Vanguard S&P Small-Cap 600 VVIOVETF

13F holders, Q1 2024 (March 31)
170holders
2famous investors
$88.35avg. 13F price*

At the end of Q1 2024, 170 institutions reported holding Vanguard S&P Small-Cap 600 V (VIOV) in their 13F filings. The largest holders were N.E.W. Advisory Services LLC ($51.3M), UBS Group AG ($34.3M) and Gallagher Fiduciary Advisors, LLC ($32.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024

InstitutionsTotal Value
New Positions18$20.6M
Exits9$3.1M

Ownership 170 holders

N.E.W. Advisory Services LLC 5.69% Add +2.4% 579,890 $51.3M
UBS Group AG 0.01% Reduce -4.0% 387,557 $34.3M
Gallagher Fiduciary Advisors, LLC 1.14% Reduce -0.8% 361,997 $32.0M
Atria Investments, Inc 0.43% Add +1.7% 356,264 $31.5M
Morgan Stanley 0.00% Reduce -0.2% 296,515 $26.2M
Bank of America Corp. 0.00% Reduce -19.3% 266,683 $23.6M
One Day In July LLC 2.58% Add +0.8% 219,588 $19.4M
Envestnet Asset Management Inc. 0.01% Reduce -6.9% 210,156 $18.6M
Raymond James & Associates 0.01% Add +10.9% 178,871 $15.8M
Moneta Group Investment Advisors LLC 0.24% No change 166,063 $14.7M
Octavia Wealth Advisors, LLC 2.13% New 162,921 $14.4M
SYM FINANCIAL Corp 2.29% Reduce -4.1% 157,282 $13.9M
First Manhattan Co. Llc. 0.04% Reduce -0.4% 125,073 $11.1M
Silvercrest Asset Management Group LLC 0.07% Reduce -7.7% 123,888 $11.0M
Osaic Holdings, Inc. 0.02% Reduce -6.5% 118,618 $10.5M
Cannon Financial Strategists, Inc. 1.89% Reduce -0.7% 108,685 $9.6M
RFG Holdings, Inc. 3.78% Reduce -54.7% 101,539 $9.0M
Asset Planning Corporation 6.55% Add +2.5% 101,440 $9.0M
Silver Oak Advisory Group, Inc. 4.89% Add +2.4% 98,575 $8.7M
Cwm, LLC 0.04% Add +0.2% 94,001 $8.3M
Legend Financial Advisors, Inc. 5.68% Add +3.7% 88,723 $7.8M
Mokosak Advisory Group, LLC 2.53% Add +4.3% 86,729 $7.7M
LPL Financial LLC 0.00% Reduce -4.7% 82,869 $7.3M
First Bank & Trust 1.43% No change 78,422 $6.9M
Riversedge Advisors, LLC 1.68% Reduce -2.7% 77,155 $6.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.7% 73,976 $6.5M
Valley National Advisers Inc. 0.98% Add +5.0% 73,490 $6.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -41.9% 68,751 $6.1M
Park Avenue Securities LLC 0.08% Reduce -7.0% 66,901 $5.9M
Spire Wealth Management 0.11% Reduce -0.6% 66,252 $5.9M
Wells Fargo & Company 0.00% Add +18.2% 57,505 $5.1M
Fifth Third Securities, Inc. 0.48% Reduce -1.1% 55,391 $4.9M
Royal Bank of Canada 0.00% Reduce -33.6% 52,264 $4.6M
Ameriprise Financial Inc. 0.00% Add +9.7% 49,275 $4.4M
Evergreen Capital Management LLC 0.14% Add +2.5% 42,982 $3.8M
JFS Wealth Advisors, LLC 0.30% Reduce -0.4% 42,445 $3.8M
Integrated Capital Management, Inc. 3.03% Reduce -3.0% 41,959 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.8% 40,854 $3.6M
Aspiriant, LLC 0.13% Reduce -13.8% 36,563 $3.2M
Global Retirement Partners, LLC 0.12% Add +15.1% 36,217 $3.2M
Brandywine Oak Private Wealth LLC 0.33% Reduce -1.7% 35,676 $3.2M
Resonant Capital Advisors, LLC 0.27% Add +0.6% 35,592 $3.1M
D.A. Davidson & Co. 0.03% Add +28.4% 34,299 $3.0M
Cetera Investment Advisers 0.01% Add +293.2% 34,139 $3.0M
Saxon Interests, Inc. 1.40% Add +20.2% 33,281 $2.9M
Exencial Wealth Advisors, LLC 0.10% Add +0.0% 31,096 $2.7M
