Vanguard S&P Small-Cap 600 VVIOVETF

13F holders, Q4 2024 (December 31)
192holders +19
22new positions
14sold out
2famous investors
$93.32avg. 13F price*

At the end of Q4 2024, 192 institutions reported holding Vanguard S&P Small-Cap 600 V (VIOV) in their 13F filings, up 19 from Q3 2024. 22 opened new positions and 14 sold out. The largest holders were N.E.W. Advisory Services LLC ($29.9M), UBS Group AG ($29.5M) and Morgan Stanley ($29.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions22$17.2M
Exits14$17.2M

All 13F filers, Q3 2024 → Q4 2024: 386,609 shares bought and 588,103 shares sold, net −201,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 192 holders

N.E.W. Advisory Services LLC 2.84% Reduce -25.9% 320,534 $29.9M
UBS Group AG 0.01% Reduce -7.8% 316,577 $29.5M
Morgan Stanley 0.00% Add +3.7% 314,031 $29.3M
Raymond James Financial Inc. 0.01% — 248,120 $23.2M
One Day In July LLC 2.01% Reduce -4.0% 205,441 $19.2M
Octavia Wealth Advisors, LLC 2.06% Reduce -0.4% 182,192 $17.0M
Envestnet Asset Management Inc. 0.01% Reduce -11.9% 170,931 $16.0M
Moneta Group Investment Advisors LLC 0.22% Add +1.3% 169,142 $15.8M
Bank of America Corp. 0.00% Add +2.3% 167,124 $15.6M
Gallagher Fiduciary Advisors, LLC 2.97% Reduce -14.7% 162,579 $15.2M
Atria Investments, Inc 0.19% Reduce -15.0% 160,793 $15.0M
SYM FINANCIAL Corp 1.67% Reduce -1.5% 138,083 $12.9M
Osaic Holdings, Inc. 0.03% Add +3.0% 127,289 $11.9M
First Manhattan Co. Llc. 0.03% Add +0.0% 124,465 $11.6M
Wellington Management Group LLP 0.00% Add +38.4% 119,468 $11.1M
LPL Financial LLC 0.00% Add +31.4% 117,802 $11.0M
Cannon Financial Strategists, Inc. 1.79% Add +3.4% 111,981 $10.5M
Silvercrest Asset Management Group LLC 0.07% Add +13.5% 110,457 $10.3M
Asset Planning Corporation 5.90% Add +1.9% 100,969 $9.4M
Cwm, LLC 0.04% Add +1.7% 99,658 $9.3M
Silver Oak Advisory Group, Inc. 4.72% Reduce -2.6% 95,698 $8.9M
Legend Financial Advisors, Inc. 6.04% Add +0.1% 91,757 $8.6M
Mokosak Advisory Group, LLC 2.38% Add +0.0% 85,063 $7.9M
RFG Holdings, Inc. 2.60% Reduce -7.3% 83,870 $7.8M
First Bank & Trust 1.40% No change 78,422 $7.3M
Riversedge Advisors, LLC 1.53% Reduce -0.2% 72,516 $6.8M
FSA Investment Group, LLC 5.42% — 67,095 $6.2M
Park Avenue Securities LLC 0.06% Add +1.9% 66,636 $6.2M
Spire Wealth Management 0.19% Reduce -6.1% 64,081 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +307.1% 62,660 $5.8M
Wells Fargo & Company 0.00% Add +1.4% 61,910 $5.8M
Van Eck Associates Corp. 0.01% New 60,416 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +2.5% 59,980 $5.6M
Independent Advisor Alliance 0.06% New 50,864 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -7.2% 42,743 $4.0M
Evergreen Capital Management LLC 0.12% Reduce -4.6% 40,903 $3.8M
Integrated Capital Management, Inc. 2.93% Reduce -0.9% 39,744 $3.7M
Royal Bank of Canada 0.00% Add +2.1% 38,878 $3.6M
Global Retirement Partners, LLC 0.10% Reduce -1.4% 37,039 $3.5M
Mariner, LLC 0.01% Add +38.7% 36,964 $3.4M
D.A. Davidson & Co. 0.03% Add +6.0% 36,842 $3.4M
Brandywine Oak Private Wealth LLC 0.32% Reduce -0.0% 34,824 $3.3M
Cetera Investment Advisers 0.01% Reduce -18.3% 33,142 $3.1M
Aspiriant, LLC 0.11% Reduce -1.2% 32,828 $3.1M
