Vanguard S&P Small-Cap 600

VIOO • ARCA

Vanguard S&P Small-Cap 600 is an exchange-traded fund on ARCA. As of Q3 2025, 334 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. Orgel Wealth Management, LLC is the largest holder with a position valued at $111.9M.

Overview

Overview of institutional ownership in VIOO as of Q3 2025

All Institutions

Institutions: 334
Value Held: $1.3B
Shares Held: 12.1M
Avg Position: $4.0M
Median Position: $516.3K

Hedge Funds

Hedge Funds: 4
Value Held: $4.4M
Shares Held: 39.3K
Avg Position: $1.1M
Median Position: $488.8K

Biggest Investors

Institutions with the largest positions in VIOO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Orgel Wealth Management, LLC RIA/Wealth	Mark Alan Orgel Chairman	$111.9M 2.69% of portfolio	1.0M shares	Q4 2017 Held for 7y 11m	$4.2B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$97.1M 0.01% of portfolio	879.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$88.4M 0.01% of portfolio	800.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$68.7M 0.09% of portfolio	621.5K shares	Q3 2022 Held for 3y 2m	$77.3B
HPM Partners LLC RIA/Wealth	Kurt Patrick Miscinski President	$50.0M 0.08% of portfolio	452.8K shares	Q4 2021 Held for 3y 11m	$61.7B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$44.1M 0.01% of portfolio	398.8K shares	Q4 2024 Held for 11 months	$310.43B
UBS Group AG Institution	Sergio P. Ermotti CEO	$40.3M 0.01% of portfolio	365.1K shares	Q4 2014 Held for 10y 11m	$511.54B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$38.8M 0.01% of portfolio	351.2K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$37.8M 0.01% of portfolio	342.1K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
R ROYAL BANK OF CANADA Institution	-	$29.5M 0.01% of portfolio	266.9K shares	Q3 2013 Held for 12y 2m	$542.04B

Net Capital Flow

Institutional buying and selling activity for VIOO in Q3 2025

Traded: −$43.7M
Buyers: 134
Sellers: 115
Total Bought: +$74.9M
Total Sold: −$118.6M
Avg Position: $3.7M

Biggest Buyers

Institution	Net Bought	Current Position
Janney Montgomery Scott LLC RIA/Wealth	+$10.1M +91.2K shares	$10.1M 91.2K shares
Berman McAleer LLC RIA/Wealth	+$10.1M +91.1K shares	$10.1M 91.1K shares
HPM Partners LLC RIA/Wealth	+$5.5M +50.1K shares	$50.0M 452.8K shares
MAI Wealth Advisors RIA/Wealth	+$5.2M +47.0K shares	$5.3M 48.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.8M +34.4K shares	$97.1M 879.1K shares
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	+$3.5M +32.1K shares	$11.9M 107.6K shares
MORGAN STANLEY RIA/Wealth	+$3.3M +29.9K shares	$88.4M 800.1K shares
PFG Advisors RIA/Wealth	+$2.5M +23.0K shares	$2.5M 23.0K shares
A AdvisorNet Financial, Inc Institution	+$2.5M +22.5K shares	$11.5M 103.7K shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	+$1.9M +17.1K shares	$1.9M 17.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
Orgel Wealth Management, LLC RIA/Wealth	−$33.0M −298.3K shares	$111.9M 1.0M shares
Creative Planning RIA/Wealth	−$26.2M −237.0K shares	$4.2M 37.7K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$5.4M −53.8K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$5.1M −45.9K shares	$26.1M 235.8K shares
One Day In July LLC RIA/Wealth	−$4.0M −36.3K shares	$18.3M 165.7K shares
V Virtu Financial LLC Institution	−$3.7M −36.4K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.0M −27.5K shares	$1.9M 17.1K shares
S STIFEL FINANCIAL CORP Long Only Manager	−$3.0M −26.7K shares	$3.9M 35.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.9M −29.0K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$2.9M −28.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VIOO in Q3 2025

