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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $43.8M | 373,690 | Trimmed |
| 2 | UBS Group AG | $35.1M | 298,893 | Trimmed |
| 3 | ASPIRIANT, LLC | $34.7M | 296,032 | Trimmed |
| 4 | N.E.W. Advisory Services LLC | $31.4M | 267,584 | Trimmed |
| 5 | Savant Capital, LLC | $29.4M | 265,300 | Added |
| 6 | Concurrent Investment Advisors, LLC | $23.7M | 201,768 | Added |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $17.9M | 152,700 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $17.9M | 152,404 | Added |
| 9 | CAPITAL ADVISORS INC/OK | $17.7M | 151,021 | Added |
| 10 | Gallagher Fiduciary Advisors, LLC | $17.4M | 148,533 | Added |
| 11 | Atria Investments, Inc | $17.2M | 146,677 | Added |
| 12 | Cannon Financial Strategists, Inc. | $17.1M | 145,840 | Trimmed |
| 13 | LPL Financial LLC | $16.2M | 138,497 | Added |
| 14 | One Day In July LLC | $14.7M | 125,537 | Trimmed |
| 15 | Avior Wealth Management, LLC | $14.0M | 119,073 | Added |
| 16 | Integrated Investment Consultants, LLC | $13.8M | 122,412 | Trimmed |
| 17 | FIRST MANHATTAN CO. LLC. | $13.8M | 117,610 | Trimmed |
| 18 | SYM FINANCIAL Corp | $13.4M | 114,517 | Trimmed |
| 19 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $12.5M | 106,440 | Trimmed |
| 20 | RIVERSEDGE ADVISORS, LLC | $11.6M | 98,928 | Trimmed |
| 21 | Legend Financial Advisors, Inc. | $11.6M | 98,727 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $11.3M | 96,608 | Trimmed |
| 23 | Royal Bank of Canada | $10.8M | 91,918 | Added |
| 24 | Mokosak Advisory Group, LLC | $10.8M | 91,679 | Trimmed |
| 25 | Silver Oak Advisory Group, Inc. | $10.3M | 87,995 | Added |
Source: SEC Form 13F filings · as of 2026-06-30