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 |
| 17 Capital Partners, LLC | 0.81% | Add +10.2% | 13,591 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +3.5% | 13,493 | $1.5M |
| Shepherd Kaplan Krochuk, LLC | 1.28% | No change | 13,294 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.3% | 13,259 | $1.5M |
| HRT Financial LP | 0.00% | New | 13,228 | $1.5M |
| &partners | 0.01% | Reduce -1.8% | 13,249 | $1.5M |
| Romano Brothers and Company | 0.17% | No change | 13,160 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -9.6% | 13,132 | $1.5M |
| OneAscent Financial Services LLC | 0.08% | Reduce -4.7% | 12,461 | $1.4M |
| FourThought Financial Partners, LLC | 0.12% | Add +9.1% | 12,436 | $1.4M |
| Coastline Trust Co | 0.14% | Reduce -8.3% | 12,395 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.1% | 12,349 | $1.4M |
| Councilor Wealth, LLC | 0.69% | New | 12,289 | $1.4M |
| Flagship Private Wealth, LLC | 0.57% | No change | 12,250 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +0.5% | 12,186 | $1.4M |
| Tempo Wealth, LLC | 0.23% | Reduce -0.9% | 11,720 | $1.3M |
| Colter Lewis Investment Partners LLC | 1.27% | New | 11,716 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 11,714 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +6.0% | 11,633 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Reduce -0.5% | 11,326 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 11,199 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -28.6% | 11,118 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -14.9% | 11,114 | $1.3M |
| Klingman & Associates, LLC | 0.06% | No change | 10,986 | $1.3M |
| Lebenthal Global Advisors, LLC | 0.18% | Add +1.7% | 10,867 | $1.2M |
| Anson Capital, Inc. | 0.85% | Add +0.3% | 10,841 | $1.2M |
| Sanchez Gaunt Capital Management, LLC | 0.74% | — | 10,261 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +99.3% | 10,064 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -6.8% | 9,936 | $1.1M |
| LBMC Investment Advisors, LLC | 0.07% | New | 9,872 | $1.1M |
| waypoint wealth counsel | 0.58% | Reduce -8.3% | 9,785 | $1.1M |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -2.1% | 9,638 | $1.1M |
| Insight 2811, Inc. | 0.48% | Add +1.0% | 9,536 | $1.1M |
| FMR LLC | 0.00% | Add +15.1% | 9,529 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +32.8% | 9,504 | $1.1M |
| Pachira Investments Inc. | 0.50% | Add +33.2% | 9,319 | $1.1M |
| Nestegg Advisors, Inc. | 0.92% | Add +0.0% | 9,150 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Add +52.4% | 9,023 | $1.0M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 9,000 | $1.0M |
| Gibraltar Capital Management, Inc. | 0.17% | Add +33.4% | 8,779 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.1% | 8,744 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +9.3% | 8,734 | $1.0M |
| Leo Wealth, LLC | 0.07% | No change | 8,478 | $974K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,298 | $953K |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -3.8% | 8,254 | $948K |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 8,193 | $941K |
| Diversify Wealth Management, LLC | 0.02% | Add +133.7% | 7,358 | $916K |
| McLean Asset Management Corp | 0.16% | Reduce -0.3% | 7,765 | $892K |
| National Philanthropic Trust | 0.01% | No change | 7,702 | $884K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +114.8% | 7,537 | $865K |
| Hegarty Advisors, LLC | 0.68% | Add +4.1% | 7,503 | $862K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,471 | $853K |
| Citadel Advisors | 0.00% | New | 7,292 | $837K |
| Pacific Sun Financial Corp | 0.40% | Add +2.5% | 7,219 | $829K |
| Northstar Group, Inc. | 0.12% | No change | 7,109 | $816K |
| Truist Financial Corp. | 0.00% | Reduce -17.0% | 6,864 | $788K |
| Kieckhefer Group LLC | 0.35% | No change | 6,497 | $746K |
| Zuckerman Investment Group, LLC | 0.07% | New | 6,380 | $733K |
| Soltis Investment Advisors LLC | 0.05% | Add +1.8% | 6,338 | $728K |
| Eagle Wealth Strategies LLC | 0.32% | Reduce -0.2% | 6,308 | $724K |
| Gotham Asset Management | 0.00% | Add +9.0% | 6,245 | $717K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.7% | 6,194 | $711K |
| Financial Council, LLC | 0.27% | No change | 6,188 | $711K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -81.3% | 6,155 | $707K |
| Mach-1 Financial Group, LLC | 0.24% | Add +4.2% | 5,957 | $684K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -13.4% | 5,950 | $683K |
| Fifth Third Bancorp | 0.00% | New | 5,815 | $668K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -2.7% | 5,794 | $665K |
