VIOO institutional holders

Vanguard S&P Small-Cap 600 ETF · 421 reporting institutions · $1.9B reported value

Funds that can replace VIOO · VIOO return decomposition

Institutional holdings

Institutions reporting VIOO, largest first
InstitutionReported positionAdvisors at firmReport period
Orgel Wealth Management, LLC$153.5M312026-06-30
Bank of America Corp /de$119.3M02026-06-30
Morgan Stanley$113.6M23,1852026-06-30
Raymond James Financial Inc$81.7M02026-06-30
Mariner, LLC$81.3M02026-06-30
Cerity Partners LLC$60.9M7772026-06-30
Ameriprise Financial Inc$59.2M02026-06-30
Wells Fargo & Company/mn$52M02026-06-30
Pathstone Holdings, LLC$50M02026-06-30
Savant Wealth Management$49.7M4052026-06-30
Jpmorgan Chase & Co$49.4M02026-06-30
UBS Group AG$48.9M02026-06-30
Royal Bank of Canada$48.2M02026-06-30
Moneta Group Investment Advisors LLC$46.6M2562026-06-30
Goldman Sachs Group Inc$41.9M02026-06-30
Lpl Financial LLC$36.9M23,4582026-06-30
Osaic Holdings, Inc.$36.4M02026-06-30
Northwestern Mutual Wealth Management Co$31.8M02026-06-30
Cetera Investment Advisers$31M10,3702026-06-30
Warwick Investment Management, Inc.$29.6M52026-06-30
Old National Bancorp /in$23.7M02026-06-30
Advisornet Wealth Partners$22M582026-06-30
Wiser Wealth Management, Inc$21.1M52026-06-30
Tcv Trust & Wealth Management, Inc.$20.4M02026-06-30
One Day In July LLC$19.4M142026-06-30
Commonwealth Equity Services, LLC$19.1M2,8632026-06-30
Moss Adams Wealth Advisors LLC$13.7M212026-06-30
Envestnet Pmc$13.2M602026-06-30
Pinnacle Financial Partners, Inc.$13.1M02026-06-30
Stifel Financial Corp$12.8M02026-06-30
Corient Private Wealth LP$12.7M6742026-06-30
Berman McAleer$12.7M132026-06-30
Cambridge Associates LLC /ma/ /adv$11.8M02026-06-30
Ep Wealth Advisors, LLC$11.4M3382026-06-30
Marble Harbor Investment Counsel, LLC$10.9M42026-06-30
Concurrent Investment Advisors, LLC$10.8M3492026-06-30
Mai Capital Management$10.4M3082026-06-30
Perryman Financial Advisory Inc /ad$10.3M82026-06-30
Captrust Financial Advisors$9.9M9622026-06-30
Pinnacle Financial Partners Inc$9.6M02025-09-30
New Insight Wealth Advisors$9.6M52026-06-30
Odyssey Group, LLC$8.8M42026-06-30
Blair William & Co/il$7.8M3292026-06-30
Axxcess Wealth Management, LLC$7.2M382026-06-30
MML Investors Services, LLC$7.2M5,1202026-06-30
Patriot Investment Management Group, Inc.$7M152026-06-30
Visionary Wealth Advisors$6.9M462026-06-30
Harbour Investments, Inc.$6.7M2472026-06-30
Scs Capital Management LLC$6.6M802026-06-30
Private Advisor Group, LLC$6.5M9272026-06-30
Fidelity D & D Bancorp Inc$6.4M02026-06-30
Landmark Wealth Management$6.1M52026-06-30
Rockefeller Capital Management LP$6M3462026-06-30
Evergreen Capital Management LLC$6M282026-06-30
Jones Financial Companies LLLP$5.9M02026-06-30
F/m Investments LLC$5.5M172026-06-30
Hightower Advisors, LLC$5.4M1,0462026-06-30
Harbor Advisory Corp /ma$5.3M32026-06-30
Creative Planning$5.2M1,1712026-06-30
