Security record · archived quarter
VIOO
Vanguard S&P Small-Cap 600 ETF · Financial Services · Asset Management - Global
52Tracked holders
0Δ holders
6.95MShares held
$758.19MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.66K | $467,657 | n/a | n/a |
| Q2 2026 | 53 | -1 | 7.41M | $1.02B | +4 | −6 |
| Q1 2026 | 56 | +4 | 7.27M | $827.28M | +6 | −2 |
| Q4 2025 | 52 | 0 | 6.95M | $758.19M | n/a | n/a |
| 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 | n/a |
| Q4 2024 | 3 | +1 | 21.02K | $2.23M | +1 | n/a |
| Q3 2024 | 2 | -1 | 24.54K | $2.65M | +1 | −2 |
| Q2 2024 | 3 | n/a | 16.93K | $1.66M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 800.62K | n/a | $88.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 771.73K | -3.5% | $85.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Mariner, LLC | 637.94K | n/a | $70.79M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cerity Partners LLC | 450.51K | n/a | $49.99M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 400.14K | n/a | $44.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 356.80K | n/a | $39.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 355.45K | n/a | $39.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 347.70K | +42.7% | $38.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 347.35K | n/a | $38.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 275.13K | n/a | $30.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 262.79K | n/a | $29.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Goldman Sachs Group ✦ | 261.37K | +11.0% | $29.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 239.31K | n/a | $26.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 238.06K | n/a | $26.42M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 217.13K | n/a | $24.09M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 176.83K | n/a | $19.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 172.25K | n/a | $12.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Captrust Financial Advisors | 121.67K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 58.94K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 56.61K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Envestnet Asset Management Inc | 56.48K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 49.67K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 41.30K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 39.70K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 37.53K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 24.77K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Bank of New York Mellon Corp | 23.57K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Mercer Global Advisors Inc /Adv | 12.10K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 11.70K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Blair William & Co/Il | 10.52K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 10.17K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 8.28K | +9.6% | $918,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 8.27K | n/a | $917,455 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Assetmark, Inc | 7.99K | n/a | $886,348 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 7.88K | n/a | $874,698 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Gotham Asset Management ✦ | 5.73K | +18.2% | $635,912 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Northern Trust Corp | 5.51K | n/a | $611,168 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 4.90K | n/a | $543,593 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 4.81K | n/a | $534,057 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | National Bank Of Canada /Fi/ | 3.85K | n/a | $426,940 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | AQR Capital Management ✦ | 3.80K | -5.1% | $421,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 3.78K | +1343.5% | $419,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 3.71K | n/a | $411,662 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 2.28K | n/a | $262,984 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Focus Partners Wealth | 2.31K | n/a | $256,083 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Lido Advisors, LLC | 2.21K | n/a | $243,935 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | The Vanguard Group ✦ (passive) | 2.12K | +0.5% | $234,638 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Cwm, Llc | 1.28K | n/a | $142,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 671 | n/a | $74,399 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Us Bancorp \De\ | 182 | n/a | $20,195 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 24 | n/a | $2,663 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 10 | n/a | $1,110 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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