Who Owns VANGUARD S&P SMALL-CAP 600 (VIOV)? -- Institutional Holders (2026-06-30)

241 institutions reported holding $727.1M of VANGUARD S&P SMALL-CAP 600 (VIOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($43.8M), UBS Group AG ($35.1M), ASPIRIANT, LLC ($34.7M), N.E.W. Advisory Services LLC ($31.4M), Savant Capital, LLC ($29.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$43.8M373,690Trimmed
2UBS Group AG$35.1M298,893Trimmed
3ASPIRIANT, LLC$34.7M296,032Trimmed
4N.E.W. Advisory Services LLC$31.4M267,584Trimmed
5Savant Capital, LLC$29.4M265,300Added
6Concurrent Investment Advisors, LLC$23.7M201,768Added
7WELLINGTON MANAGEMENT GROUP LLP$17.9M152,700Trimmed
8BANK OF AMERICA CORP /DE/$17.9M152,404Added
9CAPITAL ADVISORS INC/OK$17.7M151,021Added
10Gallagher Fiduciary Advisors, LLC$17.4M148,533Added
11Atria Investments, Inc$17.2M146,677Added
12Cannon Financial Strategists, Inc.$17.1M145,840Trimmed
13LPL Financial LLC$16.2M138,497Added
14One Day In July LLC$14.7M125,537Trimmed
15Avior Wealth Management, LLC$14.0M119,073Added
16Integrated Investment Consultants, LLC$13.8M122,412Trimmed
17FIRST MANHATTAN CO. LLC.$13.8M117,610Trimmed
18SYM FINANCIAL Corp$13.4M114,517Trimmed
19SILVERCREST ASSET MANAGEMENT GROUP LLC$12.5M106,440Trimmed
20RIVERSEDGE ADVISORS, LLC$11.6M98,928Trimmed
21Legend Financial Advisors, Inc.$11.6M98,727Trimmed
22OSAIC HOLDINGS, INC.$11.3M96,608Trimmed
23Royal Bank of Canada$10.8M91,918Added
24Mokosak Advisory Group, LLC$10.8M91,679Trimmed
25Silver Oak Advisory Group, Inc.$10.3M87,995Added

Source: SEC Form 13F filings · as of 2026-06-30