Vanguard S&P Small-Cap 600 EVIOOETF
13F holders, Q2 2026 (June 30)408holders +26
45new positions
17sold out
2famous investors
$137.15avg. 13F price*
At the end of Q2 2026, 408 institutions reported holding Vanguard S&P Small-Cap 600 E (VIOO) in their 13F filings, up 26 from Q1 2026. 45 opened new positions and 17 sold out. The largest holders were Orgel Wealth Management, LLC ($153.5M), Bank of America Corp. ($119.3M) and Morgan Stanley ($113.6M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $21.2M |
| Exits | 17 | $9.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,107,852 shares bought and 363,281 shares sold, net +744,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Orgel Wealth Management, LLC | 2.91% | Add +2.7% | 1,115,920 | $153.5M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 867,438 | $119.3M |
| Morgan Stanley | 0.01% | Add +4.8% | 825,868 | $113.6M |
| Raymond James Financial Inc. | 0.02% | Add +56.2% | 594,078 | $81.7M |
| Mariner, LLC | 0.08% | Reduce -4.2% | 591,038 | $81.3M |
| Cerity Partners LLC | 0.07% | Reduce -0.8% | 442,935 | $60.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 430,671 | $59.2M |
| Wells Fargo & Company | 0.01% | Add +0.0% | 378,299 | $52.0M |
| Pathstone Holdings, LLC | 0.15% | Add +2.7% | 363,428 | $50.0M |
| Savant Capital, LLC | 0.15% | Add +94.7% | 394,894 | $49.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 361,491 | $49.4M |
| UBS Group AG | 0.01% | Reduce -0.4% | 355,333 | $48.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.5% | 350,597 | $48.2M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +30.8% | 338,693 | $46.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 304,644 | $41.9M |
| LPL Financial LLC | 0.01% | Add +10.7% | 268,540 | $36.9M |
| Osaic Holdings, Inc. | 0.04% | Add +5.2% | 264,227 | $36.4M |
| Hantz Financial Services, Inc. | 0.47% | Add +27.5% | 250,961 | $34.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.0% | 231,279 | $31.8M |
| Cetera Investment Advisers | 0.03% | Add +0.5% | 225,666 | $31.0M |
| Warwick Investment Management, Inc. | 3.32% | Add +5.8% | 215,237 | $29.6M |
| Old National Bancorp | 0.47% | Reduce -0.9% | 172,006 | $23.7M |
| AdvisorNet Financial, Inc | 1.01% | Add +14.1% | 160,011 | $22.0M |
| Wiser Wealth Management, Inc | 4.03% | Reduce -0.8% | 153,116 | $21.1M |
| TCV Trust & Wealth Management, Inc. | 1.55% | Reduce -1.0% | 148,330 | $20.4M |
| One Day In July LLC | 1.35% | Reduce -3.4% | 140,861 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.7% | 138,751 | $19.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -18.2% | 138,590 | $19.1M |
| Moss Adams Wealth Advisors LLC | 0.85% | Reduce -15.6% | 99,440 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 99,110 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 96,027 | $13.2M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +0.4% | 95,378 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +28.4% | 93,215 | $12.8M |
| Corient Private Wealth LP | 0.02% | Add +4.9% | 92,625 | $12.7M |
| Berman McAleer LLC | 1.47% | Reduce -1.4% | 92,161 | $12.7M |
| Cambridge Associates LLC /Ma/ | 0.17% | Reduce -2.8% | 85,513 | $11.8M |
| EP Wealth Advisors, LLC | 0.04% | Add +129.0% | 82,629 | $11.4M |
| Marble Harbor Investment Counsel, LLC | 1.11% | Add +1.5% | 79,432 | $10.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.5% | 78,715 | $10.8M |
| MAI Capital Management | 0.04% | Add +10.8% | 75,508 | $10.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4.78% | No change | 74,800 | $10.3M |
| Perryman Financial Advisory Inc. | 1.37% | Add +1.4% | 74,800 | $10.3M |
| Captrust Financial Advisors | 0.02% | Reduce -41.3% | 71,829 | $9.9M |
| New Insight Wealth Advisors | 2.83% | Reduce -9.2% | 69,874 | $9.6M |
| Odyssey Group, LLC | 2.38% | — | 63,866 | $8.8M |
| Blair William & Co. | 0.02% | Add +57.6% | 56,442 | $7.8M |
