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

$97.22
+1.58 (+1.65%)
(As of 03:58 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$490.51M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$215.33M
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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
4/23/2024Raymond James Financial Services Advisors Inc.230,993$23.45M0.0%+3.7%0.883%
4/22/2024Raymond James & Associates138,143$14.02M0.0%-5.7%0.528%
4/19/2024Accel Wealth Management4,201$426K0.2%+27.3%0.016%
4/19/2024Wiser Wealth Management Inc116,161$11.79M3.9%+5.9%0.444%
4/18/2024Verum Partners LLC25,288$2.57M0.9%-5.8%0.097%
4/18/2024Stordahl 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%
4/16/2024Capital Asset Advisory Services LLC14,508$1.43M0.1%+4.1%0.055%
4/15/2024Orgel Wealth Management LLC1,866,451$189.45M5.2%-2.5%7.137%
4/15/2024Eagle Wealth Strategies LLC6,302$633K0.5%-95.9%0.024%
4/12/2024 Dynamic 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%
4/11/2024 Sebold Capital Management Inc.61,228$6.22M4.2%+1.5%0.259%
4/11/2024 17 Capital Partners LLC3,142$319K0.2%N/A0.013%
4/10/2024 BCS Wealth Management6,655$675K0.2%+157.8%0.028%
3/22/2024PNC Financial Services Group Inc.1,803$179K0.0%-20.4%0.008%
3/15/2024B. Riley Wealth Advisors Inc.5,129$509K0.0%-3.5%0.022%
2/26/2024Centaurus Financial Inc.1,759$174K0.0%+10.1%0.007%
2/22/2024Napa Wealth Management2,399$238K0.1%N/A0.010%
2/21/2024WNY Asset Management LLC15,615$1.55M0.3%-1.4%0.066%
2/21/2024American Trust2,361$234K0.0%N/A0.010%
2/20/2024Sunpointe LLC3,698$367K0.5%N/A0.016%
2/14/2024Wescott Financial Advisory Group LLC14,676$1.46M0.2%+1.5%0.062%
2/13/2024Cetera Advisor Networks LLC214,433$21.27M0.1%+16.4%0.907%
2/13/2024360 Financial Inc.3,272$325K0.1%+7.8%0.014%
2/13/2024Edge Capital Group LLC4,195$416K0.0%N/A0.018%
2/13/2024Wellspring Financial Advisors LLC6,014$596K0.0%N/A0.025%
2/13/2024Anson Capital Inc.12,489$1.24M2.0%+11.1%0.053%
2/13/2024Carolinas Wealth Consulting LLC141,952$14.08M2.2%+3.6%0.600%
2/12/2024Clear Rock Advisors LLC36,758$3.57M1.6%N/A0.155%
2/12/2024Focus Financial Network Inc. ADV9,756$968K0.0%N/A0.041%
2/12/2024Steward Partners Investment Advisory LLC11,484$1.14M0.0%+3.6%0.049%
2/9/2024Nations Financial Group Inc. IA ADV3,540$351K0.0%N/A0.015%
2/9/2024Cambridge Investment Research Advisors Inc.80,406$7.98M0.0%+43.5%0.340%
2/9/2024Frazier Financial Advisors LLC1,234$122K0.1%N/A0.005%
2/9/2024Corient Private Wealth LLC61,281$6.08M0.0%-2.3%0.259%
2/9/2024D.A. Davidson & CO.24,940$2.47M0.0%+2.7%0.105%
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2/9/2024Wells Fargo & Company MN336,491$33.38M0.0%+3.7%1.423%
2/9/2024UBS Group AG266,327$26.42M0.0%+37.0%1.126%
2/8/2024Brown Advisory Inc.4,982$494K0.0%-12.5%0.021%
2/8/2024Clarity Capital Advisors LLC4,094$406K0.4%N/A0.017%
2/8/2024Beacon Pointe Advisors LLC2,198$218K0.0%-23.1%0.009%
2/8/2024Quadrant Capital Group LLC471$47K0.0%N/A0.002%
2/8/2024Foundations Investment Advisors LLC6,649$639K0.0%+61.7%0.028%
2/8/2024Janney Montgomery Scott LLC52,642$5.22M0.0%+12.9%0.223%
2/8/2024Mitsubishi UFJ Asset Management UK Ltd.174,800$17.34M9.5%+372.4%0.739%
2/8/2024Pacific Sun Financial Corp7,312$725K0.5%-1.7%0.031%
2/8/2024Advisor OS LLC6,394$634K0.1%+4.0%0.027%
2/7/2024Avantax Advisory Services Inc.6,191$614K0.0%-18.4%0.026%
2/7/2024EQ LLC26,804$2.66M2.0%N/A0.113%
2/7/2024Cary Street Partners Investment Advisory LLC9,408$933K0.0%+6.0%0.040%
2/7/2024Watershed Private Wealth LLC2,017$200K0.1%-41.2%0.009%
2/7/2024Lebenthal Global Advisors LLC32,626$3.24M0.8%+54.6%0.138%
2/7/2024Principal Securities Inc.1,107$110K0.0%N/A0.005%
2/6/2024Moss Adams Wealth Advisors LLC19,825$1.97M0.4%+10.3%0.084%
2/6/2024Sovereign Financial Group Inc.5,256$521K0.2%+3.1%0.022%
2/6/2024Palisade Asset Management LLC3,749$372K0.0%N/A0.016%
2/6/2024PACK Private Wealth LLC6,129$608K0.4%+62.4%0.026%
2/6/2024Private Advisor Group LLC43,640$4.33M0.0%+3.5%0.185%
2/6/2024Spire Wealth Management15,333$1.46M0.1%-20.3%0.065%
