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

Vanguard S&P Small-Cap 600 ETF logo
$108.27 +0.60 (+0.56%)
(As of 12/20/2024 04:34 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$259.35M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$105.25M
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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
12/13/2024 B. Riley Wealth Advisors Inc.2,223$239K0.0%-61.5%0.009%
12/6/2024 Fidelity D & D Bancorp Inc.24,272$2.63M1.7%+6.8%0.093%
12/2/2024 Beaird Harris Wealth Management LLC2,906$314K0.0%N/A0.011%
11/25/2024 Sanctuary Advisors LLC2,028$235K0.0%N/A0.008%
11/18/2024 Soltis Investment Advisors LLC5,939$642K0.1%-73.7%0.023%
11/18/2024 Coldstream Capital Management Inc.5,161$558K0.0%-1.8%0.020%
11/15/2024 Valued Retirements Inc.2,076$225K0.3%N/A0.008%
11/15/2024 Executive Wealth Management LLC5,520$597K0.0%N/A0.021%
11/15/2024 Geller Advisors LLC11,873$1.28M0.1%+25.2%0.045%
11/15/2024 MML Investors Services LLC48,787$5.28M0.0%-42.2%0.187%
11/15/2024 EP Wealth Advisors LLC36,725$3.97M0.0%+2,297.2%0.140%
11/15/2024 Stifel Financial Corp42,803$4.63M0.0%-1.2%0.164%
11/15/2024 HighTower Advisors LLC29,621$3.21M0.0%-0.8%0.113%
11/14/2024 Captrust Financial Advisors2,332$252K0.0%+4.5%0.009%
11/14/2024 Rockefeller Capital Management L.P.44,819$4.85M0.0%+1.1%0.171%
11/14/2024 Hantz Financial Services Inc.15,425$1.67M0.0%+77,025.0%0.059%
11/13/2024 D.A. Davidson & CO.23,695$2.56M0.0%-2.9%0.091%
11/12/2024 Centaurus Financial Inc.4,584$496K0.0%+158.4%0.018%
11/12/2024Larson Financial Group LLC1,118$121K0.0%-9.2%0.004%
11/12/2024 Cerity Partners LLC421,478$45.60M0.1%+0.7%1.612%
11/12/2024 Great Valley Advisor Group Inc.9,546$1.03M0.0%+7.9%0.037%
11/12/2024 Thompson Siegel & Walmsley LLC19,226$2.08M0.0%-0.9%0.074%
11/9/2024 Cypress Capital Group2,000$216K0.0%N/A0.008%
11/8/2024 Silver Oak Advisory Group Inc.14,267$1.54M0.8%+5.4%0.055%
11/8/2024 Grant Street Asset Management Inc.10,490$1.14M0.3%+57.0%0.040%
11/7/2024 Belmont Capital LLC16,051$1.74M0.3%N/A0.061%
11/7/2024 Pathstone Holdings LLC34,758$3.76M0.0%+114.8%0.133%
11/7/2024 EQ LLC34,111$3.69M1.8%+14.7%0.130%
11/7/2024 Ritter Daniher Financial Advisory LLC DE8,216$889K0.3%-1.2%0.031%
11/6/2024 Frazier Financial Advisors LLC584$63K0.0%-52.7%0.002%
11/6/2024 Coastline Trust Co19,435$2.10M0.2%+20.4%0.074%
11/6/2024 Pinnacle Financial Partners Inc90,654$9.81M0.2%+1.1%0.347%
11/5/2024 Hemenway Trust Co LLC2,457$266K0.0%N/A0.009%
11/5/2024 Savvy Advisors Inc.12,779$1.38M0.3%N/A0.049%
11/5/2024 Harbour Investments Inc.38,440$4.16M0.1%+6.6%0.147%
11/4/2024 1900 Wealth Management LLC21,319$2.16M0.2%+2.9%0.082%
11/4/2024 Axxcess Wealth Management LLC16,729$1.81M0.0%+4.8%0.064%
11/2/2024 17 Capital Partners LLC5,237$567K0.4%+29.1%0.020%
11/2/2024 Mach 1 Financial Group LLC4,229$457K0.3%+4.7%0.016%
11/1/2024 Essex Savings Bank3,895$421K0.1%N/A0.015%
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11/1/2024 Fairway Wealth LLC14,314$1.55M0.7%-8.1%0.055%
11/1/2024 Assetmark Inc.616$67K0.0%+20.3%0.002%
11/1/2024 Source Financial Advisors LLC7,456$807K0.2%+1.7%0.029%
10/31/2024 Concurrent Investment Advisors LLC53,698$5.81M0.2%+150.5%0.205%
10/30/2024 1834 Investment Advisors Co.4,327$468K0.1%-46.2%0.017%
10/30/2024 Flagship Private Wealth LLC11,652$1.26M0.6%+51.6%0.045%
10/29/2024 Janney Montgomery Scott LLC75,698$8.19M0.0%-4.9%0.289%
10/28/2024 Lowe Brockenbrough & Co. Inc.15,561$1.68M0.1%+0.7%0.060%
10/28/2024 Gladstone Institutional Advisory LLC2,001$216K0.0%N/A0.008%
10/28/2024 Lebenthal Global Advisors LLC56,575$6.12M1.2%+3.6%0.216%
10/28/2024 William Howard & Co Financial Advisors Inc1,959$212K0.2%N/A0.007%
10/28/2024 O ROURKE & COMPANY Inc4,723$511K0.3%+6.6%0.018%
10/28/2024 HM Payson & Co.18,867$2.04M0.0%+12.6%0.072%
10/25/2024 Valmark Advisers Inc.15,765$1.71M0.0%-1.3%0.060%
10/25/2024 Davidson Capital Management Inc.65,529$7.09M2.0%+43.8%0.251%
10/25/2024 Diversify Advisory Services LLC4,542$486K0.0%-2.8%0.017%
10/24/2024 Taylor & Morgan Wealth Management LLC5,695$616K0.4%-5.0%0.022%
10/24/2024 Anson Capital Inc.13,439$1.45M1.3%-0.8%0.051%
