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Vanguard S&P Small-Cap 600 ETF (VIOO) Institutional Ownership

Vanguard S&P Small-Cap 600 ETF logo
$109.99 -1.55 (-1.39%)
Closing price 10/7/2025 04:10 PM Eastern
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$110.07 +0.08 (+0.08%)
As of 04:15 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$418.14M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$243.14M
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VIOO Institutional Buying and Selling by Quarter

Vanguard S&P Small-Cap 600 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Wiser Wealth Management Inc147,385$16.28M3.7%+4.1%0.534%
10/6/2025 Orgel Wealth Management LLC1,012,871$111.89M2.6%-22.8%3.670%
10/6/2025 Heartwood Wealth Advisors LLC350$39K0.0%N/A0.001%
10/2/2025 Capital Asset Advisory Services LLC19,758$2.18M0.1%+2.0%0.070%
9/26/2025Corient Private Wealth LLC68,418$6.93M0.0%-2.5%0.243%
9/19/2025Base Wealth Management LLC20,342$2.06M1.3%-38.5%0.072%
9/12/2025Valeo Financial Advisors LLC13,696$1.39M0.0%+174.6%0.049%
9/4/2025Osaic Holdings Inc.258,384$26.17M0.0%+26.3%0.917%
9/3/2025American Trust3,295$334K0.0%N/A0.012%
8/29/2025Centaurus Financial Inc.1,619$164K0.0%-7.5%0.006%
8/27/2025Tribridge Partners Financial LLC5,715$579K0.3%N/A0.020%
8/16/2025Evergreen Capital Management LLC27,814$2.82M0.1%-27.9%0.099%
8/15/2025Tower Research Capital LLC TRC 28,278$2.86M0.1%+925.7%0.100%
8/15/2025Corient Private Wealth LLC136,836$13.85M0.0%+95.0%0.486%
8/15/2025Captrust Financial Advisors66,822$6.76M0.0%+581.3%0.237%
8/15/2025Fidelity D & D Bancorp Inc.30,184$3.06M1.9%+16.9%0.107%
8/15/2025Visionary Wealth Advisors13,332$1.35M0.1%N/A0.047%
8/15/2025MML Investors Services LLC40,506$4.10M0.0%-5.4%0.144%
8/15/2025Great Valley Advisor Group Inc.14,832$1.50M0.0%+65.4%0.053%
8/15/2025EP Wealth Advisors LLC36,606$3.71M0.0%-0.3%0.130%
8/15/2025Bank of America Corp DE844,701$85.51M0.0%+0.4%2.999%
8/15/2025Ameriprise Financial Inc.340,064$34.43M0.0%-11.1%1.207%
8/14/2025Jane Street Group LLC15,142$1.53M0.0%-16.7%0.054%
8/14/2025Raymond James Financial Inc.418,340$42.35M0.0%+5.6%1.485%
8/14/2025Betterment LLC28,319$2.87M0.0%-1.5%0.101%
8/14/2025Diversify Advisory Services LLC3,542$375K0.0%+5.4%0.013%
8/14/2025Peapack Gladstone Financial Corp7,575$767K0.0%N/A0.027%
8/14/2025NewEdge Advisors LLC8,927$904K0.0%-21.8%0.032%
8/14/2025Cerity Partners LLC402,741$40.77M0.1%-0.5%1.430%
8/13/2025Flow Traders U.S. LLC11,098$1.12M0.0%N/A0.039%
8/13/2025Brown Advisory Inc.23,827$2.41M0.0%+159.1%0.085%
8/13/2025Baird Financial Group Inc.7,762$786K0.0%+3.4%0.028%
8/13/2025CW Advisors LLC7,040$713K0.0%N/A0.025%
8/13/2025Fort Sheridan Advisors LLC6,827$691K0.1%-15.7%0.024%
8/13/2025Wellspring Financial Advisors LLC5,479$555K0.0%-3.0%0.019%
8/13/2025Smith Moore & CO.3,969$402K0.0%+5.7%0.014%
8/13/2025Financial Freedom LLC3,741$379K0.2%-20.9%0.013%
8/13/2025PACK Private Wealth LLC3,894$394K0.2%-9.5%0.014%
8/13/2025F m Investments LLC39,403$3.99M0.1%+25.1%0.140%
8/13/2025Northwestern Mutual Wealth Management Co.234,413$23.73M0.0%+52.3%0.832%
8/13/2025Elevation Point Wealth Partners LLC519$53K0.0%N/A0.002%
8/12/2025Blueprint Financial Advisors LLC14,540$1.47M0.5%N/A0.052%
8/12/2025FourThought Financial Partners LLC24,755$2.51M0.2%-84.4%0.088%
8/12/2025Steward Partners Investment Advisory LLC14,580$1.48M0.0%+3.7%0.052%
8/12/2025Weik Capital Management5,320$539K0.2%-7.6%0.019%
