Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q4 2025 (December 31)367holders +26
30new positions
13sold out
2famous investors
$110.57avg. 13F price*
At the end of Q4 2025, 367 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 26 from Q3 2025. 30 opened new positions and 13 sold out. The largest holders were Orgel Wealth Management, LLC ($114.9M), Bank of America Corp. ($88.8M) and Morgan Stanley ($85.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $12.2M |
| Exits | 13 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 853,285 shares bought and 374,445 shares sold, net +478,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| Orgel Wealth Management, LLC | 2.53% | Add +2.2% | 1,035,330 | $114.9M |
| Bank of America Corp. | 0.01% | Reduce -8.9% | 800,619 | $88.8M |
| Morgan Stanley | 0.01% | Reduce -3.5% | 771,734 | $85.6M |
| Mariner, LLC | 0.08% | Add +2.6% | 637,944 | $70.8M |
| Cerity Partners LLC | 0.07% | Reduce -0.5% | 450,508 | $50.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 400,139 | $44.4M |
| UBS Group AG | 0.01% | Reduce -2.3% | 356,803 | $39.6M |
| Ameriprise Financial Inc. | 0.01% | Add +1.2% | 355,450 | $39.5M |
| JPMorgan Chase & Co. | 0.00% | Add +185.3% | 347,699 | $38.6M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 347,348 | $38.5M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 275,129 | $30.5M |
| Osaic Holdings, Inc. | 0.04% | Add +0.1% | 262,794 | $29.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.0% | 261,373 | $29.0M |
| Cetera Investment Advisers | 0.03% | Reduce -9.3% | 239,315 | $26.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.1% | 238,065 | $26.4M |
| LPL Financial LLC | 0.01% | Reduce -7.9% | 217,126 | $24.1M |
| Savant Capital, LLC | 0.13% | Reduce -5.3% | 211,372 | $23.5M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +16.4% | 190,079 | $21.1M |
| Warwick Investment Management, Inc. | 3.17% | Add +13.1% | 185,322 | $20.6M |
| Old National Bancorp | 0.33% | Reduce -3.2% | 177,574 | $19.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -8.5% | 176,827 | $19.6M |
| TCV Trust & Wealth Management, Inc. | 1.36% | Add +0.5% | 151,826 | $16.8M |
| One Day In July LLC | 1.38% | Reduce -8.9% | 150,977 | $16.8M |
| Wiser Wealth Management, Inc | 3.67% | Add +1.0% | 148,795 | $16.5M |
| Hantz Financial Services, Inc. | 0.24% | Add +37.8% | 148,312 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.7% | 129,617 | $14.4M |
| Moss Adams Wealth Advisors LLC | 1.00% | Reduce -0.2% | 124,810 | $13.8M |
| AdvisorNet Financial, Inc | 0.69% | Add +12.6% | 116,735 | $13.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.5% | 94,402 | $10.5M |
| Berman McAleer LLC | 1.43% | Add +3.4% | 94,261 | $10.5M |
| Pinnacle Financial Partners, Inc. | 0.08% | — | 94,081 | $10.4M |
| Cambridge Associates LLC /Ma/ | 0.16% | No change | 87,956 | $9.8M |
| New Insight Wealth Advisors | 3.44% | Reduce -9.2% | 86,732 | $9.6M |
| Corient Private Wealth LP | 0.01% | Add +21.5% | 86,244 | $9.6M |
| Marble Harbor Investment Counsel, LLC | 0.97% | Add +4.3% | 81,549 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +14.1% | 80,757 | $9.0M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4.05% | Reduce -14.8% | 74,800 | $8.3M |
| Perryman Financial Advisory Inc. | 1.19% | — | 73,185 | $8.1M |
| Captrust Financial Advisors | 0.01% | Add +80.9% | 121,675 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +49.7% | 58,935 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +60.9% | 56,608 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 56,482 | $6.3M |
| MAI Capital Management | 0.04% | Add +16.0% | 55,765 | $6.2M |
| BCS Wealth Management | 0.59% | Add +107.9% | 52,404 | $5.8M |
| Patriot Investment Management Group, Inc. | 0.37% | Reduce -0.3% | 52,103 | $5.8M |
