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 |
| Clearstead Advisors, LLC | 0.02% | Add +28.8% | 13,347 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -0.4% | 13,256 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.9% | 13,227 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -3.5% | 13,213 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -46.3% | 12,794 | $1.4M |
| Shepherd Kaplan Krochuk, LLC | 1.14% | Add +13.2% | 12,604 | $1.4M |
| Flagship Private Wealth, LLC | 0.55% | No change | 12,489 | $1.4M |
| Composition Wealth, LLC | 0.02% | No change | 12,126 | $1.3M |
| Waverly Advisors, LLC | 0.01% | No change | 12,075 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.5% | 12,052 | $1.3M |
| &partners | 0.01% | Add +3.1% | 11,905 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 11,679 | $1.3M |
| waypoint wealth counsel | 0.50% | Add +0.0% | 11,403 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 11,199 | $1.2M |
| Klingman & Associates, LLC | 0.06% | No change | 10,934 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | No change | 10,926 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -2.8% | 10,891 | $1.2M |
| Anson Capital, Inc. | 0.90% | Add +1.9% | 10,828 | $1.2M |
| FourThought Financial Partners, LLC | 0.10% | Reduce -59.3% | 10,078 | $1.1M |
| Insight 2811, Inc. | 0.46% | Add +6.5% | 9,425 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.0% | 9,331 | $1.0M |
| Nestegg Advisors, Inc. | 0.88% | Add +29.3% | 9,022 | $997K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,018 | $996K |
| Gibraltar Capital Management, Inc. | 0.18% | No change | 8,879 | $981K |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -0.0% | 8,596 | $950K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.2% | 8,393 | $927K |
| Leo Wealth, LLC | 0.12% | No change | 8,367 | $924K |
| 17 Capital Partners, LLC | 0.50% | Add +11.8% | 8,349 | $922K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,298 | $917K |
| Truist Financial Corp. | 0.00% | Add +153.9% | 8,190 | $905K |
| Kieckhefer Group LLC | 0.41% | No change | 8,008 | $885K |
| McLean Asset Management Corp | 0.18% | No change | 7,896 | $881K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.7% | 7,881 | $871K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $851K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 7,641 | $844K |
| FMR LLC | 0.00% | Add +6.1% | 7,551 | $834K |
| Continuum Advisory, LLC | 0.08% | Reduce -1.5% | 7,207 | $796K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,097 | $784K |
| Pacific Sun Financial Corp | 0.38% | Reduce -0.3% | 7,030 | $777K |
| Northstar Group, Inc. | 0.12% | Reduce -1.1% | 6,951 | $768K |
| Comerica Bank | 0.00% | Add +1.2% | 6,505 | $719K |
| Snider Financial Group | 0.19% | No change | 6,451 | $713K |
| Financial Council, LLC | 0.30% | No change | 6,188 | $684K |
| Assetmark, Inc. | 0.00% | Add +202.2% | 6,179 | $683K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -0.9% | 6,175 | $682K |
| Eagle Wealth Strategies LLC | 0.33% | Add +1.8% | 6,069 | $670K |
| Spire Wealth Management | 0.02% | Reduce -0.8% | 6,004 | $663K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,956 | $658K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 5,935 | $656K |
| Grant Street Asset Management, Inc. | 0.13% | Add +0.2% | 5,767 | $637K |
| Bokf, NA | 0.01% | No change | 5,538 | $612K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $608K |
| Allworth Financial LP | 0.00% | Reduce -22.2% | 5,504 | $608K |
| Caprock Group, LLC | 0.01% | — | 5,297 | $580K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -5.1% | 5,223 | $577K |
| Blair William & Co. | 0.00% | Add +52.2% | 5,221 | $577K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -18.0% | 5,216 | $576K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,179 | $572K |
| Evoke Wealth, LLC | 0.01% | Reduce -14.3% | 5,158 | $570K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -1.9% | 5,074 | $561K |
| Weik Capital Management | 0.21% | Reduce -4.9% | 5,060 | $559K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 4,913 | $543K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,906 | $542K |
| O'ROURKE & COMPANY, Inc | 0.22% | No change | 4,861 | $537K |
| Gotham Asset Management | 0.00% | Add +13.0% | 4,848 | $536K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +74.7% | 4,814 | $533K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,812 | $532K |
| Taylor & Morgan Wealth Management, LLC | 0.32% | Reduce -17.6% | 4,695 | $519K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.0% | 4,652 | $514K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.4% | 4,603 | $509K |
| Wedbush Securities Inc. | 0.02% | Add +8.3% | 4,589 | $507K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.8% | 4,547 | $502K |
| National Bank of Canada | 0.00% | Add +0.1% | 4,526 | $500K |
| Pachira Investments Inc. | 0.28% | Add +21.2% | 4,500 | $497K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.6% | 4,446 | $491K |
