Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q3 2025 (September 30)341holders −2
28new positions
24sold out
2famous investors
$110.43avg. 13F price*
At the end of Q3 2025, 341 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, down 2 from Q2 2025. 28 opened new positions and 24 sold out. The largest holders were Orgel Wealth Management, LLC ($111.9M), Bank of America Corp. ($97.1M) and Morgan Stanley ($88.4M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $21.4M |
| Exits | 24 | $20.3M |
All 13F filers, Q2 2025 → Q3 2025: 599,522 shares bought and 1,046,346 shares sold, net −446,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Orgel Wealth Management, LLC | 2.55% | Reduce -22.8% | 1,012,871 | $111.9M |
| Bank of America Corp. | 0.01% | Add +4.1% | 879,058 | $97.1M |
| Morgan Stanley | 0.01% | Add +3.9% | 800,147 | $88.4M |
| Mariner, LLC | 0.09% | Add +1.0% | 621,484 | $68.7M |
| Cerity Partners LLC | 0.08% | Add +12.4% | 452,834 | $50.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.7% | 398,799 | $44.1M |
| UBS Group AG | 0.01% | Add +1.2% | 365,055 | $40.3M |
| Ameriprise Financial Inc. | 0.01% | Add +3.3% | 351,238 | $38.8M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 342,126 | $37.8M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 266,897 | $29.5M |
| Cetera Investment Advisers | 0.03% | Add +0.7% | 263,764 | $29.1M |
| Osaic Holdings, Inc. | 0.04% | Add +1.6% | 262,538 | $28.8M |
| LPL Financial LLC | 0.01% | Reduce -16.3% | 235,821 | $26.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.0% | 235,421 | $26.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.4% | 226,517 | $25.0M |
| Savant Capital, LLC | 0.15% | Reduce -2.8% | 223,163 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.7% | 193,201 | $21.3M |
| Old National Bancorp | 0.35% | Add +3.5% | 183,379 | $20.3M |
| One Day In July LLC | 1.55% | Reduce -17.9% | 165,693 | $18.3M |
| Warwick Investment Management, Inc. | 3.14% | Reduce -1.0% | 163,818 | $18.1M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +3.2% | 163,329 | $18.0M |
| TCV Trust & Wealth Management, Inc. | 1.40% | Reduce -0.7% | 151,071 | $16.7M |
| Wiser Wealth Management, Inc | 3.72% | Add +4.1% | 147,385 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.3% | 126,198 | $13.9M |
| Moss Adams Wealth Advisors LLC | 1.08% | Reduce -0.6% | 125,111 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 121,849 | $13.5M |
| Hantz Financial Services, Inc. | 0.18% | Add +42.5% | 107,626 | $11.9M |
| AdvisorNet Financial, Inc | 0.65% | Add +27.6% | 103,716 | $11.5M |
| New Insight Wealth Advisors | 3.97% | Reduce -10.0% | 95,558 | $10.6M |
| Janney Montgomery Scott LLC | 0.02% | New | 91,220 | $10.1M |
| Berman McAleer LLC | 1.41% | — | 91,146 | $10.1M |
| Cambridge Associates LLC /Ma/ | 0.18% | No change | 87,956 | $9.7M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4.68% | Reduce -8.3% | 87,800 | $9.7M |
| Pinnacle Financial Partners Inc | 0.23% | Reduce -0.6% | 87,266 | $9.6M |
| Marble Harbor Investment Counsel, LLC | 0.90% | Add +4.0% | 78,152 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +1.8% | 70,790 | $7.8M |
| Corient Private Wealth LP | 0.01% | Add +3.8% | 71,008 | $7.5M |
| Captrust Financial Advisors | 0.02% | Add +0.7% | 67,265 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 57,781 | $6.4M |
| Patriot Investment Management Group, Inc. | 0.38% | Reduce -0.1% | 52,273 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.4% | 48,863 | $5.4M |
| MAI Capital Management | 0.03% | Add +4383.3% | 48,061 | $5.3M |
| SCS Capital Management LLC | 0.06% | No change | 47,821 | $5.3M |
| Bryant Woods Investment Advisors, LLC | 2.03% | Add +1.4% | 46,905 | $5.2M |
