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 |
| &partners | 0.01% | Add +13.3% | 13,493 | $1.5M |
| Shepherd Kaplan Krochuk, LLC | 1.22% | Add +5.5% | 13,294 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 13,216 | $1.5M |
| Romano Brothers and Company | 0.17% | Reduce -3.7% | 13,160 | $1.5M |
| OneAscent Financial Services LLC | 0.13% | Reduce -46.8% | 13,075 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -1.5% | 13,063 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +8.0% | 13,041 | $1.4M |
| 17 Capital Partners, LLC | 0.71% | Add +47.7% | 12,328 | $1.4M |
| Flagship Private Wealth, LLC | 0.53% | Reduce -1.9% | 12,250 | $1.4M |
| Composition Wealth, LLC | 0.02% | No change | 12,126 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 12,100 | $1.3M |
| Tempo Wealth, LLC | 0.23% | — | 11,826 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -8.5% | 11,702 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +13.1% | 11,401 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Add +4.2% | 11,382 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 11,199 | $1.2M |
| Klingman & Associates, LLC | 0.06% | Add +0.5% | 10,986 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -26.0% | 10,972 | $1.2M |
| Anson Capital, Inc. | 0.87% | Reduce -0.1% | 10,813 | $1.2M |
| Lebenthal Global Advisors, LLC | 0.18% | Reduce -52.0% | 10,683 | $1.2M |
| waypoint wealth counsel | 0.43% | Reduce -6.4% | 10,677 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -2.1% | 10,665 | $1.2M |
| Blair William & Co. | 0.00% | Add +101.5% | 10,519 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 10,166 | $1.1M |
| Lake Street Private Wealth, LLC | 0.13% | Add +126.6% | 9,845 | $1.1M |
| Town Capital LLC | 0.86% | — | 9,505 | $1.1M |
| Insight 2811, Inc. | 0.46% | Add +0.2% | 9,442 | $1.0M |
| Nestegg Advisors, Inc. | 0.87% | Add +1.4% | 9,146 | $1.0M |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -0.2% | 9,000 | $999K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -7.3% | 8,648 | $960K |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -0.2% | 8,581 | $952K |
| Leo Wealth, LLC | 0.07% | Add +1.3% | 8,478 | $941K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,298 | $921K |
| FMR LLC | 0.00% | Add +9.6% | 8,279 | $919K |
| Truist Financial Corp. | 0.00% | Add +0.9% | 8,268 | $917K |
| McLean Asset Management Corp | 0.16% | Reduce -1.3% | 7,790 | $914K |
| Assetmark, Inc. | 0.00% | Add +29.3% | 7,988 | $886K |
| Baird Financial Group, Inc. | 0.00% | Add +3.2% | 7,883 | $875K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $855K |
| Hegarty Advisors, LLC | 0.69% | — | 7,210 | $800K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 7,155 | $794K |
| Northstar Group, Inc. | 0.11% | Add +2.3% | 7,109 | $789K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,097 | $787K |
| Pacific Sun Financial Corp | 0.38% | Add +0.1% | 7,040 | $781K |
| Pachira Investments Inc. | 0.38% | Add +55.5% | 6,998 | $776K |
| Wealthspire Advisors, LLC | 0.01% | Add +15.4% | 6,875 | $763K |
| Gibraltar Capital Management, Inc. | 0.12% | Reduce -25.9% | 6,579 | $730K |
| Kieckhefer Group LLC | 0.34% | Reduce -18.9% | 6,497 | $721K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -22.9% | 6,471 | $718K |
| Eagle Wealth Strategies LLC | 0.33% | Add +4.2% | 6,321 | $701K |
| Soltis Investment Advisors LLC | 0.05% | Add +0.8% | 6,224 | $691K |
| Financial Council, LLC | 0.27% | No change | 6,188 | $687K |
| Signaturefd, LLC | 0.01% | New | 5,980 | $664K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.4% | 5,957 | $661K |
| Comerica Bank | 0.00% | Reduce -8.7% | 5,938 | $659K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Add +45.2% | 5,920 | $657K |
| Snider Financial Group | 0.17% | Reduce -8.6% | 5,894 | $654K |
| Spire Wealth Management | 0.02% | Reduce -3.0% | 5,824 | $646K |
| Gotham Asset Management | 0.00% | Add +18.2% | 5,731 | $636K |
| Mach-1 Financial Group, LLC | 0.13% | New | 5,716 | $634K |
| Capital Analysts, LLC | 0.02% | Add +89.6% | 5,708 | $633K |
| Bokf, NA | 0.01% | Reduce -0.5% | 5,513 | $612K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $611K |
