VIOG — VANGUARD S&P SM CAP 600 GRW
As of Q2 2026, 10 SEC-registered investment managers reported holding VIOG (VANGUARD S&P SM CAP 600 GRW) in their latest 13F filings, with a combined reported value of $75.24M across 490.66K shares. That is +6.7% by share count (+30.98K shares) versus the previous quarter, while reported value moved +31.5%. Ownership is concentrated: the five largest holders account for 94.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BNY Mellon history | Q4 2024 | 748.60K | $87.07M | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 222.73K | $34.17M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 122.39K | $18.78M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 50.00K | $7.67M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 42.65K | $6.54M | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 25.14K | $3.86M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 21.05K | $3.20M | 0.00% | New |
| Prudential Financial history | Q3 2024 | 22.24K | $2.66M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 5.09K | $617.44K | 0.00% | Reduce |
| Citadel Advisors history | Q4 2025 | 4.35K | $527.59K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 2.55K | $391.37K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 2.40K | $367.44K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.33K | $204.78K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 415 | $63.67K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 21.05K sh · $3.20M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 46.81K | 51.07K | 56.22K | 54.08K | 72.01K | 76.11K | 127.63K | 137.94K | 169.79K | 208.68K | 210.95K | 211.51K | 224.85K | 239.75K | 220.09K | 241.11K | 250.93K | 260.01K | 215.59K | 222.73K |
| Bank of America Corp | 25.23K | 26.98K | 58.49K | 70.82K | 73.37K | 49.65K | 98.35K | 99.88K | 102.99K | 110.27K | 119.08K | 116.93K | 119.47K | 131.24K | 137.50K | 127.88K | 119.08K | 114.22K | 118.28K | 122.39K |
| Goldman Sachs Group | 25.00K | 25.00K | 25.00K | 25.00K | 25.00K | 26.64K | 52.75K | 52.20K | 50.00K | 50.00K | 50.00K | 50.00K | 50.00K | 50.00K | 52.27K | 51.40K | 52.14K | 50.00K | 50.75K | 50.00K |
| Wells Fargo & Co | 40.13K | 14.81K | 14.61K | 6.15K | 5.97K | 8.97K | 19.08K | 20.98K | 17.90K | 19.71K | 27.23K | 40.62K | 48.35K | 54.81K | 31.82K | 59.87K | 45.17K | 44.75K | 42.51K | 42.65K |
| UBS Group AG | 10.73K | 10.45K | 10.96K | 14.94K | 23.41K | 20.85K | 41.09K | 38.11K | 38.64K | 39.08K | 41.33K | 53.94K | 40.02K | 42.60K | 53.30K | 43.37K | 39.06K | 29.77K | 26.37K | 25.14K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 10.53K | 17.39K | 33.69K | 11.19K | 10.93K | 31.26K | 21.57K | 21.48K | 21.59K | 21.61K | 21.07K | — | 21.05K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.33K | 2.25K | 2.55K |
| Citigroup Inc | 598 | 598 | 598 | 792 | 598 | 598 | 1.20K | 1.40K | 1.57K | 24.33K | 24.37K | 24.75K | 30.72K | 31.29K | 45.75K | 2.98K | 3.02K | 2.27K | 2.27K | 2.40K |
| Fidelity Management & Research (FMR) | 177 | 176 | 178 | 177 | 215 | 203 | 405 | 643 | 583 | 683 | 2.88K | 2.95K | 1.50K | 2.74K | 1.43K | 1.81K | 1.47K | 1.35K | 1.25K | 1.33K |
| PNC Financial Services | 793 | 793 | 339 | 339 | 2.39K | 2.39K | 4.77K | 5.12K | 5.12K | 5.12K | 5.12K | 1.59K | 414 | 414 | 414 | 414 | 414 | 415 | 415 | 415 |
| Citadel Advisors | — | 19.50K | 3.06K | 3.53K | 2.67K | — | 13.52K | 4.50K | — | 13.84K | — | 29.34K | — | 22.25K | 22.12K | — | — | 4.35K | — | — |
| Vanguard Group | 3.42K | — | — | — | — | — | — | 4.67K | 4.73K | 4.20K | 4.43K | 4.92K | 4.98K | 5.03K | 5.08K | 5.08K | 5.20K | 5.09K | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | 804.44K | 784.80K | 762.47K | 748.60K | — | — | — | — | — | — |
| Prudential Financial | — | — | 1.22K | 1.31K | 2.03K | 3.56K | 10.64K | 12.80K | 12.39K | 13.15K | 17.12K | 19.72K | 22.24K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details