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Vanguard S&P SM Cap 600 GRW (VIOG)

CUSIP: 921932794 | NYSE | 428 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Alliance Wealth Advisors, LLC123,809
3.1% of portfolio›$17.1M
Legacies Wealth LLC101,518
7.6% of portfolio›$14.0M
Grey Fox Wealth Advisors, LLC97,390
2.0% of portfolio›$13.4M
Code Waechter LLC61,577
4.0% of portfolio›$8.5M
LMG Wealth Partners, LLC58,364
1.3% of portfolio›$8.1M
Kieckhefer Group LLC40,400
2.2% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC28,878
0.0% of portfolio›$4.0M
PFG Advisors28,436
0.2% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.19,986
0.0% of portfolio›$2.8K
Vise Technologies, Inc.19,447
0.0% of portfolio›$2.7M
Capital Wealth Management, LLC17,820
0.6% of portfolio›$2.5M
Strategic Blueprint, LLC17,666
0.1% of portfolio›$2.4M
Veratis Advisors, Inc.16,790
1.8% of portfolio›$2.3M
Commonwealth Equity Services, LLC15,086
0.0% of portfolio›$2.1M
Kestra Advisory Services, LLC14,614
0.0% of portfolio›$2.0M
Studio Investment Management LLC14,405
0.3% of portfolio›$2.0M
Diversified Enterprises, LLC13,207
0.1% of portfolio›$1.8M
Tempo Wealth, LLC13,012
0.2% of portfolio›$1.8M
Schear Investment Advisers, LLC13,012
0.2% of portfolio›$1.8M
St. Louis Trust Co12,290
0.2% of portfolio›$1.7M
D.A. Davidson & Co.11,752
0.0% of portfolio›$1.6M
Creative Financial Designs Inc10,416
0.1% of portfolio›$1.4M
Crescent Sterling, Ltd.9,613
1.1% of portfolio›$1.3M
Bank of New Hampshire9,395
0.3% of portfolio›$1.3M
Junk Investment Group, LLC8,557
0.5% of portfolio›$1.2M
Summit Asset Management, LLC8,457
0.2% of portfolio›$1.2M
Riversedge Advisors, LLC8,364
0.1% of portfolio›$1.2M
Sovran Advisors, LLC8,287
0.1% of portfolio›$1.2M
Del-Sette Capital Management, LLC7,913
0.6% of portfolio›$1.1M
Ackerman Capital Advisors, LLC7,867
0.2% of portfolio›$1.1M
Simplicity Wealth,LLC7,549
0.0% of portfolio›$1.0M
Strategic Advocates LLC6,735
3.6% of portfolio›$929.1K
MGO One Seven LLC6,143
0.0% of portfolio›$847.4K
SpringVest Wealth Management LLC5,066
0.4% of portfolio›$698.9K
Truist Financial Corp5,029
0.0% of portfolio›$693.8K
Rodgers & Associates, LTD4,607
0.1% of portfolio›$635.5K
Farther Finance Advisors, LLC4,564
0.0% of portfolio›$629.6K
Kestra Private Wealth Services, LLC4,384
0.0% of portfolio›$604.7K
Independent Financial Group, LLC4,235
0.0% of portfolio›$584.3K
Silverlake Wealth Management LLC3,655
0.1% of portfolio›$504.2K
Livet Wealth, LLC3,578
0.3% of portfolio›$493.5K
Washington Capital Management, Inc3,500
0.3% of portfolio›$482.8K
Prospera Financial Services Inc3,196
0.0% of portfolio›$452.1K
Prevail Innovative Wealth Advisors, LLC3,117
0.1% of portfolio›$433.1K
CoreCap Advisors, LLC2,895
0.0% of portfolio›$399.4K
Heartwood Wealth Advisors LLC2,809
0.0% of portfolio›$387.5K
StoneX Group Inc.2,615
0.0% of portfolio›$377.1K
Financial Planning Hawaii, Inc.2,570
0.2% of portfolio›$354.5K
Meridian Wealth Management, LLC2,533
0.0% of portfolio›$349.4K
Creative Planning2,436
0.0% of portfolio›$336.0K
Citigroup Inc2,395
0.0% of portfolio›$330.4K
Relyea Zuckerberg Hanson LLC2,235
