VIOO Institutional Ownership
Vanguard S&P Small-Cap 600 ETF
1W: +0.2%
1M: -3.6%
3M: -5.3%
YTD: +15.0%
1Y: +16.2%
3Y: +52.7%
5Y: +34.1%
$128.88
+1.49 (+1.17%)
Weekly Expected Move ±1.4%
$125
$127
$129
$131
$133
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VIOO
430
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
48
New Positions
109
Increased
144
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (448 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 1,115,920 | $144M | +29,152 | +2.7% | 35Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 867,438 | $112M | -13,951 | -1.6% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 825,868 | $106M | +37,999 | +4.8% | 60Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 594,078 | $77M | +213,709 | +56.2% | 7Q | SEC ↗ |
| 5 | Mariner, LLC | 591,038 | $76M | -25,953 | -4.2% | 16Q | SEC ↗ |
| 6 | Cerity Partners LLC | 442,935 | $57M | -3,812 | -0.9% | 15Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 430,671 | $56M | -24,742 | -5.4% | 16Q | SEC ↗ |
| 8 | Savant Capital, LLC | 394,894 | $51M | +192,029 | +94.7% | 33Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 378,299 | $49M | +80 | +0.0% | 64Q | SEC ↗ |
| 10 | Pathstone Holdings, LLC | 363,428 | $47M | +9,480 | +2.7% | 11Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 361,491 | $47M | +10,224 | +2.9% | 35Q | SEC ↗ |
| 12 | UBS Group AG | 355,333 | $46M | -1,406 | -0.4% | 47Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 350,597 | $45M | -12,594 | -3.5% | 52Q | SEC ↗ |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 338,693 | $44M | +79,710 | +30.8% | 26Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 304,644 | $39M | +19,178 | +6.7% | 15Q | SEC ↗ |
| 16 | LPL Financial LLC | 268,540 | $35M | +26,003 | +10.7% | 54Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 264,227 | $34M | +12,960 | +5.2% | 26Q | SEC ↗ |
| 18 | HANTZ FINANCIAL SERVICES, INC. | 250,961 | $32M | +54,156 | +27.5% | 9Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 231,279 | $30M | -7,282 | -3.1% | 41Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 225,666 | $29M | +1,168 | +0.5% | 10Q | SEC ↗ |
| 21 | Warwick Investment Management, Inc. | 215,237 | $28M | +11,725 | +5.8% | 10Q | SEC ↗ |
| 22 | OLD NATIONAL BANCORP /IN | 172,006 | $22M | -1,577 | -0.9% | 17Q | SEC ↗ |
| 23 | AdvisorNet Financial, Inc | 160,011 | $21M | +19,719 | +14.1% | 21Q | SEC ↗ |
| 24 | Wiser Wealth Management, Inc | 153,116 | $20M | -1,247 | -0.8% | 17Q | SEC ↗ |
| 25 | TCV Trust & Wealth Management, Inc. | 148,330 | $19M | -1,492 | -1.0% | 10Q | SEC ↗ |
| 26 | One Day In July LLC | 140,861 | $18M | -4,912 | -3.4% | 31Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 138,751 | $18M | +943 | +0.7% | 51Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 138,590 | $18M | -30,819 | -18.2% | 35Q | SEC ↗ |
| 29 | Moss Adams Wealth Advisors LLC | 99,440 | $13M | -18,376 | -15.6% | 15Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 99,110 | $13M | +882 | +0.9% | 4Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 96,027 | $12M | +13,921 | +17.0% | 31Q | SEC ↗ |
| 32 | Pinnacle Financial Partners, Inc. | 95,378 | $12M | +400 | +0.4% | 3Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 93,215 | $12M | +20,603 | +28.4% | 36Q | SEC ↗ |
| 34 | Corient Private Wealth LP | 92,625 | $12M | +4,346 | +4.9% | 15Q | SEC ↗ |
| 35 | Berman McAleer LLC | 92,161 | $12M | -1,295 | -1.4% | 4Q | SEC ↗ |
| 36 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 85,513 | $11M | -2,443 | -2.8% | 12Q | SEC ↗ |
| 37 | EP Wealth Advisors, LLC | 82,629 | $11M | +46,547 | +129.0% | 3Q | SEC ↗ |
| 38 | Marble Harbor Investment Counsel, LLC | 79,432 | $10M | +1,185 | +1.5% | 43Q | SEC ↗ |
| 39 | Concurrent Investment Advisors, LLC | 78,715 | $10M | +1,949 | +2.5% | 11Q | SEC ↗ |
| 40 | MAI Capital Management | 75,508 | $10M | +7,393 | +10.9% | 7Q | SEC ↗ |
| 41 | PERRYMAN FINANCIAL ADVISORY INC /AD | 74,800 | $10M | +1,012 | +1.4% | 3Q | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management (UK) L | 74,800 | $10M | — | +0.0% | 15Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 71,829 | $9M | -50,506 | -41.3% | 11Q | SEC ↗ |
| 44 | New Insight Wealth Advisors | 69,874 | $9M | -7,034 | -9.1% | 11Q | SEC ↗ |
| 45 | Odyssey Group, LLC NEW | 63,866 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 46 | BLAIR WILLIAM & CO/IL | 56,442 | $7M | +20,625 | +57.6% | 39Q | SEC ↗ |
