Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q2 2025 (June 30)343holders +12
36new positions
28sold out
4famous investors
$101.24avg. 13F price*
At the end of Q2 2025, 343 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 12 from Q1 2025. 36 opened new positions and 28 sold out. The largest holders were Orgel Wealth Management, LLC ($132.7M), Bank of America Corp. ($85.5M) and Morgan Stanley ($78.0M). 4 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $17.5M |
| Exits | 28 | $14.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,192,846 shares bought and 1,026,765 shares sold, net +166,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| Orgel Wealth Management, LLC | 3.20% | Add +10.4% | 1,311,200 | $132.7M |
| Bank of America Corp. | 0.01% | Add +0.4% | 844,701 | $85.5M |
| Morgan Stanley | 0.01% | Add +4.0% | 770,291 | $78.0M |
| Mariner, LLC | 0.09% | Reduce -2.0% | 615,419 | $62.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.6% | 418,340 | $42.3M |
| Cerity Partners LLC | 0.07% | Reduce -0.5% | 402,741 | $40.8M |
| UBS Group AG | 0.01% | Add +36.7% | 360,619 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.1% | 340,064 | $34.4M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 325,836 | $33.0M |
| LPL Financial LLC | 0.01% | Reduce -22.0% | 281,695 | $28.5M |
| Creative Planning | 0.02% | Add +1.8% | 274,709 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 265,116 | $26.8M |
| Cetera Investment Advisers | 0.04% | Reduce -1.6% | 261,839 | $26.5M |
| Osaic Holdings, Inc. | 0.05% | Add +26.3% | 258,384 | $26.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +52.3% | 234,413 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.6% | 230,880 | $23.4M |
| Savant Capital, LLC | 0.17% | Reduce -6.1% | 229,502 | $23.2M |
| One Day In July LLC | 1.85% | Reduce -11.6% | 201,953 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -34.7% | 191,924 | $19.4M |
| Old National Bancorp | 0.32% | Add +16.6% | 177,239 | $17.9M |
| Warwick Investment Management, Inc. | 3.25% | Reduce -1.0% | 165,410 | $16.7M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +74.3% | 158,217 | $16.0M |
| TCV Trust & Wealth Management, Inc. | 1.35% | Reduce -1.9% | 152,172 | $15.4M |
| Wiser Wealth Management, Inc | 3.59% | Add +12.1% | 141,586 | $14.3M |
| Moss Adams Wealth Advisors LLC | 1.16% | Add +1476.1% | 125,867 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 123,621 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.8% | 123,346 | $12.5M |
| New Insight Wealth Advisors | 4.42% | Reduce -6.3% | 106,209 | $10.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5.05% | Reduce -23.2% | 95,800 | $9.7M |
| Cambridge Associates LLC /Ma/ | 0.20% | No change | 87,956 | $8.9M |
| Pinnacle Financial Partners Inc | 0.19% | Add +0.3% | 87,760 | $8.9M |
| AdvisorNet Financial, Inc | 0.53% | Add +1.7% | 81,258 | $8.2M |
| Hantz Financial Services, Inc. | 0.12% | Add +38.7% | 75,515 | $7.6M |
| Marble Harbor Investment Counsel, LLC | 0.83% | Reduce -0.7% | 75,112 | $7.6M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +13.4% | 69,508 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -2.5% | 68,418 | $6.9M |
| Captrust Financial Advisors | 0.02% | Add +581.3% | 66,822 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +9.9% | 61,914 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 52,436 | $5.3M |
| Patriot Investment Management Group, Inc. | 0.37% | Reduce -9.7% | 52,302 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.1% | 50,041 | $5.1M |
| SCS Capital Management LLC | 0.05% | No change | 47,821 | $4.8M |
| Bryant Woods Investment Advisors, LLC | 2.02% | Reduce -2.3% | 46,248 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +304.1% | 44,624 | $4.5M |
| Total Clarity Wealth Management, Inc. | 1.27% | Add +118.2% | 43,874 | $4.4M |
