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

Vanguard S&P Small-Cap 600 ETF logo
$108.55 +0.46 (+0.43%)
Closing price 01/17/2025 04:10 PM Eastern
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$108.68 +0.13 (+0.12%)
As of 08:47 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$263.89M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$91.76M
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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
1/21/2025Cornerstone Wealth Management LLC9,693$1.03M0.1%N/A0.037%
1/17/2025 Janney Montgomery Scott LLC76,979$8.16M0.0%+1.7%0.294%
1/17/2025 Bartlett & CO. Wealth Management LLC3,396$360K0.0%-5.8%0.013%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.136,300$14.45M6.4%+3.8%0.521%
1/17/2025 Atomi Financial Group Inc.2,619$278K0.0%N/A0.010%
1/16/2025 Flower City Capital30,292$3.21M2.0%-10.2%0.116%
1/16/2025 Financial Freedom LLC5,286$561K0.3%-2.7%0.020%
1/16/2025 Diversify Advisory Services LLC3,118$324K0.0%-31.4%0.012%
1/16/2025 Diversify Wealth Management LLC3,148$327K0.0%N/A0.012%
1/15/2025 Orgel Wealth Management LLC1,629,934$172.84M4.5%+1.1%6.233%
1/15/2025 Financial Management Professionals Inc.51,765$5.49M0.7%+470,490.9%0.198%
1/15/2025 Ameritas Advisory Services LLC2,243$238K0.0%+17.1%0.009%
1/15/2025 Merit Financial Group LLC3,185$338K0.0%-4.4%0.012%
1/15/2025 Householder Group Estate & Retirement Specialist LLC846$89K0.1%-58.8%0.003%
1/14/2025 Sebold Capital Management Inc.44,610$4.73M3.2%-3.7%0.171%
1/14/2025 Essex Savings Bank3,104$329K0.1%-20.3%0.012%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management3,557$377K0.2%-22.8%0.014%
1/14/2025 Wiser Wealth Management Inc122,650$13.01M3.7%+1.0%0.469%
1/14/2025 Breakwater Capital Group13,924$1.48M0.3%+2.3%0.053%
1/13/2025 BCS Wealth Management17,324$1.84M0.5%N/A0.066%
1/13/2025 AdvisorNet Financial Inc71,519$7.58M0.6%+25.0%0.273%
1/13/2025 Miracle Mile Advisors LLC12,653$1.34M0.0%-3.2%0.048%
1/13/2025 Kieckhefer Group LLC7,908$839K0.5%N/A0.030%
12/26/2024JPMorgan Chase & Co.82,918$8.97M0.0%+41.4%0.317%
12/13/2024B. Riley Wealth Advisors Inc.2,223$239K0.0%-61.5%0.009%
12/6/2024Fidelity D & D Bancorp Inc.24,272$2.63M1.7%+6.8%0.093%
12/2/2024Beaird Harris Wealth Management LLC2,906$314K0.0%N/A0.011%
11/25/2024Sanctuary Advisors LLC2,028$235K0.0%N/A0.008%
11/18/2024Soltis Investment Advisors LLC5,939$642K0.1%-73.7%0.023%
11/18/2024Coldstream Capital Management Inc.5,161$558K0.0%-1.8%0.020%
11/15/2024Valued Retirements Inc.2,076$225K0.3%N/A0.008%
11/15/2024Executive Wealth Management LLC5,520$597K0.0%N/A0.021%
11/15/2024Geller Advisors LLC11,873$1.28M0.1%+25.2%0.045%
11/15/2024MML Investors Services LLC48,787$5.28M0.0%-42.2%0.187%
11/15/2024EP Wealth Advisors LLC36,725$3.97M0.0%+2,297.2%0.140%
11/15/2024Stifel Financial Corp42,803$4.63M0.0%-1.2%0.164%
11/15/2024HighTower Advisors LLC29,621$3.21M0.0%-0.8%0.113%
11/14/2024Captrust Financial Advisors2,332$252K0.0%+4.5%0.009%
11/14/2024Rockefeller Capital Management L.P.44,819$4.85M0.0%+1.1%0.171%
11/14/2024Hantz Financial Services Inc.15,425$1.67M0.0%+77,025.0%0.059%
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11/13/2024D.A. Davidson & CO.23,695$2.56M0.0%-2.9%0.091%
11/12/2024Centaurus Financial Inc.4,584$496K0.0%+158.4%0.018%
11/12/2024Larson Financial Group LLC1,118$121K0.0%-9.2%0.004%
11/12/2024Cerity Partners LLC421,478$45.60M0.1%+0.7%1.612%
11/12/2024Great Valley Advisor Group Inc.9,546$1.03M0.0%+7.9%0.037%
11/12/2024Thompson Siegel & Walmsley LLC19,226$2.08M0.0%-0.9%0.074%
11/9/2024Cypress Capital Group2,000$216K0.0%N/A0.008%
11/8/2024Silver Oak Advisory Group Inc.14,267$1.54M0.8%+5.4%0.055%
11/8/2024Grant Street Asset Management Inc.10,490$1.14M0.3%+57.0%0.040%