| Harbour Investments, Inc. | 0.12% | Add +7.5% | 46,487 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +4.6% | 44,217 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +0.8% | 40,819 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.6% | 40,693 | $4.5M |
| Harbor Advisory Corp. | 1.31% | Reduce -0.0% | 40,044 | $4.4M |
| F/m Investments LLC | 0.17% | No change | 39,403 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 39,376 | $4.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +51.8% | 38,325 | $4.2M |
| Creative Planning | 0.00% | Reduce -86.3% | 37,721 | $4.2M |
| Phillips Financial Management, LLC | 0.26% | Reduce -0.4% | 35,882 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -43.2% | 35,188 | $3.9M |
| Certuity, LLC | 0.26% | No change | 34,331 | $3.8M |
| Fidelity D & D Bancorp Inc. | 2.05% | Add +11.3% | 33,607 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -16.9% | 32,343 | $3.6M |
| Valmark Advisers, Inc. | 0.05% | Reduce -13.3% | 32,147 | $3.6M |
| Total Clarity Wealth Management, Inc. | 0.88% | Reduce -31.6% | 29,992 | $3.3M |
| Betterment LLC | 0.01% | Add +2.9% | 29,149 | $3.2M |
| Evergreen Capital Management LLC | 0.07% | Add +2.2% | 28,435 | $3.1M |
| HBK Sorce Advisory LLC | 0.08% | Add +6.3% | 28,225 | $3.1M |
| Sierra Capital LLC | 0.33% | Add +3.1% | 27,636 | $3.1M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +0.6% | 27,241 | $3.0M |
| Keystone Financial Group | 0.23% | Add +1.3% | 26,968 | $3.0M |
| Flower City Capital | 1.57% | Add +4.0% | 26,517 | $2.9M |
| Rebalance, LLC | 0.17% | Reduce -0.7% | 26,114 | $2.9M |
| BCS Wealth Management | 0.63% | Add +7.5% | 25,204 | $2.8M |
| Fairway Wealth LLC | 0.77% | Add +36.0% | 24,722 | $2.7M |
| OneAscent Financial Services LLC | 0.18% | Add +97.6% | 24,576 | $2.7M |
| First American Bank | 0.17% | No change | 24,045 | $2.7M |
| Visionary Wealth Advisors | 0.12% | Add +75.2% | 23,358 | $2.6M |
| PFG Advisors | 0.10% | New | 22,999 | $2.5M |
| Verum Partners LLC | 0.53% | Reduce 0.0% | 22,477 | $2.5M |
| Lebenthal Global Advisors, LLC | 0.43% | Reduce -38.6% | 22,232 | $2.5M |
| Eq LLC | 0.82% | Reduce -3.2% | 21,782 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +5.1% | 20,878 | $2.3M |
| Base Wealth Management LLC | 1.31% | Add +2.6% | 20,872 | $2.3M |
| Capital Asset Advisory Services LLC | 0.09% | Add +1.9% | 19,758 | $2.2M |
| Valpey Financial Services, LLC | 1.37% | Reduce -2.4% | 18,895 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -0.4% | 18,155 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +139.2% | 18,116 | $2.0M |
| Kathleen S. Wright Associates Inc. | 0.73% | No change | 17,938 | $2.0M |
| Marks Group Wealth Management, Inc | 0.18% | Add +0.8% | 17,368 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.6% | 17,127 | $1.9M |
| Silverlake Wealth Management LLC | 0.46% | New | 17,088 | $1.9M |
| CRA Financial Services, LLC | 0.26% | Reduce -2.9% | 16,877 | $1.9M |
| Silver Oak Advisory Group, Inc. | 0.84% | Add +7.9% | 16,832 | $1.9M |
| Gateway Investment Advisers LLC | 0.02% | New | 16,051 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | No change | 16,051 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.15% | No change | 15,380 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 14,986 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | No change | 14,832 | $1.6M |
| Breakwater Capital Group | 0.24% | Reduce -2.2% | 14,434 | $1.6M |
| Blueprint Investment Partners LLC | 0.22% | New | 14,095 | $1.6M |
| Blueprint Financial Advisors LLC | 0.34% | Reduce -3.2% | 14,077 | $1.6M |
| Coastline Trust Co | 0.16% | Add +1.3% | 13,891 | $1.5M |
| Presper Financial Architects, LLC | 0.88% | No change | 13,729 | $1.5M |
| Romano Brothers and Company | 0.17% | No change | 13,665 | $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.