Vanguard S&P Small-Cap 600 VVIOVETF

13F holders, Q3 2024 (September 30)
173holders +8
21new positions
12sold out
1famous investor
$92.48avg. 13F price*

At the end of Q3 2024, 173 institutions reported holding Vanguard S&P Small-Cap 600 V (VIOV) in their 13F filings, up 8 from Q2 2024. 21 opened new positions and 12 sold out. The largest holders were N.E.W. Advisory Services LLC ($40.0M), UBS Group AG ($31.7M) and Morgan Stanley ($28.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions21$19.7M
Exits12$2.4M

All 13F filers, Q2 2024 → Q3 2024: 365,108 shares bought and 665,375 shares sold, net −300,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

N.E.W. Advisory Services LLC 3.94% Reduce -8.6% 432,709 $40.0M
UBS Group AG 0.01% Reduce -2.5% 343,186 $31.7M
Morgan Stanley 0.00% Add +3.3% 302,857 $28.0M
One Day In July LLC 2.23% Reduce -2.5% 213,952 $19.8M
Envestnet Asset Management Inc. 0.01% Reduce -6.2% 193,955 $17.9M
Gallagher Fiduciary Advisors, LLC 3.57% Reduce -40.5% 190,671 $17.6M
Atria Investments, Inc 0.22% Reduce -40.0% 189,075 $17.5M
Octavia Wealth Advisors, LLC 2.10% Add +5.9% 182,927 $17.0M
Raymond James & Associates 0.01% Add +1.5% 180,935 $16.7M
Moneta Group Investment Advisors LLC 0.22% No change 167,016 $15.4M
Bank of America Corp. 0.00% Add +12.7% 163,399 $15.1M
SYM FINANCIAL Corp 1.73% Reduce -4.9% 140,132 $13.0M
First Manhattan Co. Llc. 0.03% Reduce -0.5% 124,438 $11.6M
Osaic Holdings, Inc. 0.03% Add +1.4% 123,565 $11.4M
Jefferies Financial Group Inc. 0.19% New 120,000 $11.1M
Cannon Financial Strategists, Inc. 1.75% Add +5.2% 108,335 $10.0M
Asset Planning Corporation 5.98% Add +0.1% 99,073 $9.2M
Silver Oak Advisory Group, Inc. 4.66% Add +1.2% 98,227 $9.1M
Cwm, LLC 0.04% Add +4.9% 98,029 $9.1M
Silvercrest Asset Management Group LLC 0.06% Reduce -2.8% 97,289 $9.0M
Legend Financial Advisors, Inc. 5.85% Reduce -1.2% 91,621 $8.5M
RFG Holdings, Inc. 2.95% Reduce -2.2% 90,463 $8.4M
LPL Financial LLC 0.00% Add +7.2% 89,678 $8.3M
Wellington Management Group LLP 0.00% Reduce -18.8% 86,355 $8.0M
Mokosak Advisory Group, LLC 2.36% Reduce -3.0% 85,055 $7.9M
First Bank & Trust 1.38% No change 78,422 $7.3M
Riversedge Advisors, LLC 1.52% Reduce -3.3% 72,642 $6.7M
Spire Wealth Management 0.21% Add +2.4% 68,222 $6.3M
Park Avenue Securities LLC 0.07% Reduce -1.3% 65,374 $6.0M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.2% 63,164 $5.8M
Wells Fargo & Company 0.00% Add +11.4% 61,058 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -16.7% 58,501 $5.4M
Ameriprise Financial Inc. 0.00% Add +1.9% 46,079 $4.3M
Evergreen Capital Management LLC 0.13% Reduce -0.1% 42,892 $4.0M
JFS Wealth Advisors, LLC 0.26% No change 42,468 $3.9M
Cetera Investment Advisers 0.01% Add +13.7% 40,567 $3.8M
Integrated Capital Management, Inc. 2.86% Reduce -2.5% 40,122 $3.7M
Integrated Capital Management, LLC 1.95% — 39,869 $3.7M
Royal Bank of Canada 0.00% Reduce -62.0% 38,085 $3.5M
Global Retirement Partners, LLC 0.10% Add +2.4% 37,556 $3.5M
Brandywine Oak Private Wealth LLC 0.31% Reduce -0.1% 34,830 $3.2M
D.A. Davidson & Co. 0.03% Add +2.3% 34,758 $3.2M
JPMorgan Chase & Co. 0.00% Add +196.7% 33,606 $3.1M
Aspiriant, LLC 0.12% Reduce -1.8% 33,233 $3.1M
