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

Vanguard S&P Small-Cap 600 ETF logo
$139.44 +0.62 (+0.45%)
As of 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$461.76M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$137.25M
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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
8/12/2026 Compass Financial Management LLC205$32K0.0%N/A0.001%
8/8/2026 Burke & Herbert Bank & Trust Co.2,177$299K0.1%+10.2%0.007%
8/8/2026 Wealthfront Advisers LLC1,521$209K0.0%N/A0.005%
8/8/2026 Fidelity D & D Bancorp Inc.46,504$6.40M2.2%+11.8%0.151%
8/7/2026 BlackRock Inc.4,650$639K0.0%+3.7%0.015%
8/7/2026 UP Strategic Wealth Investment Advisors LLC2,837$392K0.2%-4.1%0.009%
8/7/2026 OneDigital Investment Advisors LLC3,590$494K0.0%+76.0%0.012%
8/7/2026 HBK Sorce Advisory LLC28,323$3.91M0.1%-0.3%0.092%
8/6/2026 Global Retirement Partners LLC584$80K0.0%N/A0.002%
8/6/2026 Silverlake Wealth Management LLC20,548$2.83M0.5%-3.3%0.067%
8/6/2026 Bank of New York Mellon Corp30,925$4.25M0.0%+37.9%0.100%
8/6/2026 Focus Partners Advisor Solutions LLC1,688$232K0.0%N/A0.005%
8/6/2026 GSA Capital Partners LLP9,553$1.31M0.1%+153.5%0.031%
8/6/2026 Spirepoint Private Client LLC5,619$773K0.1%+13.0%0.018%
8/6/2026 Capital Analysts LLC12,913$1.78M0.0%+189.6%0.042%
8/5/2026 Janney Montgomery Scott LLC99,110$13.63M0.0%+0.9%0.322%
8/4/2026 Flagship Private Wealth LLC11,952$1.64M0.6%-2.4%0.039%
8/4/2026 One Day In July LLC140,861$19.37M1.3%-3.4%0.457%
8/3/2026 Northstar Group Inc.7,309$1.01M0.1%+2.8%0.024%
8/3/2026 Oppenheimer & Co. Inc.1,575$217K0.0%N/A0.005%
7/10/2026 Accel Wealth Management3,008$414K0.1%-27.7%0.010%
7/10/2026 Taylor & Morgan Wealth Management LLC4,458$613K0.3%-3.3%0.014%
7/10/2026 Dagco Inc.3,142$432K0.1%N/A0.010%
7/10/2026 Wealthcare Advisory Partners LLC1,924$265K0.0%-13.2%0.006%
7/9/2026 Focus Financial Network Inc.4,084$562K0.0%-2.6%0.013%
7/9/2026 Kastel Capital Advisors LLC24,136$3.32M2.0%+1.2%0.078%
7/9/2026 Sax Wealth Advisors LLC2,375$327K0.0%N/A0.008%
7/9/2026 Breakwater Capital Group14,650$2.02M0.2%-6.2%0.048%
7/9/2026 Valeo Financial Advisors LLC11,244$1.55M0.0%-15.2%0.037%
7/8/2026 Beaird Harris Wealth Management LLC2,806$386K0.0%-3.4%0.009%
7/8/2026 Factor Wealth Management LTD2,920$402K0.1%-17.4%0.009%
7/8/2026 Hardin Capital Partners LLC2,195$302K0.1%N/A0.007%
7/7/2026 Dynamic Advisor Solutions LLC8,328$1.15M0.0%-4.8%0.028%
7/6/2026 Dogwood Wealth Management LLC200$28K0.0%N/A0.001%
6/4/2026 Town Capital LLC18,759$2.15M1.7%+97.4%0.064%
6/3/2026 NewEdge Advisors LLC9,504$1.09M0.0%+32.8%0.032%
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%
5/19/2026Bank of America Corp DE881,389$101.21M0.0%+10.1%2.990%
5/19/2026Centaurus Financial Inc.2,405$276K0.0%+70.4%0.008%
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5/18/2026Royal Bank of Canada363,191$41.71M0.0%+32.0%1.232%
5/15/2026Waverly 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%
5/1/2026American 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%
4/24/2026Capital 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%
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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%
3/9/2026 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%


VIOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 371 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 313 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 ($252.62K), Orgel Wealth Management LLC ($163.59K), and National Bank of Canada FI ($144.50K).

Institutional investors have bought a total of 4,164,334 shares in the last 24 months. This purchase volume represents approximately $461.76M in transactions.

Of the 124 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), Northwestern Mutual Wealth Management Co. ($108.65K), One Day In July LLC ($61.09K), Ameriprise Financial Inc. ($42.38K), Total Clarity Wealth Management Inc. ($40.72K), and Cetera Investment Advisers ($39.27K).

Institutional investors have sold a total of 1,240,205 shares in the last 24 months. This volume of shares sold represents approximately $137.25M in transactions.



Institutional ownership data for NYSEARCA:VIOO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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