VIOG Institutional Ownership & Shareholders
VANGUARD S&P SM CAP 600 GRW (VIOG) is currently held by 198 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $400.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VIOG tracked by InsiderSet, reporting ownership valued at approximately $34.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.50M, representing an estimated loss of -7.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed VIOG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VANGUARD S&P SM CAP 600 GRW (VIOG).
This page ranks the largest institutional VIOG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
198
Total Reported Value
$400.49M
Largest Holder
Morgan Stanley
Largest Position
$34.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 222,727 | $34,170,924 | $31,502,507 | -$2,668,417 | -7.81% | |
| Lpl Financial Llc | 0.01% | 222,272 | $34,100,996 | $31,438,152 | -$2,662,844 | -7.81% | |
| Raymond James Financial Inc | 0.01% | 170,087 | $26,094,690 | $24,057,105 | -$2,037,585 | -7.81% | |
| Bank Of America Corp | 0.00% | 122,394 | $18,777,654 | $17,311,407 | -$1,466,247 | -7.81% | |
| Alliance Wealth Advisors, Llc | 3.11% | 123,809 | $17,079,452 | $17,511,545 | +$432,093 | +2.53% | |
| Dougherty Wealth Advisers Llc | 7.58% | 101,518 | $14,004,408 | $14,358,706 | +$354,298 | +2.53% | |
| Mariner, Llc | 0.01% | 90,168 | $13,833,512 | $12,753,362 | -$1,080,150 | -7.81% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 80,275 | $12,315,759 | $11,354,096 | -$961,663 | -7.81% | |
| St. Louis Trust Co | 1.30% | 12,290 | $11,388,204 | $1,738,298 | -$9,649,906 | -84.74% | |
| Lmg Wealth Partners, Llc | 1.43% | 58,265 | $8,938,990 | $8,241,002 | -$697,988 | -7.81% | |
| Code Waechter Llc | 4.02% | 61,577 | $8,494,598 | $8,709,451 | +$214,853 | +2.53% | |
| Balanced Wealth Group Llc | 2.51% | 51,756 | $7,940,419 | $7,320,369 | -$620,050 | -7.81% | |
| Envestnet Asset Management Inc | 0.00% | 51,076 | $7,836,120 | $7,224,189 | -$611,931 | -7.81% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $7,671,000 | $7,072,000 | -$599,000 | -7.81% | |
| Principal Securities, Inc. | 0.09% | 49,852 | $7,648,232 | $7,051,067 | -$597,165 | -7.81% | |
| Wells Fargo & Company/Mn | 0.00% | 42,651 | $6,543,457 | $6,032,557 | -$510,900 | -7.81% | |
| Moneta Group Investment Advisors Llc | 0.05% | 40,081 | $6,149,195 | $5,669,057 | -$480,138 | -7.81% | |
| Kieckhefer Group Llc | 2.22% | 40,400 | $5,573,192 | $5,714,176 | +$140,984 | +2.53% | |
| Rwa Wealth Partners, Llc | 0.05% | 33,778 | $5,182,180 | $4,777,560 | -$404,620 | -7.81% | |
| Royal Bank Of Canada | 0.00% | 33,396 | $5,123,000 | $4,723,530 | -$399,470 | -7.80% | |
| Ameriprise Financial Inc | 0.00% | 33,194 | $5,110,934 | $4,694,959 | -$415,975 | -8.14% | |
| Brown Advisory Inc | 0.01% | 29,404 | $4,511,162 | $4,158,902 | -$352,260 | -7.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 28,878 | $4,009,953 | $4,084,504 | +$74,551 | +1.86% | |
| Pfg Advisors | 0.20% | 28,436 | $3,922,792 | $4,021,988 | +$99,196 | +2.53% | |
| Ubs Group Ag | 0.00% | 25,138 | $3,856,672 | $3,555,519 | -$301,153 | -7.81% | |
| Lowery Thomas, Llc | 1.88% | 25,110 | $3,852,407 | $3,551,558 | -$300,849 | -7.81% | |
| Midfirst Bank | 0.27% | 24,465 | $3,753,420 | $3,460,330 | -$293,090 | -7.81% | |
| Janney Montgomery Scott Llc | 0.01% | 23,292 | $3,574,000 | $3,294,420 | -$279,580 | -7.82% | |
| Cetera Investment Advisers | 0.00% | 22,716 | $3,485,066 | $3,212,951 | -$272,115 | -7.81% | |