Exencial Wealth Advisors, LLC 0.10% Add +0.0% 31,106 $2.9M
Saxon Interests, Inc. 1.30% Reduce -0.5% 30,926 $2.9M
EPIQ Capital Group, LLC 0.78% New 29,275 $2.7M
Mariner, LLC 0.00% Reduce -4.8% 26,652 $2.5M
Evensky & Katz LLC 0.16% Reduce -0.1% 25,834 $2.4M
Red Door Wealth Management, LLC 0.40% Add +26.7% 25,728 $2.4M
EP Wealth Advisors, LLC 0.02% New 25,608 $2.4M
Private Advisor Group, LLC 0.01% Reduce -0.8% 24,880 $2.3M
Valmark Advisers, Inc. 0.03% Add +321.3% 24,102 $2.2M
Studio Investment Management LLC 0.45% Reduce -0.6% 22,896 $2.1M
Two Sigma Investments, LP 0.00% Add +247.7% 22,600 $2.1M
American Financial & Tax Strategies Inc. 1.06% Reduce -0.8% 22,494 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.9% 22,482 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.9% 21,852 $2.0M
Cibc World Market Inc. 0.00% Reduce -8.3% 21,191 $2.0M
Integrated Investment Consultants, LLC 0.40% Reduce -0.4% 19,871 $1.8M
Prudential Financial Inc. 0.00% Add +1.5% 19,318 $1.8M
Axiom Advisory, LLC 0.02% Add +2.2% 19,774 $1.8M
MML Investors Services, LLC 0.01% Reduce -27.6% 19,008 $1.8M
Composition Wealth, LLC 0.04% Add +0.1% 17,735 $1.6M
Phillips Financial Management, LLC 0.13% Reduce -3.8% 17,642 $1.6M
J.W. Cole Advisors, Inc. 0.06% New 16,519 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.3% 15,391 $1.4M
Citadel Advisors 0.00% Reduce -73.3% 14,467 $1.3M
Virtu Financial LLC 0.07% Add +148.9% 12,921 $1.2M
Ackerman Capital Advisors, LLC 0.31% Reduce -0.9% 12,873 $1.2M
Pacific Sun Financial Corp 0.63% Reduce -3.0% 12,374 $1.1M
Wealth Architects, LLC 0.13% No change 12,070 $1.1M
Alliancebernstein L.P. 0.00% No change 11,210 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +3.6% 10,355 $957K
Relyea Zuckerberg Hanson LLC 0.15% Reduce -1.5% 10,345 $956K
Sigma Planning Corp 0.03% Add +1.3% 9,285 $858K
HB Wealth Management, LLC 0.01% No change 8,666 $801K
Financial Strategies Group, Inc. 0.17% Reduce -8.7% 8,071 $744K
Bristlecone Advisors, LLC 0.06% No change 7,800 $721K
Lowery Thomas, LLC 0.49% Add +5.3% 7,744 $716K
Rwa Wealth Partners, LLC 0.01% Reduce -0.4% 6,938 $641K
Sierra Capital LLC 0.08% Reduce -36.3% 6,886 $637K
Fifth Third Securities, Inc. 0.06% Reduce -6.8% 6,815 $630K
Daymark Wealth Partners, LLC 0.03% Reduce -2.1% 6,715 $621K
HighTower Advisors, LLC 0.00% Reduce -1.4% 6,668 $617K
Janney Montgomery Scott LLC 0.00% Add +38.6% 6,615 $612K
Harbour Capital Advisors, LLC 0.13% No change 6,391 $579K
Rodgers & Associates, LTD 0.07% No change 6,200 $573K
Brown Advisory Inc. 0.00% Reduce -38.3% 5,981 $553K
Avior Wealth Management, LLC 0.02% Reduce -3.9% 5,798 $536K
Financial Freedom, LLC 0.28% Reduce -5.0% 5,781 $535K
Comerica Bank 0.00% Reduce -21.8% 5,748 $531K
Sepio Capital, LP 0.04% No change 5,614 $519K
Mills Wealth Advisors LLC 0.35% Reduce -0.9% 5,540 $507K
Jane Street Group, LLC 0.00% Reduce -30.1% 5,371 $497K
Kestra Private Wealth Services, LLC 0.01% New 5,178 $479K
Susquehanna International Group, LLP 0.00% Reduce -61.1% 4,925 $455K
Stokes Family Office, LLC 0.05% Add +0.4% 4,880 $451K
Betterment LLC 0.00% Add +12.8% 4,862 $450K
CIBC Private Wealth Group LLC 0.00% No change 4,684 $433K

"% 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 173 holders