Vanguard S&P Small-Cap 600 VVIOVETF

13F holders, Q2 2024 (June 30)
165holders −5
16new positions
20sold out
3famous investors
$83.59avg. 13F price*

At the end of Q2 2024, 165 institutions reported holding Vanguard S&P Small-Cap 600 V (VIOV) in their 13F filings, down 5 from Q1 2024. 16 opened new positions and 20 sold out. The largest holders were N.E.W. Advisory Services LLC ($39.6M), UBS Group AG ($29.4M) and Gallagher Fiduciary Advisors, LLC ($26.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions16$15.0M
Exits20$5.7M

All 13F filers, Q1 2024 → Q2 2024: 325,864 shares bought and 633,850 shares sold, net −307,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

N.E.W. Advisory Services LLC 4.27% Reduce -18.4% 473,178 $39.6M
UBS Group AG 0.01% Reduce -9.2% 351,914 $29.4M
Gallagher Fiduciary Advisors, LLC 6.01% Reduce -11.5% 320,377 $26.8M
Atria Investments, Inc 0.34% Reduce -11.6% 314,942 $26.4M
Morgan Stanley 0.00% Reduce -1.1% 293,162 $24.5M
One Day In July LLC 2.29% Reduce -0.1% 219,444 $18.4M
Envestnet Asset Management Inc. 0.01% Reduce -1.7% 206,655 $17.3M
Raymond James & Associates 0.01% Reduce -0.3% 178,296 $14.9M
Octavia Wealth Advisors, LLC 1.98% Add +6.0% 172,749 $14.5M
Moneta Group Investment Advisors LLC 0.22% Add +0.6% 167,016 $14.0M
SYM FINANCIAL Corp 1.97% Reduce -6.3% 147,350 $12.3M
Bank of America Corp. 0.00% Reduce -45.6% 144,939 $12.1M
First Manhattan Co. Llc. 0.03% Reduce -0.0% 125,033 $10.5M
Osaic Holdings, Inc. 0.02% Add +2.8% 121,890 $10.2M
Wellington Management Group LLP 0.00% New 106,300 $8.9M
Cannon Financial Strategists, Inc. 1.64% Reduce -5.3% 102,970 $8.6M
Royal Bank of Canada 0.00% Add +91.6% 100,131 $8.4M
Silvercrest Asset Management Group LLC 0.06% Reduce -19.2% 100,106 $8.4M
Asset Planning Corporation 6.20% Reduce -2.4% 98,971 $8.3M
Silver Oak Advisory Group, Inc. 4.51% Reduce -1.5% 97,081 $8.1M
Cwm, LLC 0.04% Reduce -0.6% 93,445 $7.8M
Legend Financial Advisors, Inc. 5.51% Add +4.5% 92,748 $7.8M
RFG Holdings, Inc. 2.94% Reduce -8.9% 92,500 $7.7M
Mokosak Advisory Group, LLC 2.42% Add +1.1% 87,673 $7.3M
LPL Financial LLC 0.00% Add +1.0% 83,692 $7.0M
First Bank & Trust 1.34% No change 78,422 $6.6M
Valley National Advisers Inc. 0.95% Add +4.2% 76,604 $6.4M
Riversedge Advisors, LLC 1.53% Reduce -2.6% 75,136 $6.3M
Commonwealth Equity Services, LLC 0.01% Reduce -5.0% 70,247 $5.9M
Spire Wealth Management 0.20% Add +0.5% 66,600 $5.6M
Park Avenue Securities LLC 0.07% Reduce -1.0% 66,232 $5.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -5.1% 65,244 $5.5M
Wells Fargo & Company 0.00% Reduce -4.7% 54,789 $4.6M
Citadel Advisors 0.00% Add +199.6% 54,277 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -8.3% 45,201 $3.8M
Evergreen Capital Management LLC 0.13% Reduce -0.1% 42,932 $3.6M
JFS Wealth Advisors, LLC 0.28% Add +0.1% 42,468 $3.6M
Integrated Capital Management, Inc. 2.75% Reduce -1.9% 41,170 $3.4M
Global Retirement Partners, LLC 0.10% Add +1.3% 36,694 $3.1M
Cetera Investment Advisers 0.01% Add +4.5% 35,689 $3.0M
Brandywine Oak Private Wealth LLC 0.30% Reduce -2.3% 34,871 $2.9M
D.A. Davidson & Co. 0.03% Reduce -0.9% 33,993 $2.8M
Aspiriant, LLC 0.12% Reduce -7.4% 33,843 $2.8M
Exencial Wealth Advisors, LLC 0.10% Add +0.0% 31,100 $2.6M