| Provise Management Group, Llc | 0.24% | 26,421 | $3,288,358 | $3,736,986 | +$448,628 | +13.64% | |
| Jpmorgan Chase & Co | 0.00% | 21,053 | $3,196,898 | $2,977,736 | -$219,162 | -6.86% | |
| Osaic Holdings, Inc. | 0.00% | 18,723 | $2,874,042 | $2,648,181 | -$225,861 | -7.86% | |
| Vise Technologies, Inc. | 0.02% | 19,447 | $2,682,714 | $2,750,584 | +$67,870 | +2.53% | |
| Financial Engines Advisors L.L.C. | 0.00% | 17,140 | $2,629,619 | $2,424,282 | -$205,337 | -7.81% | |
| Capital Wealth Management, Llc | 0.56% | 17,820 | $2,458,210 | $2,520,461 | +$62,251 | +2.53% | |
| Strategic Blueprint, Llc | 0.12% | 17,666 | $2,436,995 | $2,498,679 | +$61,684 | +2.53% | |
| Private Advisor Group, Llc | 0.01% | 14,449 | $2,216,832 | $2,043,667 | -$173,165 | -7.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,086 | $2,081,165 | $2,133,764 | +$52,599 | +2.53% | |
| Gts Securities Llc | 0.04% | 13,406 | $2,056,749 | $1,896,145 | -$160,604 | -7.81% | |
| Kestra Advisory Services, Llc | 0.01% | 14,614 | $2,016,037 | $2,067,004 | +$50,967 | +2.53% | |
| Studio Investment Management Llc | 0.34% | 14,405 | $1,987,170 | $2,037,443 | +$50,273 | +2.53% | |
| Mml Investors Services, Llc | 0.00% | 12,681 | $1,945,455 | $1,793,601 | -$151,854 | -7.81% | |
| Diversified Enterprises, Llc | 0.08% | 13,207 | $1,821,847 | $1,867,998 | +$46,151 | +2.53% | |
| Schear Investment Advisers, Llc | 0.22% | 13,012 | $1,795,062 | $1,840,417 | +$45,355 | +2.53% | |
| Tempo Wealth, Llc | 0.22% | 13,012 | $1,795,062 | $1,840,417 | +$45,355 | +2.53% | |
| Creative Financial Designs Inc | 0.08% | 10,725 | $1,645,374 | $1,516,944 | -$128,430 | -7.81% | |
| Mosaic Family Wealth Partners, Llc | 0.11% | 10,583 | $1,623,665 | $1,496,860 | -$126,805 | -7.81% | |
| D.A. Davidson & Co. | 0.01% | 11,752 | $1,621,188 | $1,662,203 | +$41,015 | +2.53% | |
| Kingsview Wealth Management, Llc | 0.02% | 10,564 | $1,620,782 | $1,494,172 | -$126,610 | -7.81% | |
| Silvercrest Asset Management Group Llc | 0.01% | 10,148 | $1,556,842 | $1,435,333 | -$121,509 | -7.80% |
Frequently asked questions about VIOG
Who are the largest institutional holders of VIOG?
The largest institutional holders of VIOG reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, and Alliance Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported VIOG position.
What is VIOG institutional ownership?
This page tracks VIOG positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P SM CAP 600 GRW (VIOG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VIOG?
InsiderSet currently tracks 198 institutional managers reporting VIOG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VIOG shareholders.
How much VIOG stock do institutions own?
Institutional investment managers disclosed approximately $400.49M in VIOG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VIOG institutional ownership last updated?
The latest VIOG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VIOG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VIOG position after the reporting date.
Are institutions buying or selling VIOG?
Institutional buying and selling can be analyzed by comparing VIOG positions across consecutive 13F reporting periods. InsiderSet's VIOG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VIOG ownership changes.
How has VIOG institutional ownership changed over time?
InsiderSet tracks VIOG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.