| Taylor Hoffman Capital Management LLC | 0.15% | Reduce -0.7% | 4,420 | $488K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.1% | 4,381 | $484K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -5.1% | 4,345 | $480K |
| LaSalle St. Investment Advisors, LLC | 0.09% | No change | 4,300 | $475K |
| Macroview Investment Management LLC | 0.35% | Reduce -0.5% | 4,261 | $471K |
| Accel Wealth Management | 0.14% | Reduce -1.2% | 4,254 | $470K |
| Whitcomb & Hess, Inc. | 0.12% | No change | 4,160 | $460K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -39.1% | 4,159 | $459K |
| Valtrion Capital Management, LLC | 0.49% | No change | 4,133 | $457K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -0.2% | 4,118 | $455K |
| Tribridge Partners Financial LLC | 0.21% | Reduce -28.6% | 4,081 | $454K |
| Viawealth, LLC | 0.25% | Reduce -7.6% | 4,095 | $452K |
| Clarity Capital Advisors, LLC | 0.25% | No change | 4,094 | $452K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | No change | 4,077 | $450K |
| Synovus Financial Corp. | 0.01% | No change | 4,030 | $445K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $443K |
| AQR Capital Management | 0.00% | Reduce -38.1% | 4,001 | $442K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 3,983 | $440K |
| Stonebridge Financial Planning Group, LLC | 0.16% | No change | 3,974 | $439K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +6.8% | 3,973 | $439K |
| Smith, Moore & Co. | 0.03% | Reduce -1.0% | 3,930 | $434K |
| PACK Private Wealth, LLC | 0.20% | No change | 3,894 | $430K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,771 | $417K |
| Financial Freedom, LLC | 0.21% | No change | 3,741 | $413K |
| Affiance Financial, LLC | 0.07% | No change | 3,705 | $409K |
| Diversify Advisory Services, LLC | 0.01% | Add +3.4% | 3,662 | $402K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +2.8% | 3,590 | $396K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 3,557 | $393K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -22.3% | 3,550 | $392K |
| Anchor Capital Advisors LLC | 0.01% | New | 3,514 | $388K |
| American Trust | 0.03% | Add +3.5% | 3,412 | $377K |
| Advisor OS, LLC | 0.03% | Reduce -1.0% | 3,276 | $362K |
| Peak Planning Group, LLC | 0.19% | No change | 3,236 | $357K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -10.3% | 3,202 | $354K |
| Diversify Wealth Management, LLC | 0.02% | No change | 3,149 | $346K |
| Financial Advisors, LLC | 0.06% | No change | 3,120 | $345K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.0% | 3,107 | $343K |
| Prostatis Group LLC | 0.09% | Add +5.8% | 3,076 | $340K |
| World Equity Group, Inc. | 0.08% | Reduce -0.7% | 3,067 | $339K |
| WNY Asset Management, LLC | 0.03% | Reduce -51.2% | 3,064 | $338K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -6.9% | 3,063 | $338K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,048 | $337K |
| Up Strategic Wealth Investment Advisors LLC | 0.25% | Reduce -2.5% | 3,030 | $337K |
| Integris Wealth Management, LLC | 0.08% | No change | 3,043 | $336K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 3,022 | $334K |
| Capital Analysts, LLC | 0.01% | Add +37.8% | 3,010 | $333K |
| Investment Partners Asset Management, Inc. | 0.21% | Add +2.6% | 2,949 | $326K |
| Rathbones Group PLC | 0.00% | Add +23.5% | 2,940 | $325K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,906 | $321K |
| Compound Planning, Inc. | 0.01% | Add +15.4% | 2,823 | $312K |
| Silver Coast Investments LLC | 0.10% | New | 2,709 | $299K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.9% | 2,693 | $297K |
| Advisory Services Network, LLC | 0.00% | Add +24.4% | 2,533 | $280K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,517 | $278K |
| Catalyst Financial Partners LLC | 0.03% | Add +0.8% | 2,465 | $272K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,457 | $271K |
| Yarger Wealth Strategies, LLC | 0.12% | No change | 2,440 | $270K |
| Opulen Financial Group LLC | 0.20% | Add +3.0% | 2,419 | $267K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -8.4% | 2,408 | $266K |
| Sovran Advisors, LLC | 0.02% | Reduce -16.1% | 2,383 | $261K |
| Principia Wealth Advisory, LLC | 0.19% | Reduce -35.7% | 2,351 | $260K |
| Painted Porch Advisors LLC | 0.10% | No change | 2,317 | $256K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $256K |
| Nalls Sherbakoff Group, LLC | 0.17% | No change | 2,261 | $250K |
| Mycio Wealth Partners, LLC | 0.06% | No change | 2,253 | $249K |
| Factor Wealth Management LTD | 0.06% | No change | 2,223 | $246K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.7% | 2,222 | $244K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $244K |
| Glaxis Capital Management, LLC | 0.40% | New | 2,179 | $241K |
| Lido Advisors, LLC | 0.00% | New | 2,140 | $236K |
| JT Stratford LLC | 0.03% | Reduce -0.1% | 2,137 | $236K |
| Vanguard Group Inc. | 0.00% | New | 2,104 | $232K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,068 | $229K |
| American State Bank (Iowa) | 0.12% | Reduce -17.5% | 2,056 | $227K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.7% | 2,034 | $225K |
