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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LMG Wealth Partners LLC 19 - 2024-03-31 63,737 $7,166,000 -10,220
   Dougherty Wealth Advisers LLC 4 - 2024-03-31 52,059 $5,853,000 -757
   ROYAL BANK OF CANADA 1996 - 2024-03-31 38,728 $4,354,000 -27,056
   Adviser Investments LLC 162 - 2024-03-31 36,591 $4,114,000 -947
   Advisor Group Holdings Inc. 1312 - 2024-03-31 29,896 $3,362,000 -7,733
   Steward Partners Investment Advisory LLC 438 - 2024-03-31 28,690 $3,226,000 -6,721
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 693 - 2023-09-30 24,257 $2,288,000 -125
   J P MORGAN CHASE & CO 3228 - 2024-03-31 11,186 $1,258,000 -22,500
   MML INVESTORS SERVICES LLC 1362 - 2024-03-31 9,845 $1,107,000 -976
   Ackerman Capital Advisors LLC 50 - 2024-03-31 9,653 $1,085,000 -1,834
   DAVIDSON D A & CO 740 - 2024-03-31 8,671 $975,000 -166
   CAPITAL WEALTH MANAGEMENT LLC 24 - 2024-03-31 8,258 $928,000 -137
   VIAWEALTH LLC 57 - 2024-03-31 7,866 $884,000 -68
   Krasney Financial LLC 181 - 2024-03-31 5,568 $626,000 -108
   Beacon Pointe Advisors LLC 862 - 2024-03-31 4,951 $557,000 -516
   PACIFIC SUN FINANCIAL CORP 104 - 2024-03-31 4,672 $525,000 -40
   Davis Investment Partners LLC 79 - 2024-03-31 3,948 $433,000 -50
   ERTS Wealth Advisors LLC 53 - 2024-03-31 3,816 $429,000 -757
   PROEQUITIES INC. 487 - 2024-03-31 3,581 $403,000 -14,497
   CREATIVE PLANNING 2198 - 2024-03-31 2,802 $315,000 -82
   SILVERLAKE WEALTH MANAGEMENT LLC 171 - 2024-03-31 2,683 $302,000 -7
   Relyea Zuckerberg Hanson LLC 182 - 2024-03-31 2,667 $300,000 -325
   Envestnet Portfolio Solutions Inc. 1388 - 2024-03-31 2,519 $283,000 -255
   RAYMOND JAMES TRUST CO 1092 - 2024-03-31 2,148 $242,000 -50
   Qube Research & Technologies Ltd 2628 - 2024-03-31 1,534 $172,000 -26
   IFP Advisors Inc 1327 - 2023-12-31 724 $78,000 -280
   HARBOUR INVESTMENTS INC. 1814 - 2023-12-31 218 $23,000 -191
   Tyler-Stone Wealth Management 515 - 2024-03-31 174 $20,000 -85
   BLAIR WILLIAM & CO/IL 1674 - 2024-03-31 165 $19,000 -2
  29 Records found
  1    
  Page 1 of 1
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