| Axxcess Wealth Management, LLC | 0.11% | New | 52,315 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +9.5% | 52,126 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.41% | Add +0.2% | 50,942 | $7.0M |
| Visionary Wealth Advisors | 0.27% | Reduce -9.2% | 50,221 | $6.9M |
| Harbour Investments, Inc. | 0.09% | Reduce -0.3% | 48,798 | $6.7M |
| SCS Capital Management LLC | 0.06% | No change | 47,731 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +13.6% | 47,337 | $6.5M |
| Fidelity D & D Bancorp Inc. | 2.19% | Add +11.8% | 46,504 | $6.4M |
| Bryant Woods Investment Advisors, LLC | 1.69% | Reduce -1.3% | 44,096 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.5% | 43,971 | $6.0M |
| Evergreen Capital Management LLC | 0.10% | Add +8.4% | 43,428 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 43,322 | $5.9M |
| F/m Investments LLC | 0.28% | No change | 39,922 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 39,057 | $5.4M |
| Harbor Advisory Corp. | 1.41% | Reduce -1.6% | 38,346 | $5.3M |
| Creative Planning | 0.00% | Reduce -2.5% | 38,140 | $5.2M |
| Phillips Financial Management, LLC | 0.36% | No change | 35,274 | $4.9M |
| Certuity, LLC | 0.24% | Reduce -0.1% | 34,787 | $4.8M |
| Philadelphia Investment Partners, LLC | 2.83% | Reduce -0.9% | 33,038 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +37.9% | 30,925 | $4.3M |
| Betterment LLC | 0.01% | Reduce -6.4% | 30,095 | $4.1M |
| BCS Wealth Management | 0.73% | Reduce -0.6% | 29,263 | $4.0M |
| Flower City Capital | 1.74% | Reduce -0.2% | 28,781 | $4.0M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -0.3% | 28,323 | $3.9M |
| Keystone Financial Group | 0.23% | Add +4.6% | 27,976 | $3.8M |
| Fairway Wealth LLC | 0.82% | Add +1.1% | 26,169 | $3.6M |
| Lido Advisors, LLC | 0.01% | Reduce -0.3% | 25,600 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -12.9% | 25,563 | $3.5M |
| Clearstead Advisors, LLC | 0.03% | Add +39.5% | 25,493 | $3.5M |
| Bluespring Wealth Management, LLC | 0.07% | New | 25,164 | $3.5M |
| Rebalance, LLC | 0.18% | Reduce -5.3% | 24,464 | $3.4M |
| Sierra Capital LLC | 0.32% | No change | 24,313 | $3.3M |
| Geneos Wealth Management Inc. | 0.07% | Add +5.2% | 23,508 | $3.2M |
| Colter Lewis Investment Partners LLC | 1.38% | Add +93.2% | 22,637 | $3.1M |
| First American Bank | 0.17% | No change | 22,603 | $3.1M |
| PFG Advisors | 0.15% | Add +7.3% | 21,993 | $3.0M |
| Town Capital LLC | 1.91% | Add +16.8% | 21,901 | $3.0M |
| Base Wealth Management LLC | 1.34% | Reduce -0.5% | 20,951 | $2.9M |
| Silverlake Wealth Management LLC | 0.54% | Reduce -3.3% | 20,548 | $2.8M |
| Eq LLC | 0.69% | Reduce -5.3% | 20,543 | $2.8M |
| Kropog Financial Group, LLC | 1.96% | Add +0.9% | 20,178 | $2.8M |
| Kastel Capital Advisors, LLC | 1.75% | Add +1.2% | 24,136 | $2.8M |
| Verum Partners LLC | 0.42% | Reduce -6.4% | 20,002 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.1% | 19,956 | $2.7M |
| Capital Asset Advisory Services LLC | 0.10% | Reduce -2.2% | 19,334 | $2.7M |
| Councilor Wealth, LLC | 1.05% | Add +52.9% | 18,793 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -7.2% | 18,274 | $2.5M |
| Thompson Siegel & Walmsley LLC | 0.04% | Reduce -1.3% | 17,821 | $2.5M |
| Valpey Financial Services, LLC | 1.42% | Reduce -6.0% | 17,357 | $2.4M |
| CRA Financial Services, LLC | 0.27% | Reduce -0.2% | 16,996 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 16,957 | $2.3M |
| Silver Oak Advisory Group, Inc. | 0.91% | Add +0.3% | 16,783 | $2.3M |
| NewEdge Wealth, LLC | 0.02% | Add +4.2% | 16,747 | $2.3M |
| OneAscent Financial Services LLC | 0.10% | Add +24.5% | 15,517 | $2.1M |
| 17 Capital Partners, LLC | 0.94% | Add +11.1% | 15,096 | $2.1M |
| Marks Group Wealth Management, Inc | 0.18% | No change | 15,045 | $2.1M |
| Breakwater Capital Group | 0.24% | Reduce -6.2% | 14,650 | $2.0M |
| True North Advisors, LLC | 0.18% | Reduce -0.6% | 14,028 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +3.8% | 14,004 | $1.9M |
| Presper Financial Architects, LLC | 0.99% | No change | 13,730 | $1.9M |
