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Vanguard S&P Small-Cap 600 V (VIOV)

CUSIP: 921932778 | NYSE | 529 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Aspiriant, LLC276,726
0.7% of portfolio›$30.4M
Concurrent Investment Advisors, LLC226,498
0.2% of portfolio›$24.9M
Atria Investments, Inc153,384
0.2% of portfolio›$16.9M
Cannon Financial Strategists, Inc.144,855
1.8% of portfolio›$15.9M
One Day In July LLC122,796
0.9% of portfolio›$13.5M
Avior Wealth Management, LLC119,755
0.3% of portfolio›$13.2M
SYM Financial Corp112,128
0.9% of portfolio›$12.3M
Riversedge Advisors, LLC97,461
1.3% of portfolio›$10.7M
Mokosak Advisory Group, LLC92,040
2.2% of portfolio›$10.1M
First Bank & Trust78,422
1.3% of portfolio›$8.6M
Wealth Enhancement Advisory Services, LLC60,744
0.0% of portfolio›$6.8M
Cambridge Investment Research Advisors, Inc.59,935
0.0% of portfolio›$6.6K
D.A. Davidson & Co.54,435
0.0% of portfolio›$6.0M
Hegarty Advisors, LLC44,793
3.0% of portfolio›$4.9M
Evergreen Capital Management LLC41,301
0.1% of portfolio›$4.5M
RFG Holdings, Inc.40,283
0.9% of portfolio›$4.4M
Silverlake Wealth Management LLC33,742
0.7% of portfolio›$3.7M
Summit Wealth Group LLC / Co30,628
0.2% of portfolio›$3.4M
Cambridge Financial Group, LLC29,187
1.1% of portfolio›$3.4M
Brandywine OAK Private Wealth LLC29,138
0.2% of portfolio›$3.2M
Code Waechter LLC29,128
1.5% of portfolio›$3.2M
Saxon Interests, Inc.26,945
1.0% of portfolio›$3.0M
Diversified Enterprises, LLC25,860
0.1% of portfolio›$2.8M
Inman Jager Wealth Management, LLC23,808
1.4% of portfolio›$2.6M
Commonwealth Equity Services, LLC21,904
0.0% of portfolio›$2.4M
Spire Wealth Management20,921
0.1% of portfolio›$2.3M
Veratis Advisors, Inc.20,218
1.7% of portfolio›$2.2M
Studio Investment Management LLC19,997
0.4% of portfolio›$2.2M
American Financial & TAX Strategies Inc17,848
0.9% of portfolio›$2.0M
Ackerman Capital Advisors, LLC16,352
0.4% of portfolio›$1.8M
St. Louis Trust Co16,300
0.2% of portfolio›$1.8M
Evensky & Katz LLC16,075
0.0% of portfolio›$1.8K
Junk Investment Group, LLC12,444
0.6% of portfolio›$1.4M
Wealth Architects, LLC12,070
0.1% of portfolio›$1.3M
Assetmark, Inc11,971
0.0% of portfolio›$1.3M
Rodgers & Associates, LTD11,293
0.1% of portfolio›$1.2M
Family Wealth Partners, LLC10,534
0.3% of portfolio›$1.2M
Phillips Financial Management, LLC10,112
0.1% of portfolio›$1.1M
HB Wealth Management, LLC8,666
0.0% of portfolio›$953.3K
Bailard, Inc.8,171
0.0% of portfolio›$898.8K
Relyea Zuckerberg Hanson LLC7,325
0.1% of portfolio›$805.7K
Asset Dedication, LLC7,318
0.0% of portfolio›$804.9K
Fifth Third Securities, Inc.7,010
0.0% of portfolio›$771.1K
Hardin Capital Partners, LLC6,705
0.4% of portfolio›$737.5K
Employees' Retirement Fund of the City of Fort Worth6,593
0.3% of portfolio›$725.2K
Genesee Capital Advisors, LLC6,312
0.2% of portfolio›$694.3K
Vise Technologies, Inc.5,820
0.0% of portfolio›$640.2K
Kestra Advisory Services, LLC5,799
0.0% of portfolio›$637.8K
Kestra Private Wealth Services, LLC5,556
0.0% of portfolio›$611.2K
Creative Planning5,406
0.0% of portfolio›$594.6K
Farther Finance Advisors, LLC5,152
0.0% of portfolio›$566.7K
Integrated Capital Management, LLC4,835
0.2% of portfolio›$531.9K
Phillip James Consulting Co.4,433
0.3% of portfolio›$487.6K
Sigma Planning Corp4,115
0.0% of portfolio›$452.7K
Stone Summit Wealth LLC3,673
0.1% of portfolio›$404.0K
Heartwood Wealth Advisors LLC3,514
0.0% of portfolio›$386.5K
StoneX Group Inc.3,421
0.0% of portfolio›$376.3K
TruNorth Capital Management, LLC3,414
