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 |
| Presper Financial Architects, LLC | 1.03% | — | 13,729 | $1.4M |
| Coastline Trust Co | 0.16% | Reduce -19.6% | 13,717 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +174.6% | 13,696 | $1.4M |
| Romano Brothers and Company | 0.17% | Add +0.7% | 13,665 | $1.4M |
| Visionary Wealth Advisors | 0.07% | New | 13,332 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -15.2% | 13,313 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +12.8% | 12,975 | $1.3M |
| OneAscent Financial Services LLC | 0.09% | Reduce -24.1% | 12,437 | $1.3M |
| Flagship Private Wealth, LLC | 0.54% | No change | 12,489 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -73.8% | 12,161 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -4.2% | 12,126 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +1.5% | 12,075 | $1.2M |
| &partners | 0.01% | Add +1.2% | 11,551 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 11,757 | $1.2M |
| waypoint wealth counsel | 0.57% | Reduce -2.3% | 11,401 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -2.8% | 11,202 | $1.1M |
| HM Payson & Co. | 0.02% | Reduce -8.7% | 11,199 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.98% | No change | 11,135 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 11,098 | $1.1M |
| Klingman & Associates, LLC | 0.06% | No change | 10,934 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Add +33.0% | 10,926 | $1.1M |
| Anson Capital, Inc. | 0.87% | Add +1.7% | 10,624 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +135.4% | 10,360 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.1% | 9,821 | $994K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,018 | $913K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.8% | 8,927 | $904K |
| Gibraltar Capital Management, Inc. | 0.18% | Add +1.6% | 8,879 | $899K |
| Insight 2811, Inc. | 0.42% | Reduce -2.9% | 8,850 | $896K |
| Stordahl Capital Management, Inc. | 0.19% | Add +0.1% | 8,599 | $870K |
| Leo Wealth, LLC | 0.07% | Reduce -37.3% | 8,367 | $847K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,298 | $840K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.3% | 8,133 | $823K |
| McLean Asset Management Corp | 0.22% | Add +1.5% | 7,896 | $823K |
| Kieckhefer Group LLC | 0.44% | Add +1.3% | 8,008 | $811K |
| Baird Financial Group, Inc. | 0.00% | Add +3.4% | 7,762 | $786K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $780K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 7,575 | $767K |
| 17 Capital Partners, LLC | 0.44% | Add +17.7% | 7,468 | $756K |
| Continuum Advisory, LLC | 0.09% | Reduce -0.9% | 7,314 | $740K |
| FMR LLC | 0.00% | Add +12.7% | 7,117 | $720K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,097 | $718K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 7,078 | $716K |
| Pacific Sun Financial Corp | 0.37% | Add +0.3% | 7,050 | $714K |
| CW Advisors, LLC | 0.01% | New | 7,040 | $713K |
| Northstar Group, Inc. | 0.12% | Add +0.1% | 7,028 | $711K |
| Nestegg Advisors, Inc. | 0.68% | Add +6.3% | 6,979 | $706K |
| Fort Sheridan Advisors LLC | 0.10% | Reduce -15.7% | 6,827 | $691K |
| AQR Capital Management | 0.00% | New | 6,464 | $654K |
| Snider Financial Group | 0.19% | Add +1.7% | 6,451 | $653K |
| Comerica Bank | 0.00% | Add +22.2% | 6,428 | $651K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,364 | $644K |
| WNY Asset Management, LLC | 0.07% | Reduce -51.8% | 6,284 | $636K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -3.6% | 6,230 | $631K |
| Financial Council, LLC | 0.30% | No change | 6,188 | $626K |
| Spire Wealth Management | 0.02% | Reduce -37.9% | 6,053 | $613K |
| Evoke Wealth, LLC | 0.01% | New | 6,016 | $609K |
| Eagle Wealth Strategies LLC | 0.34% | No change | 5,962 | $604K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,956 | $603K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.5% | 5,935 | $601K |
| First Foundation Advisors | 0.02% | Reduce -17.5% | 5,902 | $597K |
| Renaissance Technologies | 0.00% | Reduce -59.9% | 5,900 | $597K |
| D.A. Davidson & Co. | 0.00% | Reduce -75.7% | 5,895 | $597K |
| Grant Street Asset Management, Inc. | 0.13% | Reduce -48.3% | 5,753 | $582K |
| Tribridge Partners Financial LLC | 0.34% | — | 5,715 | $579K |
| Taylor & Morgan Wealth Management, LLC | 0.39% | No change | 5,695 | $577K |
| Bokf, NA | 0.01% | Add +41.0% | 5,538 | $561K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $558K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +156.6% | 5,506 | $557K |
| Wellspring Financial Advisors, LLC | 0.05% | Reduce -3.0% | 5,479 | $555K |
| Weik Capital Management | 0.21% | Reduce -7.6% | 5,320 | $539K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,179 | $524K |
| Sovereign Financial Group, Inc. | 0.11% | Add +3.2% | 5,174 | $524K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 4,913 | $497K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $497K |
| O'ROURKE & COMPANY, Inc | 0.23% | Reduce -1.4% | 4,861 | $492K |
| Equitable Holdings, Inc. | 0.00% | Reduce -48.3% | 4,844 | $490K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,812 | $487K |