| Harbour Investments, Inc. | 0.11% | Add +10.4% | 43,236 | $4.4M |
| Sebold Capital Management, Inc. | 2.64% | Reduce -8.6% | 42,403 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -59.6% | 42,288 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 42,197 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -5.4% | 40,506 | $4.1M |
| Harbor Advisory Corp. | 1.29% | Reduce -0.2% | 40,057 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.7% | 39,555 | $4.0M |
| F/m Investments LLC | 0.14% | Add +25.1% | 39,403 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.3% | 38,914 | $3.9M |
| Valmark Advisers, Inc. | 0.05% | Add +147.5% | 37,068 | $3.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 36,606 | $3.7M |
| Virtu Financial LLC | 0.19% | New | 36,360 | $3.7M |
| Lebenthal Global Advisors, LLC | 0.68% | Reduce -27.4% | 36,227 | $3.7M |
| Phillips Financial Management, LLC | 0.26% | No change | 36,024 | $3.6M |
| Certuity, LLC | 0.33% | No change | 34,331 | $3.5M |
| Fidelity D & D Bancorp Inc. | 1.87% | Add +16.9% | 30,184 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -33.0% | 28,954 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.5% | 28,697 | $2.9M |
| Betterment LLC | 0.01% | Reduce -1.5% | 28,319 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +925.7% | 28,278 | $2.9M |
| Evergreen Capital Management LLC | 0.08% | Reduce -27.9% | 27,814 | $2.8M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +0.4% | 27,075 | $2.7M |
| Sierra Capital LLC | 0.31% | Add +9.7% | 26,811 | $2.7M |
| Keystone Financial Group | 0.24% | Add +2.4% | 26,628 | $2.7M |
| HBK Sorce Advisory LLC | 0.07% | Add +351.2% | 26,563 | $2.7M |
| Rebalance, LLC | 0.18% | Add +48.3% | 26,287 | $2.7M |
| Flower City Capital | 1.52% | Reduce -22.0% | 25,494 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +29.7% | 25,256 | $2.6M |
| FourThought Financial Partners, LLC | 0.25% | Reduce -84.4% | 24,755 | $2.5M |
| First American Bank | 0.17% | No change | 24,045 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +159.1% | 23,827 | $2.4M |
| BCS Wealth Management | 0.51% | Add +25.7% | 23,455 | $2.4M |
| Eq LLC | 0.88% | Reduce -37.8% | 22,493 | $2.3M |
| Verum Partners LLC | 0.53% | Reduce -8.9% | 22,478 | $2.3M |
| Base Wealth Management LLC | 1.32% | Reduce -38.5% | 20,342 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.8% | 19,862 | $2.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +9.7% | 19,780 | $2.0M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -0.8% | 19,380 | $2.0M |
| Valpey Financial Services, LLC | 1.36% | — | 19,364 | $2.0M |
| Fund Evaluation Group, LLC | 0.08% | Reduce -11.4% | 19,180 | $1.9M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -2.3% | 18,221 | $1.8M |
| Fairway Wealth LLC | 0.59% | Add +14.8% | 18,177 | $1.8M |
| Kathleen S. Wright Associates Inc. | 0.71% | Reduce -0.3% | 17,938 | $1.8M |
| CRA Financial Services, LLC | 0.27% | Reduce -0.4% | 17,377 | $1.8M |
| Marks Group Wealth Management, Inc | 0.16% | New | 17,225 | $1.7M |
| True North Advisors, LLC | 0.33% | Reduce -24.8% | 17,049 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.6M |
| Belmont Capital, LLC | 0.25% | No change | 16,051 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.76% | Add +11.2% | 15,597 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.15% | No change | 15,380 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -16.7% | 15,142 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +65.3% | 14,832 | $1.5M |
| Breakwater Capital Group | 0.24% | Reduce -3.1% | 14,759 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.7% | 14,580 | $1.5M |
| Blueprint Financial Advisors LLC | 0.47% | New | 14,540 | $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.