VIOO · VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF
$134.78
+0.47 (+0.35%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $13,665,148
Total Shares: 99,354
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
93.2%
+42.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,719
Highly concentrated+3,718
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
1
Sold Out
0
Unchanged
1
Holder count:
+3
Institutional value:
+7617.5%
Shares held:
+6343.2%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −347 | 415 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 92,625 | $12,739,642 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | 5,102 | $701,729 | |
| Mid Parkside Financial Bank & Trust | 432 | $59,417 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VIOO | $12,739,642 | 93.23% | 92,625 | Shares | 2026-08-27 | |
| Mid ANCHOR CAPITAL ADVISORS LLC VIOO | $701,729 | 5.14% | 5,102 | Shares | 2026-09-03 | |
| Small Cornerstone Financial Management LLC VIOO | $107,281 | 0.79% | 780 | Shares | 2026-08-28 | |
| Mid Parkside Financial Bank & Trust Bank VIOO | $59,417 | 0.43% | 432 | Shares | 2026-09-04 | |
| Small Principia Wealth Advisory, LLC VIOO | $57,079 | 0.42% | 415 | Shares | 2026-08-26 |