| Evoke Wealth, LLC | 0.01% | Add +1.3% | 5,227 | $580K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 5,216 | $579K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +6.1% | 5,213 | $578K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.5% | 5,153 | $572K |
| Allworth Financial LP | 0.00% | Reduce -7.2% | 5,109 | $567K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -0.4% | 5,054 | $561K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.9% | 5,050 | $560K |
| Weik Capital Management | 0.21% | Reduce -1.0% | 5,010 | $556K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.2% | 4,899 | $544K |
| Wedbush Securities Inc. | 0.02% | Add +6.0% | 4,864 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 4,813 | $534K |
| O'ROURKE & COMPANY, Inc | 0.21% | Reduce -1.9% | 4,767 | $529K |
| Grant Street Asset Management, Inc. | 0.11% | Reduce -17.9% | 4,734 | $525K |
| Taylor & Morgan Wealth Management, LLC | 0.29% | No change | 4,695 | $521K |
| Adkins Seale Capital Management LLC | 0.51% | — | 4,639 | $515K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.8% | 4,566 | $507K |
| Caprock Group, LLC | 0.01% | Reduce -14.5% | 4,531 | $503K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,446 | $493K |
| Whitcomb & Hess, Inc. | 0.11% | Add +0.3% | 4,172 | $487K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.3% | 4,368 | $485K |
| LaSalle St. Investment Advisors, LLC | 0.08% | No change | 4,300 | $477K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.0% | 4,281 | $475K |
| Accel Wealth Management | 0.13% | Add +0.5% | 4,275 | $474K |
| Macroview Investment Management LLC | 0.32% | Reduce -0.7% | 4,231 | $469K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $469K |
| Taylor Hoffman Capital Management LLC | 0.14% | Reduce -4.9% | 4,204 | $467K |
| Valtrion Capital Management, LLC | 0.46% | No change | 4,133 | $459K |
| Clarity Capital Advisors, LLC | 0.23% | No change | 4,094 | $454K |
| Diversify Advisory Services, LLC | 0.01% | Add +3.5% | 3,791 | $450K |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.3% | 4,006 | $445K |
| Stonebridge Financial Planning Group, LLC | 0.16% | No change | 3,974 | $441K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,973 | $441K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -4.5% | 3,933 | $436K |
| Smith, Moore & Co. | 0.03% | Reduce -0.3% | 3,920 | $435K |
| Tribridge Partners Financial LLC | 0.18% | Reduce -4.0% | 3,918 | $435K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.9% | 3,915 | $434K |
| Viawealth, LLC | 0.24% | Reduce -4.9% | 3,895 | $432K |
| PACK Private Wealth, LLC | 0.20% | No change | 3,894 | $432K |
| Factor Wealth Management LTD | 0.09% | Add +73.5% | 3,856 | $428K |
| National Bank of Canada | 0.00% | Reduce -14.9% | 3,850 | $427K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +6.8% | 3,836 | $425K |
| AQR Capital Management | 0.00% | Reduce -5.1% | 3,796 | $421K |
| BlackRock, Inc. | 0.00% | Add +1343.5% | 3,782 | $420K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.8% | 3,712 | $412K |
| Quantinno Capital Management LP | 0.00% | New | 3,710 | $412K |
| Affiance Financial, LLC | 0.07% | No change | 3,705 | $411K |
| Victory Financial Group, LLC | 0.05% | New | 3,667 | $407K |
| Hemenway Trust Co LLC | 0.03% | Add +47.9% | 3,634 | $403K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Add +0.5% | 3,573 | $396K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 3,550 | $394K |
| Anchor Capital Advisors LLC | 0.01% | Add +0.1% | 3,518 | $390K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,508 | $389K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +36.7% | 3,441 | $382K |
| Catalyst Financial Partners LLC | 0.04% | Add +36.8% | 3,371 | $374K |
| Financial Freedom, LLC | 0.18% | Reduce -10.3% | 3,355 | $372K |
| Quadrant Capital Group LLC | 0.01% | Add +610.0% | 3,344 | $371K |
| Advisor OS, LLC | 0.03% | Add +1.2% | 3,316 | $368K |
| Diversify Wealth Management, LLC | 0.02% | No change | 3,149 | $367K |
| 1834 Investment Advisors Co. | 0.05% | Add +6.0% | 3,247 | $360K |
| Up Strategic Wealth Investment Advisors LLC | 0.26% | Reduce -2.4% | 2,957 | $360K |
| Peak Planning Group, LLC | 0.10% | No change | 3,236 | $359K |