0.0% of portfolio›$308.4K
Elevation Point Wealth Partners, LLC2,000
0.0% of portfolio›$275.9K
Entrewealth, LLC1,916
0.1% of portfolio›$264.3K
Chicago Partners Investment Group LLC1,857
0.0% of portfolio›$257.4K
Sunrise Financial Services, LLC1,844
0.1% of portfolio›$254.4K
Breakwater Capital Group1,830
0.0% of portfolio›$252.5K
Financial Synergies Wealth Advisors, Inc.1,725
0.0% of portfolio›$238.0K
GC Wealth Management RIA, LLC1,711
0.0% of portfolio›$236.0K
Parr Mcknight Wealth Management Group, LLC1,648
0.0% of portfolio›$227.3K
IFG Advisors, LLC1,586
0.0% of portfolio›$218.8K
Sprinkle Financial Consultants LLC1,570
0.1% of portfolio›$216.7K
Trail Ridge Investment Advisors, LLC1,552
0.1% of portfolio›$214.1K
Archer Investment Corp1,411
0.0% of portfolio›$194.6K
Barrett & Company, Inc.1,297
0.0% of portfolio›$178.9K
MidAtlantic Capital Management, Inc.1,284
0.1% of portfolio›$177.1K
Parallel Advisors, LLC1,250
0.0% of portfolio›$172.4K
Morton Brown Family Wealth, LLC1,151
0.0% of portfolio›$158.8K
Arcadia Investment Advisors LLC1,094
0.1% of portfolio›$150.9K
First Horizon Corp785
0.0% of portfolio›$108.3K
Harbor Asset Planning, Inc.784
0.1% of portfolio›$108.1K
Triumph Capital Management621
0.0% of portfolio›$85.7K
Indiana Trust & Investment Management Co586
0.0% of portfolio›$80.8K
Salomon & Ludwin, LLC577
0.0% of portfolio›$79.6K
First Pacific Financial350
0.0% of portfolio›$48.2K
Hurley Capital, LLC284
0.0% of portfolio›$39.2K
Birchwood Financial Partners, Inc.261
0.0% of portfolio›$36.0K
Compass Financial Management LLC205
0.0% of portfolio›$28.3K
Davis Capital Management200
0.0% of portfolio›$27.6K
Monetary Solutions, Ltd185
0.0% of portfolio›$25.5K
Washington Trust Advisors, Inc.171
0.0% of portfolio›$23.6K
Hilltop National Bank140
0.0% of portfolio›$19.3K
Glass Jacobson Investment Advisors llc129
0.0% of portfolio›$17.8K
Lanark Financial, Inc.105
0.0% of portfolio›$14.5K
DeDora Capital, Inc.102
0.0% of portfolio›$14.1K
CFG Wealth Management Services, Inc.76
0.0% of portfolio›$10.5K
Mather Group, Llc.71
0.0% of portfolio›$9.8K
SBI Securities Co., Ltd.67
0.0% of portfolio›$9.2K
Blue Trust, Inc.50
0.0% of portfolio›$6.9K
IFP Advisors, Inc50
0.0% of portfolio›$6.9K
Nvwm, LLC36
0.0% of portfolio›$5.0K
SYM Financial Corp31
0.0% of portfolio›$4.3K
Abound Wealth Management20
0.0% of portfolio›$2.8K
Root Financial Partners, LLC18
0.0% of portfolio›$2.5K
Assetmark, Inc6
0.0% of portfolio›$828
Larson Financial Group LLC4
0.0% of portfolio›$552
StyleTurnoverLocationFiled
Alliance Wealth Advisors, LLC
123,809$17.1M3.1%ETFHighCenterville, UT2026-10-28
Legacies Wealth LLC
101,518$14.0M7.6%ETFLowMinnetonka, MN2026-11-02
Grey Fox Wealth Advisors, LLC
97,390$13.4M2.0%ETFLowRockland, DE2026-11-03
Code Waechter LLC
61,577$8.5M4.0%ETFLowTampa, FL2026-10-23
LMG Wealth Partners, LLC
58,364$8.1M1.3%ValueVery LowShreveport, LA2026-11-05
Kieckhefer Group LLC
40,400$5.6M2.2%Agg GrowthLowMequon, WI2026-10-13
Wealth Enhancement Advisory Services, LLC
28,878$4.0M0.0%CoreLowPlymouth, MN2026-10-13
PFG Advisors
28,436$3.9M0.2%ETFMediumPhoenix, AZ2026-10-16
Cambridge Investment Research Advisors, Inc.
