VANGUARD S&P SMALL-CAP 600 V (VIOV) Institutional Shareholders

VANGUARD S&P SMALL-CAP 600 V (VIOV) 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 $716.87M in VIOV holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of VIOV tracked by InsiderSet, reporting ownership valued at approximately $43.85M 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 $42.28M, representing an estimated loss of -3.58% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed VIOV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Aspiriant, Llc, and several other long-term asset managers with concentrated positions in VANGUARD S&P SMALL-CAP 600 V (VIOV).

This page ranks the largest institutional VIOV 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

218

Total Reported Value

$716.87M

Largest Holder

Morgan Stanley

Largest Position

$43.85M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

50

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%373,690$43,845,142$42,275,550-$1,569,592-3.58%
Ubs Group Ag0.01%298,893$35,069,115$33,813,765-$1,255,350-3.58%
Aspiriant, Llc0.86%296,032$34,733,536$33,490,100-$1,243,436-3.58%
N.E.W. Advisory Services Llc2.10%267,584$31,395,610$30,271,778-$1,123,832-3.58%
Savant Capital, Llc0.09%265,300$29,363,291$30,013,389+$650,098+2.21%
Concurrent Investment Advisors, Llc0.20%201,768$23,673,433$22,826,014-$847,419-3.58%
Wellington Management Group Llp0.00%152,700$17,916,291$17,274,951-$641,340-3.58%
Bank Of America Corp0.00%152,404$17,881,613$17,241,465-$640,148-3.58%
Capital Advisors Inc/Ok0.26%151,021$17,719,296$17,085,006-$634,290-3.58%
Gallagher Fiduciary Advisors, Llc0.57%148,533$17,427,431$16,803,538-$623,893-3.58%
Atria Investments, Inc0.17%146,677$17,209,600$16,593,569-$616,031-3.58%
Cannon Financial Strategists, Inc.1.95%145,840$17,111,388$16,498,879-$612,509-3.58%
Lpl Financial Llc0.00%138,497$16,249,901$15,668,166-$581,735-3.58%
One Day In July Llc1.02%125,537$14,729,271$14,202,001-$527,270-3.58%
Avior Wealth Management, Llc0.37%119,073$13,970,833$13,470,728-$500,105-3.58%
Integrated Investment Consultants, Llc2.72%122,412$13,830,025$13,848,470+$18,445+0.13%
First Manhattan Co. Llc.0.04%117,610$13,799,203$13,305,219-$493,984-3.58%
Sym Financial Corp1.08%114,517$13,436,280$12,955,308-$480,972-3.58%
Silvercrest Asset Management Group Llc0.08%106,440$12,488,615$12,041,557-$447,058-3.58%
Riversedge Advisors, Llc1.54%98,928$11,607,193$11,191,725-$415,468-3.58%
Legend Financial Advisors, Inc.6.58%98,727$11,583,645$11,168,986-$414,659-3.58%
Osaic Holdings, Inc.0.01%96,608$11,339,721$10,929,263-$410,458-3.62%
Royal Bank Of Canada0.00%91,918$10,784,000$10,398,683-$385,317-3.57%
Mokosak Advisory Group, Llc2.33%91,679$10,757,452$10,371,645-$385,807-3.59%
Silver Oak Advisory Group, Inc.4.07%87,995$10,324,000$9,954,874-$369,126-3.58%
First Bank & Trust1.35%78,422$9,201,253$8,871,881-$329,372-3.58%
Balanced Wealth Group Llc2.74%73,978$8,679,806$8,369,131-$310,675-3.58%
Wells Fargo & Company/Mn0.00%64,533$7,571,642$7,300,618-$271,024-3.58%
Cwm, Llc0.02%72,749$7,401,494$8,230,094+$828,600+11.20%
Mutual Advisors, Llc0.13%59,921$7,030,531$6,778,863-$251,668-3.58%
Wealth Enhancement Advisory Services, Llc0.01%60,526$7,013,753$6,847,306-$166,447-2.37%
Pathstone Holdings, Llc0.03%65,407$6,654,430$7,399,494+$745,064+11.20%
Envestnet Asset Management Inc0.00%55,915$6,560,556$6,325,664-$234,892-3.58%
Prime Buchholz Llc2.30%54,407$6,383,570$6,155,064-$228,506-3.58%
Raymond James Financial Inc0.00%54,301$6,371,129$6,143,072-$228,057-3.58%
D.A. Davidson & Co.0.03%52,883$6,204,856$5,982,654-$222,202-3.58%
Midfirst Bank0.44%52,789$6,193,733$5,972,020-$221,713-3.58%
Hegarty Advisors, Llc3.41%42,261$4,958,449$4,780,987-$177,462-3.58%
Evergreen Capital Management Llc0.09%41,301$4,845,836$4,672,382-$173,454-3.58%
Ameriprise Financial Inc0.00%37,125$4,365,879$4,199,951-$165,928-3.80%
Silverlake Wealth Management Llc0.78%34,908$4,095,788$3,949,142-$146,646-3.58%
Rfg Holdings, Inc.1.01%39,533$4,022,129$4,472,368+$450,239+11.19%
Brandywine Oak Private Wealth Llc0.30%33,585$3,940,467$3,799,471-$140,996-3.58%
Mariner, Llc0.00%33,539$3,935,183$3,794,267-$140,916-3.58%
Saxon Interests, Inc.1.05%32,545$3,818,505$3,681,816-$136,689-3.58%
Summit Wealth Group Llc / Co0.30%31,030$3,640,706$3,510,424-$130,282-3.58%
Two Sigma Investments, Lp0.00%29,941$3,512,978$3,387,225-$125,753-3.58%
Code Waechter Llc1.81%29,864$3,503,943$3,378,514-$125,429-3.58%
Cambridge Financial Group, Llc1.08%29,187$3,424,525$3,301,925-$122,600-3.58%
Red Door Wealth Management, Llc0.30%27,992$3,284,270$3,166,735-$117,535-3.58%
Showing 50 of 218

Frequently asked questions about VIOV

  • Who owns the most VIOV stock?

    The largest holders of VIOV 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 V (VIOV).

  • Is VIOV widely held by superinvestors?

    Many widely followed stocks like VIOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VIOV 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.