| Silver Coast Investments LLC | 0.21% | New | 5,768 | $662K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +25.0% | 5,706 | $655K |
| Spire Wealth Management | 0.02% | Reduce -2.4% | 5,683 | $653K |
| Smartleaf Asset Management LLC | 0.02% | Add +111.0% | 5,829 | $651K |
| Equitable Holdings, Inc. | 0.00% | Add +33.7% | 5,723 | $647K |
| Snider Financial Group | 0.19% | Reduce -4.8% | 5,614 | $645K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $632K |
| Wedbush Securities Inc. | 0.02% | Add +8.0% | 5,254 | $603K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.0% | 5,226 | $600K |
| Walkner Condon Financial Advisors LLC | 0.08% | No change | 5,213 | $599K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,153 | $592K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -1.6% | 5,134 | $590K |
| Anchor Capital Advisors LLC | 0.02% | Add +43.6% | 5,051 | $580K |
| Spirepoint Private Client, LLC | 0.05% | Add +57.2% | 4,973 | $571K |
| Modera Wealth Management, LLC | 0.01% | Add +23.9% | 4,963 | $570K |
| Weik Capital Management | 0.23% | Reduce -1.4% | 4,940 | $567K |
| Bokf, NA | 0.01% | Reduce -13.2% | 4,786 | $550K |
| Allworth Financial LP | 0.00% | Reduce -6.7% | 4,766 | $547K |
| O'ROURKE & COMPANY, Inc | 0.22% | Reduce -0.7% | 4,732 | $543K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -7.5% | 4,676 | $537K |
| Adkins Seale Capital Management LLC | 0.53% | No change | 4,639 | $533K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | Reduce -1.9% | 4,608 | $529K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +7.0% | 4,600 | $528K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +19.6% | 4,586 | $526K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -36.5% | 4,504 | $517K |
| BlackRock, Inc. | 0.00% | Add +18.5% | 4,483 | $515K |
| Capital Analysts, LLC | 0.01% | Reduce -21.9% | 4,459 | $512K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,446 | $511K |
| Caprock Group, LLC | 0.01% | Reduce -6.1% | 4,255 | $489K |
| Merit Financial Group, LLC | 0.00% | Add +57.1% | 4,232 | $486K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.0% | 4,195 | $482K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.2% | 3,807 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 4,290 | $479K |
| Whitcomb & Hess, Inc. | 0.11% | No change | 4,172 | $479K |
| National Bank of Canada | 0.00% | Add +8.3% | 4,169 | $479K |
| Accel Wealth Management | 0.12% | Reduce -2.7% | 4,161 | $478K |
| Victory Financial Group, LLC | 0.06% | Add +11.9% | 4,102 | $471K |
| Clarity Capital Advisors, LLC | 0.22% | No change | 4,094 | $470K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $461K |
| Stonebridge Financial Planning Group, LLC | 0.17% | No change | 3,974 | $456K |
| Tribridge Partners Financial LLC | 0.19% | Add +0.3% | 3,929 | $456K |
| Taylor Hoffman Capital Management LLC | 0.14% | Reduce -6.1% | 3,947 | $453K |
| Macroview Investment Management LLC | 0.32% | Reduce -6.8% | 3,941 | $453K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 3,917 | $450K |
| Viawealth, LLC | 0.25% | No change | 3,895 | $447K |
| PACK Private Wealth, LLC | 0.21% | No change | 3,894 | $447K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -40.0% | 3,880 | $445K |
| AQR Capital Management | 0.00% | Add +2.1% | 3,876 | $445K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -3.8% | 3,783 | $434K |
| Gsa Capital Partners LLP | 0.03% | Add +48.5% | 3,768 | $433K |
| Grant Street Asset Management, Inc. | 0.08% | Reduce -20.4% | 3,769 | $433K |
| Smith, Moore & Co. | 0.03% | Reduce -5.1% | 3,721 | $427K |
| Affiance Financial, LLC | 0.07% | No change | 3,705 | $425K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.8% | 3,684 | $423K |
| Hemenway Trust Co LLC | 0.03% | No change | 3,634 | $417K |
| Compound Planning, Inc. | 0.01% | Add +27.8% | 3,613 | $415K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 3,573 | $410K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 3,550 | $408K |
| Factor Wealth Management LTD | 0.08% | Reduce -8.4% | 3,533 | $406K |
| Catalyst Financial Partners LLC | 0.05% | Add +2.4% | 3,452 | $396K |
| Fort Sheridan Advisors LLC | 0.05% | Add +19.8% | 3,446 | $396K |
| Financial Freedom, LLC | 0.19% | No change | 3,355 | $385K |
| Quadrant Capital Group LLC | 0.01% | No change | 3,344 | $384K |
| American Trust | 0.03% | Add +5.0% | 3,333 | $383K |
| US Bancorp \de | 0.00% | Add +1731.3% | 3,333 | $383K |
| Up Strategic Wealth Investment Advisors LLC | 0.24% | No change | 2,957 | $377K |
