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 $616.27M 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 $39.68M in its March 31, 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 $46.26M, representing an estimated gain of +16.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed VIOV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Aspiriant, Llc, Ubs Group Ag, 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
215
Total Reported Value
$616.27M
Largest Holder
Morgan Stanley
Largest Position
$39.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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% | 389,990 | $39,677,597 | $46,258,664 | +$6,581,067 | +16.59% | |
| Aspiriant, Llc | 0.86% | 296,032 | $34,733,536 | $35,113,836 | +$380,300 | +1.09% | |
| Ubs Group Ag | 0.01% | 300,143 | $30,536,549 | $35,601,462 | +$5,064,913 | +16.59% | |
| N.E.W. Advisory Services Llc | 2.26% | 296,722 | $30,188,537 | $35,195,680 | +$5,007,143 | +16.59% | |
| Concurrent Investment Advisors, Llc | 0.20% | 201,768 | $23,673,433 | $23,932,711 | +$259,278 | +1.10% | |
| Capital Advisors Inc/Ok | 0.26% | 151,021 | $17,719,296 | $17,913,356 | +$194,060 | +1.10% | |
| Atria Investments, Inc | 0.17% | 146,677 | $17,209,600 | $17,398,092 | +$188,492 | +1.10% | |
| Wellington Management Group Llp | 0.00% | 162,719 | $16,555,031 | $19,300,914 | +$2,745,883 | +16.59% | |
| Cannon Financial Strategists, Inc. | 1.99% | 149,072 | $15,166,536 | $17,682,175 | +$2,515,639 | +16.59% | |
| Bank Of America Corp | 0.00% | 145,056 | $14,758,008 | $17,205,817 | +$2,447,809 | +16.59% | |
| One Day In July Llc | 1.02% | 125,537 | $14,729,271 | $14,890,571 | +$161,300 | +1.10% | |
| Gallagher Fiduciary Advisors, Llc | 0.57% | 144,690 | $14,720,811 | $17,162,404 | +$2,441,593 | +16.59% | |
| Avior Wealth Management, Llc | 0.37% | 119,073 | $13,970,833 | $14,123,844 | +$153,011 | +1.10% | |
| Sym Financial Corp | 1.08% | 114,517 | $13,436,280 | $13,583,434 | +$147,154 | +1.10% | |
| Lpl Financial Llc | 0.00% | 129,348 | $13,159,822 | $15,342,613 | +$2,182,791 | +16.59% | |
| Savant Capital, Llc | 0.06% | 119,120 | $12,119,249 | $14,129,419 | +$2,010,170 | +16.59% | |
| First Manhattan Co. Llc. | 0.03% | 118,748 | $12,081,388 | $14,085,294 | +$2,003,906 | +16.59% | |
| Silvercrest Asset Management Group Llc | 0.09% | 116,297 | $11,832,010 | $13,794,569 | +$1,962,559 | +16.59% | |
| Riversedge Advisors, Llc | 1.54% | 98,928 | $11,607,193 | $11,734,345 | +$127,152 | +1.10% | |
| Legend Financial Advisors, Inc. | 6.58% | 98,727 | $11,583,645 | $11,710,503 | +$126,858 | +1.10% | |
| Mokosak Advisory Group, Llc | 2.33% | 91,679 | $10,757,452 | $10,874,505 | +$117,053 | +1.09% | |
| Osaic Holdings, Inc. | 0.01% | 98,392 | $10,014,154 | $11,670,767 | +$1,656,613 | +16.54% | |
| First Bank & Trust | 1.35% | 78,422 | $9,201,253 | $9,302,026 | +$100,773 | +1.10% | |
| Royal Bank Of Canada | 0.00% | 88,966 | $9,051,000 | $10,552,702 | +$1,501,702 | +16.59% | |
| Cwm, Llc | 0.02% | 72,749 | $7,401,494 | $8,629,123 | +$1,227,629 | +16.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 60,526 | $7,013,753 | $7,179,291 | +$165,538 | +2.36% | |
| Pathstone Holdings, Llc | 0.03% | 65,407 | $6,654,430 | $7,758,251 | +$1,103,821 | +16.59% | |
| Envestnet Asset Management Inc | 0.00% | 55,915 | $6,560,556 | $6,632,358 | +$71,802 | +1.09% | |
| Raymond James Financial Inc | 0.00% | 61,049 | $6,211,125 | $7,241,327 | +$1,030,202 | +16.59% | |
| D.A. Davidson & Co. | 0.03% | 52,883 | $6,204,856 | $6,272,717 | +$67,861 | +1.09% | |
| Wells Fargo & Company/Mn | 0.00% | 59,617 | $6,065,460 | $7,071,470 | +$1,006,010 | +16.59% | |
| Mutual Advisors, Llc | 0.12% | 56,840 | $5,782,902 | $6,742,077 | +$959,175 | +16.59% | |
| Midfirst Bank | 0.44% | 52,837 | $5,375,636 | $6,267,261 | +$891,625 | +16.59% | |
| Independent Advisor Alliance | 0.06% | 51,954 | $5,285,769 | $6,162,524 | +$876,755 | +16.59% | |
| Hegarty Advisors, Llc | 3.41% | 42,261 | $4,958,449 | $5,012,789 | +$54,340 | +1.10% | |
| Evergreen Capital Management Llc | 0.09% | 41,301 | $4,845,836 | $4,898,918 | +$53,082 | +1.10% | |
| Rfg Holdings, Inc. | 1.01% | 39,533 | $4,022,129 | $4,689,207 | +$667,078 | +16.59% | |
| Brandywine Oak Private Wealth Llc | 0.30% | 33,585 | $3,940,467 | $3,983,685 | +$43,218 | +1.10% | |
| Ameriprise Financial Inc | 0.00% | 37,301 | $3,795,837 | $4,424,458 | +$628,621 | +16.56% | |
| Summit Wealth Group Llc / Co | 0.30% | 31,030 | $3,640,706 | $3,680,623 | +$39,917 | +1.10% | |
| Silverlake Wealth Management Llc | 0.76% | 35,192 | $3,580,390 | $4,174,299 | +$593,909 | +16.59% | |
| Code Waechter Llc | 1.81% | 29,864 | $3,503,943 | $3,542,318 | +$38,375 | +1.10% | |
| Cambridge Financial Group, Llc | 1.08% | 29,187 | $3,424,525 | $3,462,016 | +$37,491 | +1.09% | |
| Saxon Interests, Inc. | 1.14% | 32,482 | $3,304,719 | $3,852,852 | +$548,133 | +16.59% | |
| Red Door Wealth Management, Llc | 0.30% | 27,992 | $3,284,270 | $3,320,271 | +$36,001 | +1.10% | |
| Mariner, Llc | 0.00% | 32,274 | $3,283,579 | $3,828,181 | +$544,602 | +16.59% | |
| St. Louis Trust Co | 0.37% | 16,300 | $3,201,504 | $1,933,425 | -$1,268,080 | -39.61% | |
| Exencial Wealth Advisors, Llc | 0.10% | 30,880 | $3,141,726 | $3,662,831 | +$521,105 | +16.59% | |
| Diversified Enterprises, Llc | 0.14% | 24,114 | $2,829,244 | $2,860,282 | +$31,038 | +1.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,150 | $2,598,803 | $2,627,322 | +$28,519 | +1.10% |
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.