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Get Institutions for : 
Vanguard S&p Small Cap 600 Growth (VIOG)  
$109.80 0.34 (0.31%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    10
Total shares held : 
 2,103,476  
% of shares held : 
 23.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 419,425  
% of shares held change : 
   4.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $106.65  
Last Quarter's Ending Price : 
 $112.43  
Last Quarter's Average Price : 
 $107.26  
Change from last quarter's     
avg. price to the last closing  : 
2.54 (2.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 83,523
 3.97%
 
Increased Positions :
47
 389,790
 18.53%
 
Unchanged Positions :
28
 83,503
 3.97%
 
Decreased Positions :
30
-46,224
-2.2%
 
Closed Positions :
4
-7,664
-0.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2499 - 2024-03-31 210,947 $23,717,000 2,268
   MONETA GROUP INVESTMENT ADVISORS INC 48 - 2023-12-31 181,743 $19,556,000 175,771
   AMERIPRISE FINANCIAL INC 1331 - 2024-03-31 163,392 $18,473,000 29,589
   MARINER WEALTH ADVISORS, LLC 402 - 2024-03-31 131,880 $14,827,000 10,748
   LPL FINANCIAL CORP 1129 - 2024-03-31 122,537 $13,777,000 7,066
   BANK OF AMERICA CORP /DE/ 2225 - 2024-03-31 119,081 $13,388,000 8,810
   Strategic Advocates LLC 7 - 2024-03-31 98,301 $11,052,000 92,023
   ENVESTNET ASSET MANAGEMENT INC 1510 - 2024-03-31 91,895 $10,332,000 6,539
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 858 - 2024-03-31 78,243 $8,797,000 44,049
   Global Retirement Partners LLC 98 - 2024-03-31 53,990 $6,070,000 5,233
   UBS Group AG 2249 - 2024-03-31 41,332 $4,647,000 2,248
   Bank of New Hampshire 25 - 2024-03-31 36,491 $4,103,000 3,124
   RAYMOND JAMES & ASSOCIATES 1867 - 2024-03-31 28,219 $3,173,000 958
   WELLS FARGO & CO/MN 2271 - 2024-03-31 27,233 $3,062,000 7,521
   YorkBridge Wealth Partners LLC 35 - 2022-12-31 16,204 $3,020,000 1,166
   LOWERY THOMAS LLC 16 - 2024-03-31 25,369 $2,852,000 5,077
   CITIGROUP INC 1563 - 2024-03-31 24,374 $2,740,000 42
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 708 - 2024-03-31 23,931 $2,691,000 3,726
   PROVISE MANAGEMENT GROUP LLC 109 - 2024-03-31 19,396 $2,181,000 1,228
   Private Advisor Group LLC 804 - 2024-03-31 17,973 $2,021,000 45
   COMMONWEALTH EQUITY SERVICES LLC. 1768 - 2024-03-31 17,950 $2,018,000 749
   PFG Advisors 174 - 2024-03-31 17,495 $1,967,000 1,957
   PRUDENTIAL FINANCIAL INC 1469 - 2024-03-31 17,121 $1,925,000 3,975
   STUDIO INVESTMENT MANAGEMENT LLC 58 - 2024-03-31 16,140 $1,815,000 1,532
   Equitable Holdings Inc. 489 - 2024-03-31 15,230 $1,712,000 2,610
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1377 - 2024-03-31 14,898 $1,675,000 1,245
   Sierra Capital LLC 60 - 2024-03-31 13,099 $1,473,000 4,258
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2117 - 2024-03-31 12,945 $1,455,000 7,715
   JANNEY MONTGOMERY SCOTT LLC 1306 - 2024-03-31 12,861 $1,446,000 4,987
   PRINCIPAL SECURITIES INC. 386 - 2024-03-31 11,406 $1,282,000 10,711
   Kestra Advisory Services LLC 1091 - 2024-03-31 11,345 $1,275,000 2,517
   MOSAIC FAMILY WEALTH PARTNERS LLC 56 - 2023-12-31 11,199 $1,205,000 384
   STIFEL FINANCIAL CORP 2080 - 2024-03-31 10,312 $1,159,000 194
   MERCER GLOBAL ADVISORS INC /ADV 927 - 2024-03-31 9,713 $1,092,000 13
   Cetera Investment Advisers 2011 - 2024-03-31 9,503 $1,068,000 5,814
   SILVERCREST ASSET MANAGEMENT GROUP LLC 605 - 2024-03-31 8,631 $970,000 3,148
   Atria Wealth Solutions Inc. 1059 - 2024-03-31 6,315 $710,000 1,603
   Blue Barn Wealth LLC 44 - 2024-03-31 5,949 $669,000 9
   CREATIVE FINANCIAL DESIGNS INC /ADV 243 - 2024-03-31 5,185 $583,000 1,209
   VANGUARD GROUP INC 4005 - 2024-03-31 4,427 $498,000 40
   H D Vest Advisory Services 1044 - 2024-03-31 4,359 $490,000 73
   CANNELL PETER B & CO INC 209 - 2023-12-31 4,408 $474,000 4,408
   FINANCIAL NETWORK 2030 - 2024-03-31 3,756 $422,000 122
   MCCORMACK ADVISORS INTERNATIONAL 814 - 2024-03-31 3,326 $374,000 1,303
   NATIONAL ASSET MANAGEMENT, INC. 968 - 2024-03-31 3,685 $349,000 76
   FMR LLC 2695 - 2024-03-31 2,877 $324,000 2,194
   Milestone Advisory Partners 52 - 2023-09-30 3,345 $315,000 138
   Clear Creek Financial Management LLC 345 - 2024-03-31 2,435 $274,000 11
   Merit Financial Group LLC 748 - 2024-03-31 2,440 $268,000 271
   Rodgers & Associates LTD 79 - 2024-03-31 2,060 $232,000 20
   BANK OF MONTREAL /CAN/ 2686 - 2024-03-31 1,614 $182,000 70
   US BANCORP 2552 - 2024-03-31 574 $65,000 127
   Sunbelt Securities Inc. 980 - 2024-03-31 269 $30,000 251
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1434 - 2024-03-31 54 $6,000 52
  54 Records found
  1    
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