VIOO Institutional Ownership & Shareholders
VANGUARD S&P SMALL-CAP 600 E (VIOO) is currently held by 396 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of VIOO tracked by InsiderSet, reporting ownership valued at approximately $145.91M in its September 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 $151.88M, representing an estimated gain of +4.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% 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
396
Total Reported Value
$1.86B
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$145.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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 | 2.76% | 1,153,226 | $145,906,212 | $151,879,864 | +$5,973,652 | +4.09% | |
| Bank Of America Corp | 0.01% | 867,438 | $119,307,369 | $114,241,585 | -$5,065,784 | -4.25% | |
| Morgan Stanley | 0.01% | 825,868 | $113,590,016 | $108,766,816 | -$4,823,200 | -4.25% | |
| Raymond James Financial Inc | 0.02% | 594,078 | $81,709,448 | $78,240,073 | -$3,469,375 | -4.25% | |
| Mariner, Llc | 0.09% | 591,038 | $81,291,310 | $77,839,705 | -$3,451,605 | -4.25% | |
| Cerity Partners Llc | 0.07% | 442,935 | $60,921,382 | $58,334,539 | -$2,586,843 | -4.25% | |
| Ameriprise Financial Inc | 0.01% | 430,671 | $59,227,912 | $56,719,371 | -$2,508,541 | -4.24% | |
| Wells Fargo & Company/Mn | 0.01% | 378,299 | $52,031,170 | $49,821,978 | -$2,209,192 | -4.25% | |
| Savant Capital, Llc | 0.15% | 394,894 | $49,725,979 | $52,007,540 | +$2,281,561 | +4.59% | |
| Jpmorgan Chase & Co | 0.00% | 361,491 | $49,386,901 | $47,608,365 | -$1,778,536 | -3.60% | |
| Ubs Group Ag | 0.01% | 355,333 | $48,872,501 | $46,797,356 | -$2,075,145 | -4.25% | |
| Royal Bank Of Canada | 0.01% | 350,597 | $48,221,000 | $46,173,625 | -$2,047,375 | -4.25% | |
| Moneta Group Investment Advisors Llc | 0.34% | 338,693 | $46,583,866 | $44,605,868 | -$1,977,998 | -4.25% | |
| Goldman Sachs Group Inc | 0.00% | 304,644 | $41,900,735 | $40,121,615 | -$1,779,120 | -4.25% | |
| Pathstone Holdings, Llc | 0.16% | 353,948 | $40,643,811 | $46,614,952 | +$5,971,141 | +14.69% | |
| Lpl Financial Llc | 0.01% | 268,540 | $36,935,014 | $35,366,718 | -$1,568,296 | -4.25% | |
| Osaic Holdings, Inc. | 0.04% | 264,227 | $36,358,447 | $34,798,696 | -$1,559,751 | -4.29% | |
| Hantz Financial Services, Inc. | 0.47% | 250,961 | $34,517,000 | $33,051,564 | -$1,465,436 | -4.25% | |
| Cetera Investment Advisers | 0.03% | 225,666 | $31,038,161 | $29,720,212 | -$1,317,949 | -4.25% | |
| Warwick Investment Management, Inc. | 2.71% | 186,908 | $23,647,663 | $24,615,784 | +$968,121 | +4.09% | |
| Advisornet Financial, Inc | 1.01% | 177,361 | $22,315,545 | $23,358,444 | +$1,042,899 | +4.67% | |
| Old National Bancorp | 0.44% | 174,447 | $22,071,033 | $22,974,670 | +$903,637 | +4.09% | |
| Wiser Wealth Management, Inc | 3.47% | 150,903 | $19,092,293 | $19,873,925 | +$781,632 | +4.09% | |
| Tcv Trust & Wealth Management, Inc. | 1.44% | 146,820 | $18,575,665 | $19,336,194 | +$760,529 | +4.09% | |
| Commonwealth Equity Services, Llc | 0.02% | 136,785 | $17,306,032 | $18,014,585 | +$708,553 | +4.09% | |
| One Day In July Llc | 1.18% | 135,928 | $17,197,636 | $17,901,718 | +$704,082 | +4.09% | |
| Janney Montgomery Scott Llc | 0.03% | 99,110 | $13,632,000 | $13,052,787 | -$579,213 | -4.25% | |
| Envestnet Asset Management Inc | 0.00% | 96,027 | $13,207,612 | $12,646,756 | -$560,856 | -4.25% | |
| Pinnacle Financial Partners, Inc. | 0.09% | 95,378 | $13,118,366 | $12,561,283 | -$557,083 | -4.25% | |