| American Trust | 0.03% | Reduce -7.0% | 3,174 | $352K |
| Spirepoint Private Client, LLC | 0.03% | New | 3,164 | $351K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.6% | 3,158 | $350K |
| World Equity Group, Inc. | 0.10% | No change | 3,067 | $340K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 3,060 | $340K |
| Prostatis Group LLC | 0.08% | Reduce -0.9% | 3,049 | $338K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 3,025 | $336K |
| Integris Wealth Management, LLC | 0.07% | Reduce -2.4% | 2,969 | $329K |
| Investment Partners Asset Management, Inc. | 0.20% | Reduce -0.4% | 2,938 | $326K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,906 | $322K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,903 | $322K |
| Prospera Financial Services Inc | 0.01% | New | 2,901 | $322K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -30.9% | 2,876 | $319K |
| Compound Planning, Inc. | 0.01% | Add +0.1% | 2,827 | $314K |
| Smartleaf Asset Management LLC | 0.01% | New | 2,763 | $310K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -13.0% | 2,787 | $309K |
| Asset One Wealth Management LLC | 0.04% | — | 2,576 | $305K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 2,745 | $305K |
| Merit Financial Group, LLC | 0.00% | No change | 2,693 | $299K |
| Gsa Capital Partners LLP | 0.02% | New | 2,538 | $282K |
| Opulen Financial Group LLC | 0.20% | Add +3.4% | 2,502 | $278K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +1.3% | 2,472 | $274K |
| Vanguard Capital Wealth Advisors | 0.22% | New | 2,433 | $270K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,408 | $267K |
| Sovran Advisors, LLC | 0.02% | Reduce -6.7% | 2,223 | $265K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.3% | 2,384 | $265K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.8% | 2,284 | $263K |
| Cordatus Wealth Management LLC | 0.06% | New | 2,335 | $259K |
| Advisory Services Network, LLC | 0.00% | Reduce -8.2% | 2,325 | $258K |
| Painted Porch Advisors LLC | 0.10% | No change | 2,317 | $257K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $257K |
| Focus Partners Wealth | 0.00% | New | 2,308 | $256K |
| Mycio Wealth Partners, LLC | 0.05% | Add +1.3% | 2,283 | $253K |
| Principia Wealth Advisory, LLC | 0.16% | Reduce -3.7% | 2,264 | $251K |
| Nalls Sherbakoff Group, LLC | 0.18% | No change | 2,261 | $251K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 2,208 | $245K |
| Continuum Advisory, LLC | 0.02% | Reduce -69.4% | 2,207 | $245K |
| Lido Advisors, LLC | 0.00% | Add +3.2% | 2,208 | $244K |
| Glaxis Capital Management, LLC | 0.41% | No change | 2,179 | $242K |
| Thompson Davis & Co., Inc. | 0.14% | New | 2,175 | $241K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -83.6% | 2,173 | $241K |
| JT Stratford LLC | 0.03% | No change | 2,137 | $237K |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 2,115 | $235K |
| Valued Retirements, Inc. | 0.23% | No change | 2,076 | $230K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -0.6% | 1,889 | $230K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.2% | 2,072 | $230K |
| Johnson Financial Group, LLC | 0.01% | New | 2,060 | $229K |
| American State Bank (Iowa) | 0.11% | No change | 2,056 | $228K |
| Sanctuary Advisors, LLC | 0.00% | No change | 2,034 | $226K |
| William Howard & Co Financial Advisors Inc | 0.19% | Add +1.3% | 2,014 | $223K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | No change | 1,983 | $220K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 1,975 | $219K |
| IFP Advisors, Inc | 0.00% | Add +143.9% | 1,968 | $218K |
| CoreCap Advisors, LLC | 0.01% | Add +54.6% | 1,875 | $208K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.3% | 1,843 | $205K |
| CGN Advisors LLC | 0.02% | New | 1,817 | $202K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,714 | $200K |
| Centaurus Financial, Inc. | 0.01% | Add +6.4% | 1,411 | $157K |
| Cwm, LLC | 0.00% | Add +32.3% | 1,278 | $142K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,267 | $141K |
| First Horizon Corp. | 0.01% | No change | 1,262 | $140K |
| Financial Consulate, Inc. | 0.02% | Add +1.3% | 1,241 | $138K |