19,986$2.8K0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
19,447$2.7M0.0%IndexLowNew York, NY2026-10-29
Capital Wealth Management, LLC
17,820$2.5M0.6%ETFVery LowW. Warwick, RI2026-10-27
Strategic Blueprint, LLC
17,666$2.4M0.1%ETFLowAtlanta, GA2026-10-22
Veratis Advisors, Inc.
16,790$2.3M1.8%ETFN/ACary, NC2026-11-03
Commonwealth Equity Services, LLC
15,086$2.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
14,614$2.0M0.0%CoreLowAustin, TX2026-11-02
Studio Investment Management LLC
14,405$2.0M0.3%ETFLowChicago, IL2026-10-22
Diversified Enterprises, LLC
13,207$1.8M0.1%ETFVery LowWilmington, DE2026-10-19
Tempo Wealth, LLC
13,012$1.8M0.2%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
13,012$1.8M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
St. Louis Trust Co
12,290$1.7M0.2%ETFVery LowSaint Louis, MO2026-11-03
D.A. Davidson & Co.
11,752$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Creative Financial Designs Inc
10,416$1.4M0.1%ETFMediumKokomo, IN2026-11-04
Crescent Sterling, Ltd.
9,613$1.3M1.1%CoreLowMetairie, LA2026-10-16
Bank of New Hampshire
9,395$1.3M0.3%CoreLowLaconia, NH2026-10-06
Junk Investment Group, LLC
8,557$1.2M0.5%ETFVery LowHunt Valley, MD2026-10-19
Summit Asset Management, LLC
8,457$1.2M0.2%ETFLowMemphis, TN2026-11-05
Riversedge Advisors, LLC
8,364$1.2M0.1%ETFMediumWilmington, DE2026-10-09
Sovran Advisors, LLC
8,287$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
Del-Sette Capital Management, LLC
7,913$1.1M0.6%YieldHighSchenectady, NY2026-10-23
Ackerman Capital Advisors, LLC
7,867$1.1M0.2%ETFLowDallas, TX2026-10-30
Simplicity Wealth,LLC
7,549$1.0M0.0%ETFLowSummit, NJ2026-10-23
Strategic Advocates LLC
6,735$929.1K3.6%GrowthLowSacramento, CA2026-11-03
MGO One Seven LLC
6,143$847.4K0.0%GrowthLowBeachwood, OH2026-10-28
SpringVest Wealth Management LLC
5,066$698.9K0.4%ETFLowDallas, TX2026-10-27
Truist Financial Corp
5,029$693.8K0.0%CoreLowCharlotte, NC2026-10-30
Rodgers & Associates, LTD
4,607$635.5K0.1%ETFVery LowLancaster, PA2026-10-20
Farther Finance Advisors, LLC
4,564$629.6K0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Private Wealth Services, LLC
4,384$604.7K0.0%GrowthLowAustin, TX2026-10-30
Independent Financial Group, LLC
4,235$584.3K0.0%GrowthLowSan Diego, CA2026-10-13
Silverlake Wealth Management LLC
3,655$504.2K0.1%ETFLowWilliston, VT2026-10-21
Livet Wealth, LLC
3,578$493.5K0.3%ETFLowSpanish Fork, UT2026-10-27
Washington Capital Management, Inc
3,500$482.8K0.3%ValueMediumSeattle, WA2026-10-19
Prospera Financial Services Inc
3,196$452.1K0.0%CoreMediumDallas, TX2026-11-04
Prevail Innovative Wealth Advisors, LLC
3,117$433.1K0.1%CoreVery HighLeawood, KS2026-10-20
CoreCap Advisors, LLC
2,895$399.4K0.0%ETFMediumSouthfield, MI2026-10-08
Heartwood Wealth Advisors LLC
2,809$387.5K0.0%ETFLowRichmond, VA2026-10-05
StoneX Group Inc.
2,615$377.1K0.0%ETFMediumNew York, NY2026-11-03
Financial Planning Hawaii, Inc.
2,570$354.5K0.2%CoreVery LowHonolulu, HI2026-10-13
Meridian Wealth Management, LLC
2,533$349.4K0.0%GrowthLowLexington, KY2026-11-05
Creative Planning
2,436$336.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
2,395$330.4K0.0%CoreMediumNew York, NY2026-11-04
Relyea Zuckerberg Hanson LLC
2,235$308.4K0.0%ETFLowStamford, CT2026-10-20
Elevation Point Wealth Partners, LLC
2,000$275.9K0.0%CoreHighDenver, CO2026-11-05
Entrewealth, LLC
1,916$264.3K0.1%ETFLowAustin, TX2026-10-14
Chicago Partners Investment Group LLC
1,857$257.4K0.0%GARPLowChicago, IL2026-10-27
Sunrise Financial Services, LLC
1,844$254.4K0.1%ETFMediumBurien, WA2026-10-21
Breakwater Capital Group
1,830$252.5K0.0%ETFLowParamus, NJ2026-10-09
Financial Synergies Wealth Advisors, Inc.
