Vault-13

VANGUARD ADMIRAL FDS INC VIOG

SMLCP 600 GRTH · ETP · CUSIP 921932794

156 institutional holders +6 vs Q1 2025
2,803,6352.8m shares reported held*
$320.8mreported value*
23 new 49 added 41 reduced 17 sold out net sold ≈ $38.5m (-336.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $114.44. Options: 2 managers hold calls ($606.5k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 90Q4 22: 96Q1 23: 102Q2 23: 110Q3 23: 106Q4 23: 122Q1 24: 127Q2 24: 135Q3 24: 157Q4 24: 164Q1 25: 150Q2 25: 156156Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202290
Q4 202296
Q1 2023102
Q2 2023110
Q3 2023106
Q4 2023122
Q1 2024127
Q2 2024135
Q3 2024157
Q4 2024164
Q1 2025150
Q2 2025156

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 52 bought or addedQ3 23: 43 cut or sold outQ4 23: 59 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 66 bought or addedQ1 24: 41 cut or sold outQ2 24: 60 bought or addedQ2 24: 40 cut or sold outQ2 24Q3 24: 85 bought or addedQ3 24: 38 cut or sold outQ4 24: 77 bought or addedQ4 24: 52 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 68 cut or sold outQ2 25: 72 bought or addedQ2 25: 58 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235243
Q4 20235935
Q1 20246641
Q2 20246040
Q3 20248538
Q4 20247752
Q1 20256268
Q2 20257258

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 24 calls: $347.4kQ3 24 puts: $24.0kQ3 24P/C 0.07Q4 24 calls: $267.5kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $224.4kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $606.5kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$347.4k$24.0k0.07
Q4 2024$267.5k$00.00
Q1 2025$224.4k$00.00
Q2 2025$606.5k$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +46,512+46.5k
Code Waechter LLC New +46,367+46.4k
BROWN ADVISORY INC New +29,845+29.8k
WELLS FARGO & COMPANY/MN Added +28,049+28.0k
MORGAN STANLEY Added +21,022+21.0k
Financial Engines Advisors L.L.C. Added +15,472+15.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +13,074+13.1k
St. Louis Trust Co New +12,290+12.3k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +11,367+11.4k
Legacies Wealth LLC Added +8,178+8.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -279,234-279.2k
MONETA GROUP INVESTMENT ADVISORS LLC Reduced -141,769-141.8k
CITIGROUP INC Reduced -42,771-42.8k
CITADEL ADVISORS LLC Sold out -22,118-22.1k
PFG Advisors Sold out -21,452-21.5k
JANE STREET GROUP, LLC Sold out -15,892-15.9k
OSAIC HOLDINGS, INC. Reduced -14,636-14.6k
BANK OF AMERICA CORP /DE/ Reduced -10,619-10.6k
Del-Sette Capital Management, LLC Reduced -10,553-10.6k
FLOW TRADERS U.S. LLC Sold out -10,043-10.0k