11/7/2024Belmont Capital LLC16,051$1.74M0.3%N/A0.061%
11/7/2024Pathstone Holdings LLC34,758$3.76M0.0%+114.8%0.133%
11/7/2024EQ LLC34,111$3.69M1.8%+14.7%0.130%
11/7/2024Ritter Daniher Financial Advisory LLC DE8,216$889K0.3%-1.2%0.031%
11/6/2024Frazier Financial Advisors LLC584$63K0.0%-52.7%0.002%
11/6/2024Coastline Trust Co19,435$2.10M0.2%+20.4%0.074%
11/6/2024Pinnacle Financial Partners Inc90,654$9.81M0.2%+1.1%0.347%
11/5/2024Hemenway Trust Co LLC2,457$266K0.0%N/A0.009%
11/5/2024Savvy Advisors Inc.12,779$1.38M0.3%N/A0.049%
11/5/2024Harbour Investments Inc.38,440$4.16M0.1%+6.6%0.147%
11/4/20241900 Wealth Management LLC21,319$2.16M0.2%+2.9%0.082%
11/4/2024Axxcess Wealth Management LLC16,729$1.81M0.0%+4.8%0.064%
11/2/202417 Capital Partners LLC5,237$567K0.4%+29.1%0.020%
11/2/2024Mach 1 Financial Group LLC4,229$457K0.3%+4.7%0.016%
11/1/2024 Essex Savings Bank3,895$421K0.1%N/A0.015%
11/1/2024Fairway Wealth LLC14,314$1.55M0.7%-8.1%0.055%
11/1/2024Assetmark Inc.616$67K0.0%+20.3%0.002%
11/1/2024Source Financial Advisors LLC7,456$807K0.2%+1.7%0.029%
10/31/2024Concurrent Investment Advisors LLC53,698$5.81M0.2%+150.5%0.205%
10/30/20241834 Investment Advisors Co.4,327$468K0.1%-46.2%0.017%
10/30/2024Flagship 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%
10/28/2024Lowe Brockenbrough & Co. Inc.15,561$1.68M0.1%+0.7%0.060%
10/28/2024Gladstone Institutional Advisory LLC2,001$216K0.0%N/A0.008%
10/28/2024Lebenthal Global Advisors LLC56,575$6.12M1.2%+3.6%0.216%
10/28/2024William Howard & Co Financial Advisors Inc1,959$212K0.2%N/A0.007%
10/28/2024O ROURKE & COMPANY Inc4,723$511K0.3%+6.6%0.018%
10/28/2024HM Payson & Co.18,867$2.04M0.0%+12.6%0.072%
10/25/2024Valmark Advisers Inc.15,765$1.71M0.0%-1.3%0.060%
10/25/2024Davidson 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%
10/24/2024Anson Capital Inc.13,439$1.45M1.3%-0.8%0.051%
10/24/2024TCV Trust & Wealth Management Inc.155,087$16.78M1.5%+0.1%0.593%
10/23/2024Allworth Financial LP8,626$933K0.0%-1.8%0.033%
10/22/2024Rebalance LLC18,216$1.97M0.1%+2.5%0.070%
10/22/2024Greenleaf Trust12,122$1.31M0.0%-2.1%0.046%
10/22/2024Macroview Investment Management LLC3,667$397K0.4%-7.5%0.014%
10/22/2024Private 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%
10/22/2024Sierra Capital LLC22,915$2.48M0.3%-33.4%0.088%
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10/21/2024Foundations 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%
10/18/2024 Mitsubishi 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%
10/17/2024 Orgel 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%
10/16/2024Sunpointe LLC4,482$485K0.4%+18.5%0.017%
10/16/2024Stage Harbor Financial LLC3,895$419K0.4%N/A0.015%
10/15/2024PFG Advisors23,076$2.50M0.2%+2.1%0.088%
(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, 288 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 ($172.84M), 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 271 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 ($2.02M), Ameriprise Financial Inc. ($727.03K), Cerity Partners LLC ($667.48K), Cetera Investment Advisers ($314.15K), Baystate Wealth Management LLC ($255.68K), 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 8,613,965 shares in the last 24 months. This purchase volume represents approximately $797.18M in transactions.

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

Of the 126 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 ($94.25K), 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 3,103,447 shares in the last 24 months. This volume of shares sold represents approximately $295.60M in transactions.



This page (NYSEARCA:VIOO) was last updated on 1/21/2025 by MarketBeat.com Staff
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