Private Advisor Group, LLC 0.02% Reduce -2.5% 27,779 $2.5M
MML Investors Services, LLC 0.01% Reduce -5.0% 26,839 $2.4M
Evensky & Katz LLC 0.17% Reduce -2.3% 26,593 $2.4M
Fidelity D & D Bancorp Inc. 1.65% Reduce -3.6% 24,848 $2.2M
Cibc World Market Inc. 0.01% Add +2.9% 23,961 $2.1M
Mariner, LLC 0.00% Reduce -23.6% 22,934 $2.0M
American Financial & Tax Strategies Inc. 1.08% Reduce -0.4% 22,681 $2.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.8% 22,212 $2.0M
Sierra Capital LLC 0.24% Add +0.5% 20,728 $1.8M
Red Door Wealth Management, LLC 0.35% Add +9.4% 20,301 $1.8M
Integrated Investment Consultants, LLC 0.49% Reduce -0.8% 19,944 $1.8M
Studio Investment Management LLC 0.41% Add +11.1% 19,532 $1.7M
Composition Wealth, LLC 0.04% Add +2.3% 18,978 $1.7M
Prudential Financial Inc. 0.00% Add +11.2% 18,850 $1.7M
Citadel Advisors 0.00% New 18,116 $1.6M
Susquehanna International Group, LLP 0.00% New 17,981 $1.6M
Phillips Financial Management, LLC 0.12% Add +13.5% 15,885 $1.4M
Two Sigma Investments, LP 0.00% Add +368.8% 15,000 $1.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -56.8% 14,764 $1.3M
Sigma Planning Corp 0.04% Add +32.5% 13,806 $1.2M
Pacific Sun Financial Corp 0.66% Reduce -0.8% 12,914 $1.1M
Ackerman Capital Advisors, LLC 0.31% Reduce -21.5% 12,793 $1.1M
Wealth Architects, LLC 0.14% No change 12,070 $1.1M
Alliancebernstein L.P. 0.00% No change 11,210 $991K
Relyea Zuckerberg Hanson LLC 0.17% Reduce -4.0% 11,142 $985K
Thrivent Financial for Lutherans 0.00% Reduce -2.2% 10,893 $963K
Brown Advisory Inc. 0.00% Reduce -15.8% 9,690 $857K
Goldman Sachs Group Inc. 0.00% New 9,623 $851K
OneDigital Investment Advisors LLC 0.01% Add +1.6% 9,595 $848K
HB Wealth Management, LLC 0.01% Reduce -2.1% 8,666 $766K
Financial Strategies Group, Inc. 0.20% Add +0.9% 8,737 $758K
Janney Montgomery Scott LLC 0.00% Add +4.4% 7,994 $707K
Bristlecone Advisors, LLC 0.06% No change 7,800 $690K
D. E. Shaw & Co. 0.00% New 7,536 $666K
Comerica Bank 0.00% Reduce -31.3% 7,349 $650K
HighTower Advisors, LLC 0.00% Reduce -9.7% 7,163 $635K
Rwa Wealth Partners, LLC 0.01% Add +1.3% 6,949 $614K
Lowery Thomas, LLC 0.46% Add +19.7% 6,748 $597K
Macroview Investment Management LLC 0.65% Reduce -31.3% 6,634 $587K
Financial Freedom, LLC 0.33% Add +0.1% 6,329 $560K
Rodgers & Associates, LTD 0.07% No change 6,200 $548K
Harbour Capital Advisors, LLC 0.14% No change 6,391 $547K
Avior Wealth Management, LLC 0.02% Reduce -13.2% 6,047 $535K
Mills Wealth Advisors LLC 0.37% Reduce -21.5% 5,678 $499K
Sepio Capital, LP 0.04% No change 5,614 $496K
Stokes Family Office, LLC 0.05% Reduce -22.7% 4,860 $430K
CIBC Private Wealth Group LLC 0.00% No change 4,860 $423K
Stone Summit Wealth LLC 0.14% Reduce -2.3% 4,492 $397K
Icon Wealth Advisors, LLC 0.04% No change 4,438 $392K
Rockbridge Investment Management, LCC 0.06% Reduce -0.3% 4,362 $386K
Advisor Resource Council 0.16% New 4,171 $369K
Equitable Holdings, Inc. 0.00% Add +13.9% 4,166 $368K
JPMorgan Chase & Co. 0.00% Reduce -83.6% 4,145 $367K
Mango Five Family, Inc. 0.11% No change 3,846 $340K

"% 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 170 holders