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

Vanguard S&P Small-Cap 600 ETF logo
$127.66 +1.75 (+1.39%)
As of 04:10 PM Eastern

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)
$582.13M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$216.18M
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VIOO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Marks Group Wealth Management Inc15,045$1.73M0.2%-0.9%0.051%
5/5/2026Bank of New York Mellon Corp22,425$2.58M0.0%-4.9%0.076%
5/5/2026Geneos Wealth Management Inc.22,357$2.57M0.1%-5.2%0.076%
5/5/2026 Nwam LLC1,775$204K0.0%N/A0.006%
5/2/2026 Silver Oak Advisory Group Inc.16,727$1.92M0.8%-0.8%0.057%
5/2/2026 Diversify Wealth Management LLC7,358$916K0.0%+133.7%0.025%
5/2/2026 Valmark Advisers Inc.29,359$3.37M0.0%-1.5%0.100%
5/1/2026 Fifth Third Bancorp5,815$668K0.0%N/A0.020%
5/1/2026 American Trust3,333$383K0.0%+5.0%0.011%
5/1/2026 Summit Financial Strategies Inc.3,783$434K0.0%-3.8%0.013%
4/30/2026 Hegarty Advisors LLC7,503$862K0.7%+4.1%0.025%
4/30/2026 Kestra Advisory Services LLC24,654$2.83M0.0%+20.2%0.084%
4/30/2026 Fidelity D & D Bancorp Inc.41,590$4.78M1.9%+15.2%0.141%
4/30/2026 Base Wealth Management LLC21,050$2.42M1.4%-5.3%0.071%
4/28/2026 Raleigh Capital Management Inc.325$37K0.0%N/A0.001%
4/28/2026 Bryant Woods Investment Advisors LLC44,675$5.13M1.9%-2.2%0.152%
4/28/2026 Koshinski Asset Management Inc.5,794$665K0.0%-2.7%0.020%
4/27/2026 Baer Investment Advisory LLC4,102$471K0.1%N/A0.014%
4/27/2026 Private Advisor Group LLC41,654$4.78M0.0%+6.8%0.141%
4/25/2026 Kropog Financial Group LLC20,004$2.30M1.9%N/A0.068%
4/24/2026 Capital Asset Advisory Services LLC19,773$2.49M0.1%-2.8%0.067%
4/24/2026 Key Financial Inc737$85K0.0%+1,108.2%0.003%
4/23/2026 Moss Adams Wealth Advisors LLC117,816$13.53M1.0%-5.6%0.400%
4/23/2026 Fairway Wealth LLC25,871$2.97M0.7%-1.6%0.088%
4/23/2026 waypoint wealth counsel9,785$1.12M0.6%-8.4%0.033%
4/22/2026 Janney Montgomery Scott LLC98,228$11.28M0.0%+4.1%0.333%
4/21/2026 OLD National Bancorp IN173,583$19.93M0.3%-2.2%0.589%
4/21/2026 First American Bank22,603$2.60M0.2%-3.5%0.077%
4/20/2026 Kestra Private Wealth Services LLC2,458$282K0.0%-22.2%0.008%
4/20/2026 Breakwater Capital Group15,613$1.79M0.2%+5.6%0.053%
4/20/2026 Factor Wealth Management LTD3,533$406K0.1%-8.4%0.012%
4/18/2026 Berman McAleer LLC93,456$10.73M1.5%-0.9%0.317%
4/18/2026 BCS Wealth Management29,448$3.38M0.7%-43.8%0.100%
4/17/2026 Total Clarity Wealth Management Inc.6,155$707K0.2%-81.3%0.021%
4/17/2026 Sovereign Financial Group Inc.4,676$537K0.1%-7.5%0.016%
4/17/2026 AdvisorNet Financial Inc140,292$16.11M0.8%+20.2%0.476%
4/17/2026 Webster Bank N. A.778$89K0.0%N/A0.003%
4/17/2026 Johnson Bixby & Associates LLC2,486$285K0.0%-10.8%0.008%
3/17/2026Rockefeller Capital Management L.P.49,671$5.51M0.0%+1.7%0.177%
3/12/2026Nalls Sherbakoff Group LLC2,261$251K0.2%N/A0.008%
3/9/2026Corient Private Wealth LLC86,244$9.57M0.0%+21.5%0.308%
2/25/2026Tempo Wealth LLC11,826$1.31M0.2%N/A0.042%
2/19/2026 Axxcess Wealth Management LLC46,013$5.11M0.1%+20.1%0.164%
2/19/2026Corient Private Wealth LLC86,010$9.54M0.0%+21.1%0.307%
2/18/2026Ameriflex Group Inc.698$77K0.0%-40.9%0.002%
2/18/2026Beacon Pointe Advisors LLC5,050$560K0.0%+33.9%0.018%
2/18/2026EP Wealth Advisors LLC36,434$4.04M0.0%N/A0.130%