0.1% of portfolio›$375.5K
Apella Capital, LLC3,225
0.0% of portfolio›$357.5K
Brighton Jones LLC3,152
0.0% of portfolio›$346.7K
Briggs Wealth Management, Inc3,034
0.3% of portfolio›$333.7K
Barrett & Company, Inc.2,977
0.1% of portfolio›$327.5K
Chicago Partners Investment Group LLC2,506
0.0% of portfolio›$283.0K
Integrity Alliance, Llc.2,441
0.0% of portfolio›$268.5K
Carrera Capital Advisors2,381
0.0% of portfolio›$261.9K
Fidelity D & D Bancorp Inc2,277
0.1% of portfolio›$250.5K
Altrius Capital Management Inc2,245
0.0% of portfolio›$247.0K
Breakwater Capital Group2,228
0.0% of portfolio›$245.1K
Simplicity Wealth,LLC2,228
0.0% of portfolio›$245.1K
Saxony Capital Management, LLC2,038
0.1% of portfolio›$224.2K
Compound Planning, Inc.1,912
0.0% of portfolio›$210.3K
IFG Advisors, LLC1,891
0.0% of portfolio›$208.1K
Sage Mountain Advisors LLC1,762
0.0% of portfolio›$193.8K
Aspect Partners, LLC1,600
0.1% of portfolio›$176.0K
Valley National Advisers Inc1,248
0.0% of portfolio›$137.3K
Noble Wealth Management PBC840
0.0% of portfolio›$92.4K
Triumph Capital Management807
0.0% of portfolio›$88.8K
Root Financial Partners, LLC781
0.0% of portfolio›$85.9K
Hurley Capital, LLC734
0.0% of portfolio›$80.7K
Creative Financial Designs Inc727
0.0% of portfolio›$80.0K
Salomon & Ludwin, LLC693
0.0% of portfolio›$76.2K
Glass Jacobson Investment Advisors llc529
0.0% of portfolio›$58.2K
IFP Advisors, Inc490
0.0% of portfolio›$53.9K
Parallel Advisors, LLC360
0.0% of portfolio›$39.6K
Birchwood Financial Partners, Inc.351
0.0% of portfolio›$38.6K
SJS Investment Consulting Inc.343
0.0% of portfolio›$37.7K
CoreCap Advisors, LLC324
0.0% of portfolio›$35.6K
TD Private Client Wealth LLC318
0.0% of portfolio›$35.0K
Capital Investment Advisory Services, LLC296
0.0% of portfolio›$32.5K
Fiduciary Advisors, Inc.238
0.0% of portfolio›$26.2K
JFS Wealth Advisors, LLC216
0.0% of portfolio›$23.8K
Markowski Investments180
0.0% of portfolio›$19.8K
TD Waterhouse Canada Inc.90
0.0% of portfolio›$10.0K
SBI Securities Co., Ltd.81
0.0% of portfolio›$8.9K
Caldwell Trust Co80
0.0% of portfolio›$8.8K
Contravisory Investment Management, Inc.45
0.0% of portfolio›$4.9K
Cullen T Bankers, Inc.43
0.0% of portfolio›$4.7K
Morton Brown Family Wealth, LLC28
0.0% of portfolio›$3.1K
Washington Trust Advisors, Inc.22
0.0% of portfolio›$2.4K
Richardson Capital Management LLC14
0.0% of portfolio›$1.5K
Concord Wealth Partners14
0.0% of portfolio›$1.5K
Financial Management Professionals, Inc.8
0.0% of portfolio›$880
First Pacific Financial2
0.0% of portfolio›$220
AlphaCore Capital LLC0
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Aspiriant, LLC
276,726$30.4M0.7%ETFVery LowLos Angeles, CA2026-10-16
Concurrent Investment Advisors, LLC
226,498$24.9M0.2%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
153,384$16.9M0.2%CoreMediumCharlotte, NC2026-10-15
Cannon Financial Strategists, Inc.
144,855$15.9M1.8%ETFVery LowAthens, GA2026-10-19
One Day In July LLC
122,796$13.5M0.9%ETFVery LowBurlington, VT2026-10-30
Avior Wealth Management, LLC
119,755$13.2M0.3%ETFMediumOmaha, NE2026-10-13
SYM Financial Corp
112,128$12.3M0.9%ETFVery LowWinona Lake, IN2026-10-26
Riversedge Advisors, LLC
97,461$10.7M1.3%ETFMediumWilmington, DE2026-10-09
Mokosak Advisory Group, LLC
92,040$10.1M2.2%ETFVery LowUrbandale, IA2026-10-20
First Bank & Trust
78,422$8.6M1.3%CoreLowBrookings, SD2026-10-19
Wealth Enhancement Advisory Services, LLC
60,744$6.8M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
59,935$6.6K0.0%ETFLowFairfield, IA2026-11-02
D.A. Davidson & Co.