8/12/2025AlphaCore Capital LLC787$80K0.0%N/A0.003%
8/12/2025JPMorgan Chase & Co.123,621$12.51M0.0%-4.7%0.439%
8/12/202517 Capital Partners LLC7,468$756K0.4%+17.7%0.027%
8/11/2025Sierra Capital LLC26,811$2.71M0.3%+9.7%0.097%
8/8/2025Avantax Advisory Services Inc.28,697$2.91M0.0%+0.5%0.103%
8/8/2025Cetera Investment Advisers261,839$26.51M0.0%-1.6%0.944%
8/8/2025Creative Planning274,709$27.81M0.0%+1.8%0.990%
8/8/2025Foundations Investment Advisors LLC19,780$2.00M0.0%+9.7%0.071%
8/8/2025Marble Harbor Investment Counsel LLC75,112$7.60M0.8%-0.7%0.271%
8/7/2025Fund Evaluation Group LLC19,180$1.94M0.1%-11.4%0.069%
8/6/2025AE Wealth Management LLC1,395$141K0.0%+287.5%0.005%
8/6/2025Wedbush Securities Inc.4,238$429K0.0%+3.8%0.015%
8/6/2025Savant Capital LLC230,723$23.36M0.1%-6.3%0.832%
8/6/2025Soltis Investment Advisors LLC6,230$631K0.0%-3.6%0.022%
8/5/2025Snider Financial Group6,451$653K0.2%+1.7%0.023%
8/5/2025Sebold Capital Management Inc.42,403$4.29M2.6%-8.6%0.153%
8/4/2025One Day In July LLC201,953$20.44M1.9%-11.6%0.728%
8/4/2025Grant Street Asset Management Inc.5,753$582K0.1%-48.3%0.021%
8/4/2025Assetmark Inc.2,045$207K0.0%-7.9%0.007%
8/4/2025HBK Sorce Advisory LLC26,563$2.69M0.1%+351.2%0.096%
8/4/2025Spire Wealth Management6,053$613K0.0%-37.9%0.022%
8/4/2025Hantz Financial Services Inc.75,515$7.64M0.1%+38.7%0.272%
8/4/2025WNY Asset Management LLC6,284$636K0.1%-51.7%0.023%
8/1/2025Anson Capital Inc.10,624$1.08M0.9%+1.7%0.038%
8/1/2025Envestnet Asset Management Inc.52,436$5.31M0.0%+4.3%0.189%
7/31/2025Focus Partners Advisor Solutions LLC2,755$279K0.0%N/A0.010%
7/31/2025Silver Oak Advisory Group Inc.15,597$1.58M0.8%+11.2%0.056%
7/30/2025D.A. Davidson & CO.5,895$597K0.0%-75.7%0.021%
7/30/2025Avidian Wealth Enterprises LLC3,022$306K0.0%-11.5%0.011%
7/30/2025Fairway Wealth LLC18,177$1.84M0.4%+14.8%0.066%
7/30/2025Evermay Wealth Management LLC1,267$128K0.0%-11.7%0.005%
7/29/2025Stratos Wealth Partners LTD.3,942$399K0.0%+13.9%0.014%
7/29/2025Activest Wealth Management674$68K0.0%-33.3%0.002%
7/28/2025Nestegg Advisors Inc.6,979$706K0.7%+6.3%0.025%
7/28/2025Harbour Investments Inc.43,236$4.38M0.1%+10.4%0.156%
7/28/2025Axxcess Wealth Management LLC25,256$2.56M0.1%+29.7%0.091%
7/25/2025Total Clarity Wealth Management Inc.43,874$4.44M1.3%+118.1%0.158%
7/25/2025Prostatis Group LLC2,906$294K0.1%N/A0.010%
7/25/2025Sovereign Financial Group Inc.5,174$524K0.1%+3.2%0.019%
7/25/2025Concurrent Investment Advisors LLC69,508$7.04M0.1%+13.4%0.251%
7/25/2025waypoint wealth counsel11,401$1.15M0.6%-2.3%0.041%
7/25/2025Apollon Wealth Management LLC2,068$209K0.0%N/A0.007%
7/24/2025Bryant Woods Investment Advisors LLC46,248$4.68M2.0%-2.3%0.167%
7/24/2025IFP Advisors Inc807$82K0.0%-64.1%0.003%
7/24/2025Leo Wealth LLC8,367$847K0.1%-37.3%0.030%
7/23/2025Valmark Advisers Inc.37,068$3.75M0.1%+147.5%0.132%
7/22/2025Valeo Financial Advisors LLC13,696$1.39M0.0%+174.6%0.049%
7/22/2025Valpey Financial Services LLC19,364$1.96M1.4%N/A0.069%
7/22/2025Marks Group Wealth Management Inc17,225$1.74M0.2%N/A0.061%
7/22/2025OLD National Bancorp IN177,239$17.94M0.3%+16.6%0.629%
7/22/2025Wealthcare Advisory Partners LLC2,240$227K0.0%N/A0.008%
7/21/2025Ameritas Advisory Services LLC1,243$126K0.0%-44.6%0.004%
7/18/2025Wiser Wealth Management Inc141,586$14.33M3.6%+12.1%0.510%
7/18/2025Bartlett & CO. Wealth Management LLC3,721$377K0.0%+2.8%0.013%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.95,800$9.70M5.1%-23.2%0.345%
(Data available from 1/1/2016 forward)

VIOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VIOO shares?

During the previous two years, 335 institutional investors and hedge funds held shares of Vanguard S&P Small-Cap 600 ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($111.89M), Bank of America Corp DE ($85.51M), Mariner LLC ($63.50M), Jones Financial Companies Lllp ($56.28M), Raymond James Financial Inc. ($42.35M), Cerity Partners LLC ($40.77M), and Baystate Wealth Management LLC ($36.98M).Learn more on Vanguard S&P Small-Cap 600 ETF's institutional investors.

Which institutional investors have been buying Vanguard S&P Small-Cap 600 ETF's stock?

Of the 293 institutional investors that purchased Vanguard S&P Small-Cap 600 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($819.14K), Orgel Wealth Management LLC ($715.46K), Jones Financial Companies Lllp ($565.12K), Cerity Partners LLC ($427.61K), Cetera Investment Advisers ($334.80K), Wealthfront Advisers LLC ($251.10K), and Trust Co. of Virginia VA ($154.93K).

How much institutional buying is happening at Vanguard S&P Small-Cap 600 ETF?

Institutional investors have bought a total of 4,066,640 shares in the last 24 months. This purchase volume represents approximately $418.14M in transactions.

Which of Vanguard S&P Small-Cap 600 ETF's major shareholders have been selling company stock?

Of the 142 institutional investors that sold Vanguard S&P Small-Cap 600 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($1.02M), NewEdge Advisors LLC ($147.95K), National Bank of Canada FI ($142.97K), FourThought Financial Partners LLC ($133.50K), LPL Financial LLC ($107.66K), Cetera Investment Advisers ($75.57K), and Bank of America Corp DE ($71.69K).

How much institutional selling is happening at Vanguard S&P Small-Cap 600 ETF?

Institutional investors have sold a total of 2,387,790 shares in the last 24 months. This volume of shares sold represents approximately $243.73M in transactions.


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This page (NYSEARCA:VIOO) was last updated on 10/8/2025 by MarketBeat.com Staff
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