| Mach-1 Financial Group, LLC | 0.14% | Add +13.3% | 4,774 | $483K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 4,622 | $468K |
| Lake Street Private Wealth, LLC | 0.07% | Add +43.1% | 4,580 | $464K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 4,570 | $463K |
| National Bank of Canada | 0.00% | Reduce -25.6% | 4,521 | $458K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.3% | 4,476 | $453K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,471 | $453K |
| Taylor Hoffman Capital Management LLC | 0.15% | Reduce -2.7% | 4,449 | $450K |
| Viawealth, LLC | 0.27% | Reduce -0.3% | 4,430 | $448K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,382 | $444K |
| Accel Wealth Management | 0.15% | No change | 4,304 | $436K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 4,300 | $435K |
| Gotham Asset Management | 0.00% | Add +17.0% | 4,290 | $434K |
| Macroview Investment Management LLC | 0.36% | Add +2.8% | 4,281 | $433K |
| Wedbush Securities Inc. | 0.01% | Add +3.8% | 4,238 | $429K |
| Whitcomb & Hess, Inc. | 0.12% | No change | 4,160 | $421K |
| Valtrion Capital Management, LLC | 0.50% | No change | 4,133 | $418K |
| Summit Financial Strategies, Inc. | 0.04% | Add +7.6% | 4,126 | $418K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 4,094 | $414K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | New | 4,077 | $413K |
| Synovus Financial Corp. | 0.01% | Reduce -0.3% | 4,030 | $408K |
| Stonebridge Financial Planning Group, LLC | 0.17% | No change | 3,974 | $402K |
| Smith, Moore & Co. | 0.03% | Add +5.7% | 3,969 | $402K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.9% | 3,942 | $399K |
| PACK Private Wealth, LLC | 0.21% | Reduce -9.5% | 3,894 | $394K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $387K |
| Financial Freedom, LLC | 0.20% | Reduce -20.9% | 3,741 | $379K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.8% | 3,721 | $377K |
| Pachira Investments Inc. | 0.28% | New | 3,713 | $376K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.3% | 3,542 | $375K |
| Affiance Financial, LLC | 0.08% | No change | 3,705 | $375K |
| Principia Wealth Advisory, LLC | 0.31% | Reduce -11.3% | 3,658 | $370K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -1.6% | 3,569 | $361K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 3,557 | $360K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.9% | 3,492 | $353K |
| Blair William & Co. | 0.00% | No change | 3,431 | $347K |
| Advisor OS, LLC | 0.03% | Reduce -44.0% | 3,308 | $335K |
| American Trust | 0.03% | New | 3,295 | $334K |
| Diversify Wealth Management, LLC | 0.02% | No change | 3,149 | $334K |
| 1834 Investment Advisors Co. | 0.04% | Add +6.7% | 3,290 | $333K |
| Blackhawk Capital Partners, LLC | 0.15% | Add +26.2% | 3,286 | $333K |
| Peak Planning Group, LLC | 0.21% | No change | 3,236 | $328K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 3,226 | $327K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $316K |
| Up Strategic Wealth Investment Advisors LLC | 0.25% | Reduce -1.5% | 3,109 | $315K |
| World Equity Group, Inc. | 0.09% | New | 3,087 | $312K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +15.7% | 3,048 | $309K |
| Integris Wealth Management, LLC | 0.08% | New | 3,043 | $308K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -11.5% | 3,022 | $306K |
| Sovran Advisors, LLC | 0.03% | Reduce -26.8% | 2,840 | $295K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,906 | $294K |
| Prostatis Group LLC | 0.08% | New | 2,906 | $294K |
| Investment Partners Asset Management, Inc. | 0.20% | Add +31.1% | 2,874 | $291K |
| Keybank National Association | 0.00% | No change | 2,871 | $291K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.3% | 2,851 | $289K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.8% | 2,802 | $284K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,755 | $279K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,628 | $266K |
| Gsa Capital Partners LLP | 0.02% | New | 2,539 | $257K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.4% | 2,534 | $257K |
| American State Bank (Iowa) | 0.14% | New | 2,491 | $252K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,457 | $249K |
| Good Life Advisors, LLC | 0.02% | No change | 2,453 | $248K |
| Compound Planning, Inc. | 0.01% | Reduce -12.1% | 2,447 | $248K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -14.9% | 2,446 | $248K |
| Yarger Wealth Strategies, LLC | 0.13% | No change | 2,440 | $247K |
| Boreal Capital Management LLC | 0.23% | — | 2,400 | $243K |
| Rathbones Group PLC | 0.00% | No change | 2,380 | $241K |
| Opulen Financial Group LLC | 0.20% | Add +3.0% | 2,349 | $238K |
| Painted Porch Advisors LLC | 0.10% | New | 2,317 | $235K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $234K |
| Nalls Sherbakoff Group, LLC | 0.17% | No change | 2,261 | $229K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 2,253 | $228K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,240 | $227K |
| Factor Wealth Management LTD | 0.06% | No change | 2,223 | $225K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $223K |
