Who owns Vanguard S&P Small-Cap 600 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VIOO from SEC Form 13F filings across 409 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 409 institutions disclosed 14.3M shares of Vanguard S&P Small-Cap 600 ETF worth $1.97B — about 30.2% of shares outstanding; the largest disclosed holder is Orgel Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
409
13F holders
$1.97B
value, 2026 filers
30.2%
of shares outstanding (14.3M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VIOO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 1.1M | $153.5M | 2.9% | 2.3% | +2.7% |
| 2 | BANK OF AMERICA CORP /DE/ | 867,438 | $119.3M | 0.0% | 1.8% | -1.6% |
| 3 | MORGAN STANLEY | 825,868 | $113.6M | 0.0% | 1.7% | +4.8% |
| 4 | RAYMOND JAMES FINANCIAL INC | 594,078 | $81.7M | 0.0% | 1.3% | +56.2% |
| 5 | Mariner, LLC | 591,038 | $81.3M | 0.1% | 1.2% | -4.2% |
| 6 | Cerity Partners LLC | 442,935 | $60.9M | 0.1% | 0.9% | -0.9% |
| 7 | AMERIPRISE FINANCIAL INC | 430,671 | $59.2M | 0.0% | 0.9% | -5.4% |
| 8 | Savant Capital, LLC | 394,894 | $49.7M | 0.1% | 0.8% | +94.7% |
| 9 | WELLS FARGO & COMPANY/MN | 378,299 | $52.0M | 0.0% | 0.8% | 0.0% |
| 10 | Pathstone Holdings, LLC | 363,428 | $50.0M | 0.1% | 0.8% | +2.7% |
| 11 | JPMORGAN CHASE & CO | 361,491 | $49.4M | 0.0% | 0.8% | +2.9% |
| 12 | UBS Group AG | 355,333 | $48.9M | 0.0% | 0.7% | -0.4% |
| 13 | ROYAL BANK OF CANADA | 350,597 | $48.2M | 0.0% | 0.7% | -3.5% |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 338,693 | $46.6M | 0.3% | 0.7% | +30.8% |
| 15 | GOLDMAN SACHS GROUP INC | 304,644 | $41.9M | 0.0% | 0.6% | +6.7% |
| 16 | LPL Financial LLC | 268,540 | $36.9M | 0.0% | 0.6% | +10.7% |
| 17 | OSAIC HOLDINGS, INC. | 264,227 | $36.4M | 0.0% | 0.6% | +5.2% |
| 18 | HANTZ FINANCIAL SERVICES, INC. | 250,961 | $34.5M | 0.5% | 0.5% | +27.5% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231,279 | $31.8M | 0.0% | 0.5% | -3.1% |
| 20 | Cetera Investment Advisers | 225,666 | $31.0M | 0.0% | 0.5% | +0.5% |
| 21 | Warwick Investment Management, Inc. | 215,237 | $29.6M | 3.3% | 0.5% | +5.8% |
| 22 | OLD NATIONAL BANCORP /IN/ | 172,006 | $23.7M | 0.5% | 0.4% | -0.9% |
| 23 | AdvisorNet Financial, Inc | 160,011 | $22.0M | 1.0% | 0.3% | +14.1% |
| 24 | Wiser Wealth Management, Inc | 153,116 | $21.1M | 4.0% | 0.3% | -0.8% |
| 25 | TCV Trust & Wealth Management, Inc. | 148,330 | $20.4M | 1.5% | 0.3% | -1.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.