Saxon Interests, Inc. 1.24% Reduce -6.6% 31,076 $2.6M
Mariner, LLC 0.00% Add +22.1% 28,008 $2.3M
MML Investors Services, LLC 0.01% Reduce -2.1% 26,267 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.4% 25,989 $2.2M
Evensky & Katz LLC 0.15% Reduce -2.7% 25,866 $2.2M
Old Mission Capital LLC 0.06% New 25,828 $2.2M
Private Advisor Group, LLC 0.01% Reduce -9.7% 25,075 $2.1M
Studio Investment Management LLC 0.44% Add +18.0% 23,042 $1.9M
Cibc World Market Inc. 0.00% Reduce -3.5% 23,111 $1.9M
American Financial & Tax Strategies Inc. 1.00% No change 22,681 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.6% 21,856 $1.8M
Integrated Investment Consultants, LLC 0.49% No change 19,944 $1.8M
Red Door Wealth Management, LLC 0.30% No change 20,301 $1.7M
Axiom Advisory, LLC 0.02% New 19,356 $1.6M
Prudential Financial Inc. 0.00% Add +1.0% 19,038 $1.6M
Phillips Financial Management, LLC 0.13% Add +15.4% 18,332 $1.5M
Composition Wealth, LLC 0.04% Reduce -6.6% 17,722 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 14,906 $1.2M
Goldman Sachs Group Inc. 0.00% Add +35.3% 13,024 $1.1M
Ackerman Capital Advisors, LLC 0.29% Add +1.6% 12,993 $1.1M
Pacific Sun Financial Corp 0.63% Reduce -1.2% 12,754 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -29.7% 12,648 $1.1M
Wealth Architects, LLC 0.12% No change 12,070 $1.0M
JPMorgan Chase & Co. 0.00% Add +173.3% 11,328 $948K
Alliancebernstein L.P. 0.00% No change 11,210 $938K
Sierra Capital LLC 0.12% Reduce -47.9% 10,808 $904K
Relyea Zuckerberg Hanson LLC 0.15% Reduce -5.8% 10,498 $878K
Thrivent Financial for Lutherans 0.00% Reduce -4.5% 10,406 $871K
OneDigital Investment Advisors LLC 0.01% Add +4.2% 9,998 $837K
Brown Advisory Inc. 0.00% No change 9,690 $811K
Sigma Planning Corp 0.02% Reduce -33.6% 9,170 $767K
Financial Strategies Group, Inc. 0.18% Add +1.2% 8,838 $729K
HB Wealth Management, LLC 0.01% No change 8,666 $725K
Bristlecone Advisors, LLC 0.06% No change 7,800 $653K
Jane Street Group, LLC 0.00% New 7,689 $643K
Lowery Thomas, LLC 0.45% Add +8.9% 7,352 $615K
Fifth Third Securities, Inc. 0.06% Reduce -86.8% 7,310 $615K
Comerica Bank 0.00% No change 7,349 $615K
D. E. Shaw & Co. 0.00% Reduce -5.8% 7,102 $594K
Rwa Wealth Partners, LLC 0.01% Add +0.2% 6,964 $583K
Daymark Wealth Partners, LLC 0.03% New 6,862 $574K
HighTower Advisors, LLC 0.00% Reduce -5.6% 6,762 $566K
Two Sigma Investments, LP 0.00% Reduce -56.7% 6,500 $544K
Harbour Capital Advisors, LLC 0.13% No change 6,391 $529K
Rodgers & Associates, LTD 0.07% No change 6,200 $519K
Financial Freedom, LLC 0.29% Reduce -3.8% 6,088 $509K
Avior Wealth Management, LLC 0.02% Reduce -0.3% 6,032 $505K
Valmark Advisers, Inc. 0.01% Add +54.5% 5,721 $479K
Sepio Capital, LP 0.04% No change 5,614 $470K
Mills Wealth Advisors LLC 0.33% Reduce -1.5% 5,593 $467K
Virtu Financial LLC 0.03% New 5,191 $434K
Icon Wealth Advisors, LLC 0.04% No change 4,438 $416K
Stokes Family Office, LLC 0.05% No change 4,860 $407K
Janney Montgomery Scott LLC 0.00% Reduce -40.3% 4,773 $399K
CIBC Private Wealth Group LLC 0.00% Reduce -3.6% 4,684 $389K
Stone Summit Wealth LLC 0.13% Reduce -1.6% 4,420 $370K

"% 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 165 holders