| Operose Advisors LLC | 0.03% | Add +11.8% | 1,196 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.8% | 1,180 | $131K |
| Ancora Advisors LLC | 0.00% | New | 1,167 | $129K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,053 | $117K |
| International Assets Investment Management, LLC | 0.01% | New | 981 | $109K |
| First PREMIER Bank | 0.02% | No change | 858 | $95K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $92K |
| Arlington Trust Co LLC | 0.01% | No change | 798 | $89K |
| Cornerstone Financial Management LLC | 0.08% | — | 780 | $87K |
| Ameriflex Group, Inc. | 0.04% | Reduce -41.0% | 698 | $77K |
| Bank of Montreal | 0.00% | Add +0.1% | 671 | $74K |
| AE Wealth Management LLC | 0.00% | Add +72.3% | 634 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 607 | $67K |
| Manchester Capital Management LLC | 0.01% | No change | 588 | $65K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -41.5% | 519 | $58K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $55K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.2% | 432 | $48K |
| AlphaCore Capital LLC | 0.00% | Add +3.4% | 426 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 410 | $46K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $45K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -32.2% | 396 | $44K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.1% | 372 | $41K |
| Larson Financial Group LLC | 0.00% | Reduce -76.9% | 359 | $40K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 306 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 277 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $30K |
| Clearstead Trust, LLC | 0.00% | Add +119.2% | 263 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.7% | 241 | $27K |
| Your Advocates Ltd., LLP | 0.01% | No change | 238 | $26K |
| Motco | 0.00% | No change | 230 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 212 | $24K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.4% | 211 | $23K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 201 | $22K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 194 | $22K |
| MidFirst Bank | 0.00% | — | 185 | $21K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 182 | $20K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 180 | $20K |
| Curio Wealth, LLC | 0.01% | No change | 174 | $20K |
| Global Retirement Partners, LLC | 0.00% | Add +353.9% | 177 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 160 | $18K |
| Lodestone Wealth Management LLC | 0.01% | New | 154 | $17K |
| NFSG Corp | 0.00% | No change | 154 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.1% | 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% | No change | 133 | $15K |
| Cornerstone Planning Group LLC | 0.00% | New | 109 | $13K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.5% | 107 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 78 | $9K |
| Breakwater Investment Management | 0.00% | New | 76 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 74 | $8K |
| Anchor Investment Management, LLC | 0.00% | Add +1.5% | 67 | $7K |
| Gleason Group, Inc. | 0.00% | Add +1.6% | 64 | $7K |
| Key Financial Inc | 0.00% | No change | 61 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.7% | 60 | $7K |
| Wealth Watch Advisors, INC | 0.00% | Add +13.0% | 52 | $6K |
| Abound Wealth Management | 0.00% | Add +2.0% | 51 | $6K |
| City State Bank | 0.00% | No change | 50 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $5K |
| Addison Advisors LLC | 0.00% | No change | 39 | $4K |
| Horizons Wealth Management | 0.00% | No change | 36 | $4K |
| Davidson Capital Management Inc. | 0.00% | Add +2.9% | 36 | $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 |
| Atlas Capital Advisors Inc. | 0.00% | — | 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% | No change | 20 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $2K |
| Triumph Capital Management | 0.00% | New | 14 | $2K |
| Qube Research & Technologies Ltd | 0.00% | No change | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -93.5% | 8 | $899 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $888 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $293 |
"% 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.