Biggest calls

Belvedere Trading LLC Added $492.0k4.3k shares
BANK OF AMERICA CORP /DE/ New $114.4k1.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 362,468362.5k $41.5m $41.5m 0.01% Reduced -279.2k -279,234
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 241,107241.1k $27.6m $27.6m 0.00% Added +21.0k +21,022
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 206,914206.9k $23.7m $23.7m 0.01% Added +1.5k +1,483
4 Strategic Advocates LLC 4.87% of their portfolio SACRAMENTO, CA 143,350143.3k $16.4m $16.4m 4.87% Added +3.1k +3,105
5 Mariner, LLC 0.02% of their portfolio Overland Park, KS 137,693137.7k $15.8m $15.8m 0.02% Added +6.7k +6,727
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 126,883126.9k $14.5m $14.5m 0.00% Reduced -10.6k -10,619
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 104,632104.6k $12.0m $12.0m 0.00% Reduced -3.4k -3,444
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 73,37073.4k $8.4m $8.4m 0.00% Added +46.5k +46,512
9 Legacies Wealth LLC 5.46% of their portfolio MINNETONKA, MN 71,91171.9k $8.2m $8.2m 5.46% Added +8.2k +8,178
10 LMG Wealth Partners, LLC 1.54% of their portfolio SHREVEPORT, LA 65,64365.6k $7.5m $7.5m 1.54% Added +35 +35
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 59,86659.9k $6.9m $6.9m 0.00% Added +28.0k +28,049
12 Global Retirement Partners, LLC 0.16% of their portfolio San Rafael, CA 57,74057.7k $6.6m $6.6m 0.16% First filing
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,39951.4k $5.9m $5.9m 0.00% Reduced -873 -873
14 Code Waechter LLC 3.77% of their portfolio TAMPA, FL 46,36746.4k $5.3m $5.3m 3.77% New
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,80043.8k $5.0m $5.0m 0.00% Added +7.0k +7,047
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,37043.4k $5.0m $5.0m 0.00% Reduced -9.9k -9,931
17 KIECKHEFER GROUP LLC 2.58% of their portfolio MEQUON, WI 41,52841.5k $4.8m $4.8m 2.58% Reduced -165 -165
18 MONETA GROUP INVESTMENT ADVISORS LLC 0.05% of their portfolio ST LOUIS, MO 39,10339.1k $4.5m $4.5m 0.05% Reduced -141.8k -141,769
19 Del-Sette Capital Management, LLC 3.09% of their portfolio SCHENECTADY, NY 38,77238.8k $4.4m $4.4m 3.09% Reduced -10.6k -10,553
20 Bank of New Hampshire 1.06% of their portfolio LACONIA, NH 37,34637.3k $4.3m $4.3m 1.06% Reduced -20 -20
21 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 36,08136.1k $4.1m $4.1m 0.03% Added +1.1k +1,145
22 PRINCIPAL SECURITIES, INC. 0.07% of their portfolio DES MOINES, IA 32,98333.0k $3.8m $3.8m 0.07% Added +3.0k +2,983
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 31,24531.2k $3.6m $3.6m 0.00% Reduced -6.6k -6,554
24 RWA WEALTH PARTNERS, LLC 0.04% of their portfolio BOSTON, MA 30,62530.6k $3.5m $3.5m 0.04% Reduced -710 -710
25 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 29,84529.8k $3.4m $3.4m 0.00% New
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,73823.7k $2.7m $2.7m 0.00% Added +13.1k +13,074
27 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 23,49323.5k $2.7m $2.7m 0.01% Added +15.5k +15,472
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,44523.4k $2.7m $2.7m 0.00% Added +6.4k +6,428
29 LOWERY THOMAS, LLC 1.70% of their portfolio PEBBLE BEACH, CA 23,24523.2k $2.7m $2.7m 1.70% Reduced -3.5k -3,518
30 ProVise Management Group, LLC 0.21% of their portfolio CLEARWATER, FL 23,11323.1k $2.6m $2.6m 0.21% Reduced -317 -317
31 CREATIVE FINANCIAL DESIGNS INC /ADV 0.18% of their portfolio KOKOMO, IN 22,40422.4k $2.6m $2.6m 0.18% Added +11.4k +11,367
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,59521.6k $2.5m $2.5m 0.00% Added +119 +119