Phillips Financial Management, LLC$4.9M152026-06-30
Certuity, LLC$4.8M242026-06-30
Philadelphia Investment Partners, LLC$4.5M22026-06-30
Bank of New York Mellon Corp$4.3M02026-06-30
Bcs Wealth Management, LLC$4M82026-06-30
Flower City Capital$4M62026-06-30
Hbk Sorce Advisory LLC$3.9M732026-06-30
Keystone Financial Group$3.8M342026-06-30
Fairway Wealth LLC$3.6M152026-06-30
Lido Advisors, LLC$3.5M3202026-06-30
Valmark Advisers, Inc.$3.5M2952026-06-30
Clearstead; Clearstead Advisory Solutions$3.5M642026-06-30
Bluespring Wealth Management, LLC$3.5M502026-06-30
Rebalance, LLC$3.4M92026-06-30
Sierra Capital LLC$3.3M72026-06-30
Geneos Wealth Management, Inc.$3.2M1932026-06-30
Colter Lewis Investment Partners, LLC$3.1M42026-06-30
First American Bank$3.1M02026-06-30
Pfg Advisors$3M832026-06-30
Town Capital LLC$3M12026-06-30
Base Wealth Management$2.9M72026-06-30
Silverlake Wealth Management LLC$2.8M92026-06-30
Eq LLC$2.8M92026-06-30
Kropog Financial Group, LLC$2.8M42026-06-30
Kastel Capital Advisors, LLC$2.8M32026-06-30
Verum Partners LLC$2.8M162026-06-30
Kestra Advisory Services, LLC$2.7M1,4792026-06-30
Capital Asset Advisory Services LLC$2.7M692026-06-30
Councilor Wealth, LLC$2.6M102026-06-30
Valpey Financial Services, LLC$2.4M22026-06-30
Cra Financial Services, LLC$2.3M122026-06-30
Steward Partners Investment Advisory, LLC$2.3M4812026-06-30
New Edge Wealth$2.3M1512026-06-30
Oneascent Financial Services LLC$2.1M852026-06-30
17 Capital Partners, LLC$2.1M42026-06-30
Marks Group Wealth Management, Inc.$2.1M92026-06-30
Breakwater Capital Group$2M52026-06-30
Kathleen S. Wright Associates Inc.$2M02025-09-30
True North Advisors, LLC$1.9M322026-06-30
Waverly Advisors, LLC$1.9M2312026-06-30
Presper Financial Architects, LLC$1.9M32026-06-30
Shepherd Kaplan Krochuk, LLC$1.8M22026-06-30
&partners$1.8M5552026-06-30
Romano Wealth Management$1.8M112026-06-30
Mercer Global Advisors Inc /adv$1.7M02026-06-30
Composition Wealth, LLC$1.7M762026-06-30
Coastline Trust Co$1.7M02026-06-30
Flagship Private Wealth, LLC$1.6M42026-06-30
Silvercrest Asset Management Group LLC$1.6M342026-06-30
Tempo Wealth$1.6M72026-06-30
Brown Advisory Inc$1.6M02026-06-30
Fourthought Financial Partners, LLC$1.6M112026-06-30
Valeo Financial Advisors, LLC$1.5M1082026-06-30
Ritter Daniher Financial Advisory LLC / de$1.5M02026-06-30
Hm Payson & Co$1.5M02026-06-30
The Clark Group Asset Management$1.5M32026-06-30
Lowe Brockenbrough & Co Inc$1.5M152026-06-30
Klingman & Associates, LLC$1.5M92026-06-30
Great Valley Advisor Group, LLC$1.5M2052026-06-30
Anson Capital, Inc.$1.5M32026-06-30
Wescott Financial Advisory Group, LLC$1.5M232026-06-30
Fmr LLC$1.4M02026-06-30
Lbmc Investment Advisors, LLC$1.4M32026-06-30
Sanchez Gaunt Capital Management, LLC$1.4M32026-06-30
Beacon Pointe Advisors, LLC$1.3M4662026-06-30
Waypoint Wealth Counsel$1.3M32026-06-30
Newedge Advisors$1.3M6012026-06-30
