Vanguard S&P Small-Cap 600 VVIOVETF

13F holders, Q2 2026 (June 30)
221holders +5
24new positions
20sold out
1famous investor
$117.11avg. 13F price*

At the end of Q2 2026, 221 institutions reported holding Vanguard S&P Small-Cap 600 V (VIOV) in their 13F filings, up 5 from Q1 2026. 24 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($43.8M), UBS Group AG ($35.1M) and Aspiriant, LLC ($34.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard S&P Small-Cap 600 V
CUSIP
921932778
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 170Q1 2024Q2 2024: 165Q2 2024Q3 2024: 173Q3 2024Q4 2024: 192Q4 2024Q1 2025: 179Q1 2025Q2 2025: 190Q2 2025Q3 2025: 191Q3 2025Q4 2025: 214Q4 2025Q1 2026: 216Q1 2026Q2 2026: 221Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$23.9M
Exits20$7.9M

All 13F filers, Q1 2026 → Q2 2026: 443,278 shares bought and 288,659 shares sold, net +154,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 221 holders

Morgan Stanley 0.00% Reduce -4.2% 373,690 $43.8M
UBS Group AG 0.01% Reduce -0.4% 298,893 $35.1M
Aspiriant, LLC 0.86% Reduce -3.5% 296,032 $34.7M
N.E.W. Advisory Services LLC 2.10% Reduce -9.8% 267,584 $31.4M
Savant Capital, LLC 0.09% Add +122.7% 265,300 $29.4M
Concurrent Investment Advisors, LLC 0.20% Add +4.7% 201,768 $23.7M
Wellington Management Group LLP 0.00% Reduce -6.2% 152,700 $17.9M
Bank of America Corp. 0.00% Add +5.1% 152,404 $17.9M
Capital Advisors Inc. 0.26% Add +0.1% 151,021 $17.7M
Gallagher Fiduciary Advisors, LLC 0.57% Add +2.7% 148,533 $17.4M
Atria Investments, Inc 0.17% Add +2.9% 146,677 $17.2M
Cannon Financial Strategists, Inc. 1.95% Reduce -2.2% 145,840 $17.1M
LPL Financial LLC 0.00% Add +7.1% 138,497 $16.2M
One Day In July LLC 1.02% Reduce -4.2% 125,537 $14.7M
Avior Wealth Management, LLC 0.37% Add +0.6% 119,073 $14.0M
Integrated Investment Consultants, LLC 2.72% Reduce -0.9% 122,412 $13.8M
First Manhattan Co. Llc. 0.04% Reduce -1.0% 117,610 $13.8M
SYM FINANCIAL Corp 1.08% Reduce -1.8% 114,517 $13.4M
Silvercrest Asset Management Group LLC 0.08% Reduce -8.5% 106,440 $12.5M
Riversedge Advisors, LLC 1.54% Reduce -1.3% 98,928 $11.6M
Legend Financial Advisors, Inc. 6.58% Reduce -1.1% 98,727 $11.6M
Osaic Holdings, Inc. 0.01% Reduce -1.8% 96,608 $11.3M
Royal Bank of Canada 0.00% Add +3.3% 91,918 $10.8M
Mokosak Advisory Group, LLC 2.33% Reduce -3.6% 91,679 $10.8M
Silver Oak Advisory Group, Inc. 4.07% Add +0.4% 87,995 $10.3M
First Bank & Trust 1.35% No change 78,422 $9.2M
Balanced Wealth Group LLC 2.74% New 73,978 $8.7M
Pathstone Holdings, LLC 0.02% Add +2.4% 66,990 $7.9M
Wells Fargo & Company 0.00% Add +8.3% 64,533 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.8% 61,645 $7.2M
Mutual Advisors, LLC 0.13% Add +5.4% 59,921 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.1% 60,526 $7.0M
Envestnet Asset Management Inc. 0.00% Reduce -17.2% 55,915 $6.6M
Prime Buchholz LLC 2.30% New 54,407 $6.4M
Raymond James Financial Inc. 0.00% Reduce -11.1% 54,301 $6.4M
D.A. Davidson & Co. 0.03% Add +1.0% 52,883 $6.2M
MidFirst Bank 0.44% Reduce -0.1% 52,789 $6.2M
Hegarty Advisors, LLC 3.41% Add +6.2% 42,261 $5.0M
Evergreen Capital Management LLC 0.09% Reduce -0.0% 41,301 $4.8M
Global Retirement Partners, LLC 0.07% — 40,708 $4.8M
RFG Holdings, Inc. 0.99% Add +2.3% 40,441 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -0.5% 37,125 $4.4M
Silverlake Wealth Management LLC 0.78% Reduce -0.8% 34,908 $4.1M
