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Get Institutions for : 
Vanguard S&p Small Cap 600 Growth (VIOG)  
$111.59 0.55 (0.5%) as of 4:30 Tue 5/7


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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  : 
15.05 (15.59%)  




 
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 2565 - 2023-12-31 208,679 $22,454,000 38,886
   MONETA GROUP INVESTMENT ADVISORS INC 48 - 2023-12-31 181,743 $19,556,000 175,771
   Octavia Wealth Advisors LLC 15 *New 2024-03-31 128,328 $14,428,000 128,328
   AMERIPRISE FINANCIAL INC 1457 - 2023-12-31 133,803 $14,397,000 25,162
   MARINER WEALTH ADVISORS, LLC 401 - 2023-12-31 121,132 $13,034,000 11,150
   LPL FINANCIAL CORP 1117 - 2023-12-31 115,471 $12,425,000 86
   BANK OF AMERICA CORP /DE/ 2218 - 2023-12-31 110,271 $11,865,000 7,284
   Strategic Advocates LLC 7 - 2024-03-31 98,301 $11,052,000 92,023
   ENVESTNET ASSET MANAGEMENT INC 1496 - 2023-12-31 85,356 $9,184,000 4,218
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 858 - 2024-03-31 78,243 $8,797,000 44,049
   LMG Wealth Partners LLC - 2024-03-31 63,737 $7,166,000 -10,220
   ROYAL BANK OF CANADA 1673 - 2023-12-31 65,784 $7,079,000 19,653
   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/ 2503 - 2023-12-31 50,000 $5,380,000 0
   UBS Group AG 2146 - 2023-12-31 39,084 $4,205,000 447
   Adviser Investments LLC - 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. 1348 - 2023-12-31 37,629 $4,050,000 806
   Steward Partners Investment Advisory LLC 339 - 2023-12-31 35,411 $3,810,000 2,618
   J P MORGAN CHASE & CO 2633 - 2023-12-31 33,686 $3,625,000 16,297
   PERSONAL CFO SOLUTIONS LLC 36 - 2023-12-31 30,118 $3,241,000 981
   RAYMOND JAMES & ASSOCIATES 1867 - 2024-03-31 28,219 $3,173,000 958
   YorkBridge Wealth Partners LLC 35 - 2022-12-31 16,204 $3,020,000 1,166
   CITIGROUP INC 1423 - 2023-12-31 24,332 $2,618,000 22,761
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 693 - 2023-09-30 24,257 $2,288,000 -125
   LOWERY THOMAS LLC 17 - 2023-12-31 20,292 $2,183,000 5,326
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 736 - 2023-12-31 20,205 $2,174,000 -395
   WELLS FARGO & CO/MN 2463 - 2023-12-31 19,712 $2,121,000 1,813
   Private Advisor Group LLC - 2024-03-31 17,973 $2,021,000 45
   COMMONWEALTH EQUITY SERVICES LLC. 1768 - 2024-03-31 17,950 $2,018,000 749
   PROVISE MANAGEMENT GROUP LLC 127 - 2023-12-31 18,168 $1,955,000 162
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1377 - 2024-03-31 14,898 $1,675,000 1,245
   PFG Advisors 187 - 2023-12-31 15,538 $1,672,000 460
   STUDIO INVESTMENT MANAGEMENT LLC 62 - 2023-12-31 14,608 $1,572,000 5,581
   CITADEL ADVISORS LLC 2567 - 2023-12-31 13,836 $1,489,000 13,836
   Keebeck Wealth Management LLC 105 *New 2023-12-31 13,819 $1,487,000 13,819
   Sierra Capital LLC 60 - 2024-03-31 13,099 $1,473,000 4,258
   JANNEY MONTGOMERY SCOTT LLC 1306 - 2024-03-31 12,861 $1,446,000 4,987
   PRUDENTIAL FINANCIAL INC 1637 - 2023-12-31 13,146 $1,415,000 754
   Equitable Holdings Inc. 505 - 2023-12-31 12,620 $1,358,000 5,704
   MOSAIC FAMILY WEALTH PARTNERS LLC 56 - 2023-12-31 11,199 $1,205,000 384
   MML INVESTORS SERVICES LLC 1258 - 2023-12-31 10,821 $1,164,000 2,316
