Who Owns VANGUARD S&P SMALL-CAP 600 E (VIOO)? -- Institutional Holders (2026-06-30)
426 institutions reported holding $1.99B of VANGUARD S&P SMALL-CAP 600 E (VIOO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orgel Wealth Management, LLC ($153.5M), BANK OF AMERICA CORP /DE/ ($119.3M), MORGAN STANLEY ($113.6M), RAYMOND JAMES FINANCIAL INC ($81.7M), Mariner, LLC ($81.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Orgel Wealth Management, LLC | $153.5M | 1.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $119.3M | 867,438 | Trimmed |
| 3 | MORGAN STANLEY | $113.6M | 825,868 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $81.7M | 594,078 | Added |
| 5 | Mariner, LLC | $81.3M | 591,038 | Trimmed |
| 6 | Cerity Partners LLC | $60.9M | 442,935 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $59.2M | 430,671 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $52.0M | 378,299 | Added |
| 9 | Pathstone Holdings, LLC | $50.0M | 363,428 | Added |
| 10 | Savant Capital, LLC | $49.7M | 394,894 | Added |
| 11 | JPMORGAN CHASE & CO | $49.4M | 361,491 | Added |
| 12 | UBS Group AG | $48.9M | 355,333 | Trimmed |
| 13 | Royal Bank of Canada | $48.2M | 350,597 | Trimmed |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $46.6M | 338,693 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $41.9M | 304,644 | Added |
| 16 | LPL Financial LLC | $36.9M | 268,540 | Added |
| 17 | OSAIC HOLDINGS, INC. | $36.4M | 264,227 | Added |
| 18 | HANTZ FINANCIAL SERVICES, INC. | $34.5M | 250,961 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.8M | 231,279 | Trimmed |
| 20 | Cetera Investment Advisers | $31.0M | 225,666 | Added |
| 21 | Warwick Investment Management, Inc. | $29.6M | 215,237 | Added |
| 22 | OLD NATIONAL BANCORP /IN/ | $23.7M | 172,006 | Trimmed |
| 23 | AdvisorNet Financial, Inc | $22.0M | 160,011 | Added |
| 24 | Wiser Wealth Management, Inc | $21.1M | 153,116 | Trimmed |
| 25 | TCV Trust & Wealth Management, Inc. | $20.4M | 148,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30