VANGUARD S&P SMALL-CAP 600 E (VIOO) Institutional Shareholders
VANGUARD S&P SMALL-CAP 600 E (VIOO) 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 $1.54B in VIOO holdings during the latest filing period.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of VIOO tracked by InsiderSet, reporting ownership valued at approximately $153.48M 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 $155.55M, representing an estimated gain of +1.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed VIOO value among the investors covered in this analysis. Major shareholders include Orgel Wealth Management, Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD S&P SMALL-CAP 600 E (VIOO).
This page ranks the largest institutional VIOO 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
390
Total Reported Value
$1.54B
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$153.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, Llc | 2.91% | 1,115,920 | $153,483,700 | $155,548,089 | +$2,064,389 | +1.35% | |
| Bank Of America Corp | 0.01% | 881,389 | $101,209,869 | $122,856,813 | +$21,646,944 | +21.39% | |
| Morgan Stanley | 0.01% | 787,869 | $90,471,144 | $109,821,060 | +$19,349,916 | +21.39% | |
| Mariner, Llc | 0.08% | 616,991 | $70,848,855 | $86,002,375 | +$15,153,520 | +21.39% | |
| Ameriprise Financial Inc | 0.01% | 455,413 | $52,243,103 | $63,480,018 | +$11,236,915 | +21.51% | |
| Cerity Partners Llc | 0.07% | 446,747 | $51,299,985 | $62,272,064 | +$10,972,079 | +21.39% | |
| Raymond James Financial Inc | 0.01% | 380,369 | $43,677,749 | $53,019,635 | +$9,341,886 | +21.39% | |
| Wells Fargo & Company/Mn | 0.01% | 378,219 | $43,430,925 | $52,719,946 | +$9,289,021 | +21.39% | |
| Royal Bank Of Canada | 0.01% | 363,191 | $41,705,000 | $50,625,193 | +$8,920,193 | +21.39% | |
| Ubs Group Ag | 0.01% | 356,739 | $40,964,340 | $49,725,849 | +$8,761,509 | +21.39% | |
| Pathstone Holdings, Llc | 0.16% | 353,948 | $40,643,811 | $49,336,812 | +$8,693,001 | +21.39% | |
| Goldman Sachs Group Inc | 0.00% | 285,466 | $32,780,060 | $39,791,106 | +$7,011,046 | +21.39% | |
| Moneta Group Investment Advisors Llc | 0.22% | 258,983 | $29,739,044 | $36,099,640 | +$6,360,596 | +21.39% | |
| Warwick Investment Management, Inc. | 3.32% | 215,237 | $29,603,759 | $30,001,885 | +$398,126 | +1.34% | |
| Osaic Holdings, Inc. | 0.04% | 251,267 | $28,866,546 | $35,024,107 | +$6,157,561 | +21.33% | |
| Lpl Financial Llc | 0.01% | 242,537 | $27,850,470 | $33,807,232 | +$5,956,762 | +21.39% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 238,561 | $27,393,943 | $33,253,018 | +$5,859,075 | +21.39% | |
| Cetera Investment Advisers | 0.03% | 224,498 | $25,779,075 | $31,292,776 | +$5,513,701 | +21.39% | |
| Old National Bancorp | 0.47% | 172,006 | $23,657,705 | $23,975,916 | +$318,211 | +1.35% | |
| Savant Capital, Llc | 0.11% | 202,865 | $23,294,974 | $28,277,352 | +$4,982,378 | +21.39% | |
| Advisornet Financial, Inc | 1.01% | 160,011 | $22,007,863 | $22,303,933 | +$296,070 | +1.35% | |
| Wiser Wealth Management, Inc | 4.03% | 153,116 | $21,059,551 | $21,342,839 | +$283,288 | +1.35% | |