33 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 20,05620.1k $2.3m $2.3m 0.01% Added +6.3k +6,288
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,28919.3k $2.2m $2.2m 0.00% Reduced -14.6k -14,636
35 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 18,11418.1k $2.1m $2.1m 0.02% Reduced -887 -887
36 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,86717.9k $2.0m $2.0m 0.01% Reduced -888 -888
37 STUDIO INVESTMENT MANAGEMENT LLC 0.39% of their portfolio CHICAGO, IL 17,01117.0k $2.0m $2.0m 0.39% Added +202 +202
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 15,95816.0k $1.8m $1.8m 0.01% Reduced -124 -124
39 LexAurum Advisors, LLC 0.27% of their portfolio OVERLAND PARK, KS 15,18815.2k $1.7m $1.7m 0.27% Added +764 +764
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,56813.6k $1.6m $1.6m 0.00% Added +2.9k +2,888
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 13,03013.0k $1.5m $1.5m 0.01% Reduced -4.8k -4,850
42 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 12,37412.4k $1.4m $1.4m 0.01% Added +171 +171
43 St. Louis Trust Co 0.19% of their portfolio SAINT LOUIS, MO 12,29012.3k $1.4m $1.4m 0.19% New
44 Virtu Financial LLC 0.07% of their portfolio New York, NY 11,90811.9k $1.4m $1.4m 0.07% Reduced -7.4k -7,352
45 Keebeck Wealth Management 0.17% of their portfolio Chicago, IL 11,48811.5k $1.3m $1.3m 0.17% Reduced -345 -345
46 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.15% of their portfolio ST. LOUIS, MO 10,61410.6k $1.2m $1.2m 0.15% Added +189 +189
47 Ackerman Capital Advisors, LLC 0.28% of their portfolio DALLAS, TX 10,43010.4k $1.2m $1.2m 0.28% Added +983 +983
48 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 10,27310.3k $1.2m $1.2m 0.01% Added +747 +747
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,11310.1k $1.2m $1.2m 0.00% Added +424 +424
50 CAPITAL WEALTH MANAGEMENT, LLC 0.43% of their portfolio W. WARWICK, RI 10,08510.1k $1.2m $1.2m 0.43% Added +1.3k +1,296
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,1869.2k $1.1m $1.1m 0.00% Added +550 +550
52 ALEXANDER LABRUNERIE & CO., INC. 0.42% of their portfolio COLUMBIA, MO 8,9849.0k $1.0m $1.0m 0.42% Reduced -10 -10
53 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,9428.9k $1.0m $1.0m 0.00% Added +27 +27
54 Summit Asset Management, LLC 0.14% of their portfolio MEMPHIS, TN 7,5467.5k $863.5k $863.5k 0.14% Unchanged
55 Sierra Capital LLC 0.09% of their portfolio MIAMI, FL 6,6086.6k $756.0k $756.0k 0.09% Reduced -5.6k -5,580
56 Sovran Advisors, LLC 0.08% of their portfolio SAN DIEGO, CA 6,4046.4k $741.5k $741.5k 0.08% Added +883 +883
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,3396.3k $725.4k $725.4k 0.01% Added +640 +640
58 VIAWEALTH, LLC 0.43% of their portfolio Leawood, KS 6,3076.3k $721.7k $721.7k 0.43% Reduced -244 -244
59 Naviter Wealth, LLC 0.08% of their portfolio LITTLE ROCK, AR 5,7785.8k $662.6k $662.6k 0.08% Unchanged
60 Rodgers & Associates, LTD 0.06% of their portfolio Lancaster, PA 5,1425.1k $588.4k $588.4k 0.06% Added +373 +373
61 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,0855.1k $581.9k $581.9k 0.00% Added +8 +8
62 SpringVest Wealth Management LLC 0.47% of their portfolio DALLAS, TX 5,0665.1k $581.0k $581.0k 0.47% Reduced -1.5k -1,548
63 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,0055.0k $572.8k $572.8k 0.01% Added +1.9k +1,885
64 RIVERSEDGE ADVISORS, LLC 0.11% of their portfolio Wilmington, DE 4,8774.9k $558.1k $558.1k 0.11% New
65 Blue Barn Wealth, LLC 0.25% of their portfolio OREM, UT 4,6854.7k $536.0k $536.0k 0.25% Reduced -11 -11
66 Pacific Sun Financial Corp 0.27% of their portfolio LOS ANGELES, CA 4,5024.5k $515.2k $515.2k 0.27% Reduced -370 -370