| Shepherd Kaplan Krochuk, LLC | 1.45% | No change | 13,294 | $1.8M |
| &partners | 0.01% | Add +0.9% | 13,369 | $1.8M |
| Romano Brothers and Company | 0.18% | No change | 13,160 | $1.8M |
| Capital Analysts, LLC | 0.04% | Add +189.6% | 12,913 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 12,275 | $1.7M |
| Composition Wealth, LLC | 0.02% | No change | 12,186 | $1.7M |
| Coastline Trust Co | 0.15% | Reduce -2.2% | 12,126 | $1.7M |
| Flagship Private Wealth, LLC | 0.58% | Reduce -2.4% | 11,952 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -9.5% | 11,886 | $1.6M |
| Tempo Wealth, LLC | 0.24% | Add +0.3% | 11,754 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 11,714 | $1.6M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -7.8% | 11,468 | $1.6M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -15.2% | 11,244 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Reduce -0.9% | 11,227 | $1.5M |
| HM Payson & Co. | 0.02% | No change | 11,199 | $1.5M |
| Pachira Investments Inc. | 0.58% | Add +19.4% | 11,125 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -0.5% | 11,062 | $1.5M |
| Klingman & Associates, LLC | 0.06% | No change | 10,986 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -5.7% | 10,972 | $1.5M |
| Anson Capital, Inc. | 0.97% | Reduce -0.1% | 10,832 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -2.7% | 10,821 | $1.5M |
| FMR LLC | 0.00% | Add +4.9% | 9,995 | $1.4M |
| LBMC Investment Advisors, LLC | 0.07% | No change | 9,872 | $1.4M |
| Sanchez Gaunt Capital Management, LLC | 0.76% | Reduce -4.1% | 9,841 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.5% | 9,807 | $1.3M |
| waypoint wealth counsel | 0.84% | Reduce -0.5% | 9,735 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 9,670 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +9.9% | 9,599 | $1.3M |
| Gsa Capital Partners LLP | 0.08% | Add +153.5% | 9,553 | $1.3M |
| Insight 2811, Inc. | 0.53% | Reduce -0.2% | 9,519 | $1.3M |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -1.3% | 9,510 | $1.3M |
| Greenleaf Trust | 0.01% | Reduce -6.0% | 9,336 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Add +0.0% | 9,024 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 9,000 | $1.2M |
| Gibraltar Capital Management, Inc. | 0.19% | No change | 8,779 | $1.2M |
| Nestegg Advisors, Inc. | 0.84% | Reduce -5.5% | 8,642 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.8% | 8,328 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 8,304 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +17.8% | 8,087 | $1.1M |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -2.2% | 8,074 | $1.1M |
| AQR Capital Management | 0.00% | Add +104.7% | 7,935 | $1.1M |
| Diversify Advisory Services, LLC | 0.02% | New | 7,881 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +7.1% | 7,881 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 7,702 | $1.1M |
| McLean Asset Management Corp | 0.14% | Reduce -0.3% | 7,739 | $1.0M |
| Northstar Group, Inc. | 0.13% | Add +2.8% | 7,309 | $1.0M |
| Pacific Sun Financial Corp | 0.41% | Reduce -0.3% | 7,194 | $989K |
| Zuckerman Investment Group, LLC | 0.08% | Add +11.1% | 7,089 | $975K |
| Wealthspire Advisors, LLC | 0.01% | Add +14.6% | 6,818 | $938K |
| Gotham Asset Management | 0.00% | Add +7.4% | 6,707 | $922K |
| Hegarty Advisors, LLC | 0.63% | Reduce -11.5% | 6,637 | $913K |
| Kieckhefer Group LLC | 0.37% | Add +1.9% | 6,617 | $910K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,194 | $852K |
| Financial Council, LLC | 0.28% | No change | 6,188 | $851K |
| Silver Coast Investments LLC | 0.25% | Add +6.8% | 6,160 | $847K |
| Eagle Wealth Strategies LLC | 0.32% | Reduce -3.7% | 6,076 | $836K |
| US Bancorp \de | 0.00% | Add +77.7% | 5,921 | $814K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 5,794 | $797K |
| Smartleaf Asset Management LLC | 0.03% | No change | 5,829 | $796K |
