Who Owns VIOO?
Vanguard S&P Small-Cap 600 ETF — Institutional Ownership & 13F Holdings
$125.38
-0.76 (-0.60%)
Market Cap
$5.4B
Shares Outstanding
41,446,615
Institutional Holders
324
Total Inst. Value
$962.9M
% of Float Held
—
QoQ Holder Change
+143
Institutional data as of Q1 2025
New Positions
76
Closed Positions
31
Increased
96
Decreased
75
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $114.6M | 1,187,480 |
| 2 | BANK OF AMERICA CORP /DE/ | $81.2M | 841,141 |
| 3 | MORGAN STANLEY | $71.4M | 740,297 |
| 4 | JONES FINANCIAL COMPANIES LLLP | $43.2M | 583,170 |
| 5 | RAYMOND JAMES FINANCIAL INC | $38.2M | 396,266 |
| 6 | AMERIPRISE FINANCIAL INC | $36.9M | 382,440 |
| 7 | WELLS FARGO & COMPANY/MN | $30.5M | 316,521 |
| 8 | Cetera Investment Advisers | $25.7M | 266,018 |
| 9 | UBS Group AG | $25.5M | 263,718 |
| 10 | ROYAL BANK OF CANADA | $24.9M | 257,951 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +18K | $71.4M |
| JONES FINANCIAL COMPANIES LLLP | +539K | $43.2M |
| AMERIPRISE FINANCIAL INC | +45K | $36.9M |
| UBS Group AG | +18K | $25.5M |
| ROYAL BANK OF CANADA | +21K | $24.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Orgel Wealth Management, LLC | -442K | $114.6M |
| BANK OF AMERICA CORP /DE/ | -328K | $81.2M |
| NATIONAL BANK OF CANADA /FI/ | -143K | $586K |
| NewEdge Advisors, LLC | -140K | $1.1M |
| LPL Financial LLC | -108K | $35K |
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Frequently Asked Questions
How many institutional investors hold VIOO?
As of Q1 2025, 324 institutional investors report holding VIOO (Vanguard S&P Small-Cap 600 ETF) in their 13F filings.
Which hedge fund owns the most VIOO?
The largest institutional holder of VIOO is Orgel Wealth Management, LLC with $114.6M in shares.
Are institutions buying or selling VIOO?
This quarter, 76 institutions opened new positions in VIOO and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.