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

$108.47
+1.83 (+1.72%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$299.30M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$94.57M
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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
7/26/20241900 Wealth Management LLC20,724$2.04M0.2%-2.8%0.079%
7/26/2024Breakwater Capital Group12,310$1.21M0.3%+3.7%0.047%
7/26/2024Harbour Investments Inc.36,074$3.54M0.1%+6.0%0.138%
7/26/2024Cambridge Investment Research Advisors Inc.64,538$6.34M0.0%+23.1%0.247%
7/26/2024Atomi Financial Group Inc.4,776$469K0.0%N/A0.018%
7/26/2024Trust Co. of Virginia VA154,927$15.22M1.5%+6.3%0.592%
7/26/2024 Sierra Capital LLC34,425$3.38M0.5%-15.8%0.132%
7/26/2024 Bristlecone Advisors LLC1,740$171K0.0%N/A0.007%
7/26/2024 Salomon & Ludwin LLC2,307$227K0.0%-41.0%0.009%
7/25/2024 Raymond James Trust N.A.3,251$319K0.0%+12.6%0.012%
7/25/2024 EQ LLC29,732$2.92M1.7%+2.3%0.114%
7/25/2024 Bryant Woods Investment Advisors LLC49,881$4.90M3.8%-5.1%0.191%
7/24/2024 Lebenthal Global Advisors LLC54,632$5.37M1.2%+1.9%0.209%
7/23/2024 Private Advisory Group LLC48,330$4.75M0.6%+11.2%0.185%
7/23/2024 Moss Adams Wealth Advisors LLC6,298$619K0.1%-40.3%0.024%
7/23/2024 Macroview Investment Management LLC3,965$389K0.4%-55.1%0.015%
7/23/2024 Orgel Wealth Management LLC1,893,776$185.99M5.0%+1.5%7.242%
7/22/2024 Flagship Private Wealth LLC7,686$755K0.4%+37.8%0.029%
7/20/2024 Raymond James Financial Services Advisors Inc.236,883$23.26M0.0%+2.5%0.906%
7/19/2024 Raymond James & Associates147,315$14.47M0.0%+6.6%0.563%
7/19/2024 waypoint wealth counsel12,148$1.19M0.9%-2.2%0.046%
7/19/2024 Eagle Wealth Strategies LLC6,116$601K0.5%-3.0%0.023%
7/18/2024 17 Capital Partners LLC4,058$399K0.3%+29.2%0.016%
7/17/2024 AdvisorNet Financial Inc45,256$4.45M0.4%+7.8%0.173%
7/16/2024 Great Valley Advisor Group Inc.8,844$869K0.0%-2.0%0.034%
7/16/2024 Flower City Capital33,946$3.33M2.2%+1.5%0.130%
7/15/2024Dynamic Advisor Solutions LLC15,950$1.57M0.0%-50.7%0.061%
7/15/2024 Patriot Investment Management Group Inc.78,795$7.74M0.6%-17.4%0.301%
7/15/2024 Stordahl Capital Management Inc.9,192$903K0.2%-2.2%0.035%
7/15/2024 Verum Partners LLC24,702$2.43M0.8%-2.3%0.094%
7/15/2024 Coastline Trust Co16,145$1.59M0.2%+5.9%0.062%
7/12/2024 Diversify Advisory Services LLC4,672$454K0.0%+18.6%0.018%
7/12/2024 Rebalance LLC17,770$1.75M0.1%+1.8%0.068%
7/12/2024Accel Wealth Management4,301$422K0.2%+2.4%0.016%
7/12/2024 CRA Financial Services LLC17,018$1.67M0.3%-2.8%0.065%
7/11/2024 OLD National Bancorp IN132,387$13.00M0.3%+11.5%0.506%
7/9/2024 Mather Group LLC.459$47K0.0%N/A0.002%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,285$224K0.1%N/A0.009%
6/10/2024 Schwab Charitable Fund14,835$1.51M0.0%+49.7%0.057%
6/10/2024Clear Rock Advisors LLC36,163$3.67M1.6%-1.6%0.138%
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5/29/2024Soltis Investment Advisors LLC20,089$2.04M0.2%+29.4%0.077%
5/24/2024Cetera Advisor Networks LLC228,346$23.18M0.1%+6.5%0.873%
5/24/2024Cetera Advisors LLC61,445$6.24M0.0%+48.3%0.235%
5/24/2024Cetera Investment Advisers291,754$29.61M0.1%N/A1.116%
5/17/2024Comerica Bank5,464$555K0.0%-9.0%0.021%
5/16/2024B. Riley Wealth Advisors Inc.5,316$540K0.0%+3.6%0.020%
5/16/2024Silvercrest Asset Management Group LLC13,958$1.42M0.0%+446.3%0.053%
5/14/2024Axxcess Wealth Management LLC14,511$1.47M0.0%+4.2%0.055%
5/10/2024Osaic Holdings Inc.375,638$38.14M0.1%+20.3%1.436%
5/10/2024Viawealth LLC5,000$508K0.3%-5.3%0.019%
5/9/2024Blair William & Co. IL2,701$274K0.0%-6.9%0.010%
5/9/2024HBK Sorce Advisory LLC5,352$543K0.0%+3.7%0.020%
5/9/2024Pettyjohn Wood & White Inc.4,570$464K0.1%-6.0%0.017%
5/9/2024New Insight Wealth Advisors114,257$11.60M7.2%+11.7%0.437%
5/9/2024 Koshinski Asset Management Inc.12,192$1.24M0.1%-12.6%0.047%
5/8/2024Avantax Advisory Services Inc.6,533$663K0.0%+5.5%0.025%
5/8/2024Watershed Private Wealth LLC3,431$348K0.2%+70.1%0.013%
5/8/2024Thoroughbred Financial Services LLC2,147$217K0.0%N/A0.008%
5/7/2024Anson Capital Inc.13,026$1.32M1.9%+4.3%0.050%
5/7/2024WNY Asset Management LLC15,097$1.53M0.2%-3.3%0.058%
5/7/2024Concurrent Investment Advisors LLC18,851$1.91M0.1%+5.2%0.072%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.148,300$15.05M7.6%-15.2%0.567%