| Cresset Asset Management, LLC | 0.00% | Reduce -30.3% | 5,788 | $796K |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 5,747 | $790K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 5,706 | $785K |
| Spire Wealth Management | 0.02% | No change | 5,683 | $782K |
| Spirepoint Private Client, LLC | 0.06% | Add +13.0% | 5,619 | $773K |
| Mach-1 Financial Group, LLC | 0.30% | Reduce -5.8% | 5,612 | $772K |
| Wedbush Securities Inc. | 0.02% | Add +6.2% | 5,579 | $767K |
| Northern Trust Corp. | 0.00% | No change | 5,508 | $758K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +45.3% | 5,354 | $737K |
| Snider Financial Group | 0.19% | Reduce -4.7% | 5,352 | $736K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +1.9% | 5,313 | $731K |
| HUB Investment Partners, LLC | 0.01% | New | 5,307 | $730K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 5,303 | $729K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.5% | 5,128 | $705K |
| Anchor Capital Advisors LLC | 0.02% | Add +1.0% | 5,102 | $702K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -2.3% | 5,014 | $690K |
| Fund Evaluation Group, LLC | 0.02% | Add +55.0% | 4,984 | $686K |
| Advisortrust Partners, LLC | 0.23% | New | 4,935 | $679K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +66.5% | 4,879 | $671K |
| Weik Capital Management | 0.26% | Reduce -1.7% | 4,855 | $668K |
| Allworth Financial LP | 0.00% | Add +0.5% | 4,788 | $658K |
| Bokf, NA | 0.01% | Reduce -0.2% | 4,778 | $657K |
| O'ROURKE & COMPANY, Inc | 0.23% | No change | 4,732 | $651K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.0% | 4,724 | $649K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -22.5% | 5,793 | $643K |
| BlackRock, Inc. | 0.00% | Add +3.7% | 4,650 | $639K |
| Adkins Seale Capital Management LLC | 0.57% | No change | 4,639 | $638K |
| LaSalle St. Investment Advisors, LLC | 0.08% | No change | 4,600 | $633K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,504 | $619K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | Reduce -3.3% | 4,458 | $613K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 4,456 | $613K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -7.5% | 4,327 | $595K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 4,290 | $586K |
| Caprock Group, LLC | 0.01% | No change | 4,255 | $585K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -33.0% | 4,243 | $584K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 4,234 | $582K |
| Breakwater Investment Management | 0.20% | Add +385.4% | 4,179 | $575K |
| Whitcomb & Hess, Inc. | 0.12% | No change | 4,172 | $574K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 4,151 | $569K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 4,094 | $563K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.6% | 4,084 | $562K |
| Victory Financial Group, LLC | 0.06% | Reduce -0.6% | 4,077 | $561K |
| Quantinno Capital Management LP | 0.00% | New | 4,065 | $559K |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.7% | 4,037 | $555K |
| Stonebridge Financial Planning Group, LLC | 0.17% | No change | 3,974 | $547K |
| Taylor Hoffman Capital Management LLC | 0.13% | Add +0.4% | 3,962 | $545K |
| Macroview Investment Management LLC | 0.34% | No change | 3,941 | $542K |
| Ironwood Financial, llc | 0.08% | No change | 4,014 | $540K |
| PACK Private Wealth, LLC | 0.22% | No change | 3,894 | $536K |
| Tribridge Partners Financial LLC | 0.21% | Reduce -0.2% | 3,922 | $529K |
| Smith, Moore & Co. | 0.03% | Add +1.7% | 3,785 | $521K |
| Viawealth, LLC | 0.26% | Reduce -3.0% | 3,780 | $520K |
| Affiance Financial, LLC | 0.07% | No change | 3,705 | $510K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.1% | 3,645 | $501K |
| Hemenway Trust Co LLC | 0.03% | No change | 3,634 | $500K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -4.4% | 3,618 | $498K |
| Compound Planning, Inc. | 0.01% | No change | 3,613 | $497K |
| Grant Street Asset Management, Inc. | 0.08% | Reduce -4.3% | 3,609 | $496K |
