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Get Institutions for : 
Vanguard S&p Small Cap 600 Growth (VIOG)  
$113.22 0.15 (0.13%) as of 4:30 Tue 5/21


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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 : 
 $93.57  
Last Quarter's Ending Price : 
 $107.60  
Last Quarter's Average Price : 
 $96.54  
Change from last quarter's     
avg. price to the last closing  : 
16.68 (17.28%)  




 
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: 3-31-2022 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 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
   BANK OF NEW YORK MELLON CORP 716 *New 2024-03-31 804,439 $90,443,000 804,439
   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
   Octavia Wealth Advisors LLC 15 *New 2024-03-31 128,328 $14,428,000 128,328
   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
   LMG Wealth Partners LLC 19 - 2024-03-31 63,737 $7,166,000 -10,220
   Global Retirement Partners LLC 98 - 2024-03-31 53,990 $6,070,000 5,233
   Dougherty Wealth Advisers LLC 4 - 2024-03-31 52,059 $5,853,000 -757
   GOLDMAN SACHS GROUP INC/ 2469 - 2024-03-31 50,000 $5,622,000 0
   UBS Group AG 2249 - 2024-03-31 41,332 $4,647,000 2,248
   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
   Bank of New Hampshire 25 - 2024-03-31 36,491 $4,103,000 3,124
   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
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 693 - 2023-09-30 24,257 $2,288,000 -125
   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
   J P MORGAN CHASE & CO 3228 - 2024-03-31 11,186 $1,258,000 -22,500
   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
   MML INVESTORS SERVICES LLC 1362 - 2024-03-31 9,845 $1,107,000 -976
   MERCER GLOBAL ADVISORS INC /ADV 927 - 2024-03-31 9,713 $1,092,000 13
   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
   SILVERCREST ASSET MANAGEMENT GROUP LLC 605 - 2024-03-31 8,631 $970,000 3,148
   CAPITAL WEALTH MANAGEMENT LLC 24 - 2024-03-31 8,258 $928,000 -137
   VIAWEALTH LLC 57 - 2024-03-31 7,866 $884,000 -68
   SUMMIT ASSET MANAGEMENT, LLC 61 - 2024-03-31 7,546 $848,000 0
   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
   Krasney Financial LLC 181 - 2024-03-31 5,568 $626,000 -108
   RFG Advisory Group LLC 465 *New 2024-03-31 5,322 $598,000 5,322
   CREATIVE FINANCIAL DESIGNS INC /ADV 243 - 2024-03-31 5,185 $583,000 1,209
   PNC FINANCIAL SERVICES GROUP INC 1435 - 2024-03-31 5,122 $576,000 1
   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
   FLOW TRADERS U.S. LLC 447 *New 2024-03-31 4,488 $505,000 4,488
   VANGUARD GROUP INC 4005 - 2024-03-31 4,427 $498,000 40
   SPEARS ABACUS ADVISORS LLC 284 *New 2024-03-31 4,408 $496,000 4,408
   H D Vest Advisory Services 1044 - 2024-03-31 4,359 $490,000 73
   Cetera Investment Advisers 1205 - 2024-03-31 4,331 $487,000 642
   CANNELL PETER B & CO INC 209 - 2023-12-31 4,408 $474,000 4,408
   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
   FINANCIAL NETWORK 2030 - 2024-03-31 3,756 $422,000 122
   PROEQUITIES INC. 487 - 2024-03-31 3,581 $403,000 -14,497
   Advisor Resource Council 140 *New 2024-03-31 3,681 $396,000 3,681
   MCCORMACK ADVISORS INTERNATIONAL 814 - 2024-03-31 3,326 $374,000 1,303
   Atlanta Consulting Group Advisors LLC 90 - 2024-03-31 3,185 $358,000 0
   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
   CREATIVE PLANNING 2198 - 2024-03-31 2,802 $315,000 -82
   Milestone Advisory Partners 52 - 2023-09-30 3,345 $315,000 138
   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
   9258 Wealth Management LLC 273 *New 2024-03-31 2,586 $291,000 2,586
   J.W. COLE ADVISORS INC. 703 - 2024-03-31 2,570 $287,000 0
   Envestnet Portfolio Solutions Inc. 1388 - 2024-03-31 2,519 $283,000 -255
   PROSPERA FINANCIAL SERVICES 881 *New 2023-12-31 2,569 $276,000 2,569
   Clear Creek Financial Management LLC 345 - 2024-03-31 2,435 $274,000 11
   ADVISORY SERVICES NETWORK, LLC 1193 *New 2024-03-31 2,400 $270,000 2,400
   Merit Financial Group LLC 748 - 2024-03-31 2,440 $268,000 271
   RAYMOND JAMES TRUST CO 1092 - 2024-03-31 2,148 $242,000 -50
   MATHER GROUP, INC. 485 - 2024-03-31 2,235 $241,000 0
   Rodgers & Associates LTD 79 - 2024-03-31 2,060 $232,000 20
   ETFIDEA LLC 108 - 2024-03-31 2,022 $227,000 0
   FIFTH THIRD BANCORP 968 - 2024-03-31 1,835 $206,000 0
   Oakmont Partners LLC 670 *New 2024-03-31 1,800 $202,000 1,800
   Continuum Advisory LLC 373 *New 2024-03-31 1,722 $193,000 1,722
   BANK OF MONTREAL /CAN/ 2686 - 2024-03-31 1,614 $182,000 70
   Archer Investment Corp 235 - 2024-03-31 1,536 $173,000 0
   Qube Research & Technologies Ltd 2628 - 2024-03-31 1,534 $172,000 -26
   BARRETT & COMPANY INC. 146 - 2024-03-31 1,422 $160,000 0
   Morton Brown Family Wealth LLC 65 - 2024-03-31 1,040 $117,000 0
   IFP Advisors Inc 1327 - 2023-12-31 724 $78,000 -280
   Aptus Capital Advisors LLC 832 *New 2024-03-31 692 $78,000 692
  100 Records found
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