| Stifel Financial Corp | 0.01% | 93,215 | $12,820,759 | $12,276,415 | -$544,344 | -4.25% | |
| Corient Private Wealth Llc | 0.02% | 92,625 | $12,739,750 | $12,198,712 | -$541,038 | -4.25% | |
| Cambridge Associates Llc | 0.17% | 85,513 | $11,761,500 | $11,262,062 | -$499,438 | -4.25% | |
| Berman Mcaleer Llc | 1.32% | 89,971 | $11,383,131 | $11,849,181 | +$466,050 | +4.09% | |
| Ep Wealth Advisors, Llc | 0.04% | 82,629 | $11,364,784 | $10,882,239 | -$482,545 | -4.25% | |
| Marble Harbor Investment Counsel, Llc | 1.11% | 79,432 | $10,925,083 | $10,461,194 | -$463,889 | -4.25% | |
| Mai Capital Management | 0.04% | 75,508 | $10,385,479 | $9,944,404 | -$441,075 | -4.25% | |
| Concurrent Investment Advisors, Llc | 0.07% | 82,082 | $10,385,001 | $10,810,199 | +$425,198 | +4.09% | |
| Captrust Financial Advisors | 0.02% | 71,829 | $9,879,312 | $9,459,879 | -$419,433 | -4.25% | |
| New Insight Wealth Advisors | 2.83% | 69,874 | $9,610,442 | $9,202,406 | -$408,036 | -4.25% | |
| Perryman Financial Advisory Inc | 1.20% | 75,072 | $9,498,103 | $9,886,982 | +$388,879 | +4.09% | |
| Blair William & Co/Il | 0.02% | 56,442 | $7,763,034 | $7,433,411 | -$329,623 | -4.25% | |
| Mml Investors Services, Llc | 0.01% | 52,126 | $7,169,408 | $6,864,994 | -$304,414 | -4.25% | |
| Visionary Wealth Advisors | 0.27% | 50,221 | $6,907,359 | $6,614,106 | -$293,253 | -4.25% | |
| Harbour Investments, Inc. | 0.09% | 48,798 | $6,711,667 | $6,426,697 | -$284,970 | -4.25% | |
| Scs Capital Management Llc | 0.06% | 47,731 | $6,564,884 | $6,286,173 | -$278,711 | -4.25% | |
| Evergreen Capital Management Llc | 0.12% | 51,814 | $6,555,472 | $6,823,904 | +$268,432 | +4.09% | |
| Private Advisor Group, Llc | 0.03% | 47,337 | $6,510,733 | $6,234,283 | -$276,450 | -4.25% | |
| Fidelity D & D Bancorp Inc | 2.19% | 46,504 | $6,396,160 | $6,124,577 | -$271,583 | -4.25% | |
| Patriot Investment Management Group, Inc. | 0.37% | 50,143 | $6,344,051 | $6,603,833 | +$259,782 | +4.09% | |
| Rockefeller Capital Management L.P. | 0.01% | 43,971 | $6,047,832 | $5,790,981 | -$256,851 | -4.25% |
Frequently asked questions about VIOO
Who are the largest institutional holders of VIOO?
The largest institutional holders of VIOO reported in the latest SEC Form 13F filings include Orgel Wealth Management, Llc, Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and Mariner, Llc. InsiderSet ranks institutional holders by their latest reported VIOO position.
What is VIOO institutional ownership?
This page tracks VIOO positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P SMALL-CAP 600 E (VIOO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VIOO?
InsiderSet currently tracks 396 institutional managers reporting VIOO 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 VIOO shareholders.
How much VIOO stock do institutions own?
Institutional investment managers disclosed approximately $1.86B in VIOO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VIOO institutional ownership last updated?
The latest VIOO 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 VIOO 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 VIOO position after the reporting date.
Are institutions buying or selling VIOO?
Institutional buying and selling can be analyzed by comparing VIOO positions across consecutive 13F reporting periods. InsiderSet's VIOO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VIOO ownership changes.
How has VIOO institutional ownership changed over time?
InsiderSet tracks VIOO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.