| OneDigital Investment Advisors LLC | 0.00% | Add +76.0% | 3,590 | $494K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 3,550 | $488K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Reduce -2.1% | 3,499 | $481K |
| Ethic Inc. | 0.01% | New | 3,487 | $480K |
| Fort Sheridan Advisors LLC | 0.05% | No change | 3,446 | $474K |
| American Trust | 0.04% | Add +2.6% | 3,420 | $470K |
| Equitable Holdings, Inc. | 0.00% | Reduce -40.8% | 3,388 | $466K |
| Financial Freedom, LLC | 0.21% | No change | 3,355 | $461K |
| Quadrant Capital Group LLC | 0.01% | No change | 3,344 | $460K |
| Advisor OS, LLC | 0.03% | No change | 3,278 | $451K |
| Centennial Bank | 0.14% | New | 3,254 | $448K |
| Peak Planning Group, LLC | 0.10% | No change | 3,236 | $445K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.0% | 3,151 | $433K |
| Solutions 4 Wealth, Ltd | 0.56% | No change | 3,144 | $432K |
| Dagco, Inc. | 0.08% | New | 3,142 | $432K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.1% | 3,184 | $430K |
| World Equity Group, Inc. | 0.09% | Add +0.2% | 3,027 | $416K |
| Accel Wealth Management | 0.09% | Reduce -27.7% | 3,008 | $414K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -21.3% | 2,998 | $412K |
| Catalyst Financial Partners LLC | 0.04% | Reduce -13.5% | 2,986 | $411K |
| Thompson Davis & Co., Inc. | 0.24% | Add +34.5% | 2,925 | $402K |
| Factor Wealth Management LTD | 0.06% | Reduce -17.4% | 2,920 | $402K |
| Novak & Powell Financial Services, Inc. | 0.19% | New | 1,302 | $395K |
| Up Strategic Wealth Investment Advisors LLC | 0.23% | Reduce -4.1% | 2,837 | $392K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -3.4% | 2,806 | $386K |
| Kintra Wealth, LLC | 0.02% | New | 2,772 | $385K |
| WNY Asset Management, LLC | 0.03% | No change | 2,775 | $382K |
| Integris Wealth Management, LLC | 0.08% | Reduce -2.5% | 2,755 | $379K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.4% | 2,750 | $378K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,745 | $378K |
| Urban Financial Advisory Corp | 0.10% | New | 2,694 | $371K |
| Asset One Wealth Management LLC | 0.04% | Add +3.6% | 2,670 | $362K |
| Focus Partners Wealth | 0.00% | Add +17.2% | 2,567 | $353K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,558 | $352K |
| Opulen Financial Group LLC | 0.21% | Reduce -1.5% | 2,464 | $339K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 2,458 | $338K |
| Advisory Services Network, LLC | 0.00% | No change | 2,431 | $334K |
| Centaurus Financial, Inc. | 0.01% | Add +0.8% | 2,425 | $334K |
| Yarger Wealth Strategies, LLC | 0.12% | No change | 2,472 | $334K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -2.9% | 2,413 | $332K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,408 | $331K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +20.6% | 2,361 | $325K |
| Cordatus Wealth Management LLC | 0.07% | No change | 2,335 | $321K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,315 | $318K |
| Nuveen, LLC | 0.00% | New | 2,300 | $316K |
| Mycio Wealth Partners, LLC | 0.06% | No change | 2,283 | $314K |
| Valtrion Capital Management, LLC | 0.23% | No change | 2,278 | $313K |
| Nalls Sherbakoff Group, LLC | 0.22% | No change | 2,261 | $311K |
| Investment Partners Asset Management, Inc. | 0.17% | No change | 2,242 | $308K |
| Sovran Advisors, LLC | 0.02% | No change | 2,263 | $307K |
| Painted Porch Advisors LLC | 0.13% | Reduce -4.6% | 2,210 | $304K |
| Continuum Advisory, LLC | 0.02% | Add +0.1% | 2,209 | $304K |
| Hardin Capital Partners, LLC | 0.14% | New | 2,195 | $302K |
| Glaxis Capital Management, LLC | 0.60% | No change | 2,179 | $300K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Add +10.2% | 2,177 | $299K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -1.9% | 2,158 | $297K |
| JT Stratford LLC | 0.03% | No change | 2,127 | $293K |
| Nwam LLC | 0.01% | Add +19.3% | 2,118 | $291K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.0% | 2,117 | $291K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,110 | $290K |