   STIFEL FINANCIAL CORP 2085 - 2023-12-31 10,118 $1,089,000 -305
   Ackerman Capital Advisors LLC 50 - 2024-03-31 9,653 $1,085,000 -1,834
   MERCER GLOBAL ADVISORS INC /ADV 956 - 2023-12-31 9,700 $1,044,000 80
   DAVIDSON D A & CO 723 - 2023-12-31 8,837 $951,000 -336
   Kestra Advisory Services LLC 1143 - 2023-12-31 8,828 $950,000 1,442
   CAPITAL WEALTH MANAGEMENT LLC 24 - 2024-03-31 8,258 $928,000 -137
   VIAWEALTH LLC 48 - 2023-12-31 7,934 $854,000 198
   SUMMIT ASSET MANAGEMENT, LLC 57 - 2023-12-31 7,546 $812,000 0
   Blue Barn Wealth LLC 42 - 2023-12-31 5,940 $639,000 -6
   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
   SILVERCREST ASSET MANAGEMENT GROUP LLC 640 *New 2023-12-31 5,483 $590,000 5,483
   Beacon Pointe Advisors LLC 829 - 2023-12-31 5,467 $588,000 -11,806
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 5,185 $583,000 1,209
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3592 - 2023-12-31 5,230 $563,000 -16,870
   PNC FINANCIAL SERVICES GROUP INC 1459 - 2023-12-31 5,121 $551,000 0
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 4,672 $525,000 -40
   Atria Wealth Solutions Inc. 1185 - 2023-12-31 4,712 $507,000 -297
   CANNELL PETER B & CO INC 209 - 2023-12-31 4,408 $474,000 4,408
   VANGUARD GROUP INC 4040 - 2023-12-31 4,387 $472,000 -340
   H D Vest Advisory Services 1028 - 2023-12-31 4,286 $461,000 -333
   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. - 2024-03-31 3,581 $403,000 -14,497
   Cetera Investment Advisers 1614 - 2023-12-31 3,689 $397,000 184
   Advisor Resource Council 140 *New 2024-03-31 3,681 $396,000 3,681
   FINANCIAL NETWORK 2059 - 2023-12-31 3,634 $391,000 421
   NATIONAL ASSET MANAGEMENT, INC. 938 - 2023-12-31 3,609 $388,000 -76
   Milestone Advisory Partners 52 - 2023-09-30 3,345 $315,000 138
   CREATIVE PLANNING 2057 - 2023-12-31 2,884 $310,000 -1
   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. 1290 - 2023-12-31 2,774 $298,000 -306
   9258 Wealth Management LLC *New 2024-03-31 2,586 $291,000 2,586
   J.W. COLE ADVISORS INC. - 2024-03-31 2,570 $287,000 0
   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
   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
   Merit Financial Group LLC 682 - 2023-12-31 2,169 $233,000 -69
   ETFIDEA LLC - 2024-03-31 2,022 $227,000 0
   Rodgers & Associates LTD 82 - 2023-12-31 2,040 $220,000 -2,145
   MCCORMACK ADVISORS INTERNATIONAL 915 - 2023-12-31 2,023 $218,000 -185
   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
   Qube Research & Technologies Ltd 2499 - 2023-12-31 1,560 $168,000 -680
   BANK OF MONTREAL /CAN/ 2675 - 2023-12-31 1,544 $168,000 -706
   Archer Investment Corp 236 - 2023-12-31 1,536 $165,000 -92
   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
   SYM FINANCIAL CORPORATION 117 - 2023-12-31 1,000 $108,000 0
   IFP Advisors Inc 1327 - 2023-12-31 724 $78,000 -280
   PRINCIPAL SECURITIES INC. 1281 - 2023-12-31 695 $75,000 0
   FMR LLC 3194 - 2023-12-31 683 $73,000 100
   Salomon & Ludwin LLC *New 2024-03-31 620 $70,000 620
   FSA Wealth Management LLC 121 *New 2023-12-31 557 $60,000 557
  100 Records found
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