Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q1 2026 (March 31)382holders +15
32new positions
20sold out
3famous investors
$114.36avg. 13F price*
At the end of Q1 2026, 382 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 15 from Q4 2025. 32 opened new positions and 20 sold out. The largest holders were Orgel Wealth Management, LLC ($124.8M), Bank of America Corp. ($101.2M) and Morgan Stanley ($90.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $14.9M |
| Exits | 20 | $9.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,255,881 shares bought and 354,133 shares sold, net +901,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Orgel Wealth Management, LLC | 2.69% | Add +5.0% | 1,086,768 | $124.8M |
| Bank of America Corp. | 0.01% | Add +10.1% | 881,389 | $101.2M |
| Morgan Stanley | 0.01% | Add +2.1% | 787,869 | $90.5M |
| Mariner, LLC | 0.08% | Reduce -3.3% | 616,991 | $70.8M |
| Ameriprise Financial Inc. | 0.01% | Add +28.1% | 455,413 | $52.2M |
| Cerity Partners LLC | 0.07% | Reduce -0.8% | 446,747 | $51.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 380,369 | $43.7M |
| Wells Fargo & Company | 0.01% | Add +8.9% | 378,219 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +32.0% | 363,191 | $41.7M |
| UBS Group AG | 0.01% | Reduce -0.0% | 356,739 | $41.0M |
| Pathstone Holdings, LLC | 0.16% | Add +660.1% | 353,948 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 351,267 | $39.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.2% | 285,466 | $32.8M |
| Moneta Group Investment Advisors LLC | 0.22% | Add +36.3% | 258,983 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -4.4% | 251,267 | $28.9M |
| LPL Financial LLC | 0.01% | Add +11.7% | 242,537 | $27.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.2% | 238,561 | $27.4M |
| Cetera Investment Advisers | 0.03% | Reduce -6.2% | 224,498 | $25.8M |
| Warwick Investment Management, Inc. | 3.39% | Add +9.8% | 203,512 | $23.4M |
| Savant Capital, LLC | 0.11% | Reduce -4.0% | 202,865 | $23.3M |
| Hantz Financial Services, Inc. | 0.34% | Add +32.7% | 196,805 | $22.6M |
| Old National Bancorp | 0.33% | Reduce -2.3% | 173,583 | $19.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.2% | 169,409 | $19.5M |
| Wiser Wealth Management, Inc | 3.82% | Add +3.7% | 154,363 | $17.7M |
| TCV Trust & Wealth Management, Inc. | 1.44% | Reduce -1.3% | 149,822 | $17.2M |
| One Day In July LLC | 1.34% | Reduce -3.5% | 145,773 | $16.7M |
| AdvisorNet Financial, Inc | 0.83% | Add +20.2% | 140,292 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.3% | 137,808 | $15.8M |
| Moss Adams Wealth Advisors LLC | 0.99% | Reduce -5.6% | 117,816 | $13.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.0% | 98,228 | $11.3M |
| Pinnacle Financial Partners, Inc. | 0.08% | Add +0.9% | 94,978 | $10.9M |
| Berman McAleer LLC | 1.46% | Reduce -0.8% | 93,456 | $10.7M |
| Corient Private Wealth LP | 0.01% | Add +2.4% | 88,279 | $10.1M |
| Cambridge Associates LLC /Ma/ | 0.16% | No change | 87,956 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.4% | 82,106 | $9.4M |
| Marble Harbor Investment Counsel, LLC | 0.97% | Reduce -4.0% | 78,247 | $9.0M |
| New Insight Wealth Advisors | 3.17% | Reduce -11.3% | 76,908 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -4.9% | 76,766 | $8.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4.44% | No change | 74,800 | $8.6M |
| Perryman Financial Advisory Inc. | 1.27% | Add +0.8% | 73,788 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +28.3% | 72,612 | $8.3M |
| Captrust Financial Advisors | 0.01% | Add +0.5% | 122,335 | $8.2M |
| MAI Capital Management | 0.04% | Add +22.1% | 68,115 | $7.8M |
| Visionary Wealth Advisors | 0.28% | Add +7.2% | 55,331 | $6.4M |
| Patriot Investment Management Group, Inc. | 0.37% | Reduce -2.4% | 50,849 | $5.8M |
