VANGUARD S&P SM CAP 600 GRW (VIOG) Institutional Shareholders
VANGUARD S&P SM CAP 600 GRW (VIOG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $399.30M in VIOG holdings during the latest filing period.
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 $31.29M, representing an estimated loss of -8.42% 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
190
Total Reported Value
$399.30M
Largest Holder
Morgan Stanley
Largest Position
$34.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $31,293,812 | -$2,877,112 | -8.42% | |
| Lpl Financial Llc | 0.01% | 222,272 | $34,100,996 | $31,229,883 | -$2,871,113 | -8.42% | |
| Raymond James Financial Inc | 0.01% | 170,087 | $26,094,690 | $23,897,734 | -$2,196,956 | -8.42% | |
| Bank Of America Corp | 0.00% | 122,394 | $18,777,654 | $17,196,724 | -$1,580,930 | -8.42% | |
| Alliance Wealth Advisors, Llc | 3.20% | 110,686 | $16,981,446 | $15,551,715 | -$1,429,731 | -8.42% | |
| Dougherty Wealth Advisers Llc | 8.46% | 100,694 | $15,448,473 | $14,147,809 | -$1,300,664 | -8.42% | |
| Mariner, Llc | 0.01% | 90,168 | $13,833,512 | $12,668,875 | -$1,164,637 | -8.42% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 80,275 | $12,315,759 | $11,278,878 | -$1,036,881 | -8.42% | |
| St. Louis Trust Co | 1.30% | 12,290 | $11,388,204 | $1,726,782 | -$9,661,422 | -84.84% | |
| Lmg Wealth Partners, Llc | 1.43% | 58,265 | $8,938,990 | $8,186,407 | -$752,583 | -8.42% | |
| Code Waechter Llc | 4.54% | 57,143 | $8,766,886 | $8,028,763 | -$738,123 | -8.42% | |
| Balanced Wealth Group Llc | 2.51% | 51,756 | $7,940,419 | $7,271,873 | -$668,546 | -8.42% | |
| Envestnet Asset Management Inc | 0.00% | 51,076 | $7,836,120 | $7,176,331 | -$659,789 | -8.42% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $7,671,000 | $7,025,150 | -$645,850 | -8.42% | |
| Principal Securities, Inc. | 0.09% | 49,852 | $7,648,232 | $7,004,356 | -$643,876 | -8.42% | |
| Wells Fargo & Company/Mn | 0.00% | 42,651 | $6,543,457 | $5,992,593 | -$550,864 | -8.42% | |
| Kieckhefer Group Llc | 2.52% | 40,429 | $6,202,684 | $5,680,396 | -$522,288 | -8.42% | |
| Moneta Group Investment Advisors Llc | 0.05% | 40,081 | $6,149,195 | $5,631,501 | -$517,694 | -8.42% | |
| Rwa Wealth Partners, Llc | 0.05% | 33,778 | $5,182,180 | $4,745,910 | -$436,270 | -8.42% | |
| Royal Bank Of Canada | 0.00% | 33,396 | $5,123,000 | $4,692,238 | -$430,762 | -8.41% | |
| Ameriprise Financial Inc | 0.00% | 33,194 | $5,110,934 | $4,663,857 | -$447,077 | -8.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 32,531 | $4,874,466 | $4,570,703 | -$303,763 | -6.23% | |
| Brown Advisory Inc | 0.01% | 29,404 | $4,511,162 | $4,131,350 | -$379,812 | -8.42% | |
| Pfg Advisors | 0.21% | 27,059 | $4,151,439 | $3,801,871 | -$349,568 | -8.42% | |
| Ubs Group Ag | 0.00% | 25,138 | $3,856,672 | $3,531,964 | -$324,708 | -8.42% | |
| Lowery Thomas, Llc | 1.88% | 25,110 | $3,852,407 | $3,528,030 | -$324,377 | -8.42% | |
| Midfirst Bank | 0.27% | 24,465 | $3,753,420 | $3,437,406 | -$316,014 | -8.42% | |
| Janney Montgomery Scott Llc | 0.01% | 23,292 | $3,574,000 | $3,272,596 | -$301,404 | -8.43% | |
| Cetera Investment Advisers | 0.00% | 22,716 | $3,485,066 | $3,191,666 | -$293,400 | -8.42% | |
| Provise Management Group, Llc | 0.24% | 26,421 | $3,288,358 | $3,712,230 | +$423,872 | +12.89% | |
| Jpmorgan Chase & Co | 0.00% | 21,053 | $3,196,898 | $2,958,010 | -$238,888 | -7.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,254 | $3,107,394 | $2,845,748 | -$261,646 | -8.42% | |
| Osaic Holdings, Inc. | 0.00% | 18,723 | $2,874,042 | $2,630,638 | -$243,404 | -8.47% | |
| Capital Wealth Management, Llc | 0.63% | 17,158 | $2,632,413 | $2,410,750 | -$221,663 | -8.42% | |
| Financial Engines Advisors L.L.C. | 0.00% | 17,140 | $2,629,619 | $2,408,221 | -$221,398 | -8.42% | |
| Studio Investment Management Llc | 0.41% | 15,942 | $2,445,822 | $2,239,899 | -$205,923 | -8.42% | |
| Strategic Blueprint, Llc | 0.12% | 15,046 | $2,308,378 | $2,114,008 | -$194,370 | -8.42% | |
| Private Advisor Group, Llc | 0.01% | 14,449 | $2,216,832 | $2,030,128 | -$186,704 | -8.42% | |
| Kestra Advisory Services, Llc | 0.01% | 14,265 | $2,188,488 | $2,004,275 | -$184,213 | -8.42% | |
| Gts Securities Llc | 0.04% | 13,406 | $2,056,749 | $1,883,583 | -$173,166 | -8.42% | |
| Tempo Wealth, Llc | 0.30% | 13,127 | $2,013,984 | $1,844,383 | -$169,601 | -8.42% | |
| Mml Investors Services, Llc | 0.00% | 12,681 | $1,945,455 | $1,781,719 | -$163,736 | -8.42% | |
| Diversified Enterprises, Llc | 0.09% | 12,226 | $1,875,730 | $1,717,790 | -$157,940 | -8.42% | |
| Bank Of New Hampshire | 0.36% | 11,395 | $1,748,221 | $1,601,032 | -$147,189 | -8.42% | |
| D.A. Davidson & Co. | 0.01% | 11,231 | $1,723,060 | $1,577,989 | -$145,071 | -8.42% | |
| Creative Financial Designs Inc | 0.08% | 10,725 | $1,645,374 | $1,506,895 | -$138,479 | -8.42% | |
| Mosaic Family Wealth Partners, Llc | 0.11% | 10,583 | $1,623,665 | $1,486,943 | -$136,722 | -8.42% | |
| Kingsview Wealth Management, Llc | 0.02% | 10,564 | $1,620,782 | $1,484,274 | -$136,508 | -8.42% | |
| Silvercrest Asset Management Group Llc | 0.01% | 10,148 | $1,556,842 | $1,425,824 | -$131,018 | -8.42% | |
| Stifel Financial Corp | 0.00% | 9,207 | $1,412,539 | $1,293,611 | -$118,928 | -8.42% |
Frequently asked questions about VIOG
Who owns the most VIOG stock?
The largest holders of VIOG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD S&P SM CAP 600 GRW (VIOG).
Is VIOG widely held by superinvestors?
Many widely followed stocks like VIOG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VIOG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.