VIOV Institutional Ownership & Shareholders
VANGUARD S&P SMALL-CAP 600 V (VIOV) is currently held by 224 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $702.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $42.68M, representing an estimated loss of -2.67% 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, N.E.W. Advisory Services 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
224
Total Reported Value
$702.04M
Largest Holder
Morgan Stanley
Largest Position
$43.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 373,690 | $43,845,142 | $42,675,398 | -$1,169,744 | -2.67% | |
| Ubs Group Ag | 0.01% | 298,893 | $35,069,115 | $34,133,581 | -$935,534 | -2.67% | |
| N.E.W. Advisory Services Llc | 2.10% | 267,584 | $31,395,610 | $30,558,093 | -$837,517 | -2.67% | |
| Aspiriant, Llc | 0.75% | 276,726 | $30,439,892 | $31,602,109 | +$1,162,217 | +3.82% | |
| Savant Capital, Llc | 0.09% | 265,300 | $29,363,291 | $30,297,260 | +$933,969 | +3.18% | |
| Concurrent Investment Advisors, Llc | 0.17% | 226,498 | $24,914,756 | $25,866,072 | +$951,316 | +3.82% | |
| Wellington Management Group Llp | 0.00% | 152,700 | $17,916,291 | $17,438,340 | -$477,951 | -2.67% | |
| Bank Of America Corp | 0.00% | 152,404 | $17,881,613 | $17,404,537 | -$477,076 | -2.67% | |
| Capital Advisors Inc/Ok | 0.26% | 151,021 | $17,719,296 | $17,246,598 | -$472,698 | -2.67% | |
| Gallagher Fiduciary Advisors, Llc | 0.57% | 148,533 | $17,427,431 | $16,962,469 | -$464,962 | -2.67% | |
| Atria Investments, Inc | 0.16% | 153,384 | $16,872,265 | $17,516,453 | +$644,188 | +3.82% | |
| Lpl Financial Llc | 0.00% | 138,497 | $16,249,901 | $15,816,357 | -$433,544 | -2.67% | |
| Cannon Financial Strategists, Inc. | 1.80% | 144,855 | $15,934,104 | $16,542,441 | +$608,337 | +3.82% | |
| Integrated Investment Consultants, Llc | 2.72% | 122,412 | $13,830,025 | $13,979,450 | +$149,425 | +1.08% | |
| First Manhattan Co. Llc. | 0.04% | 117,610 | $13,799,203 | $13,431,062 | -$368,141 | -2.67% | |
| One Day In July Llc | 0.93% | 122,796 | $13,507,572 | $14,023,303 | +$515,731 | +3.82% | |
| Avior Wealth Management, Llc | 0.35% | 119,755 | $13,173,072 | $13,676,021 | +$502,949 | +3.82% | |
| Silvercrest Asset Management Group Llc | 0.08% | 106,440 | $12,488,615 | $12,155,448 | -$333,167 | -2.67% | |
| Sym Financial Corp | 0.94% | 112,128 | $12,334,025 | $12,805,018 | +$470,993 | +3.82% | |
| Legend Financial Advisors, Inc. | 6.58% | 98,727 | $11,583,645 | $11,274,623 | -$309,022 | -2.67% | |
| Osaic Holdings, Inc. | 0.01% | 96,608 | $11,339,721 | $11,032,634 | -$307,087 | -2.71% | |
| Royal Bank Of Canada | 0.00% | 91,918 | $10,784,000 | $10,497,036 | -$286,964 | -2.66% | |
| Riversedge Advisors, Llc | 1.33% | 97,461 | $10,720,715 | $11,130,046 | +$409,331 | +3.82% | |
| Silver Oak Advisory Group, Inc. | 4.07% | 87,995 | $10,324,000 | $10,049,029 | -$274,971 | -2.66% | |
| Mokosak Advisory Group, Llc | 2.23% | 92,040 | $10,124,488 | $10,510,968 | +$386,480 | +3.82% | |
| Balanced Wealth Group Llc | 2.74% | 73,978 | $8,679,806 | $8,448,288 | -$231,518 | -2.67% | |
| First Bank & Trust | 1.26% | 78,422 | $8,626,420 | $8,955,792 | +$329,372 | +3.82% | |
| Wells Fargo & Company/Mn | 0.00% | 64,533 | $7,571,642 | $7,369,669 | -$201,973 | -2.67% | |
| Cwm, Llc | 0.02% | 72,749 | $7,401,494 | $8,307,936 | +$906,442 | +12.25% | |