54,435$6.0M0.0%CoreLowGreat Falls, MT2026-10-28
Hegarty Advisors, LLC
44,793$4.9M3.0%ETFVery LowGarden City, NY2026-10-20
Evergreen Capital Management LLC
41,301$4.5M0.1%GARPMediumBellevue, WA2026-10-23
RFG Holdings, Inc.
40,283$4.4M0.9%ETFLowArgyle, TX2026-10-30
Silverlake Wealth Management LLC
33,742$3.7M0.7%ETFLowWilliston, VT2026-10-21
Summit Wealth Group LLC / Co
30,628$3.4M0.2%ETFHighColorado Springs, CO2026-10-29
Cambridge Financial Group, LLC
29,187$3.4M1.1%ETFLowTucson, AZ2026-10-06
Brandywine OAK Private Wealth LLC
29,138$3.2M0.2%ETFVery LowKennett Square, PA2026-10-23
Code Waechter LLC
29,128$3.2M1.5%ETFLowTampa, FL2026-10-23
Saxon Interests, Inc.
26,945$3.0M1.0%ETFMediumHouston, TX2026-10-26
Diversified Enterprises, LLC
25,860$2.8M0.1%ETFVery LowWilmington, DE2026-10-19
Inman Jager Wealth Management, LLC
23,808$2.6M1.4%ETFVery LowHattiesburg, MS2026-11-05
Commonwealth Equity Services, LLC
21,904$2.4M0.0%ETFLowWaltham, MA2026-11-02
Spire Wealth Management
20,921$2.3M0.1%GrowthMediumMclean, VA2026-10-30
Veratis Advisors, Inc.
20,218$2.2M1.7%ETFN/ACary, NC2026-11-03
Studio Investment Management LLC
19,997$2.2M0.4%ETFLowChicago, IL2026-10-22
American Financial & TAX Strategies Inc
17,848$2.0M0.9%ETFVery LowNew York, NY2026-10-16
Ackerman Capital Advisors, LLC
16,352$1.8M0.4%ETFLowDallas, TX2026-10-30
St. Louis Trust Co
16,300$1.8M0.2%ETFVery LowSaint Louis, MO2026-11-03
Evensky & Katz LLC
16,075$1.8K0.0%ETFVery LowCoral Gables, FL2026-10-27
Junk Investment Group, LLC
12,444$1.4M0.6%ETFVery LowHunt Valley, MD2026-10-19
Wealth Architects, LLC
12,070$1.3M0.1%ETFVery LowMountain View, CA2026-11-03
Assetmark, Inc
11,971$1.3M0.0%ETFLowConcord, CA2026-10-21
Rodgers & Associates, LTD
11,293$1.2M0.1%ETFVery LowLancaster, PA2026-10-20
Family Wealth Partners, LLC
10,534$1.2M0.3%ETFLowMatthews, NC2026-10-20
Phillips Financial Management, LLC
10,112$1.1M0.1%ETFVery LowFort Wayne, IN2026-10-19
HB Wealth Management, LLC
8,666$953.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Bailard, Inc.
8,171$898.8K0.0%GrowthMediumFoster City, CA2026-10-13
Relyea Zuckerberg Hanson LLC
7,325$805.7K0.1%ETFLowStamford, CT2026-10-20
Asset Dedication, LLC
7,318$804.9K0.0%ETFLowSan Francisco, CA2026-11-03
Fifth Third Securities, Inc.
7,010$771.1K0.0%ETFLowCincinnati, OH2026-10-21
Hardin Capital Partners, LLC
6,705$737.5K0.4%YieldVery LowGreenville, SC2026-10-09
Employees' Retirement Fund of the City of Fort Worth
6,593$725.2K0.3%ETFN/AFort Worth, TX2026-11-02
Genesee Capital Advisors, LLC
6,312$694.3K0.2%ETFMediumAuburn, NY2026-10-20
Vise Technologies, Inc.
5,820$640.2K0.0%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
5,799$637.8K0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
5,556$611.2K0.0%GrowthLowAustin, TX2026-10-30
Creative Planning
5,406$594.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
5,152$566.7K0.0%IndexLowSan Francisco, CA2026-10-08
Integrated Capital Management, LLC
4,835$531.9K0.2%ETFLowBloomfield, MI2026-10-23
Phillip James Consulting Co.
4,433$487.6K0.3%ETFVery HighPlymouth, MN2026-11-03
Sigma Planning Corp
4,115$452.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stone Summit Wealth LLC
3,673$404.0K0.1%ETFLowMiami, FL2026-10-14
Heartwood Wealth Advisors LLC
3,514$386.5K0.0%ETFLowRichmond, VA2026-10-05
StoneX Group Inc.