2/6/2024Axxcess Wealth Management LLC13,930$1.38M0.0%+7.4%0.059%
2/6/2024Merit Financial Group LLC4,272$424K0.0%+40.3%0.018%
2/6/2024Commonwealth Equity Services LLC307,417$30.49M0.1%+1.0%1.300%
2/6/2024First Horizon Advisors Inc.1,262$125K0.0%N/A0.005%
2/6/2024Great Valley Advisor Group Inc.10,411$1.03M0.0%N/A0.044%
2/5/2024One Day In July LLC293,836$29.15M4.4%+0.8%1.242%
2/5/2024Mach 1 Financial Group LLC3,511$348K0.1%+5.1%0.015%
2/5/2024Savant Capital LLC247,257$24.53M0.3%-4.5%1.045%
2/5/2024Certuity LLC32,970$3.27M0.3%+11.4%0.139%
2/5/2024Eagle Wealth Strategies LLC154,587$15.33M9.2%N/A0.654%
2/5/2024Financial Advisors LLC3,120$309K0.1%-33.5%0.013%
2/2/2024Valmark Advisers Inc.16,782$1.67M0.0%+128.3%0.071%
2/2/2024Silver Oak Advisory Group Inc.14,078$1.40M0.8%+8.4%0.060%
2/2/2024Atria Wealth Solutions Inc.7,974$791K0.0%-8.9%0.034%
2/1/2024Financial Perspectives Inc286$28K0.0%N/A0.001%
2/1/2024 Roble Belko & Company Inc773$77K0.0%-47.3%0.003%
2/1/2024Larson Financial Group LLC1,739$172K0.0%+99.9%0.007%
2/1/20241900 Wealth Management LLC21,527$2.14M0.2%-2.0%0.091%
2/1/2024OLD National Bancorp IN113,315$11.24M0.3%+8.7%0.479%
2/1/2024Sigma Planning Corp2,308$229K0.0%-64.1%0.010%
2/1/2024Kathleen S. Wright Associates Inc.16,534$1.64M0.8%-10.4%0.070%
1/31/2024Greenleaf Trust11,997$1.19M0.0%+35.5%0.051%
1/30/2024Macroview Investment Management LLC10,863$1.08M1.3%-5.7%0.046%
1/30/2024Imprint Wealth LLC4,619$448K0.4%N/A0.020%
1/30/2024Sierra Capital LLC40,890$4.06M0.6%+10.2%0.173%
1/29/2024Koshinski Asset Management Inc.13,946$1.38M0.2%+72.1%0.059%
1/29/2024Baystate Wealth Management LLC372,808$36.98M2.7%+3.2%1.576%
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1/29/2024Valeo Financial Advisors LLC2,616$259K0.0%-64.6%0.011%
1/26/2024Cerity Partners LLC430,477$42.70M0.1%+5,870.6%1.820%
1/26/2024Executive Wealth Management LLC4,445$441K0.0%+9.9%0.019%
1/26/2024Soltis Investment Advisors LLC15,529$1.54M0.2%+11.9%0.066%
1/26/2024Bridgeworth LLC70,227$6.97M0.7%-3.8%0.297%
1/25/2024HBK Sorce Advisory LLC5,159$512K0.0%-6.5%0.022%
1/25/2024 International Assets Investment Management LLC70,425$6.99M0.0%N/A0.298%
1/25/2024Phillips Financial Management LLC51,967$5.16M0.4%-4.3%0.220%
1/24/2024Stratos Wealth Partners LTD.4,186$415K0.0%-6.1%0.018%
1/24/2024Allworth Financial LP9,727$965K0.0%+1,115.9%0.041%
(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 ($189.45M), Ameriprise Financial Inc. ($117.87M), Bank of America Corp DE ($72.35M), Cerity Partners LLC ($42.70M), Baystate Wealth Management LLC ($36.98M), Wells Fargo & Company MN ($33.38M), and LPL Financial LLC ($31.04M).Learn more on VIOO's institutional investors.

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

Of the 254 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 ($3.85M), Ameriprise Financial Inc. ($727.03K), Cerity Partners LLC ($664.63K), LPL Financial LLC ($273.49K), Baystate Wealth Management LLC ($270.86K), Commonwealth Equity Services LLC ($188.18K), and Mitsubishi UFJ Asset Management UK Ltd. ($174.80K).

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

Institutional investors have bought a total of 9,987,337 shares in the last 24 months. This purchase volume represents approximately $897.27M in transactions.

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

Of the 109 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 ($2.49M), Eagle Wealth Strategies LLC ($148.29K), Patriot Investment Management Group Inc. ($146.84K), US Bancorp DE ($92.95K), Baystate Wealth Management LLC ($87.87K), Bridgeworth LLC ($86.26K), and Dynamic Advisor Solutions LLC ($82.20K).

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

Institutional investors have sold a total of 3,754,101 shares in the last 24 months. This volume of shares sold represents approximately $338.04M in transactions.


This page (NYSEARCA:VIOO) was last updated on 4/23/2024 by MarketBeat.com Staff

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