| Mutual Advisors, Llc | 0.13% | 59,921 | $7,030,531 | $6,842,978 | -$187,553 | -2.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 60,744 | $6,757,770 | $6,936,965 | +$179,195 | +2.65% | |
| Pathstone Holdings, Llc | 0.03% | 65,407 | $6,654,430 | $7,469,479 | +$815,049 | +12.25% | |
| Envestnet Asset Management Inc | 0.00% | 55,915 | $6,560,556 | $6,385,493 | -$175,063 | -2.67% | |
| Prime Buchholz Llc | 2.30% | 54,407 | $6,383,570 | $6,213,279 | -$170,291 | -2.67% | |
| Raymond James Financial Inc | 0.00% | 54,301 | $6,371,129 | $6,201,174 | -$169,955 | -2.67% | |
| Midfirst Bank | 0.44% | 52,789 | $6,193,733 | $6,028,504 | -$165,229 | -2.67% | |
| D.A. Davidson & Co. | 0.03% | 54,435 | $5,987,930 | $6,216,477 | +$228,547 | +3.82% | |
| Hegarty Advisors, Llc | 3.05% | 44,793 | $4,927,256 | $5,115,361 | +$188,105 | +3.82% | |
| Evergreen Capital Management Llc | 0.08% | 41,301 | $4,543,110 | $4,716,574 | +$173,464 | +3.82% | |
| Rfg Holdings, Inc. | 0.92% | 40,283 | $4,431,136 | $4,600,319 | +$169,183 | +3.82% | |
| Ameriprise Financial Inc | 0.00% | 37,125 | $4,365,879 | $4,239,675 | -$126,204 | -2.89% | |
| Mariner, Llc | 0.00% | 33,539 | $3,935,183 | $3,830,154 | -$105,029 | -2.67% | |
| Silverlake Wealth Management Llc | 0.70% | 33,742 | $3,711,588 | $3,853,336 | +$141,748 | +3.82% | |
| Two Sigma Investments, Lp | 0.00% | 29,941 | $3,512,978 | $3,419,262 | -$93,716 | -2.67% | |
| Cambridge Financial Group, Llc | 1.08% | 29,187 | $3,424,525 | $3,333,155 | -$91,370 | -2.67% | |
| Summit Wealth Group Llc / Co | 0.21% | 30,628 | $3,369,119 | $3,497,718 | +$128,599 | +3.82% | |
| Red Door Wealth Management, Llc | 0.30% | 27,992 | $3,284,270 | $3,196,686 | -$87,584 | -2.67% | |
| Brandywine Oak Private Wealth Llc | 0.24% | 29,138 | $3,205,178 | $3,327,560 | +$122,382 | +3.82% | |
| Code Waechter Llc | 1.52% | 29,128 | $3,204,129 | $3,326,418 | +$122,289 | +3.82% | |
| St. Louis Trust Co | 0.37% | 16,300 | $3,201,504 | $1,861,460 | -$1,340,044 | -41.86% |
Frequently asked questions about VIOV
Who are the largest institutional holders of VIOV?
The largest institutional holders of VIOV reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, N.E.W. Advisory Services Llc, Aspiriant, Llc, and Savant Capital, Llc. InsiderSet ranks institutional holders by their latest reported VIOV position.
What is VIOV institutional ownership?
This page tracks VIOV positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P SMALL-CAP 600 V (VIOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VIOV?
InsiderSet currently tracks 224 institutional managers reporting VIOV 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 VIOV shareholders.
How much VIOV stock do institutions own?
Institutional investment managers disclosed approximately $702.04M in VIOV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VIOV institutional ownership last updated?
The latest VIOV 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 VIOV 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 VIOV position after the reporting date.
Are institutions buying or selling VIOV?
Institutional buying and selling can be analyzed by comparing VIOV positions across consecutive 13F reporting periods. InsiderSet's VIOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VIOV ownership changes.
How has VIOV institutional ownership changed over time?
InsiderSet tracks VIOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.