management | 0.11% | Reduce -6.2% | 2,107 | $203K |
| Valued Retirements, Inc. | 0.26% | No change | 2,076 | $200K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.6% | 1,750 | $169K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,740 | $168K |
| Evermay Wealth Management LLC | 0.02% | Reduce -1.7% | 1,435 | $138K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $122K |
| Principal Securities, Inc. | 0.00% | No change | 1,108 | $117K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.1% | 1,106 | $107K |
| MAI Capital Management | 0.00% | No change | 1,072 | $103K |
| Operose Advisors LLC | 0.03% | No change | 1,070 | $103K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +39.8% | 1,043 | $101K |
| Activest Wealth Management | 0.03% | No change | 1,010 | $98K |
| Larson Financial Group LLC | 0.00% | No change | 998 | $96K |
| Roble, Belko & Company, Inc | 0.01% | No change | 954 | $92K |
| First PREMIER Bank | 0.02% | No change | 858 | $83K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $80K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 632 | $61K |
| Manchester Capital Management LLC | 0.01% | Reduce -82.4% | 588 | $57K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 584 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 607 | $51K |
| SouthState Bank Corp | 0.00% | New | 516 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -78.9% | 483 | $47K |
| Bank of Montreal | 0.00% | Reduce -13.4% | 478 | $46K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $45K |
| Ameriflex Group, Inc. | 0.02% | No change | 469 | $45K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $42K |
| Parkside Financial Bank & Trust | 0.01% | No change | 405 | $39K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $39K |
| Minot DeBlois Advisors LLC | 0.04% | No change | 388 | $37K |
| Simplex Trading, LLC | 0.00% | New | 366 | $35K |
| AE Wealth Management LLC | 0.00% | Add +28.6% | 360 | $35K |
| US Bancorp \de | 0.00% | Reduce -42.6% | 352 | $34K |
| Dunhill Financial, LLC | 0.02% | No change | 344 | $33K |
| Russell Investments Group, Ltd. | 0.00% | New | 300 | $29K |
| Arlington Trust Co LLC | 0.01% | New | 298 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.1% | 287 | $28K |
| Bellwether Advisors, LLC | 0.01% | No change | 280 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | New | 212 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 208 | $20K |
| Addison Advisors LLC | 0.01% | No change | 194 | $19K |
| Curio Wealth, LLC | 0.01% | Reduce -99.4% | 1 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +70.0% | 170 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +22.5% | 169 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -82.0% | 168 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.3% | 153 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 125 | $12K |
| Ssa Swiss Advisors AG | 0.01% | — | 118 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $10K |
| Mascoma Wealth Management LLC | 0.00% | New | 97 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $7K |
| Capital A Wealth Management, LLC | 0.01% | No change | 68 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 66 | $6K |
| Gleason Group, Inc. | 0.00% | No change | 63 | $6K |
| Key Financial Inc | 0.00% | No change | 61 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -55.5% | 61 | $6K |
| Abound Wealth Management | 0.00% | No change | 50 | $5K |
| City State Bank | 0.00% | No change | 50 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 50 | $5K |
| NorthRock Partners, LLC | 0.00% | New | 48 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | Add +180.0% | 28 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 24 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 26 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 16 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -100.0% | 13 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 10 | $966 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 9 | $870 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $773 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $251 |
"% 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.