VANGUARD S&P SMALL-CAP 600 E VIOO
$135.62
-0.8% 52w: $96.97 – $137.54
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data96.97117.26137.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
378
+13 QoQ
13F value
$1.56B
+10.9% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
6.7×
$405K calls / $61K puts
Institutional value by quarter
Number of holders
Who owns VIOO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | Wealth advisor | 1.1M | $124.8M | 2.7% | +5.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 881.4K | $101.2M | 0.0% | +10.1% |
| MORGAN STANLEY | Bank broker | 787.9K | $90.5M | 0.0% | +2.1% |
| Mariner, LLC | Diversified mechanical | 617.0K | $70.8M | 0.1% | -3.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 455.4K | $52.2M | 0.0% | +28.1% |
| Cerity Partners LLC | Diversified mechanical | 446.7K | $51.3M | 0.1% | -0.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 380.4K | $43.7M | 0.0% | -4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 378.2K | $43.4M | 0.0% | +8.9% |
| ROYAL BANK OF CANADA | Bank broker | 363.2K | $41.7M | 0.0% | +32.0% |
| UBS Group AG | Bank broker | 356.7K | $41.0M | 0.0% | 0.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 353.9K | $40.6M | 0.2% | +660.1% |
| JPMORGAN CHASE & CO | Bank broker | 351.3K | $39.2M | 0.0% | +1.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 285.5K | $32.8M | 0.0% | +9.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 259.0K | $29.7M | 0.2% | +36.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 251.3K | $28.9M | 0.0% | -4.4% |
| LPL Financial LLC | Bank broker | 242.5K | $27.9M | 0.0% | +11.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 238.6K | $27.4M | 0.0% | +0.2% |
| Cetera Investment Advisers | Wealth advisor | 224.5K | $25.8M | 0.0% | -6.2% |
| Warwick Investment Management, Inc. | Wealth advisor | 203.5K | $23.4M | 3.4% | +9.8% |
| Savant Capital, LLC | Wealth advisor | 202.9K | $23.3M | 0.1% | -4.0% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 196.8K | $22.6M | 0.3% | +32.7% |
| OLD NATIONAL BANCORP /IN/ | Other | 173.6K | $19.9M | 0.3% | -2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 169.4K | $19.5M | 0.0% | -4.2% |
| Wiser Wealth Management, Inc | Wealth advisor | 154.4K | $17.7M | 3.8% | +3.7% |
| TCV Trust & Wealth Management, Inc. | Other | 149.8K | $17.2M | 1.4% | -1.3% |
| One Day In July LLC | Wealth advisor | 145.8K | $16.7M | 1.3% | -3.4% |
| AdvisorNet Financial, Inc | Wealth advisor | 140.3K | $16.1M | 0.8% | +20.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 137.8K | $15.8M | 0.0% | +6.3% |
| Moss Adams Wealth Advisors LLC | Wealth advisor | 117.8K | $13.5M | 1.0% | -5.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 98.2K | $11.3M | 0.0% | +4.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 95.0K | $10.9M | 0.1% | +1.0% |
| Berman McAleer LLC | Wealth advisor | 93.5K | $10.7M | 1.5% | -0.9% |
| Corient Private Wealth LLC | Diversified mechanical | 88.3K | $10.1M | 0.0% | -48.8% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 88.0K | $10.1M | 0.2% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 82.1K | $9.4M | 0.0% | +45.4% |
| Marble Harbor Investment Counsel, LLC ★2 | Fundamental diversified | 78.2K | $9.0M | 1.0% | -4.0% |
| New Insight Wealth Advisors | Wealth advisor | 76.9K | $8.8M | 3.2% | -11.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 76.8K | $8.8M | 0.1% | -4.9% |
| Mitsubishi UFJ Asset Management (UK) Ltd. ★2 | Fundamental diversified | 74.8K | $8.6M | 4.4% | Held |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 73.8K | $8.5M | 1.3% | +0.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 72.6K | $8.3M | 0.0% | +28.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 122.3K | $8.2M | 0.0% | +0.5% |
| MAI Capital Management | Wealth advisor | 68.1K | $7.8M | 0.0% | +22.1% |
| Visionary Wealth Advisors | Wealth advisor | 55.3K | $6.4M | 0.3% | +7.2% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | Wealth advisor | 50.8K | $5.8M | 0.4% | -2.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 49.0K | $5.6M | 0.1% | +3.4% |
| SCS Capital Management LLC | Wealth advisor | 47.7K | $5.5M | 0.1% | -0.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 47.6K | $5.5M | 0.0% | +15.3% |
| Bryant Woods Investment Advisors, LLC | Wealth advisor | 44.7K | $5.1M | 1.9% | -2.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 42.5K | $4.9M | 0.0% | -14.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.