| Advisor OS, LLC | 0.03% | Reduce -1.1% | 3,278 | $376K |
| Peak Planning Group, LLC | 0.10% | No change | 3,236 | $372K |
| Fund Evaluation Group, LLC | 0.01% | New | 3,216 | $369K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -34.4% | 3,214 | $369K |
| Solutions 4 Wealth, Ltd | 0.54% | New | 3,144 | $361K |
| World Equity Group, Inc. | 0.09% | Reduce -1.5% | 3,021 | $347K |
| Independent Advisor Alliance | 0.00% | New | 3,019 | $347K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.9% | 2,930 | $336K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,906 | $334K |
| Integris Wealth Management, LLC | 0.07% | Reduce -4.8% | 2,825 | $324K |
| Asset One Wealth Management LLC | 0.04% | No change | 2,576 | $322K |
| WNY Asset Management, LLC | 0.03% | — | 2,775 | $319K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.8% | 2,761 | $317K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,745 | $315K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.2% | 2,608 | $302K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -14.9% | 2,574 | $296K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,558 | $294K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -22.8% | 2,508 | $288K |
| Opulen Financial Group LLC | 0.20% | No change | 2,502 | $287K |
| Sovran Advisors, LLC | 0.02% | Add +1.8% | 2,263 | $287K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -10.8% | 2,486 | $285K |
| Yarger Wealth Strategies, LLC | 0.12% | No change | 2,472 | $284K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -22.2% | 2,458 | $282K |
| Virtu Financial LLC | 0.01% | New | 2,445 | $281K |
| Cibc World Market Inc. | 0.00% | New | 2,435 | $280K |
| Advisory Services Network, LLC | 0.00% | Add +4.6% | 2,431 | $279K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,408 | $277K |
| Centaurus Financial, Inc. | 0.01% | Add +70.5% | 2,405 | $276K |
| Cordatus Wealth Management LLC | 0.06% | No change | 2,335 | $268K |
| 71 West Capital Partners | 0.01% | New | 2,319 | $266K |
| Painted Porch Advisors LLC | 0.13% | No change | 2,317 | $266K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $266K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 2,283 | $262K |
| Valtrion Capital Management, LLC | 0.25% | Reduce -44.9% | 2,278 | $262K |
| Prostatis Group LLC | 0.07% | Reduce -25.3% | 2,277 | $261K |
| Nalls Sherbakoff Group, LLC | 0.19% | No change | 2,261 | $260K |
| Investment Partners Asset Management, Inc. | 0.16% | Reduce -23.7% | 2,242 | $257K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,216 | $255K |
| Continuum Advisory, LLC | 0.02% | No change | 2,207 | $253K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -24.2% | 2,201 | $253K |
| Focus Partners Wealth | 0.00% | Reduce -5.1% | 2,190 | $251K |
| Glaxis Capital Management, LLC | 0.31% | No change | 2,179 | $250K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 2,175 | $250K |
| JT Stratford LLC | 0.03% | Reduce -0.5% | 2,127 | $244K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,110 | $242K |
| Valued Retirements, Inc. | 0.23% | No change | 2,076 | $238K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,072 | $238K |
| American State Bank (Iowa) | 0.11% | No change | 2,056 | $236K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.0% | 2,055 | $236K |
| Legacy Edge Advisors, LLC | 0.02% | New | 2,045 | $235K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,040 | $234K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -7.0% | 2,022 | $232K |
| Vanguard Advisers Inc. | 0.00% | — | 2,022 | $232K |
| William Howard & Co Financial Advisors Inc | 0.20% | No change | 2,014 | $231K |
| Johnson Financial Group, LLC | 0.02% | Reduce -3.5% | 1,987 | $228K |
| Lee, Kelleher & Klein Wealth Management | 0.14% | No change | 1,983 | $228K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 1,975 | $227K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -43.1% | 1,957 | $225K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,888 | $217K |
| Accurate Wealth Management, LLC | 0.02% | No change | 1,714 | $206K |
| Nwam LLC | 0.01% | New | 1,775 | $204K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.7% | 1,450 | $167K |
| IFP Advisors, Inc | 0.00% | Reduce -30.7% | 1,363 | $157K |
| Ancora Advisors LLC | 0.00% | Add +15.8% | 1,351 | $155K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +228.1% | 1,345 | $155K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,267 | $145K |
| First Horizon Corp. | 0.01% | No change | 1,262 | $145K |