5/7/2024 EQ LLC29,056$2.95M1.8%+8.4%0.111%
5/7/2024PFG Advisors21,443$2.18M0.2%+3.2%0.082%
5/7/2024Wealthspire Advisors LLC5,333$541K0.0%-38.7%0.020%
5/6/2024Davidson Capital Management Inc.44,949$4.56M1.5%+3.5%0.172%
5/6/2024VitalStone Financial LLC285$29K0.0%+61.0%0.001%
5/6/2024Manchester Capital Management LLC3,347$340K0.0%-5.6%0.013%
5/6/2024Financial Council LLC8,200$832K0.5%-13.6%0.031%
5/4/2024Silver Oak Advisory Group Inc.13,519$1.37M0.8%-4.0%0.052%
5/2/2024 Salomon & Ludwin LLC3,907$397K0.0%+346.0%0.015%
5/1/20241834 Investment Advisors Co.6,425$652K0.1%+91.7%0.025%
5/1/2024 Janney Montgomery Scott LLC71,112$7.22M0.0%+35.1%0.272%
5/1/2024 Source Financial Advisors LLC6,239$633K0.2%+2.5%0.024%
5/1/2024Grant Street Asset Management Inc.2,134$217K0.1%N/A0.008%
5/1/2024 Diversify Advisory Services LLC3,940$396K0.0%N/A0.015%
4/30/2024Private Advisor Group LLC44,064$4.47M0.0%+1.0%0.169%
4/30/2024 Macroview Investment Management LLC8,834$897K1.0%-18.7%0.034%
4/30/2024Perigon Wealth Management LLC3,894$395K0.0%+11.4%0.015%
4/29/2024Commonwealth Equity Services LLC313,648$31.84M0.1%+2.0%1.199%
4/29/2024 Harbor Advisory Corp MA40,206$4.08M1.4%-0.6%0.154%
4/25/2024One Day In July LLC279,881$28.41M3.8%-4.7%1.070%
4/25/2024Cambridge Investment Research Advisors Inc.52,441$5.32M0.0%-34.8%0.201%
4/24/20241900 Wealth Management LLC21,319$2.16M0.2%-1.0%0.082%
4/24/2024Spire Wealth Management13,429$1.36M0.1%-12.4%0.051%
4/23/2024 Raymond James Financial Services Advisors Inc.230,993$23.45M0.0%+3.7%0.883%
4/22/2024 Raymond James & Associates138,143$14.02M0.0%-5.7%0.528%
4/19/2024Accel Wealth Management4,201$426K0.2%+27.3%0.016%
4/19/2024 Wiser Wealth Management Inc116,161$11.79M3.9%+5.9%0.444%
4/18/2024 Verum Partners LLC25,288$2.57M0.9%-5.8%0.097%
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4/18/2024 Stordahl Capital Management Inc.9,401$954K0.2%-11.0%0.036%
4/18/2024Breakwater Capital Group11,875$1.21M0.3%-6.4%0.045%
4/16/2024Trust Co. of Virginia VA145,787$14.80M1.4%N/A0.558%
4/16/2024Fidelity D & D Bancorp Inc.22,367$2.27M1.7%+19.8%0.086%
4/16/2024 Capital Asset Advisory Services LLC14,508$1.43M0.1%+4.1%0.055%
4/15/2024 Orgel Wealth Management LLC1,866,451$189.45M5.2%-2.5%7.137%
4/15/2024 Eagle Wealth Strategies LLC6,302$633K0.5%-95.9%0.024%
4/12/2024Dynamic Advisor Solutions LLC32,354$3.28M0.1%-5.5%0.137%
4/12/2024 Flower City Capital33,457$3.40M2.3%+13.3%0.141%
4/12/2024 AdvisorNet Financial Inc41,985$4.26M0.4%+17.6%0.178%
(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, 265 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 ($185.99M), Ameriprise Financial Inc. ($117.87M), Bank of America Corp DE ($72.35M), Cerity Partners LLC ($42.70M), Osaic Holdings Inc. ($38.14M), Baystate Wealth Management LLC ($36.98M), and Wells Fargo & Company MN ($33.38M).Learn more on VIOO's institutional investors.

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

Of the 251 institutional investors that purchased Vanguard S&P Small-Cap 600 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($3.30M), Ameriprise Financial Inc. ($727.03K), Cerity Partners LLC ($664.63K), Cetera Investment Advisers ($291.75K), LPL Financial LLC ($273.49K), Baystate Wealth Management LLC ($270.86K), and Commonwealth Equity Services LLC ($194.41K).

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

Institutional investors have bought a total of 9,717,287 shares in the last 24 months. This purchase volume represents approximately $873.12M in transactions.

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

Of the 117 institutional investors that sold Vanguard S&P Small-Cap 600 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($1.45M), Patriot Investment Management Group Inc. ($163.45K), Eagle Wealth Strategies LLC ($148.47K), Dynamic Advisor Solutions LLC ($98.60K), US Bancorp DE ($92.95K), Baystate Wealth Management LLC ($87.87K), and Bridgeworth LLC ($86.26K).

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

Institutional investors have sold a total of 2,825,963 shares in the last 24 months. This volume of shares sold represents approximately $261.09M in transactions.


This page (NYSEARCA:VIOO) was last updated on 7/27/2024 by MarketBeat.com Staff

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