Exencial Wealth Advisors, LLC 0.11% Add +0.0% 31,119 $2.9M
Saxon Interests, Inc. 1.25% Reduce -1.9% 30,352 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -16.4% 28,101 $2.6M
Red Door Wealth Management, LLC 0.38% Add +4.0% 26,749 $2.5M
Keyvantage Wealth, LLC 1.77% — 26,587 $2.5M
EP Wealth Advisors, LLC 0.02% No change 25,608 $2.4M
Evensky & Katz LLC 0.15% Reduce -2.1% 25,297 $2.4M
EPIQ Capital Group, LLC 0.61% Reduce -15.0% 24,885 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.2% 23,646 $2.2M
Private Advisor Group, LLC 0.01% Reduce -6.5% 23,271 $2.2M
Studio Investment Management LLC 0.46% Add +0.2% 22,952 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.6% 22,639 $2.1M
American Financial & Tax Strategies Inc. 1.09% No change 22,494 $2.1M
Integrated Investment Consultants, LLC 0.43% Add +13.1% 22,473 $2.1M
Cibc World Market Inc. 0.00% Reduce -6.3% 19,848 $1.9M
MML Investors Services, LLC 0.01% Reduce -0.5% 18,922 $1.8M
Old Mission Capital LLC 0.04% Add +451.1% 16,154 $1.5M
Compound Planning, Inc. 0.08% New 15,985 $1.5M
Composition Wealth, LLC 0.03% Reduce -10.3% 15,903 $1.5M
Phillips Financial Management, LLC 0.10% Reduce -21.6% 13,835 $1.3M
Valmark Advisers, Inc. 0.02% Reduce -44.1% 13,473 $1.3M
Ackerman Capital Advisors, LLC 0.32% Add +0.3% 12,905 $1.2M
Naviter Wealth, LLC 0.14% New 12,814 $1.2M
Susquehanna International Group, LLP 0.00% Add +154.9% 12,552 $1.2M
Pacific Sun Financial Corp 0.64% Add +1.0% 12,494 $1.2M
Wealth Architects, LLC 0.13% No change 12,070 $1.1M
Inman Jager Wealth Management, LLC 0.87% — 11,961 $1.1M
Alliancebernstein L.P. 0.00% No change 11,210 $1.0M
Relyea Zuckerberg Hanson LLC 0.13% Add +3.3% 10,689 $998K
OneDigital Investment Advisors LLC 0.01% Reduce -0.4% 10,315 $963K
Integrated Capital Management, LLC 0.49% Reduce -75.3% 9,831 $918K
HB Wealth Management, LLC 0.01% Add +0.9% 8,742 $816K
Sigma Planning Corp 0.02% Reduce -9.4% 8,414 $785K
Financial Strategies Group, Inc. 0.18% Add +3.3% 8,339 $759K
Lowery Thomas, LLC 0.49% Add +5.0% 8,128 $759K
Janney Montgomery Scott LLC 0.00% Add +22.2% 8,081 $754K
Two Sigma Investments, LP 0.00% Reduce -64.4% 8,041 $750K
Parkside Financial Bank & Trust 0.10% New 7,814 $729K
Bristlecone Advisors, LLC 0.06% No change 7,800 $728K
Rwa Wealth Partners, LLC 0.01% Add +2.9% 7,141 $666K
Sierra Capital LLC 0.08% Reduce -0.1% 6,880 $642K
Kestra Private Wealth Services, LLC 0.01% Add +31.6% 6,813 $636K
Fifth Third Securities, Inc. 0.05% Reduce -0.5% 6,779 $633K
Fairway Wealth LLC 0.28% New 6,635 $619K
Rodgers & Associates, LTD 0.07% Add +1.6% 6,300 $588K
Avior Wealth Management, LLC 0.02% Add +5.4% 6,111 $570K
HighTower Advisors, LLC 0.00% Reduce -13.5% 5,767 $538K
Brown Advisory Inc. 0.00% Reduce -4.3% 5,726 $534K
Comerica Bank 0.00% Reduce -1.5% 5,662 $528K
Sepio Capital, LP 0.04% No change 5,614 $524K
Harbour Capital Advisors, LLC 0.12% Reduce -12.5% 5,591 $524K
Betterment LLC 0.00% Add +12.2% 5,456 $509K
Stokes Family Office, LLC 0.05% No change 4,880 $455K
Financial Freedom, LLC 0.23% Reduce -17.5% 4,770 $445K
Creative Planning 0.00% New 4,679 $437K
Icon Wealth Advisors, LLC 0.03% No change 4,438 $414K

"% 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 192 holders