| 47 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 52,315 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 52,126 | $7M | +4,509 | +9.5% | 37Q | SEC ↗ |
| 49 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 50,942 | $7M | +93 | +0.2% | 30Q | SEC ↗ |
| 50 | Visionary Wealth Advisors | 50,221 | $6M | -5,110 | -9.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 63,866 | $8M |
| AXXCESS WEALTH MANAGEMENT, LLC | 52,315 | $7M |
| Bluespring Wealth Management, LLC | 25,164 | $3M |
| Diversify Advisory Services, LLC | 7,881 | $1M |
| HUB Investment Partners, LLC | 5,307 | $684K |
| ADVISORTRUST PARTNERS, LLC | 4,935 | $636K |
| Quantinno Capital Management LP | 4,065 | $524K |
| Ethic Inc. | 3,487 | $449K |
| Centennial Bank/AR | 3,254 | $419K |
| DAGCO, INC. | 3,142 | $405K |
| KINTRA WEALTH, LLC | 2,772 | $357K |
| Urban Financial Advisory Corp | 2,694 | $347K |
| SAX WEALTH ADVISORS, LLC | 2,375 | $306K |
| Nuveen, LLC | 2,300 | $296K |
| Hardin Capital Partners, LLC | 2,195 | $283K |
| Ameritas Advisory Services, LLC | 2,056 | $265K |
| MONECO ADVISORS, LLC | 1,796 | $231K |
| J.W. COLE ADVISORS, INC. | 1,744 | $225K |
| BENJAMIN EDWARDS INC | 1,691 | $218K |
| Focus Partners Advisor Solutions, L | 1,688 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,592 | $3M |
| GATEWAY INVESTMENT ADVISERS LLC | 16,051 | $2M |
| HRT FINANCIAL LP | 13,228 | $2M |
| Lebenthal Global Advisors, LLC | 10,867 | $1M |
| Tower Research Capital LLC (TRC) | 7,537 | $971K |
| CITADEL ADVISORS LLC | 7,292 | $940K |
| Total Clarity Wealth Management, In | 6,155 | $793K |
| EVOKE WEALTH, LLC | 5,226 | $674K |
| Baer Investment Advisory LLC | 4,102 | $529K |
| Sequoia Financial Advisors, LLC | 3,917 | $505K |
| Turtle Creek Wealth Advisors, LLC | 3,060 | $394K |
| Independent Advisor Alliance | 3,019 | $389K |
| Virtu Financial LLC | 2,445 | $315K |
| Vanguard Capital Wealth Advisors | 2,433 | $314K |
| 71 West Capital Partners | 2,319 | $299K |
| Prostatis Group LLC | 2,277 | $293K |
| Capital Group Private Client Servic | 2,208 | $285K |
| Evernest Financial Advisors, LLC | 1,889 | $243K |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 1,843 | $238K |
| CGN Advisors LLC | 1,817 | $234K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +213,709 | +56.2% | 594,078 |
| Savant Capital, LLC | +192,029 | +94.7% | 394,894 |
| MONETA GROUP INVESTMENT ADVISORS LL | +79,710 | +30.8% | 338,693 |
| HANTZ FINANCIAL SERVICES, INC. | +54,156 | +27.5% | 250,961 |
| EP Wealth Advisors, LLC | +46,547 | +129.0% | 82,629 |
| MORGAN STANLEY | +37,999 | +4.8% | 825,868 |
| Orgel Wealth Management, LLC | +29,152 | +2.7% | 1,115,920 |
| LPL Financial LLC | +26,003 | +10.7% | 268,540 |
| BLAIR WILLIAM & CO/IL | +20,625 | +57.6% | 56,442 |
| STIFEL FINANCIAL CORP | +20,603 | +28.4% | 93,215 |
| AdvisorNet Financial, Inc | +19,719 | +14.1% | 160,011 |
| GOLDMAN SACHS GROUP INC | +19,178 | +6.7% | 304,644 |
| ENVESTNET ASSET MANAGEMENT INC | +13,921 | +17.0% | 96,027 |
| OSAIC HOLDINGS, INC. | +12,960 | +5.2% | 264,227 |
| Warwick Investment Management, Inc. | +11,725 | +5.8% | 215,237 |
| Colter Lewis Investment Partners LL | +10,921 | +93.2% | 22,637 |
| JPMORGAN CHASE & CO | +10,224 | +2.9% | 361,491 |
| Pathstone Holdings, LLC | +9,480 | +2.7% | 363,428 |
| Bank of New York Mellon Corp | +8,500 | +37.9% | 30,925 |
| Capital Analysts, LLC | +8,454 | +189.6% | 12,913 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -50,506 | -41.3% | 71,829 |
| COMMONWEALTH EQUITY SERVICES, LLC | -30,819 | -18.2% | 138,590 |
| Mariner, LLC | -25,953 | -4.2% | 591,038 |
| AMERIPRISE FINANCIAL INC | -24,742 | -5.4% | 430,671 |
| Moss Adams Wealth Advisors LLC | -18,376 | -15.6% | 99,440 |
| BANK OF AMERICA CORP /DE | -13,951 | -1.6% | 867,438 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,304 | -71.5% | 5,303 |
| ROYAL BANK OF CANADA | -12,594 | -3.5% | 350,597 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -7,282 | -3.1% | 231,279 |
| New Insight Wealth Advisors | -7,034 | -9.1% | 69,874 |
| Visionary Wealth Advisors | -5,110 | -9.2% | 50,221 |
| One Day In July LLC | -4,912 | -3.4% | 140,861 |
| Kestra Advisory Services, LLC | -4,698 | -19.1% | 19,956 |
| Cerity Partners LLC | -3,812 | -0.9% | 442,935 |
| Valmark Advisers, Inc. | -3,796 | -12.9% | 25,563 |
| Cresset Asset Management, LLC | -2,510 | -30.2% | 5,788 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -2,443 | -2.8% | 85,513 |
| Equitable Holdings, Inc. | -2,335 | -40.8% | 3,388 |
| Soltis Investment Advisors LLC | -2,095 | -33.1% | 4,243 |
| Betterment LLC | -2,057 | -6.4% | 30,095 |