VANGUARD GROUP INC - VIOV

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$628.3M

QoQ value delta ($000)

+$24.25M (+4.01%)

Implied price effect (QoQ)

+3.86%

Total shares

6,182,102

QoQ shares delta

+9,230 (+0.15%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 212 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	39,677	389,990	0.0%
ASPIRIANT, LLC	31,208	306,744	0.89%
UBS Group AG	30,536	300,143	0.0%
N.E.W. Advisory Services LLC	30,188	296,722	2.26%
Concurrent Investment Advisors, LLC	19,602	192,669	0.21%
WELLINGTON MANAGEMENT GROUP LLP	16,555	162,719	0.0%
CAPITAL ADVISORS INC/OK	15,341	150,795	0.25%
Cannon Financial Strategists, Inc.	15,166	149,072	1.99%
BANK OF AMERICA CORP /DE/	14,758	145,056	0.0%
Gallagher Fiduciary Advisors, LLC	14,720	144,690	0.57%
Atria Investments, Inc	14,496	142,489	0.16%
One Day In July LLC	13,326	130,981	1.07%
LPL Financial LLC	13,159	129,348	0.0%
Integrated Investment Consultants, LLC	12,322	126,053	2.42%
Savant Capital, LLC	12,119	119,120	0.06%
FIRST MANHATTAN CO. LLC.	12,081	118,748	0.03%
Avior Wealth Management, LLC	12,048	118,424	0.34%
SYM FINANCIAL Corp	11,868	116,656	1.19%
SILVERCREST ASSET MANAGEMENT GROUP LLC	11,832	116,297	0.09%
RIVERSEDGE ADVISORS, LLC	10,198	100,236	1.65%
Legend Financial Advisors, Inc.	10,153	99,795	6.55%
OSAIC HOLDINGS, INC.	10,014	98,392	0.01%
Mokosak Advisory Group, LLC	9,672	95,072	2.42%
ROYAL BANK OF CANADA	9,051	88,966	0.0%
Silver Oak Advisory Group, Inc.	8,920	87,681	3.85%