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

$101.26
-0.24 (-0.24%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$328.95M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$223.63M
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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
5/17/2024 Comerica Bank5,464$555K0.0%-9.0%0.021%
5/16/2024 B. Riley Wealth Advisors Inc.5,316$540K0.0%+3.6%0.020%
5/16/2024 Silvercrest Asset Management Group LLC13,958$1.42M0.0%+446.3%0.053%
5/14/2024 Axxcess Wealth Management LLC14,511$1.47M0.0%+4.2%0.055%
5/10/2024 Osaic Holdings Inc.375,638$38.14M0.1%+20.3%1.436%
5/10/2024 Viawealth LLC5,000$508K0.3%-5.3%0.019%
5/9/2024 Blair William & Co. IL2,701$274K0.0%-6.9%0.010%
5/9/2024 HBK Sorce Advisory LLC5,352$543K0.0%+3.7%0.020%
5/9/2024 Pettyjohn Wood & White Inc.4,570$464K0.1%-6.0%0.017%
5/9/2024 New Insight Wealth Advisors114,257$11.60M7.2%+11.7%0.437%
5/9/2024 Koshinski Asset Management Inc.12,192$1.24M0.1%-12.6%0.047%
5/8/2024 Avantax Advisory Services Inc.6,533$663K0.0%+5.5%0.025%
5/8/2024 Watershed Private Wealth LLC3,431$348K0.2%+70.1%0.013%
5/8/2024 Thoroughbred Financial Services LLC2,147$217K0.0%N/A0.008%
5/7/2024 Anson Capital Inc.13,026$1.32M1.9%+4.3%0.050%
5/7/2024 WNY Asset Management LLC15,097$1.53M0.2%-3.3%0.058%
5/7/2024 Concurrent Investment Advisors LLC18,851$1.91M0.1%+5.2%0.072%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.148,300$15.05M7.6%-15.2%0.567%
5/7/2024 EQ LLC29,056$2.95M1.8%+8.4%0.111%
5/7/2024 PFG Advisors21,443$2.18M0.2%+3.2%0.082%
5/7/2024 Wealthspire Advisors LLC5,333$541K0.0%-38.7%0.020%
5/6/2024 Davidson Capital Management Inc.44,949$4.56M1.5%+3.5%0.172%
5/6/2024 VitalStone Financial LLC285$29K0.0%+61.0%0.001%
5/6/2024 Manchester Capital Management LLC3,347$340K0.0%-5.6%0.013%
5/6/2024 Financial Council LLC8,200$832K0.5%-13.6%0.031%
5/4/2024 Silver Oak Advisory Group Inc.13,519$1.37M0.8%-4.0%0.052%
5/2/2024 Salomon & Ludwin LLC3,907$397K0.0%+346.0%0.015%
5/1/2024 1834 Investment Advisors Co.6,425$652K0.1%+91.7%0.025%
5/1/2024 Janney Montgomery Scott LLC71,112$7.22M0.0%+35.1%0.272%
5/1/2024 Source Financial Advisors LLC6,239$633K0.2%+2.5%0.024%
5/1/2024 Grant Street Asset Management Inc.2,134$217K0.1%N/A0.008%
5/1/2024 Diversify Advisory Services LLC3,940$396K0.0%N/A0.015%
4/30/2024 Private Advisor Group LLC44,064$4.47M0.0%+1.0%0.169%
4/30/2024 Macroview Investment Management LLC8,834$897K1.0%-18.7%0.034%
4/30/2024 Perigon Wealth Management LLC3,894$395K0.0%+11.4%0.015%
4/29/2024Commonwealth Equity Services LLC313,648$31.84M0.1%+2.0%1.199%
4/29/2024 Harbor Advisory Corp MA40,206$4.08M1.4%-0.6%0.154%
4/25/2024 One Day In July LLC279,881$28.41M3.8%-4.7%1.070%
4/25/2024 Cambridge Investment Research Advisors Inc.52,441$5.32M0.0%-34.8%0.201%
4/24/2024 1900 Wealth Management LLC21,319$2.16M0.2%-1.0%0.082%
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4/24/2024 Spire Wealth Management13,429$1.36M0.1%-12.4%0.051%
4/23/2024 Raymond James Financial Services Advisors Inc.230,993$23.45M0.0%+3.7%0.883%
4/22/2024 Raymond James & Associates138,143$14.02M0.0%-5.7%0.528%
4/19/2024 Accel Wealth Management4,201$426K0.2%+27.3%0.016%
4/19/2024 Wiser Wealth Management Inc116,161$11.79M3.9%+5.9%0.444%
4/18/2024 Verum Partners LLC25,288$2.57M0.9%-5.8%0.097%
4/18/2024 Stordahl Capital Management Inc.9,401$954K0.2%-11.0%0.036%
4/18/2024 Breakwater Capital Group11,875$1.21M0.3%-6.4%0.045%
4/16/2024 Trust Co. of Virginia VA145,787$14.80M1.4%N/A0.558%
4/16/2024 Fidelity D & D Bancorp Inc.22,367$2.27M1.7%+19.8%0.086%
4/16/2024 Capital Asset Advisory Services LLC14,508$1.43M0.1%+4.1%0.055%
4/15/2024 Orgel Wealth Management LLC1,866,451$189.45M5.2%-2.5%7.137%
4/15/2024 Eagle Wealth Strategies LLC6,302$633K0.5%-95.9%0.024%
4/12/2024 Dynamic Advisor Solutions LLC32,354$3.28M0.1%-5.5%0.137%
4/12/2024 Flower City Capital33,457$3.40M2.3%+13.3%0.141%
4/12/2024 AdvisorNet Financial Inc41,985$4.26M0.4%+17.6%0.178%
4/11/2024 Sebold Capital Management Inc.61,228$6.22M4.2%+1.5%0.259%
4/11/2024 17 Capital Partners LLC3,142$319K0.2%N/A0.013%
4/10/2024 BCS Wealth Management6,655$675K0.2%+157.8%0.028%