Brandywine Oak Private Wealth LLC 0.30% Add +0.0% 33,585 $3.9M
Mariner, LLC 0.00% Add +3.9% 33,539 $3.9M
Saxon Interests, Inc. 1.05% Add +0.2% 32,545 $3.8M
Summit Wealth Group LLC / Co. 0.30% Add +10.4% 31,030 $3.6M
Two Sigma Investments, LP 0.00% New 29,941 $3.5M
Code Waechter LLC 1.81% Reduce -60.8% 29,864 $3.5M
Cambridge Financial Group, LLC 1.08% Reduce -1.0% 29,187 $3.4M
Red Door Wealth Management, LLC 0.30% Add +0.0% 27,992 $3.3M
St. Louis Trust Co 0.37% No change 16,300 $3.2M
EP Wealth Advisors, LLC 0.01% Add +1.9% 25,563 $3.0M
JPMorgan Chase & Co. 0.00% Add +0.2% 24,838 $2.9M
Inman Jager Wealth Management, LLC 1.53% Add +0.0% 24,488 $2.9M
Moneta Group Investment Advisors LLC 0.02% Reduce -4.5% 24,196 $2.8M
Diversified Enterprises, LLC 0.14% Add +12.6% 24,114 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -12.6% 22,150 $2.6M
Studio Investment Management LLC 0.44% Reduce -2.2% 22,067 $2.6M
World Investment Advisors 0.04% No change 25,345 $2.6M
Veratis Advisors, Inc. 1.70% — 20,461 $2.4M
Spire Wealth Management 0.07% Add +2.6% 20,279 $2.4M
CIBC Bancorp USA Inc. 0.00% No change 19,482 $2.3M
Brown Advisory Inc. 0.00% Reduce -0.5% 17,919 $2.1M
American Financial & Tax Strategies Inc. 0.95% No change 17,848 $2.1M
Evensky & Katz LLC 0.11% Reduce -8.6% 17,424 $2.0M
Cetera Investment Advisers 0.00% Add +0.8% 16,864 $2.0M
Ackerman Capital Advisors, LLC 0.40% Reduce -1.6% 16,861 $2.0M
Composition Wealth, LLC 0.02% No change 16,225 $1.9M
Private Advisor Group, LLC 0.01% Add +2.3% 15,479 $1.8M
Wellington Grp LLC 0.40% Reduce -0.0% 12,846 $1.5M
Naviter Wealth, LLC 0.14% No change 12,814 $1.5M
Cerity Partners LLC 0.00% Add +17.5% 12,791 $1.5M
MML Investors Services, LLC 0.00% Add +7.2% 12,635 $1.5M
Financial Strategies Group, Inc. 0.24% Reduce -3.7% 12,562 $1.5M
Assetmark, Inc. 0.00% Add +26.8% 12,592 $1.5M
Wealth Architects, LLC 0.11% No change 12,070 $1.4M
Rodgers & Associates, LTD 0.12% Reduce -6.4% 11,293 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.9% 11,119 $1.3M
Corient Private Wealth LP 0.00% Reduce -0.7% 11,069 $1.3M
Pacific Sun Financial Corp 0.53% Add +1.3% 11,024 $1.3M
Junk Investment Group, LLC 0.55% Add +0.0% 10,675 $1.3M
Family Wealth Partners, LLC 0.38% Reduce -0.3% 10,533 $1.2M
Betterment LLC 0.00% Add +6.5% 10,193 $1.2M
Banco BTG Pactual S.A. 0.16% Add +294.7% 10,159 $1.2M
Phillips Financial Management, LLC 0.09% Reduce -8.9% 10,112 $1.2M
Flow Traders U.S. LLC 0.05% Add +61.7% 10,056 $1.2M
Waverly Advisors, LLC 0.01% Add +0.1% 9,374 $1.1M
Cibc World Market Inc. 0.00% Reduce -52.9% 9,265 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -0.4% 9,250 $1.1M
HB Wealth Management, LLC 0.01% No change 8,666 $1.0M
Focus Partners Wealth 0.00% Reduce -2.6% 8,288 $972K
Bailard, Inc. 0.02% No change 8,171 $959K
Jones Financial Companies LLLP 0.00% Add +34.6% 8,183 $959K
OneDigital Investment Advisors LLC 0.01% Reduce -5.6% 7,883 $925K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -1.2% 7,483 $878K
AQR Capital Management 0.00% Add +23.9% 7,458 $875K
Bruce G. Allen Investments, LLC 0.53% Add +162.9% 7,078 $830K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -33.7% 7,064 $829K
Fifth Third Securities, Inc. 0.05% No change 7,042 $826K

"% of holder's portfolio" is VIOV's weight in each manager's 13F, not the share of Vanguard S&P Small-Cap 600 V the manager owns.

Show all 221 holders