| William Howard & Co Financial Advisors Inc | 0.19% | No change | 1,988 | $220K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | No change | 1,983 | $219K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 1,975 | $218K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -90.0% | 1,968 | $217K |
| Curi Capital, LLC | 0.00% | New | 1,947 | $215K |
| Ameritas Advisory Services, LLC | 0.01% | Add +55.0% | 1,926 | $213K |
| Valued Retirements, Inc. | 0.24% | No change | 2,076 | $210K |
| Evernest Financial Advisors, LLC | 0.06% | New | 1,900 | $210K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -17.9% | 1,840 | $203K |
| Legacy Edge Advisors, LLC | 0.02% | New | 1,811 | $200K |
| Larson Financial Group LLC | 0.01% | Add +55.7% | 1,554 | $172K |
| TruNorth Capital Management, LLC | 0.03% | New | 1,534 | $169K |
| Centaurus Financial, Inc. | 0.01% | Reduce -18.1% | 1,326 | $147K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,267 | $140K |
| First Horizon Corp. | 0.01% | — | 1,262 | $139K |
| Financial Consulate, Inc. | 0.02% | New | 1,225 | $135K |
| CoreCap Advisors, LLC | 0.00% | Add +16.3% | 1,213 | $134K |
| Ameriflex Group, Inc. | 0.05% | Add +118.1% | 1,182 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +650.3% | 1,148 | $127K |
| Operose Advisors LLC | 0.03% | No change | 1,070 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 1,053 | $116K |
| Principal Securities, Inc. | 0.00% | Reduce -11.7% | 992 | $110K |
| Cwm, LLC | 0.00% | Add +492.6% | 966 | $107K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -6.5% | 888 | $98K |
| First PREMIER Bank | 0.02% | No change | 858 | $95K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $92K |
| IFP Advisors, Inc | 0.00% | No change | 807 | $89K |
| Arlington Trust Co LLC | 0.02% | No change | 798 | $88K |
| Activest Wealth Management | 0.02% | No change | 674 | $75K |
| Bank of Montreal | 0.00% | Add +21.8% | 670 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 607 | $67K |
| Manchester Capital Management LLC | 0.01% | No change | 588 | $65K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 584 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $54K |
| Quadrant Capital Group LLC | 0.00% | New | 471 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Add +29.0% | 427 | $47K |
| AlphaCore Capital LLC | 0.00% | Reduce -47.6% | 412 | $46K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $45K |
| Dunhill Financial, LLC | 0.01% | No change | 376 | $42K |
| AE Wealth Management LLC | 0.00% | Reduce -73.6% | 368 | $41K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 350 | $39K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 277 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $30K |
| BlackRock, Inc. | 0.00% | Add +77.0% | 262 | $29K |
| Your Advocates Ltd., LLP | 0.01% | No change | 238 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 237 | $26K |
| Motco | 0.00% | New | 230 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 216 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 212 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 208 | $23K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 200 | $22K |
| US Bancorp \de | 0.00% | Reduce -13.6% | 190 | $21K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 180 | $20K |
| Curio Wealth, LLC | 0.01% | No change | 174 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.9% | 164 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.8% | 160 | $18K |
| NFSG Corp | 0.00% | No change | 154 | $17K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 150 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $17K |
| Richardson Capital Management LLC | 0.01% | New | 133 | $15K |
| Darwin Wealth Management, LLC | 0.00% | New | 124 | $14K |
| Clearstead Trust, LLC | 0.00% | New | 120 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 100 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 66 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 63 | $7K |
| Key Financial Inc | 0.00% | No change | 61 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -91.5% | 59 | $7K |
| Abound Wealth Management | 0.00% | No change | 50 | $6K |
| City State Bank | 0.00% | No change | 50 | $6K |
| Wealth Watch Advisors, INC | 0.00% | New | 46 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $5K |
| Addison Advisors LLC | 0.00% | No change | 39 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 39 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| Davidson Capital Management Inc. | 0.00% | Reduce -25.5% | 35 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 33 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 27 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 26 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 24 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 24 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +100.0% | 20 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.4% | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $884 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $288 |
"% 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.