3/22/2024 PNC Financial Services Group Inc.1,803$179K0.0%-20.4%0.008%
3/15/2024 B. Riley Wealth Advisors Inc.5,129$509K0.0%-3.5%0.022%
2/26/2024 Centaurus Financial Inc.1,759$174K0.0%+10.1%0.007%
2/22/2024Napa Wealth Management2,399$238K0.1%N/A0.010%
2/21/2024 WNY Asset Management LLC15,615$1.55M0.3%-1.4%0.066%
2/21/2024American Trust2,361$234K0.0%N/A0.010%
2/20/2024 Sunpointe LLC3,698$367K0.5%N/A0.016%
2/14/2024 Wescott Financial Advisory Group LLC14,676$1.46M0.2%+1.5%0.062%
2/13/2024 Cetera Advisor Networks LLC214,433$21.27M0.1%+16.4%0.907%
2/13/2024 360 Financial Inc.3,272$325K0.1%+7.8%0.014%
2/13/2024 Edge Capital Group LLC4,195$416K0.0%N/A0.018%
2/13/2024 Wellspring Financial Advisors LLC6,014$596K0.0%N/A0.025%
2/13/2024 Anson Capital Inc.12,489$1.24M2.0%+11.1%0.053%
2/13/2024 Carolinas Wealth Consulting LLC141,952$14.08M2.2%+3.6%0.600%
2/12/2024Clear Rock Advisors LLC36,758$3.57M1.6%N/A0.155%
2/12/2024Focus Financial Network Inc. ADV9,756$968K0.0%N/A0.041%
2/12/2024 Steward Partners Investment Advisory LLC11,484$1.14M0.0%+3.6%0.049%
2/9/2024 Nations Financial Group Inc. IA ADV3,540$351K0.0%N/A0.015%
2/9/2024 Cambridge Investment Research Advisors Inc.80,406$7.98M0.0%+43.5%0.340%
2/9/2024 Frazier Financial Advisors LLC1,234$122K0.1%N/A0.005%
2/9/2024 Corient Private Wealth LLC61,281$6.08M0.0%-2.3%0.259%
2/9/2024 D.A. Davidson & CO.24,940$2.47M0.0%+2.7%0.105%
2/9/2024 Wells Fargo & Company MN336,491$33.38M0.0%+3.7%1.423%
2/9/2024 UBS Group AG266,327$26.42M0.0%+37.0%1.126%
2/8/2024 Brown Advisory Inc.4,982$494K0.0%-12.5%0.021%
2/8/2024 Clarity Capital Advisors LLC4,094$406K0.4%N/A0.017%
2/8/2024 Beacon Pointe Advisors LLC2,198$218K0.0%-23.1%0.009%
2/8/2024 Quadrant Capital Group LLC471$47K0.0%N/A0.002%
2/8/2024 Foundations Investment Advisors LLC6,649$639K0.0%+61.7%0.028%
2/8/2024 Janney Montgomery Scott LLC52,642$5.22M0.0%+12.9%0.223%
2/8/2024 Mitsubishi UFJ Asset Management UK Ltd.174,800$17.34M9.5%+372.4%0.739%
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2/8/2024 Pacific Sun Financial Corp7,312$725K0.5%-1.7%0.031%
2/8/2024 Advisor OS LLC6,394$634K0.1%+4.0%0.027%
2/7/2024 Avantax Advisory Services Inc.6,191$614K0.0%-18.4%0.026%
2/7/2024 EQ LLC26,804$2.66M2.0%N/A0.113%
2/7/2024 Cary Street Partners Investment Advisory LLC9,408$933K0.0%+6.0%0.040%
2/7/2024 Watershed Private Wealth LLC2,017$200K0.1%-41.2%0.009%
2/7/2024 Lebenthal Global Advisors LLC32,626$3.24M0.8%+54.6%0.138%
2/7/2024 Principal Securities Inc.1,107$110K0.0%N/A0.005%
2/6/2024 Moss Adams Wealth Advisors LLC19,825$1.97M0.4%+10.3%0.084%
2/6/2024 Sovereign Financial Group Inc.5,256$521K0.2%+3.1%0.022%
(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, 263 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 ($189.45M), Ameriprise Financial Inc. ($117.87M), Bank of America Corp DE ($72.35M), Cerity Partners LLC ($42.70M), 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 250 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 ($3.28M), Ameriprise Financial Inc. ($727.03K), Cerity Partners LLC ($664.63K), LPL Financial LLC ($273.49K), Baystate Wealth Management LLC ($270.86K), Commonwealth Equity Services LLC ($194.41K), and Mitsubishi UFJ Asset Management UK Ltd. ($174.80K).

How much institutional buying is happening at Vanguard S&P Small-Cap 600 ETF?

Institutional investors have bought a total of 9,398,308 shares in the last 24 months. This purchase volume represents approximately $839.29M in transactions.

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

Of the 114 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 ($2.49M), Eagle Wealth Strategies LLC ($148.29K), Patriot Investment Management Group Inc. ($146.84K), US Bancorp DE ($92.95K), Baystate Wealth Management LLC ($87.87K), Bridgeworth LLC ($86.26K), and Dynamic Advisor Solutions LLC ($82.20K).

How much institutional selling is happening at Vanguard S&P Small-Cap 600 ETF?

Institutional investors have sold a total of 3,826,510 shares in the last 24 months. This volume of shares sold represents approximately $345.41M in transactions.


This page (NYSEARCA:VIOO) was last updated on 5/20/2024 by MarketBeat.com Staff

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