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

Vanguard S&P Small-Cap 600 ETF logo
$127.02 0.00 (0.00%)
As of 05/22/2026 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)
216
Total
Institutional Inflows
(last 12 months)
$527.72M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$166.78M
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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
5/22/2026WNY Asset Management LLC2,775$319K0.0%N/A0.009%
5/19/2026 NewEdge Advisors LLC8,229$945K0.0%+15.0%0.028%
5/19/2026 Bank of America Corp DE881,389$101.21M0.0%+10.1%2.990%
5/19/2026 Centaurus Financial Inc.2,405$276K0.0%+70.4%0.008%
5/18/2026 Royal Bank of Canada363,191$41.71M0.0%+32.0%1.232%
5/15/2026 Waverly Advisors LLC13,493$1.55M0.0%+3.5%0.046%
5/14/2026 Compound Planning Inc.3,613$415K0.0%+27.8%0.012%
5/14/2026 Lido Advisors LLC25,666$2.95M0.0%+1,062.4%0.087%
5/13/2026 Cetera Investment Advisers224,498$25.78M0.0%-6.2%0.762%
5/8/2026 Pacific Sun Financial Corp7,219$829K0.4%+2.5%0.024%
5/8/2026 PNC Financial Services Group Inc.6,194$711K0.0%+28.7%0.021%
5/7/2026 Grant Street Asset Management Inc.3,769$433K0.1%-20.4%0.013%
5/7/2026 Cornerstone Advisors Asset Management LLC9,023$1.04M0.2%+52.4%0.031%
5/7/2026 Meeder Advisory Services Inc.2,201$253K0.0%-24.2%0.007%
5/7/2026 Lowe Brockenbrough & Co. Inc.11,114$1.28M0.1%-14.9%0.038%
5/7/2026 True North Advisors LLC14,114$1.62M0.2%-6.8%0.048%
5/6/2026 Bartlett & CO. Wealth Management LLC3,807$479K0.0%-4.2%0.013%
5/6/2026 Modera Wealth Management LLC4,963$570K0.0%+23.9%0.017%
5/6/2026 Assetmark Inc.8,734$1.00M0.0%+9.3%0.030%
5/6/2026 One Day In July LLC145,773$16.74M1.3%-3.4%0.494%
5/5/2026 Marks Group Wealth Management Inc15,045$1.73M0.2%-0.9%0.051%
5/5/2026 Bank of New York Mellon Corp22,425$2.58M0.0%-4.9%0.076%
5/5/2026 Geneos 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%
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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%
3/17/2026 Rockefeller 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%
3/9/2026 Corient Private Wealth LLC86,244$9.57M0.0%+21.5%0.308%
2/25/2026 Tempo Wealth LLC11,826$1.31M0.2%N/A0.042%
2/19/2026 Axxcess Wealth Management LLC46,013$5.11M0.1%+20.1%0.164%
2/19/2026 Corient Private Wealth LLC86,010$9.54M0.0%+21.1%0.307%
2/18/2026 Ameriflex Group Inc.698$77K0.0%-40.9%0.002%
2/18/2026 Beacon Pointe Advisors LLC5,050$560K0.0%+33.9%0.018%
2/18/2026 EP Wealth Advisors LLC36,434$4.04M0.0%N/A0.130%
2/18/2026 Kastel Capital Advisors LLC23,848$2.65M1.6%N/A0.085%
2/18/2026 NewEdge Advisors LLC7,155$794K0.0%-9.2%0.026%
2/18/2026 Empowered Funds LLC1,216$135K0.0%N/A0.004%
2/18/2026 Garton & Associates Financial Advisors LLC306$34K0.0%N/A0.001%
2/18/2026 Gotham Asset Management LLC5,731$636K0.0%+18.2%0.020%
2/18/2026 Asset One Wealth Management LLC2,576$305K0.0%N/A0.009%
2/18/2026 American Trust3,174$352K0.0%-7.0%0.011%
2/17/2026 AQR Capital Management LLC3,796$421K0.0%-5.1%0.014%
2/17/2026 Cetera Investment Advisers239,315$26.55M0.0%-9.3%0.854%
2/17/2026 Equitable Holdings Inc.4,281$475K0.0%-8.0%0.015%
2/17/2026 Osaic Holdings Inc.262,794$29.17M0.0%+0.1%0.938%
2/17/2026 Advisory 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%
2/17/2026 Captrust 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%
2/17/2026 Blair William & Co. IL10,519$1.17M0.0%+101.5%0.038%
2/17/2026 Royal Bank of Canada275,129$30.53M0.0%+3.1%0.982%
2/17/2026 Cambridge 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%
2/16/2026 Mariner LLC637,944$70.79M0.1%+2.6%2.277%
2/16/2026 Cornerstone Financial Management LLC780$87K0.1%N/A0.003%
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2/16/2026 Brown Advisory Inc.11,702$1.30M0.0%-8.5%0.042%
2/16/2026 17 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%
2/13/2026 Shepherd Kaplan Krochuk LLC13,294$1.48M1.2%+5.5%0.047%
2/13/2026 Visionary Wealth Advisors51,620$5.73M0.3%+121.0%0.184%
2/13/2026 Stifel Financial Corp56,608$6.28M0.0%+60.9%0.202%
2/13/2026 Smartleaf Asset Management LLC2,763$310K0.0%N/A0.010%
2/13/2026 Morgan Stanley771,734$85.63M0.0%-3.6%2.754%
2/13/2026 Peak Planning Group LLC3,236$359K0.1%N/A0.012%
2/13/2026 Wells Fargo & Company MN347,348$38.54M0.0%+1.5%1.240%


VIOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 375 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 ($101.21M), 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.

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), JPMorgan Chase & Co. ($275.42K), Wealthfront Advisers LLC ($251.10K), Orgel Wealth Management LLC ($190.92K), and National Bank of Canada FI ($144.65K).

Institutional investors have bought a total of 4,833,597 shares in the last 24 months. This purchase volume represents approximately $527.72M in transactions.

Of the 138 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), Northwestern Mutual Wealth Management Co. ($108.65K), One Day In July LLC ($82.59K), Mitsubishi UFJ Asset Management UK Ltd. ($50K), and Cetera Investment Advisers ($43.45K).

Institutional investors have sold a total of 1,536,163 shares in the last 24 months. This volume of shares sold represents approximately $166.78M in transactions.



This page (NYSEARCA:VIOO) was last updated on 5/25/2026 by MarketBeat.com Staff.
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