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Who Owns Vanguard S&P Small-Cap 600 ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard S&P Small-Cap 600 ETF.

Who crossed 5% of VIOO →
Managers holding
14
as of 2026-09-30
Reported value
$8.7M
summed across filings
Shares held
68.4K
Added vs trimmed
3 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Councilor Wealth, LLCSMLLCP 600 IDX19.5K shadded$2.5M
Breakwater Capital GroupSMLLCP 600 IDX15.2K shadded$1.9M
Valeo Financial Advisors, LLCETF11.2K shheld$1.4M
Taylor & Morgan Wealth Management, LLCSMLLCP 600 IDX4.2K shtrimmed$526.2K
Whitcomb & Hess, Inc.SMLLCP 600 IDX4K shtrimmed$509.4K
Factor Wealth Management LTDSMLLCP 600 IDX2.9K shheld$369.4K
Investment Partners Asset Management, Inc.SMLLCP 600 IDX2.2K shheld$283.7K
Hardin Capital Partners, LLCSMLLCP 600 IDX2.2K shheld$277.7K
Lee, Kelleher & Klein Wealth ManagementSMLLCP 600 IDX2K shheld$250.9K
Avidian Wealth Enterprises, LLCSMLLCP 600 IDX1.8K shtrimmed$232.6K
CoreCap Advisors, LLCETF1.6K shadded$199.1K
Farther Finance Advisors, LLCETF1.2K shheld$151.8K
GAMMA Investing LLCETF329 sh—$41.6K
Horizons Wealth ManagementETF36 shheld$4.6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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