| Visionary Wealth Advisors | 0.26% | Add +121.0% | 51,620 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 49,671 | $5.5M |
| SCS Capital Management LLC | 0.06% | No change | 47,821 | $5.3M |
| Harbour Investments, Inc. | 0.11% | Add +1.9% | 47,357 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +5.3% | 46,563 | $5.2M |
| Axxcess Wealth Management, LLC | 0.09% | Add +20.1% | 46,013 | $5.1M |
| Bryant Woods Investment Advisors, LLC | 1.96% | Reduce -2.6% | 45,693 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +1.2% | 41,305 | $4.6M |
| F/m Investments LLC | 0.17% | Add +1.3% | 39,922 | $4.4M |
| Creative Planning | 0.00% | Add +5.3% | 39,701 | $4.4M |
| Evergreen Capital Management LLC | 0.10% | Add +39.5% | 39,653 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.2% | 38,995 | $4.3M |
| Harbor Advisory Corp. | 1.31% | Reduce -2.6% | 38,986 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 37,533 | $4.2M |
| EP Wealth Advisors, LLC | 0.02% | — | 36,434 | $4.0M |
| Fidelity D & D Bancorp Inc. | 1.73% | Add +7.5% | 36,114 | $4.0M |
| Phillips Financial Management, LLC | 0.26% | Reduce -0.4% | 35,743 | $4.0M |
| Certuity, LLC | 0.24% | Add +1.3% | 34,787 | $3.9M |
| Total Clarity Wealth Management, Inc. | 0.89% | Add +10.0% | 32,992 | $3.7M |
| HBK Sorce Advisory LLC | 0.08% | Add +0.7% | 28,434 | $3.5M |
| Betterment LLC | 0.01% | Add +6.1% | 30,931 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -7.3% | 29,792 | $3.3M |
| Flower City Capital | 1.57% | Add +4.9% | 27,813 | $3.1M |
| Sierra Capital LLC | 0.33% | Add +0.3% | 27,704 | $3.1M |
| Keystone Financial Group | 0.22% | Reduce -0.1% | 26,948 | $3.0M |
| Rebalance, LLC | 0.17% | Add +1.8% | 26,581 | $2.9M |
| Fairway Wealth LLC | 0.79% | Add +6.3% | 26,281 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +44.6% | 24,768 | $2.7M |
| Kastel Capital Advisors, LLC | 1.62% | — | 23,848 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +12.9% | 23,575 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | New | 23,572 | $2.6M |
| First American Bank | 0.16% | Reduce -2.6% | 23,429 | $2.6M |
| Base Wealth Management LLC | 1.33% | Add +6.5% | 22,221 | $2.5M |
| Verum Partners LLC | 0.50% | Reduce -1.3% | 22,187 | $2.5M |
| Eq LLC | 0.69% | Reduce -0.3% | 21,716 | $2.4M |
| Silverlake Wealth Management LLC | 0.53% | Add +24.9% | 21,352 | $2.4M |
| PFG Advisors | 0.11% | Reduce -7.3% | 21,326 | $2.4M |
| Capital Asset Advisory Services LLC | 0.09% | Add +3.0% | 20,346 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +75.6% | 20,508 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +8.7% | 19,691 | $2.2M |
| Valpey Financial Services, LLC | 1.34% | Add +0.2% | 18,937 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | No change | 18,155 | $2.0M |
| CRA Financial Services, LLC | 0.25% | Add +0.0% | 16,882 | $1.9M |
| Silver Oak Advisory Group, Inc. | 0.85% | Add +0.1% | 16,858 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | No change | 16,051 | $1.8M |
| Gateway Investment Advisers LLC | 0.02% | No change | 16,051 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +1.3% | 15,578 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 15,433 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -12.6% | 15,188 | $1.7M |
| True North Advisors, LLC | 0.22% | New | 15,149 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +11.7% | 14,906 | $1.7M |
| Breakwater Capital Group | 0.23% | Add +2.4% | 14,784 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -46.7% | 14,530 | $1.6M |
| Presper Financial Architects, LLC | 0.86% | Add +0.0% | 13,730 | $1.5M |
| Coastline Trust Co | 0.14% | Reduce -2.7% | 13,520 | $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.