67 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,3874.4k $502.0k $502.0k 0.00% Reduced -249 -249
68 Crescent Sterling, Ltd. 0.56% of their portfolio METAIRIE, LA 4,3734.4k $500.4k $500.4k 0.56% Added +793 +793
69 SIGNET FINANCIAL MANAGEMENT, LLC 0.06% of their portfolio PARSIPPANY, NJ 4,3654.4k $499.5k $499.5k 0.06% Reduced -5 -5
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,2704.3k $489.0k $489.0k 0.00% Added +3.5k +3,520
71 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 3,9774.0k $455.1k $455.1k 0.00% Added +110 +110
72 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,9634.0k $453.5k $453.5k 0.01% Reduced -2.3k -2,274
73 Davis Investment Partners, LLC 0.16% of their portfolio CHARLOTTE, NC 3,8583.9k $443.0k $443.0k 0.16% Unchanged
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,8143.8k $448.0k $448.0k 0.00% New
75 Cannell & Spears LLC 0.01% of their portfolio NEW YORK, NY 3,8053.8k $435.4k $435.4k 0.01% Unchanged
76 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 3,7283.7k $426.6k $426.6k 0.01% Added +1.0k +1,016
77 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,5113.5k $401.8k $401.8k 0.00% Added +115 +115
78 WASHINGTON CAPITAL MANAGEMENT, INC 0.30% of their portfolio SEATTLE, WA 3,5003.5k $400.5k $400.5k 0.30% New
79 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,4683.5k $396.9k $396.9k 0.00% Added +1.4k +1,417
80 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 3,3643.4k $384.9k $384.9k 0.01% Added +1.2k +1,227
81 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 3,2163.2k $368.0k $368.0k 0.02% Added +549 +549
82 Atlanta Consulting Group Advisors, LLC 0.10% of their portfolio ATLANTA, GA 3,1853.2k $365.3k $365.3k 0.10% Unchanged
83 Beaird Harris Wealth Management, LLC 0.03% of their portfolio DALLAS, TX 3,1773.2k $363.6k $363.6k 0.03% Unchanged
84 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 3,1433.1k $359.6k $359.6k 0.02% New
85 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 3,1413.1k $359.5k $359.5k 0.01% Added +134 +134
86 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,9823.0k $341.2k $341.2k 0.00% Reduced -42.8k -42,771
87 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 2,8492.8k $331.9k $331.9k 0.01% Reduced -2.9k -2,927
88 SILVERLAKE WEALTH MANAGEMENT LLC 0.09% of their portfolio WILLISTON, VT 2,7142.7k $310.6k $310.6k 0.09% Unchanged
89 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 2,6392.6k $302.0k $302.0k 0.00% Reduced -128 -128
90 Integrated Capital Management, LLC 0.15% of their portfolio BLOOMFIELD, MI 2,6142.6k $303.0k $303.0k 0.15% Added +30 +30
91 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,5472.5k $291.5k $291.5k 0.00% Reduced -682 -682
92 BALANCED WEALTH GROUP LLC 0.12% of their portfolio WESTLAKE, OH 2,4982.5k $287.3k $287.3k 0.12% Added +5 +5
93 Relyea Zuckerberg Hanson LLC 0.03% of their portfolio STAMFORD, CT 2,4822.5k $284.1k $284.1k 0.03% Unchanged
94 Christopher J. Hasenberg, Inc 0.10% of their portfolio EAU CLAIRE, WI 2,4352.4k $278.6k $278.6k 0.10% New
95 Breakwater Capital Group 0.04% of their portfolio PARAMUS, NJ 2,4022.4k $274.9k $274.9k 0.04% New
96 Bonfire Financial 0.22% of their portfolio COLORADO SPRINGS, CO 2,3402.3k $268.3k $268.3k 0.22% Reduced -71 -71
97 FSA Wealth Management LLC 0.08% of their portfolio Needham, MA 2,2842.3k $195.5k $195.5k 0.08% Unchanged
98 INSIGHT 2811, INC. 0.12% of their portfolio CHICAGO, IL 2,2482.2k $257.2k $257.2k 0.12% New
99 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 2,2122.2k $253.1k $253.1k 0.05% Unchanged
100 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 2,0152.0k $231.0k $231.0k 0.02% Unchanged