VIOO · VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF

Alerts for VIOO

$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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 5

Total Value: $13,665,148

Total Shares: 99,354

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026

Top Holder

93.2%

+75.1 pts

Top 5

100.0%

+39.2 pts

Top 10

100.0%

+16.2 pts

HHI

8,719

Highly concentrated+7,754

Quarterly Activity

vs Mar 31, 2026

New

2

Increased

1

Decreased

1

Sold Out

83

Unchanged

1

Holder count: -81

Institutional value: -97.6%

Shares held: -98.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Large Corient Private Wealth LLC	+4,346	92,625

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
Mid ANCHOR CAPITAL ADVISORS LLC	5,102	$701,729
Mid Parkside Financial Bank & Trust	432	$59,417

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega BANK OF AMERICA CORP /DE/	881,389	$101,209,898
Mega MORGAN STANLEY	787,869	$90,470,996
Mega AMERIPRISE FINANCIAL INC	455,413	$52,295,074
Large Cerity Partners LLC	446,747	$51,299,957
Mega RAYMOND JAMES FINANCIAL INC	380,369	$43,677,771

Filter: New 2 Increased 1 Reduced 1 Sold out 83 Unchanged 1

Showing 5 of 5

All Common Calls Puts

Compact Export CSV

Corient Private Wealth LLC VIOO

$12,739,642

93.23%

92,625

ANCHOR CAPITAL ADVISORS LLC VIOO

$701,729

5.14%

5,102

Cornerstone Financial Management LLC VIOO

$107,281

0.79%

780

Parkside Financial Bank & Trust VIOO

$59,417

0.43%

432

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	432	$59,417	100.0%	Sole

Principia Wealth Advisory, LLC VIOO

$57,079

0.42%

415

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	5,716	$656,368	0.6%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	562,416	$64,582,229	63.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	313,257	$35,971,301	35.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	785,300	$90,175,999	99.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,569	$294,997	0.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	452,811	$51,996,287	99.4%	Defined
Ameriprise Bank, FSB	2,602	$298,787	0.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	104,984	$12,055,312	27.6%	Defined
Raymond James Financial Services Advisors, Inc.	275,385	$31,622,459	72.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	336,817	$38,676,696	92.7%	Defined
RBC Dominion Securities Inc.	8,553	$982,140	2.4%	Defined
RBC Trust Co (Delaware) Ltd	17,821	$2,046,385	4.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	78,863	$9,055,838	27.6%	Defined
GOLDMAN SACHS INTERNATIONAL	183,864	$21,113,103	64.4%	Defined
GOLDMAN SACHS BANK AG	22,739	$2,611,119	8.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	229,812	$26,389,311	91.5%	Defined
CW Advisors, LLC	3,296	$378,479	1.3%	Sole
Osaic Advisory Services, LLC	18,159	$2,085,197	7.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SYNOVUS TRUST CO NA	3,900	$447,837	4.1%	Defined
Synovus Securities, Inc.	1,211	$139,059	1.3%	Defined
Pinnacle Bank	89,867	$10,319,427	94.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	1,878	$215,650	4.4%	Defined
Rockefeller Trust Co (Delaware) joint	178	$20,439	0.4%	Defined
ROCKEFELLER FINANCIAL LLC	40,445	$4,644,299	95.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	38,904	$4,467,346	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	18,607	$2,136,641	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROWN INVESTMENT ADVISORY & TRUST CO	3,200	$367,456	27.3%	Defined
Brown Advisory LLC	8,514	$977,662	72.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Lebenthal Diversified Asset Management Inc.	10,858	$1,246,824	99.9%	Defined
Held directly	9	$1,033	0.1%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	9,529	$1,094,215	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	6,838	$785,207	83.5%	Defined
BAIRD TRUST Co	1,355	$155,594	16.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	4	$459	0.1%	Other
Latour Trading LLC (Latour)	7,533	$865,014	99.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,292	$837,340	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	5,723	$657,172	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	5,508	$632,483	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3,010	$345,638	58.6%	Other
ORGEL WEALTH MANAGEMENT, LLC	2,124	$243,898	41.4%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	4,459	$512,026	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	3,969	$455,760	95.2%	Defined
Manager 6	200	$22,966	4.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	3,333	$382,728	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	2,445	$280,759	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	2,315	$265,831	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSTERWEIS CAPITAL MANAGEMENT LLC/CA	1,542	$177,067	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	1,351	$155,135	100.0%	Sole