| Tcv Trust & Wealth Management, Inc. | 1.55% | 148,330 | $20,401,307 | $20,675,719 | +$274,412 | +1.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 138,590 | $19,061,718 | $19,318,060 | +$256,342 | +1.34% | |
| One Day In July Llc | 1.34% | 145,773 | $16,739,137 | $20,319,298 | +$3,580,161 | +21.39% | |
| Moss Adams Wealth Advisors Llc | 0.85% | 99,440 | $13,676,962 | $13,860,942 | +$183,980 | +1.35% | |
| Berman Mcaleer Llc | 1.47% | 92,161 | $12,675,824 | $12,846,322 | +$170,498 | +1.35% | |
| Cambridge Associates Llc | 0.20% | 107,981 | $12,399,458 | $15,051,472 | +$2,652,014 | +21.39% | |
| Pinnacle Financial Partners, Inc. | 0.08% | 94,978 | $10,906,502 | $13,238,983 | +$2,332,481 | +21.39% | |
| Concurrent Investment Advisors, Llc | 0.09% | 78,715 | $10,826,476 | $10,972,084 | +$145,608 | +1.34% | |
| Perryman Financial Advisory Inc | 1.37% | 74,800 | $10,287,985 | $10,426,372 | +$138,387 | +1.35% | |
| Corient Private Wealth Llc | 0.01% | 88,279 | $10,136,111 | $12,305,210 | +$2,169,099 | +21.40% | |
| New Insight Wealth Advisors | 2.83% | 69,874 | $9,610,442 | $9,739,737 | +$129,295 | +1.35% | |
| Envestnet Asset Management Inc | 0.00% | 82,106 | $9,428,273 | $11,444,755 | +$2,016,482 | +21.39% | |
| Marble Harbor Investment Counsel, Llc | 0.97% | 78,247 | $8,985,108 | $10,906,849 | +$1,921,741 | +21.39% | |
| Stifel Financial Corp | 0.01% | 72,612 | $8,337,983 | $10,121,387 | +$1,783,404 | +21.39% | |
| Captrust Financial Advisors | 0.01% | 122,335 | $8,212,597 | $17,052,276 | +$8,839,679 | +107.64% | |
| Mai Capital Management | 0.04% | 68,115 | $7,821,613 | $9,494,550 | +$1,672,937 | +21.39% | |
| Axxcess Wealth Management, Llc | 0.11% | 52,315 | $7,195,401 | $7,292,188 | +$96,787 | +1.35% | |
| Patriot Investment Management Group, Inc. | 0.41% | 50,942 | $7,006,496 | $7,100,805 | +$94,309 | +1.35% | |
| Private Advisor Group, Llc | 0.03% | 47,337 | $6,510,733 | $6,598,304 | +$87,571 | +1.35% | |
| Visionary Wealth Advisors | 0.28% | 55,331 | $6,353,616 | $7,712,588 | +$1,358,972 | +21.39% | |
| Bryant Woods Investment Advisors, Llc | 1.69% | 44,096 | $6,064,511 | $6,146,541 | +$82,030 | +1.35% | |
| Evergreen Capital Management Llc | 0.10% | 43,428 | $5,973,048 | $6,053,429 | +$80,381 | +1.35% | |
| Harbour Investments, Inc. | 0.09% | 48,952 | $5,620,990 | $6,823,419 | +$1,202,429 | +21.39% | |
| Scs Capital Management Llc | 0.06% | 47,731 | $5,480,919 | $6,653,224 | +$1,172,305 | +21.39% | |
| Mml Investors Services, Llc | 0.02% | 47,617 | $5,467,850 | $6,637,334 | +$1,169,484 | +21.39% | |
| Rockefeller Capital Management L.P. | 0.01% | 42,501 | $4,880,448 | $5,924,214 | +$1,043,766 | +21.39% | |
| Certuity, Llc | 0.24% | 34,787 | $4,784,605 | $4,848,960 | +$64,355 | +1.35% | |
| Fidelity D & D Bancorp Inc | 1.91% | 41,590 | $4,775,779 | $5,797,230 | +$1,021,451 | +21.39% |
Frequently asked questions about VIOO
Who owns the most VIOO stock?
The largest holders of VIOO 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 SMALL-CAP 600 E (VIOO).
Is VIOO widely held by superinvestors?
Many widely followed stocks like VIOO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VIOO 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.