Assetmark, Inc$1.3M2202026-06-30
Insight 2811, Inc.$1.3M72026-06-30
Lake Street Private Wealth, LLC$1.3M62026-06-30
Greenleaf Trust$1.3M02026-06-30
Cornerstone Advisors Asset Management, LLC$1.2M262026-06-30
Tocqueville Asset Management LP$1.2M322026-06-30
Gibraltar Capital Management, Inc.$1.2M182026-06-30
Nestegg Advisors, Inc.$1.2M32026-06-30
Dynamic$1.1M752026-06-30
Baird Financial Group, Inc.$1.1M02026-06-30
Truist Financial Corp$1.1M02026-06-30
Stordahl Capital Management, Inc.$1.1M62026-06-30
Aqr Capital Management LLC$1.1M12026-06-30
Diversify Advisory Services, LLC$1.1M1162026-06-30
Diversify Wealth Management, LLC$1.1M782026-06-30
National Philanthropic Trust$1.1M02026-06-30
McLean Asset Management Corp.$1M162026-06-30
Northstar Group, Inc.$1M52026-06-30
Pacific Sun Financial Corp$989.5K32026-06-30
Zuckerman Investment Group, LLC$975K32026-06-30
Leo Wealth, LLC$973.6K152026-03-31
Wealthspire Advisors, LLC$937.7K2372026-06-30
Gotham Asset Management, LLC$922.5K52026-06-30
Hegarty Advisors, LLC$912.9K22026-06-30
Kieckhefer Group LLC$910.1K22026-06-30
PNC Financial Services Group, Inc.$851.9K02026-06-30
Financial Council, LLC$851.1K72026-06-30
Silver Coast Investments LLC$847.1K112026-06-30
Eagle Wealth Strategies$835.6K92026-06-30
US Bancorp$814.4K02026-06-30
Koshinski Asset Management, Inc.$796.9K692026-06-30
Smartleaf Asset Management LLC$796.4K92026-06-30
Cresset Asset Management, LLC$796.1K2122026-06-30
Fifth Third Bancorp$790.4K02026-06-30
Flagship Harbor Advisors, LLC$784.9K602026-06-30
Spire Wealth Management$781.6K32026-06-30
Spirepoint Private Client, LLC$772.8K92026-06-30
Mach-1 Financial Group, LLC$771.8K92026-06-30
Northern Trust Corp$757.6K02026-06-30
Stratos Wealth Partners, Ltd.$736.5K3862026-06-30
Snider Financial Group$736.1K92026-06-30
Walkner Condon Financial Advisors LLC$730.8K152026-06-30
Hub Investment Partners, LLC$729.9K1182026-06-30
Susquehanna International Group, LLP$729.4K02026-06-30
Perigon Wealth Management, LLC$705.3K922026-06-30
Anchor Capital Advisors LLC$701.7K162026-06-30
Dorsey & Whitney Trust Co LLC$689.6K02026-06-30
Fund Evaluation Group, LLC$685.5K22026-06-30
Advisortrust Partners, LLC$678.8K42026-06-30
O'Shaughnessy Asset Management, LLC$671.1K582026-06-30
Weik Capital Management$667.8K62026-06-30
Comerica Bank$658.9K02025-12-31
Allworth Financial, LP$658.5K3172026-06-30
Bokf, NA$657.2K02026-06-30
O'Rourke & Company, Incorporated$650.8K22026-06-30
CIBC Bancorp USA Inc.$642.9K02026-06-30
Blackrock, Inc.$639.5K02026-06-30
Adkins Seale Capital Management LLC$638K22026-06-30
Lasalle St. Investment Advisors, LLC$632.7K1612026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$619.5K02026-06-30
Taylor & Morgan Wealth Management, LLC$613.2K72026-06-30
Coldstream Capital Management Inc$612.9K1362026-06-30
Sovereign Financial Group, Inc.$595.1K232026-06-30
B. Riley Wealth Advisors, Inc.$586.1K1702026-06-30