10/24/2024 TCV Trust & Wealth Management Inc.155,087$16.78M1.5%+0.1%0.593%
10/23/2024 Allworth Financial LP8,626$933K0.0%-1.8%0.033%
10/22/2024 Rebalance LLC18,216$1.97M0.1%+2.5%0.070%
10/22/2024 Greenleaf Trust12,122$1.31M0.0%-2.1%0.046%
10/22/2024 Macroview Investment Management LLC3,667$397K0.4%-7.5%0.014%
10/22/2024 Private Advisor Group LLC43,728$4.73M0.0%-0.7%0.167%
10/22/2024 Sebold Capital Management Inc.46,332$5.01M3.3%-12.7%0.177%
10/22/2024 Sierra Capital LLC22,915$2.48M0.3%-33.4%0.088%
10/21/2024 Foundations Investment Advisors LLC12,084$1.31M0.0%+40.9%0.046%
10/19/2024OLD National Bancorp IN142,123$15.38M0.4%+7.4%0.543%
10/18/2024Commonwealth Equity Services LLC294,518$31.86M0.0%-4.6%1.126%
10/18/2024Mitsubishi UFJ Asset Management UK Ltd.131,300$14.20M7.3%-11.5%0.502%
10/18/2024Raymond James & Associates152,961$16.55M0.0%+3.8%0.585%
10/17/2024Orgel Wealth Management LLC1,612,521$174.44M4.4%-14.9%6.166%
10/16/2024 Ironwood Financial llc4,014$434K0.1%-8.0%0.015%
10/16/2024 Sunpointe LLC4,482$485K0.4%+18.5%0.017%
10/16/2024 Stage Harbor Financial LLC3,895$419K0.4%N/A0.015%
10/15/2024 PFG Advisors23,076$2.50M0.2%+2.1%0.088%
10/11/2024 Creative Planning33,018$3.57M0.0%-0.4%0.126%
10/11/2024 Kathleen S. Wright Associates Inc.16,702$1.81M0.7%+1.1%0.064%
10/11/2024 Patriot Investment Management Group Inc.68,821$7.45M0.5%-12.7%0.263%
10/10/2024 Sound Income Strategies LLC274$30K0.0%N/A0.001%
10/10/2024 Koshinski Asset Management Inc.8,018$867K0.1%-1.3%0.031%
10/10/2024 CRA Financial Services LLC16,918$1.83M0.3%-0.6%0.065%
10/10/2024 Valeo Financial Advisors LLC2,734$296K0.0%+4.5%0.010%
10/9/2024 Pacific Sun Financial Corp7,018$759K0.4%-5.3%0.027%
10/9/2024 Private Advisory Group LLC49,372$5.34M0.6%+2.2%0.189%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management4,607$498K0.2%-2.5%0.018%
10/9/2024 Northstar Group Inc.5,514$596K0.1%+45.3%0.021%
10/8/2024 Eagle Wealth Strategies LLC5,900$638K0.5%-3.5%0.023%
10/8/2024 Sovereign Financial Group Inc.4,996$540K0.1%-7.3%0.019%
10/8/2024 Stordahl Capital Management Inc.9,078$969K0.2%-1.2%0.035%
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10/8/2024 Dynamic Advisor Solutions LLC11,286$1.22M0.0%-29.2%0.043%
10/7/2024 Miracle Mile Advisors LLC13,071$1.41M0.0%-1.1%0.050%
10/3/2024 Wiser Wealth Management Inc121,443$13.14M3.8%+1.1%0.464%
9/3/2024Clear Rock Advisors LLC35,835$3.52M1.5%-0.9%0.137%
8/22/2024 Cetera Investment Advisers314,147$30.85M0.1%+7.7%1.201%
8/21/2024 Truist Financial Corp3,594$353K0.0%N/A0.014%
8/19/2024 B. Riley Wealth Advisors Inc.5,779$568K0.0%+8.7%0.022%
8/16/2024 Northwestern Mutual Wealth Management Co.111,292$10.93M0.0%+3.5%0.426%
8/16/2024 Creative Planning33,142$3.26M0.0%+5.0%0.127%
8/14/2024 Evergreen Capital Management LLC11,887$1.17M0.0%-2.9%0.045%
(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, 283 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 ($174.44M), Ameriprise Financial Inc. ($117.87M), Bank of America Corp DE ($72.35M), Cerity Partners LLC ($45.60M), 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 268 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 ($2.06M), Ameriprise Financial Inc. ($727.03K), Cerity Partners LLC ($667.48K), Cetera Investment Advisers ($314.15K), Baystate Wealth Management LLC ($270.86K), LPL Financial LLC ($212.67K), 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 8,542,910 shares in the last 24 months. This purchase volume represents approximately $787.93M in transactions.

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

Of the 123 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 ($1.73M), Patriot Investment Management Group Inc. ($173.43K), Eagle Wealth Strategies LLC ($148.69K), Dynamic Advisor Solutions LLC ($103.27K), 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 3,106,235 shares in the last 24 months. This volume of shares sold represents approximately $295.64M in transactions.



This page (NYSEARCA:VIOO) was last updated on 12/22/2024 by MarketBeat.com Staff
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