2/18/2026 Kastel Capital Advisors LLC23,848$2.65M1.6%N/A0.085%
2/18/2026NewEdge Advisors LLC7,155$794K0.0%-9.2%0.026%
2/18/2026Empowered Funds LLC1,216$135K0.0%N/A0.004%
2/18/2026Garton & Associates Financial Advisors LLC306$34K0.0%N/A0.001%
2/18/2026Gotham Asset Management LLC5,731$636K0.0%+18.2%0.020%
2/18/2026Asset One Wealth Management LLC2,576$305K0.0%N/A0.009%
2/18/2026 American Trust3,174$352K0.0%-7.0%0.011%
2/17/2026AQR Capital Management LLC3,796$421K0.0%-5.1%0.014%
2/17/2026Cetera Investment Advisers239,315$26.55M0.0%-9.3%0.854%
2/17/2026Equitable Holdings Inc.4,281$475K0.0%-8.0%0.015%
2/17/2026Osaic Holdings Inc.262,794$29.17M0.0%+0.1%0.938%
2/17/2026Advisory Services Network LLC2,325$258K0.0%-8.2%0.008%
2/17/2026 Private Advisor Group LLC38,995$4.33M0.0%-4.2%0.139%
2/17/2026Captrust Financial Advisors121,675$13.50M0.0%+80.9%0.434%
2/17/2026&PARTNERS13,493$1.49M0.0%+13.3%0.048%
2/17/2026 Financial Freedom LLC3,355$372K0.2%-10.3%0.012%
2/17/2026Blair William & Co. IL10,519$1.17M0.0%+101.5%0.038%
2/17/2026Royal Bank of Canada275,129$30.53M0.0%+3.1%0.982%
2/17/2026Cambridge Associates LLC MA ADV107,981$11.98M0.2%+22.8%0.385%
2/16/2026 Perryman Financial Advisory Inc. AD73,185$8.12M1.2%N/A0.261%
2/16/2026 MML Investors Services LLC41,305$4.58M0.0%+1.2%0.147%
2/16/2026Mariner LLC637,944$70.79M0.1%+2.6%2.277%
2/16/2026Cornerstone Financial Management LLC780$87K0.1%N/A0.003%
2/16/2026Brown Advisory Inc.11,702$1.30M0.0%-8.5%0.042%
2/16/202617 Capital Partners LLC12,328$1.37M0.7%+47.7%0.044%
2/13/2026 Kestra Advisory Services LLC20,508$2.28M0.0%+75.6%0.073%
2/13/2026Shepherd Kaplan Krochuk LLC13,294$1.48M1.2%+5.5%0.047%
2/13/2026Visionary Wealth Advisors51,620$5.73M0.3%+121.0%0.184%
2/13/2026Stifel Financial Corp56,608$6.28M0.0%+60.9%0.202%
2/13/2026Smartleaf Asset Management LLC2,763$310K0.0%N/A0.010%
2/13/2026Morgan Stanley771,734$85.63M0.0%-3.6%2.754%
2/13/2026 Peak Planning Group LLC3,236$359K0.1%N/A0.012%
2/13/2026Wells Fargo & Company MN347,348$38.54M0.0%+1.5%1.240%
2/13/2026 Wealthspire Advisors LLC6,875$763K0.0%+15.4%0.025%
2/13/2026Quadrant Capital Group LLC3,344$371K0.0%+610.0%0.012%
2/12/2026Jane Street Group LLC10,166$1.13M0.0%N/A0.036%
2/12/2026Orion Porfolio Solutions LLC3,441$382K0.0%+36.7%0.012%
2/12/2026Financial Engines Advisors L.L.C.4,899$544K0.0%-6.2%0.017%
2/12/2026 Commonwealth Equity Services LLC176,827$19.62M0.0%-8.5%0.631%
2/12/2026Steward Partners Investment Advisory LLC15,433$1.71M0.0%+3.0%0.055%
2/12/2026 Wedbush Securities Inc.4,864$540K0.0%+6.0%0.017%
2/12/2026Betterment LLC30,931$3.43M0.0%+6.1%0.110%
2/12/2026Moneta Group Investment Advisors LLC190,079$21.09M0.2%+16.4%0.678%
2/12/2026Great Valley Advisor Group Inc.10,972$1.22M0.0%-26.0%0.039%
2/12/2026Wescott Financial Advisory Group LLC15,578$1.73M0.2%+1.3%0.056%
2/11/2026Cornerstone Advisors Asset Management LLC5,920$657K0.1%+45.2%0.021%
2/11/2026Empowered Funds LLC1,216$135K0.0%N/A0.004%
2/11/2026Meeder Advisory Services Inc.2,903$322K0.0%N/A0.010%
2/11/2026 Janney Montgomery Scott LLC94,402$10.48M0.0%+3.5%0.337%
2/11/2026Capital Analysts LLC5,708$633K0.0%+89.6%0.020%
2/11/2026Marks Group Wealth Management Inc15,188$1.69M0.2%-12.6%0.054%
2/11/2026Cerity Partners LLC450,508$49.99M0.1%-0.5%1.608%
2/11/2026LPL Financial LLC217,126$24.09M0.0%-7.9%0.775%


VIOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VIOO shares?

During the previous two years, 379 institutional investors and hedge funds held shares of Vanguard S&P Small-Cap 600 ETF. The most heavily invested institutionals were Valpey Financial Services LLC ($233.15M), Orgel Wealth Management LLC ($114.88M), Bank of America Corp DE ($97.11M), Morgan Stanley ($85.63M), Mariner LLC ($70.79M), Cerity Partners LLC ($49.99M), and Raymond James Financial Inc. ($44.06M).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 320 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: Valpey Financial Services LLC ($2.10M), Raymond James Financial Inc. ($819.14K), Jones Financial Companies Lllp ($565.12K), Cetera Investment Advisers ($334.80K), JPMorgan Chase & Co. ($275.42K), Wealthfront Advisers LLC ($251.10K), and Orgel Wealth Management LLC ($190.92K).

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

Institutional investors have bought a total of 5,436,291 shares in the last 24 months. This purchase volume represents approximately $582.13M in transactions.

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

Of the 148 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 ($298.33K), Creative Planning ($236.99K), FourThought Financial Partners LLC ($148.18K), NewEdge Advisors LLC ($144.62K), National Bank of Canada FI ($142.97K), LPL Financial LLC ($126.36K), and Northwestern Mutual Wealth Management Co. ($108.65K).

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

Institutional investors have sold a total of 2,052,739 shares in the last 24 months. This volume of shares sold represents approximately $216.18M in transactions.



This page (NYSEARCA:VIOO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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