| Valued Retirements, Inc. | 0.26% | No change | 2,076 | $286K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,072 | $285K |
| American State Bank (Iowa) | 0.11% | No change | 2,056 | $283K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,056 | $283K |
| Cibc World Market Inc. | 0.00% | Reduce -17.3% | 2,015 | $277K |
| William Howard & Co Financial Advisors Inc | 0.22% | No change | 2,014 | $277K |
| Lee, Kelleher & Klein Wealth Management | 0.14% | No change | 1,983 | $273K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,375 | $273K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -2.8% | 1,965 | $270K |
| Legacy Edge Advisors, LLC | 0.02% | Reduce -4.7% | 1,948 | $268K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -13.2% | 1,924 | $265K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.9% | 1,924 | $265K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -23.8% | 1,912 | $263K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -25.8% | 1,911 | $263K |
| Johnson Financial Group, LLC | 0.01% | Reduce -4.7% | 1,894 | $261K |
| Vanguard Advisers Inc. | 0.00% | Reduce -7.7% | 1,867 | $257K |
| Moneco Advisors, LLC | 0.02% | New | 1,796 | $247K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 1,744 | $240K |
| Benjamin Edwards Inc. | 0.00% | New | 1,691 | $233K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,688 | $232K |
| Accurate Wealth Management, LLC | 0.02% | No change | 1,714 | $231K |
| Allegiance Financial Group Advisory Services LLC | 0.04% | New | 1,665 | $229K |
| Allegheny Financial Group | 0.02% | New | 1,649 | $227K |
| Founders Grove Wealth Partners, LLC | 0.04% | New | 1,600 | $220K |
| Arkadios Wealth Advisors | 0.00% | New | 1,580 | $217K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,575 | $217K |
| Parkshore Wealth Management, Inc. | 0.06% | New | 1,571 | $216K |
| Schwartz Investment Counsel Inc. | 0.01% | New | 1,570 | $216K |
| TruNorth Capital Management, LLC | 0.03% | New | 1,534 | $211K |
| Wealthfront Advisers LLC | 0.00% | New | 1,521 | $209K |
| Alexander Labrunerie & Co., Inc. | 0.07% | New | 1,498 | $206K |
| CoreCap Advisors, LLC | 0.01% | Add +2.7% | 1,489 | $205K |
| LexAurum Advisors, LLC | 0.02% | New | 1,485 | $204K |
| Summit Investment Advisory Services, LLC | 0.05% | New | 1,475 | $203K |
| Ancora Advisors LLC | 0.00% | No change | 1,351 | $186K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | No change | 1,345 | $185K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 1,343 | $185K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +14200.0% | 1,287 | $177K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,267 | $174K |
| Operose Advisors LLC | 0.03% | No change | 1,196 | $164K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 1,200 | $164K |
| First Horizon Corp. | 0.01% | Reduce -7.8% | 1,163 | $160K |
| International Assets Investment Management, LLC | 0.01% | Add +5.1% | 1,031 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 976 | $134K |
| Ameriflex Group, Inc. | 0.05% | Add +39.0% | 970 | $133K |
| AE Wealth Management LLC | 0.00% | Add +53.6% | 968 | $133K |
| First PREMIER Bank | 0.02% | No change | 858 | $118K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 830 | $114K |
| Arlington Trust Co LLC | 0.01% | No change | 798 | $110K |
| Cornerstone Financial Management LLC | 0.09% | No change | 780 | $107K |
| Key Financial Inc | 0.02% | No change | 737 | $101K |
| Phillip James Consulting Co. | 0.07% | New | 735 | $101K |
| Bank of Montreal | 0.00% | No change | 676 | $93K |
| Manchester Capital Management LLC | 0.01% | No change | 588 | $81K |
| Global Retirement Partners, LLC | 0.00% | — | 584 | $80K |
| Owl Creek Wealth Partners LLC | 0.02% | No change | 523 | $72K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 517 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 493 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | Add +85.0% | 468 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 437 | $60K |