| Capital Analysts, LLC | 0.01% | Reduce -44.6% | 2,184 | $221K |
| JT Stratford LLC | 0.03% | Reduce -0.7% | 2,139 | $217K |
| Valued Retirements, Inc. | 0.24% | No change | 2,076 | $210K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,068 | $209K |
| Advisory Services Network, LLC | 0.00% | New | 2,036 | $208K |
| Assetmark, Inc. | 0.00% | Reduce -7.9% | 2,045 | $207K |
| Glenmede Investment Management, LP | 0.00% | — | 2,000 | $202K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,920 | $201K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 1,988 | $201K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | New | 1,983 | $201K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,740 | $176K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.5% | 1,619 | $164K |
| AE Wealth Management LLC | 0.00% | Add +287.5% | 1,395 | $141K |
| Evermay Wealth Management LLC | 0.02% | Reduce -11.7% | 1,267 | $128K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,262 | $128K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -44.6% | 1,243 | $126K |
| Principal Securities, Inc. | 0.00% | Add +1.4% | 1,124 | $114K |
| MAI Capital Management | 0.00% | No change | 1,072 | $108K |
| Operose Advisors LLC | 0.03% | No change | 1,070 | $108K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.7% | 1,043 | $106K |
| Larson Financial Group LLC | 0.00% | No change | 998 | $101K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -8.9% | 950 | $98K |
| First PREMIER Bank | 0.02% | No change | 858 | $87K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $84K |
| IFP Advisors, Inc | 0.00% | Reduce -64.1% | 807 | $82K |
| Arlington Trust Co LLC | 0.02% | Add +167.8% | 798 | $81K |
| AlphaCore Capital LLC | 0.00% | New | 787 | $80K |
| FAS Wealth Partners, Inc. | 0.01% | Add +9.3% | 691 | $70K |
| Activest Wealth Management | 0.02% | Reduce -33.3% | 674 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 607 | $61K |
| Manchester Capital Management LLC | 0.01% | No change | 588 | $60K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 584 | $59K |
| Bank of Montreal | 0.00% | Add +15.1% | 550 | $56K |
| Ameriflex Group, Inc. | 0.03% | Add +15.6% | 542 | $55K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 519 | $53K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1.7% | 491 | $50K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $44K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $41K |
| Dunhill Financial, LLC | 0.01% | Add +9.3% | 376 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -18.3% | 331 | $33K |
| Bellwether Advisors, LLC | 0.00% | No change | 280 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $27K |
| Sunbelt Securities, Inc. | 0.00% | New | 233 | $25K |
| Your Advocates Ltd., LLP | 0.01% | New | 238 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.4% | 237 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $23K |
| US Bancorp \de | 0.00% | Reduce -37.5% | 220 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 212 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 208 | $21K |
| Creative Financial Designs Inc. | 0.00% | Add +16.5% | 198 | $20K |
| Minot DeBlois Advisors LLC | 0.02% | Reduce -53.6% | 180 | $18K |
| Curio Wealth, LLC | 0.01% | Add +17300.0% | 174 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 168 | $18K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -82.7% | 165 | $17K |
| Cwm, LLC | 0.00% | New | 163 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.7% | 161 | $16K |
| NFSG Corp | 0.00% | New | 154 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 153 | $15K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -93.5% | 150 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| BlackRock, Inc. | 0.00% | Reduce -94.7% | 148 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 66 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 63 | $6K |
| Key Financial Inc | 0.00% | No change | 61 | $6K |
| Abound Wealth Management | 0.00% | No change | 50 | $5K |
| City State Bank | 0.00% | No change | 50 | $5K |
| Davidson Capital Management Inc. | 0.00% | Reduce -100.0% | 47 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $5K |
| Addison Advisors LLC | 0.00% | Reduce -79.9% | 39 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 39 | $4K |
| Qube Research & Technologies Ltd | 0.00% | New | 39 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| GW&K Investment Management, LLC | 0.00% | New | 27 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 24 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -92.0% | 24 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 26 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +15.4% | 15 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -64.3% | 10 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 10 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 9 | $911 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $810 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $264 |
"% 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.