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 $1.91B 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 $144.13M, representing an estimated loss of -6.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% 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
401
Total Reported Value
$1.91B
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$153.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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 | $144,132,227 | -$9,351,473 | -6.09% | |
| Bank Of America Corp | 0.01% | 867,438 | $119,307,369 | $112,038,292 | -$7,269,077 | -6.09% | |
| Morgan Stanley | 0.01% | 825,868 | $113,590,016 | $106,669,111 | -$6,920,905 | -6.09% | |
| Raymond James Financial Inc | 0.02% | 594,078 | $81,709,448 | $76,731,114 | -$4,978,334 | -6.09% | |
| Mariner, Llc | 0.09% | 591,038 | $81,291,310 | $76,338,468 | -$4,952,842 | -6.09% | |
| Cerity Partners Llc | 0.07% | 442,935 | $60,921,382 | $57,209,485 | -$3,711,897 | -6.09% | |
| Ameriprise Financial Inc | 0.01% | 430,671 | $59,227,912 | $55,625,466 | -$3,602,446 | -6.08% | |
| Wells Fargo & Company/Mn | 0.01% | 378,299 | $52,031,170 | $48,861,099 | -$3,170,071 | -6.09% | |
| Savant Capital, Llc | 0.15% | 394,894 | $49,725,979 | $51,004,509 | +$1,278,530 | +2.57% | |
| Jpmorgan Chase & Co | 0.00% | 361,491 | $49,386,901 | $46,690,178 | -$2,696,723 | -5.46% | |
| Ubs Group Ag | 0.01% | 355,333 | $48,872,501 | $45,894,810 | -$2,977,691 | -6.09% | |
| Royal Bank Of Canada | 0.01% | 350,597 | $48,221,000 | $45,283,109 | -$2,937,891 | -6.09% | |
| Moneta Group Investment Advisors Llc | 0.34% | 338,693 | $46,583,866 | $43,745,588 | -$2,838,278 | -6.09% | |
| Goldman Sachs Group Inc | 0.00% | 304,644 | $41,900,735 | $39,347,819 | -$2,552,916 | -6.09% | |
| Pathstone Holdings, Llc | 0.16% | 353,948 | $40,643,811 | $45,715,924 | +$5,072,113 | +12.48% | |
| Lpl Financial Llc | 0.01% | 268,540 | $36,935,014 | $34,684,626 | -$2,250,388 | -6.09% | |
| Osaic Holdings, Inc. | 0.04% | 264,227 | $36,358,447 | $34,127,559 | -$2,230,888 | -6.14% | |
| Hantz Financial Services, Inc. | 0.47% | 250,961 | $34,517,000 | $32,414,123 | -$2,102,877 | -6.09% | |
| Cetera Investment Advisers | 0.03% | 225,666 | $31,038,161 | $29,147,021 | -$1,891,140 | -6.09% | |
| Warwick Investment Management, Inc. | 3.32% | 215,237 | $29,603,759 | $27,800,011 | -$1,803,748 | -6.09% | |
| Old National Bancorp | 0.47% | 172,006 | $23,657,705 | $22,216,295 | -$1,441,410 | -6.09% | |
| Advisornet Financial, Inc | 1.01% | 160,011 | $22,007,863 | $20,667,021 | -$1,340,842 | -6.09% | |
| Wiser Wealth Management, Inc | 4.03% | 153,116 | $21,059,551 | $19,776,463 | -$1,283,088 | -6.09% | |
| Tcv Trust & Wealth Management, Inc. | 1.55% | 148,330 | $20,401,307 | $19,158,303 | -$1,243,004 | -6.09% | |
| One Day In July Llc | 1.35% | 140,861 | $19,374,050 | $18,193,607 | -$1,180,443 | -6.09% | |
| Commonwealth Equity Services, Llc | 0.02% | 138,590 | $19,061,718 | $17,900,284 | -$1,161,434 | -6.09% | |
| Moss Adams Wealth Advisors Llc | 0.85% | 99,440 | $13,676,962 | $12,843,670 | -$833,292 | -6.09% | |
| Janney Montgomery Scott Llc | 0.03% | 99,110 | $13,632,000 | $12,801,048 | -$830,952 | -6.10% | |
| Envestnet Asset Management Inc | 0.00% | 96,027 | $13,207,612 | $12,402,847 | -$804,765 | -6.09% | |
| Pinnacle Financial Partners, Inc. | 0.09% | 95,378 | $13,118,366 | $12,319,022 | -$799,344 | -6.09% | |
| Stifel Financial Corp | 0.01% | 93,215 | $12,820,759 | $12,039,649 | -$781,110 | -6.09% | |
| Corient Private Wealth Llc | 0.02% | 92,625 | $12,739,750 | $11,963,445 | -$776,305 | -6.09% | |
| Berman Mcaleer Llc | 1.47% | 92,161 | $12,675,824 | $11,903,515 | -$772,309 | -6.09% | |
| Cambridge Associates Llc | 0.17% | 85,513 | $11,761,500 | $11,044,859 | -$716,641 | -6.09% | |
| Ep Wealth Advisors, Llc | 0.04% | 82,629 | $11,364,784 | $10,672,362 | -$692,422 | -6.09% | |
| Marble Harbor Investment Counsel, Llc | 1.11% | 79,432 | $10,925,083 | $10,259,437 | -$665,646 | -6.09% | |
| Concurrent Investment Advisors, Llc | 0.09% | 78,715 | $10,826,476 | $10,166,829 | -$659,647 | -6.09% | |
| Mai Capital Management | 0.04% | 75,508 | $10,385,479 | $9,752,613 | -$632,866 | -6.09% | |
| Mitsubishi Ufj Asset Management (Uk) Ltd. | 4.78% | 74,800 | $10,288,000 | $9,661,168 | -$626,832 | -6.09% | |
| Perryman Financial Advisory Inc | 1.37% | 74,800 | $10,287,985 | $9,661,168 | -$626,817 | -6.09% | |
| Captrust Financial Advisors | 0.02% | 71,829 | $9,879,312 | $9,277,434 | -$601,878 | -6.09% | |
| New Insight Wealth Advisors | 2.83% | 69,874 | $9,610,442 | $9,024,926 | -$585,516 | -6.09% | |
| Blair William & Co/Il | 0.02% | 56,442 | $7,763,034 | $7,290,049 | -$472,985 | -6.09% | |
| Axxcess Wealth Management, Llc | 0.11% | 52,315 | $7,195,401 | $6,757,005 | -$438,396 | -6.09% | |
| Mml Investors Services, Llc | 0.01% | 52,126 | $7,169,408 | $6,732,594 | -$436,814 | -6.09% | |
| Patriot Investment Management Group, Inc. | 0.41% | 50,942 | $7,006,496 | $6,579,669 | -$426,827 | -6.09% | |
| Visionary Wealth Advisors | 0.27% | 50,221 | $6,907,359 | $6,486,544 | -$420,815 | -6.09% | |
| Harbour Investments, Inc. | 0.09% | 48,798 | $6,711,667 | $6,302,750 | -$408,917 | -6.09% | |
| Scs Capital Management Llc | 0.06% | 47,731 | $6,564,884 | $6,164,936 | -$399,948 | -6.09% | |
| Private Advisor Group, Llc | 0.03% | 47,337 | $6,510,733 | $6,114,047 | -$396,686 | -6.09% |
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.