| Parkside Financial Bank & Trust | 0.00% | No change | 432 | $59K |
| Principia Wealth Advisory, LLC | 0.03% | Reduce -45.5% | 415 | $57K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 404 | $56K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 396 | $54K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 381 | $52K |
| Dunhill Financial, LLC | 0.01% | Reduce -2.7% | 355 | $49K |
| Concord Wealth Partners | 0.01% | New | 355 | $49K |
| West Paces Advisors Inc. | 0.01% | New | 340 | $47K |
| AlphaCore Capital LLC | 0.00% | No change | 312 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 291 | $40K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 277 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.9% | 277 | $38K |
| Hollencrest Capital Management | 0.00% | No change | 270 | $37K |
| Clearstead Trust, LLC | 0.00% | No change | 263 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 241 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 226 | $31K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 211 | $29K |
| True Wealth Design, LLC | 0.01% | Reduce -51.9% | 201 | $28K |
| Dogwood Wealth Management LLC | 0.01% | New | 200 | $28K |
| MidFirst Bank | 0.00% | No change | 185 | $25K |
| Investment Counsel Co. of Nevada | 0.05% | New | 176 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 159 | $22K |
| NFSG Corp | 0.00% | No change | 154 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $21K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $21K |
| Abound Wealth Management | 0.00% | No change | 145 | $20K |
| Richardson Capital Management LLC | 0.01% | No change | 133 | $18K |
| Lodestone Wealth Management LLC | 0.01% | Reduce -20.1% | 123 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 115 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 111 | $15K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 110 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 107 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $14K |
| Community Bank, N.A. | 0.00% | No change | 84 | $12K |
| Vanguard National Trust Co | 0.00% | No change | 72 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 64 | $9K |
| Qube Research & Technologies Ltd | 0.00% | New | 61 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -69.1% | 60 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 60 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 56 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -53.2% | 51 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -61.5% | 50 | $7K |
| City State Bank | 0.00% | No change | 50 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $6K |
| Addison Advisors LLC | 0.00% | No change | 39 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 34 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 33 | $5K |
| St Germain D J Co. Inc. | 0.00% | Reduce -36.7% | 31 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 27 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 29 | $4K |
| Oakmont Advisory Group, LLC | 0.00% | New | 28 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 26 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 25 | $3K |
| LRI Investments, LLC | 0.00% | No change | 24 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 24 | $3K |
| Downshift Financial, LLC | 0.00% | New | 20 | $3K |
| Triumph Capital Management | 0.00% | No change | 14 | $2K |
| Arax Advisory Partners | 0.00% | New | 14 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 11 | $2K |
| Signaturefd, LLC | 0.00% | No change | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 8 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 8 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -60.0% | 6 | $825 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $363 |
"% 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.