| Operose Advisors LLC | 0.03% | No change | 1,196 | $137K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,180 | $136K |
| Cwm, LLC | 0.00% | Reduce -14.8% | 1,089 | $125K |
| International Assets Investment Management, LLC | 0.01% | No change | 981 | $113K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -7.3% | 976 | $112K |
| First PREMIER Bank | 0.02% | No change | 858 | $99K |
| Breakwater Investment Management | 0.04% | Add +1032.9% | 861 | $99K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $95K |
| Arlington Trust Co LLC | 0.01% | No change | 798 | $92K |
| Cornerstone Financial Management LLC | 0.08% | No change | 780 | $90K |
| Webster Bank, N. A. | 0.01% | New | 778 | $89K |
| Principia Wealth Advisory, LLC | 0.05% | Reduce -66.3% | 762 | $88K |
| Key Financial Inc | 0.02% | Add +1108.2% | 737 | $85K |
| Ameriflex Group, Inc. | 0.04% | No change | 698 | $80K |
| Bank of Montreal | 0.00% | Add +0.8% | 676 | $78K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 630 | $72K |
| Manchester Capital Management LLC | 0.01% | No change | 588 | $68K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 523 | $60K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 519 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $57K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $50K |
| Parkside Financial Bank & Trust | 0.00% | No change | 432 | $50K |
| True Wealth Design, LLC | 0.01% | New | 418 | $48K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $46K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 396 | $45K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.9% | 365 | $42K |
| Raleigh Capital Management Inc. | 0.01% | New | 325 | $37K |
| AlphaCore Capital LLC | 0.00% | Reduce -26.8% | 312 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +44.8% | 291 | $33K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 277 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $31K |
| Clearstead Trust, LLC | 0.00% | No change | 263 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19.3% | 253 | $29K |
| SBI Securities Co., Ltd. | 0.00% | Add +63.6% | 252 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 241 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 211 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 200 | $23K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 194 | $22K |
| MidFirst Bank | 0.00% | No change | 185 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -55.7% | 159 | $18K |
| Curio Wealth, LLC | 0.01% | Reduce -10.9% | 155 | $18K |
| Lodestone Wealth Management LLC | 0.01% | No change | 154 | $18K |
| NFSG Corp | 0.00% | No change | 154 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 152 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $17K |
| Abound Wealth Management | 0.00% | Add +184.3% | 145 | $17K |
| Richardson Capital Management LLC | 0.01% | No change | 133 | $15K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -27.8% | 130 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 109 | $14K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 115 | $13K |
| Anchor Investment Management, LLC | 0.00% | Add +65.7% | 111 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 110 | $13K |
| Parallel Advisors, LLC | 0.00% | No change | 107 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $11K |
| Community Bank, N.A. | 0.00% | New | 84 | $10K |
| Vanguard National Trust Co | 0.00% | — | 72 | $8K |
| Gleason Group, Inc. | 0.00% | No change | 64 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 60 | $7K |
| City State Bank | 0.00% | No change | 50 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -33.8% | 49 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +70.8% | 41 | $5K |
| Addison Advisors LLC | 0.00% | No change | 39 | $4K |
| Horizons Wealth Management | 0.00% | No change | 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 |
| Atlas Capital Advisors Inc. | 0.00% | Add +4.2% | 25 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $2K |
| Triumph Capital Management | 0.00% | No change | 14 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -45.0% | 11 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 10 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -99.8% | 10 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 9 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 8 | $930 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $919 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $303 |
"% 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.