The Caprock Group, LLC$585.2K512026-06-30
Soltis Investment Advisors LLC$583.5K782026-06-30
Merit Financial Group, LLC$582.3K2952026-06-30
Breakwater Investment Management$574.8K32026-06-30
Whitcomb & Hess, Inc.$573.8K82026-06-30
National Bank of Canada /fi$569.3K02026-06-30
Clarity Capital Advisors, LLC$563.1K22026-06-30
Focus Financial$561.7K1212026-06-30
Victory Financial Group, LLC$560.8K562026-06-30
Quantinno Capital Management LP$559.1K02026-06-30
Modera Wealth Management, LLC$555.2K1352026-06-30
Stonebridge Financial Planning Group, LLC$546.6K52026-06-30
Taylor Hoffman Capital Management LLC$545K32026-06-30
MacRoview Investment Management LLC$542.1K42026-06-30
Ironwood Financial, LLC$539.5K82026-06-30
Pack Private Wealth, LLC$535.6K22026-06-30
Tribridge Partners Financial LLC$529.1K72026-06-30
Smith, Moore & Co.$520.5K452026-06-30
Viawealth, LLC$519.9K22026-06-30
Affiance Financial, LLC$509.6K122026-06-30
Cary Street Partners Financial LLC$501.3K02026-06-30
Hemenway Trust Co LLC$499.8K02026-06-30
Summit Financial Strategies, Inc.$497.6K202026-06-30
Compound Planning, Inc.$497K752026-06-30
Grant Street Asset Management, Inc.$496.3K82026-06-30
Onedigital Investment Advisors LLC$493.8K3862026-06-30
Pettyjohn, Wood & White, Inc$488.3K52026-06-30
Keeler & Nadler Financial Planning & Wealth Management$481.2K82026-06-30
Ethic Inc.$479.6K92026-06-30
Fort Sheridan Advisors LLC$474K82026-06-30
American Trust$470.4K02026-06-30
Equitable Holdings, Inc.$466.1K02026-06-30
Financial Freedom$461.5K32026-06-30
Constellation Wealth Advisors$459.9K152026-06-30
Advisor Os, LLC$450.9K22026-06-30
Centennial Bank/ar$447.6K02026-06-30
Synovus Financial Corp$445.3K02025-09-30
Peak Planning Group, LLC$445.1K82026-06-30
Edelman Financial Engines$433.4K7222026-06-30
Solutions 4 Wealth, Ltd$432.4K42026-06-30
Dagco, Inc.$432.1K72026-06-30
Wealth Enhancement Advisory Services, LLC$429.8K1,0262026-06-30
World Equity Group, Inc.$416.3K562026-06-30
Accel Wealth Management$413.7K102026-06-30
Bartlett & Co. Wealth Management LLC$412.3K322026-06-30
Catalyst Financial Partners LLC$410.7K112026-06-30
Thompson Davis & Co., Inc.$402.3K52026-06-30
Factor Wealth Management$401.6K52026-06-30
Novak & Powell Financial Services, Inc.$394.7K82026-06-30
Up Strategic Wealth Investment Advisors LLC$391.6K42026-06-30
Beaird Harris Wealth Management, LLC$385.9K182026-06-30
Kintra Wealth, LLC$384.8K472026-06-30
Wny Asset Management, LLC$381.7K292026-06-30
Integris Wealth Management, LLC$378.9K122026-06-30
Prospera Financial Services, Inc.$378.3K2702026-06-30
Nicholas Hoffman & Company, Llc.$377.5K132026-06-30
Urban Financial Advisory Corp$370.5K32026-06-30
Asset One Wealth Management LLC$361.9K182026-06-30
Focus Partners Wealth$353K1,0482026-06-30
Wilmington Savings Fund Society, Fsb$351.8K02026-06-30

The 250 largest of 421 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30