3,421$376.3K0.0%ETFMediumNew York, NY2026-11-03
TruNorth Capital Management, LLC
3,414$375.5K0.1%ETFLowKalamazoo, MI2026-10-14
Apella Capital, LLC
3,225$357.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Brighton Jones LLC
3,152$346.7K0.0%CoreVery LowSeattle, WA2026-11-03
Briggs Wealth Management, Inc
3,034$333.7K0.3%ETFLowGlastonbury, CT2026-10-26
Barrett & Company, Inc.
2,977$327.5K0.1%ETFLowProvidence, RI2026-10-22
Chicago Partners Investment Group LLC
2,506$283.0K0.0%GARPLowChicago, IL2026-10-27
Integrity Alliance, Llc.
2,441$268.5K0.0%ETFMediumUrbandale, IA2026-10-29
Carrera Capital Advisors
2,381$261.9K0.0%ETFMediumTroy, MI2026-11-03
Fidelity D & D Bancorp Inc
2,277$250.5K0.1%ETFVery LowScranton, PA2026-11-05
Altrius Capital Management Inc
2,245$247.0K0.0%YieldMediumNew Bern, NC2026-11-05
Breakwater Capital Group
2,228$245.1K0.0%ETFLowParamus, NJ2026-10-09
Simplicity Wealth,LLC
2,228$245.1K0.0%ETFLowSummit, NJ2026-10-23
Saxony Capital Management, LLC
2,038$224.2K0.1%ETFMediumSt. Louis, MO2026-10-15
Compound Planning, Inc.
1,912$210.3K0.0%CoreLowNew York, NY2026-11-05
IFG Advisors, LLC
1,891$208.1K0.0%ETFVery LowSt. Louis, MO2026-10-15
Sage Mountain Advisors LLC
1,762$193.8K0.0%ETFLowAtlanta, GA2026-11-02
Aspect Partners, LLC
1,600$176.0K0.1%ETFMediumFairfax, VA2026-10-20
Valley National Advisers Inc
1,248$137.3K0.0%ETFLowBethlehem, PA2026-10-23
Noble Wealth Management PBC
840$92.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Triumph Capital Management
807$88.8K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
781$85.9K0.0%ETFMediumEncinitas, CA2026-10-21
Hurley Capital, LLC
734$80.7K0.0%GARPMediumNew York, NY2026-11-05
Creative Financial Designs Inc
727$80.0K0.0%ETFMediumKokomo, IN2026-11-04
Salomon & Ludwin, LLC
693$76.2K0.0%ETFVery LowRichmond, VA2026-10-29
Glass Jacobson Investment Advisors llc
529$58.2K0.0%ETFLowOwings Mills, MD2026-10-26
IFP Advisors, Inc
490$53.9K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
360$39.6K0.0%IndexLowSan Francisco, CA2026-11-03
Birchwood Financial Partners, Inc.
351$38.6K0.0%ETFVery LowBloomington, MN2026-11-02
SJS Investment Consulting Inc.
343$37.7K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
324$35.6K0.0%ETFMediumSouthfield, MI2026-10-08
TD Private Client Wealth LLC
318$35.0K0.0%ETFLowNew York, NY2026-10-28
Capital Investment Advisory Services, LLC
296$32.5K0.0%CoreMediumRaleigh, NC2026-10-30
Fiduciary Advisors, Inc.
238$26.2K0.0%ETFLowSt. Louis, MO2026-10-16
JFS Wealth Advisors, LLC
216$23.8K0.0%ETFVery LowHermitage, PA2026-11-03
Markowski Investments
180$19.8K0.0%ETFN/ATampa, FL2026-10-30
TD Waterhouse Canada Inc.
90$10.0K0.0%CoreLowToronto, Australia2026-10-16
SBI Securities Co., Ltd.
81$8.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caldwell Trust Co
80$8.8K0.0%GrowthLowVenice, FL2026-10-30
Contravisory Investment Management, Inc.
45$4.9K0.0%MomentumHighNorwell, MA2026-10-13
Cullen T Bankers, Inc.
43$4.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Morton Brown Family Wealth, LLC
28$3.1K0.0%ETFVery LowAllentown, PA2026-10-23
Washington Trust Advisors, Inc.
22$2.4K0.0%GrowthLowWellesley, MA2026-10-22
Richardson Capital Management LLC
14$1.5K0.0%ETFLowMenomonee Falls, WI2026-10-23
Concord Wealth Partners
14$1.5K0.0%GrowthLowAbingdon, VA2026-11-02
Financial Management Professionals, Inc.
8$8800.0%ETFMediumAustin, TX2026-10-23
First Pacific Financial
2$2200.0%ETFLowVancouver, WA2026-10-14
AlphaCore Capital LLC
0$470.0%ETFLowLa Jolla, CA2026-11-04