1,725$238.0K0.0%ETFVery LowHouston, TX2026-10-16
GC Wealth Management RIA, LLC
1,711$236.0K0.0%GrowthMediumCambridge, MA2026-11-02
Parr Mcknight Wealth Management Group, LLC
1,648$227.3K0.0%CoreMediumMinneapolis, MN2026-10-30
IFG Advisors, LLC
1,586$218.8K0.0%ETFVery LowSt. Louis, MO2026-10-15
Sprinkle Financial Consultants LLC
1,570$216.7K0.1%ETFLowLittleton, CO2026-10-09
Trail Ridge Investment Advisors, LLC
1,552$214.1K0.1%CoreLowFort Collins, CO2026-10-16
Archer Investment Corp
1,411$194.6K0.0%CoreMediumCarmel, IN2026-11-05
Barrett & Company, Inc.
1,297$178.9K0.0%ETFLowProvidence, RI2026-10-22
MidAtlantic Capital Management, Inc.
1,284$177.1K0.1%ETFVery LowRichmond, VA2026-11-05
Parallel Advisors, LLC
1,250$172.4K0.0%IndexLowSan Francisco, CA2026-11-03
Morton Brown Family Wealth, LLC
1,151$158.8K0.0%ETFVery LowAllentown, PA2026-10-23
Arcadia Investment Advisors LLC
1,094$150.9K0.1%ETFLowEagle, ID2026-10-13
First Horizon Corp
785$108.3K0.0%CoreLowMemphis, TN2026-10-26
Harbor Asset Planning, Inc.
784$108.1K0.1%ETFVery LowBelmont, MA2026-10-23
Triumph Capital Management
621$85.7K0.0%ETFMediumDenver, CO2026-10-14
Indiana Trust & Investment Management Co
586$80.8K0.0%GrowthLowMishawaka, IN2026-10-22
Salomon & Ludwin, LLC
577$79.6K0.0%ETFVery LowRichmond, VA2026-10-29
First Pacific Financial
350$48.2K0.0%ETFLowVancouver, WA2026-10-14
Hurley Capital, LLC
284$39.2K0.0%GARPMediumNew York, NY2026-11-05
Birchwood Financial Partners, Inc.
261$36.0K0.0%ETFVery LowBloomington, MN2026-11-02
Compass Financial Management LLC
205$28.3K0.0%CoreN/ATampa, FL2026-10-30
Davis Capital Management
200$27.6K0.0%CoreLowJacksonville, FL2026-10-08
Monetary Solutions, Ltd
185$25.5K0.0%ETFVery LowDayton, OH2026-10-22
Washington Trust Advisors, Inc.
171$23.6K0.0%GrowthLowWellesley, MA2026-10-22
Hilltop National Bank
140$19.3K0.0%CoreLowCasper, WY2026-10-14
Glass Jacobson Investment Advisors llc
129$17.8K0.0%ETFLowOwings Mills, MD2026-10-26
Lanark Financial, Inc.
105$14.5K0.0%CoreMediumBirmingham, AL2026-10-26
DeDora Capital, Inc.
102$14.1K0.0%ETFVery LowNapa, CA2026-10-26
CFG Wealth Management Services, Inc.
76$10.5K0.0%ETFLowIndianapolis, XX2026-10-21
Mather Group, Llc.
71$9.8K0.0%ETFMediumChicago, IL2026-10-14
SBI Securities Co., Ltd.
67$9.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Blue Trust, Inc.
50$6.9K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
50$6.9K0.0%GrowthLowTampa, FL2026-10-16
Nvwm, LLC
36$5.0K0.0%GrowthMediumYardley, PA2026-10-14
SYM Financial Corp
31$4.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
Abound Wealth Management
20$2.8K0.0%ETFVery LowFranklin, TN2026-10-26
Root Financial Partners, LLC
18$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
6$8280.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
4$5520.0%GrowthLowSt Louis, MO2026-11-05