| Harbour Investments, Inc. | 0.09% | Add +3.4% | 48,952 | $5.6M |
| SCS Capital Management LLC | 0.06% | Reduce -0.2% | 47,731 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +15.3% | 47,617 | $5.5M |
| Bryant Woods Investment Advisors, LLC | 1.89% | Reduce -2.2% | 44,675 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -14.4% | 42,501 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +6.8% | 41,654 | $4.8M |
| Fidelity D & D Bancorp Inc. | 1.91% | Add +15.2% | 41,590 | $4.8M |
| Evergreen Capital Management LLC | 0.10% | Add +1.0% | 40,048 | $4.6M |
| F/m Investments LLC | 0.30% | No change | 39,922 | $4.6M |
| Creative Planning | 0.00% | Reduce -1.4% | 39,137 | $4.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.8% | 39,023 | $4.5M |
| Harbor Advisory Corp. | 1.35% | No change | 38,986 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +3.6% | 38,904 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 36,082 | $4.1M |
| Blair William & Co. | 0.01% | Add +240.5% | 35,817 | $4.1M |
| Phillips Financial Management, LLC | 0.29% | Reduce -1.3% | 35,274 | $4.1M |
| Certuity, LLC | 0.26% | Add +0.1% | 34,807 | $4.0M |
| Philadelphia Investment Partners, LLC | 2.60% | — | 33,328 | $3.8M |
| Betterment LLC | 0.01% | Add +4.0% | 32,152 | $3.7M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -0.1% | 28,412 | $3.6M |
| BCS Wealth Management | 0.69% | Reduce -43.8% | 29,448 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.4% | 29,359 | $3.4M |
| Flower City Capital | 1.66% | Add +3.7% | 28,842 | $3.3M |
| Keystone Financial Group | 0.21% | Reduce -0.8% | 26,738 | $3.1M |
| Fairway Wealth LLC | 0.78% | Reduce -1.6% | 25,871 | $3.0M |
| Rebalance, LLC | 0.17% | Reduce -2.8% | 25,843 | $3.0M |
| Lido Advisors, LLC | 0.01% | Add +1062.4% | 25,666 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.2% | 24,654 | $2.8M |
| Sierra Capital LLC | 0.30% | Reduce -12.2% | 24,313 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +132.1% | 23,592 | $2.7M |
| Kastel Capital Advisors, LLC | 1.62% | No change | 23,848 | $2.6M |
| First American Bank | 0.16% | Reduce -3.5% | 22,603 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 22,425 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -5.2% | 22,357 | $2.6M |
| Eq LLC | 0.70% | Reduce -0.1% | 21,694 | $2.5M |
| Capital Asset Advisory Services LLC | 0.10% | Reduce -2.8% | 19,773 | $2.5M |
| Verum Partners LLC | 0.47% | Reduce -3.7% | 21,370 | $2.5M |
| Silverlake Wealth Management LLC | 0.51% | Reduce -0.5% | 21,249 | $2.4M |
| Base Wealth Management LLC | 1.35% | Reduce -5.3% | 21,050 | $2.4M |
| PFG Advisors | 0.11% | Reduce -3.9% | 20,501 | $2.4M |
| Kropog Financial Group, LLC | 1.87% | New | 20,004 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | No change | 19,691 | $2.3M |
| Town Capital LLC | 1.74% | Add +97.4% | 18,759 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.9% | 18,607 | $2.1M |
| Valpey Financial Services, LLC | 1.38% | Reduce -2.5% | 18,472 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Add +22.6% | 18,275 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.04% | Reduce -0.5% | 18,061 | $2.1M |
| CRA Financial Services, LLC | 0.25% | Add +0.9% | 17,032 | $2.0M |
| Silver Oak Advisory Group, Inc. | 0.83% | Reduce -0.8% | 16,727 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.1% | 16,676 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | Add +0.2% | 16,077 | $1.8M |
| Breakwater Capital Group | 0.24% | Add +5.6% | 15,613 | $1.8M |
| Marks Group Wealth Management, Inc | 0.17% | Reduce -0.9% | 15,045 | $1.7M |
| True North Advisors, LLC | 0.18% | Reduce -6.8% | 14,114 | $1.6M |
| Presper Financial Architects, LLC | 0.94% | No change | 13,730 | $1.6M |
"% 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.