New Positions: 24
New Value: $17.9M
Exited Positions: 24
Exited Value: $25.5M

New Positions

Institution	Position Value
Berman McAleer LLC RIA/Wealth	$10.1M 91.1K shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	$1.9M 17.1K shares
GATEWAY INVESTMENT ADVISERS LLC Long Only Manager	$1.8M 16.1K shares
Blueprint Investment Partners LLC Long Only Manager	$1.6M 14.1K shares
ANCHOR CAPITAL ADVISORS LLC Long Only Manager	$388.2K 3.5K shares
S Silver Coast Investments LLC Institution	$299.3K 2.7K shares
C CLS Investments, LLC Institution	$278.1K 2.5K shares
G Glaxis Capital Management, LLC Hedge Fund•Global Macro	$240.7K 2.2K shares
B BURKE & HERBERT BANK & TRUST CO Institution	$218.2K 2.0K shares
R RMB Capital Management, LLC RIA/Wealth	$215.1K 1.9K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$5.4M 53.8K shares
V Virtu Financial LLC Institution	$3.7M 36.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.9M 29.0K shares
T Tower Research Capital LLC Institution	$2.9M 28.3K shares
F Fund Evaluation Group, LLC Institution	$1.9M 19.2K shares
True North Advisors, LLC RIA/Wealth	$1.7M 17.0K shares
J JANE STREET GROUP, LLC Institution	$1.5M 15.1K shares
F FLOW TRADERS U.S. LLC Institution	$1.1M 11.1K shares
FIRST FOUNDATION ADVISORS RIA/Wealth	$597.5K 5.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$597.3K 5.9K shares

Options Activity

Institutions with the largest Call and Put options positions in VIOO as of Q3 2025

Call Positions: 2
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
Sequoia Financial Advisors, LLC RIA/Wealth	- - contracts
B Belvedere Trading LLC Institution	- - contracts

Put Positions

Institution	Position Value
B Belvedere Trading LLC Institution	- - contracts

Most Committed Institutions

Institutions with VIOO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Mitsubishi UFJ Asset Management Ltd. Institution	-	4.69% $9.7M	87.8K shares	Q4 2022 Held for 2y 11m	$206.8M
New Insight Wealth Advisors RIA/Wealth	Josephine H Lee CCO	4.07% $10.6M	95.6K shares	Q4 2023 Held for 1y 11m	$259.5M
Wiser Wealth Management, Inc RIA/Wealth	Casey Tyler Smith President	3.72% $16.3M	147.4K shares	Q2 2022 Held for 3y 5m	$437.4M
Warwick Investment Management, Inc. Private Equity	Katherine Taaffe Richard Kanady CEO	3.14% $18.1M	163.8K shares	Q1 2024 Held for 1y 8m	$576.1M
Orgel Wealth Management, LLC RIA/Wealth	Mark Alan Orgel Chairman	2.69% $111.9M	1.0M shares	Q4 2017 Held for 7y 11m	$4.2B
F FIDELITY D & D BANCORP INC Institution	-	2.07% $3.7M	33.6K shares	Q3 2023 Held for 2y 2m	$179.4M
B Bryant Woods Investment Advisors, LLC Institution	-	2.03% $5.2M	46.9K shares	Q4 2021 Held for 3y 11m	$255.7M
Flower City Capital RIA/Wealth	Vincent Joseph Crane COO	1.58% $2.9M	26.5K shares	Q3 2022 Held for 3y 2m	$185.8M
One Day In July LLC RIA/Wealth	Daniel Patrick Cunningham CEO	1.55% $18.3M	165.7K shares	Q4 2018 Held for 6y 11m	$1.2B
Berman McAleer LLC RIA/Wealth	David Lee Berman CEO	1.41% $10.1M	91.1K shares	Q3 2025 Held for 2 months	$714.7M

Hedge Fund Spotlight

Discover hedge funds investing in VIOO

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard S&P Small-Cap 600

Market Value: $3.1M
Shares Held: 28.2K
Portfolio Weight: 0.08%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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