Who Owns VANGUARD S&P SMALL-CAP 600 VALUE ETF (VIOV)? -- Institutional Holders (2026-03-31)
231 institutions reported holding $607.3M of VANGUARD S&P SMALL-CAP 600 VALUE ETF (VIOV) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($39.7M), ASPIRIANT, LLC ($31.2M), UBS Group AG ($30.5M), N.E.W. Advisory Services LLC ($30.2M), Concurrent Investment Advisors, LLC ($19.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $39.7M | 389,990 | Added |
| 2 | ASPIRIANT, LLC | $31.2M | 306,744 | Trimmed |
| 3 | UBS Group AG | $30.5M | 300,143 | Trimmed |
| 4 | N.E.W. Advisory Services LLC | $30.2M | 296,722 | Trimmed |
| 5 | Concurrent Investment Advisors, LLC | $19.6M | 192,669 | Added |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $16.6M | 162,719 | Added |
| 7 | CAPITAL ADVISORS INC/OK | $15.3M | 150,795 | Added |
| 8 | Cannon Financial Strategists, Inc. | $15.2M | 149,072 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $14.8M | 145,056 | Added |
| 10 | Gallagher Fiduciary Advisors, LLC | $14.7M | 144,690 | Trimmed |
| 11 | Atria Investments, Inc | $14.5M | 142,489 | Trimmed |
| 12 | One Day In July LLC | $13.3M | 130,981 | Trimmed |
| 13 | LPL Financial LLC | $13.2M | 129,348 | Added |
| 14 | Savant Capital, LLC | $12.1M | 119,120 | Trimmed |
| 15 | FIRST MANHATTAN CO. LLC. | $12.1M | 118,748 | Trimmed |
| 16 | Avior Wealth Management, LLC | $12.0M | 118,424 | Added |
| 17 | SYM FINANCIAL Corp | $11.9M | 116,656 | Trimmed |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $11.8M | 116,297 | Trimmed |
| 19 | RIVERSEDGE ADVISORS, LLC | $10.2M | 100,236 | Trimmed |
| 20 | Legend Financial Advisors, Inc. | $10.2M | 99,795 | Added |
| 21 | OSAIC HOLDINGS, INC. | $10.0M | 98,392 | Trimmed |
| 22 | Mokosak Advisory Group, LLC | $9.7M | 95,072 | Added |
| 23 | Royal Bank of Canada | $9.1M | 88,966 | Added |
| 24 | Silver Oak Advisory Group, Inc. | $8.9M | 87,681 | Trimmed |
| 25 | First Bank & Trust | $8.0M | 78,422 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31