Security record
VIOO
Vanguard S&P Small-Cap 600 ETF · Financial Services · Asset Management - Global
54Tracked holders
-1Δ holders
7.45MShares held
$1.02BReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -1.8% ·
share flow +2.6% ·
net new positions -1.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -1 | 7.45M | $1.02B | +4 | −5 |
| Q1 2026 | 56 | +4 | 7.27M | $827.28M | +6 | −2 |
| Q4 2025 | 52 | 0 | 6.95M | $758.19M | — | — |
| Q3 2025 | 8 | -1 | 1.30M | $143.39M | +1 | −2 |
| Q2 2025 | 6 | 0 | 52.87K | $5.35M | +1 | −1 |
| Q1 2025 | 4 | +1 | 82.49K | $7.96M | +1 | — |
| Q4 2024 | 3 | +1 | 21.02K | $2.23M | +1 | — |
| Q3 2024 | 2 | -1 | 24.54K | $2.65M | +1 | −2 |
| Q2 2024 | 3 | — | 16.93K | $1.66M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 867.44K | -1.6% | $119.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 825.87K | +4.8% | $113.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 594.08K | +56.2% | $81.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Mariner, LLC | 591.04K | -4.2% | $81.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 442.94K | -0.8% | $60.92M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 430.67K | -5.4% | $59.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 378.30K | 0.0% | $52.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 361.49K | +2.9% | $49.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | UBS Group AG | 355.33K | -0.4% | $48.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 350.60K | -3.5% | $48.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Goldman Sachs Group ✦ | 304.64K | +6.7% | $41.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | LPL Financial LLC | 268.54K | +10.7% | $36.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 264.23K | +5.2% | $36.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Northwestern Mutual Wealth… | 231.28K | -3.0% | $31.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 225.67K | +0.5% | $31.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 138.59K | -18.2% | $19.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 96.03K | +16.9% | $13.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 93.22K | +28.4% | $12.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Corient Private Wealth LP | 93.11K | +5.5% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 71.83K | -41.3% | $9.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 56.44K | +57.6% | $7.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 52.13K | +9.5% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 43.97K | +3.5% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 43.32K | +11.4% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 39.06K | +0.1% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 38.14K | -2.5% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 30.93K | +37.9% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Lido Advisors, LLC | 25.60K | -0.3% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 12.28K | -0.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Brown Advisory Inc | 11.71K | 0.0% | $1.61M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Fidelity (FMR) ✦ | 9.99K | +4.9% | $1.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Assetmark, Inc | 9.60K | +9.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 8.30K | +1.4% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Truist Financial Corp | 8.09K | +17.8% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | AQR Capital Management ✦ | 7.93K | +104.7% | $1.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 6.71K | +7.4% | $922,481 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.19K | 0.0% | $851,932 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 38 | Us Bancorp \De\ | 5.92K | +77.7% | $814,374 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 5.75K | -1.2% | $790,442 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Northern Trust Corp | 5.51K | 0.0% | $757,570 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 5.30K | -71.5% | $729,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 5.79K | -22.5% | $642,862 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | BlackRock ✦ (passive) | 4.65K | +3.7% | $639,497 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 4.15K | -0.4% | $569,294 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Quantinno Capital Management LP | 4.07K | New | $559,100 | 0.0% | New | 1 | SEC ↗ |
| 46 | Financial Engines Advisors L.L.C. | 3.15K | -2.0% | $433,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 3.18K | +22.1% | $429,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Focus Partners Wealth | 2.57K | +17.2% | $353,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Nuveen, LLC | 2.30K | New | $316,342 | 0.0% | New | 1 | SEC ↗ |
| 50 | Cibc World Market Inc. | 2.02K | -17.2% | $277,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wealthfront Advisers LLC | 1.52K | New | $209,198 | 0.0% | New | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 676 | 0.0% | $92,909 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 53 | UBS AM, a distinct business unit of… | 110 | 0.0% | $15,129 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 61 | New | $8,390 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Quantinno Capital Management… | $559,100 | 0.0% |
| Nuveen, LLC | $316,342 | 0.0% |
| Wealthfront Advisers LLC | $209,198 | 0.0% |
| Qube Research & Technologies… | $8,390 | 0.0% |
Exited
| Jane Street Group, Llc | $2.71M | was 0.0% |
| Hrt Financial Lp | $1.52M | was 0.0% |
| Citadel Advisors | $837,340 | was 0.0% |
| Russell Investments Group… | $4,708 | was 0.0% |
| Bnp Paribas Financial Markets | $1,148 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 376 holders, 13.33M shares, $1.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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