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Get Institutions for : 
Vanguard S&P Small-Cap 600 Etf (VIOO)  
$98.44 0.95 (0.97%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 261    10
Total shares held : 
 11,493,409  
% of shares held : 
 87.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   55  
Amount of shares held : 
 377,544  
% of shares held change : 
   2.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $86.20  
Last Quarter's Ending Price : 
 $99.19  
Last Quarter's Average Price : 
 $89.15  
Change from last quarter's     
avg. price to the last closing  : 
9.29 (10.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 67,258
 0.59%
 
Increased Positions :
109
 1,257,475
 10.94%
 
Unchanged Positions :
65
 513,469
 4.47%
 
Decreased Positions :
64
-912,796
-7.94%
 
Closed Positions :
13
-34,393
-0.3%
 
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
   Orgel Wealth Management LLC 6 - 2024-03-31 1,866,451 $189,445,000 -48,031
   BANK OF AMERICA CORP /DE/ 859 - 2023-12-31 963,280 $95,548,000 -407,537
   MORGAN STANLEY 1449 - 2023-12-31 672,895 $66,745,000 39,507
   HPM Partners LLC - 2023-12-31 430,477 $42,699,000 423,267
   BAYSTATE WEALTH MANAGEMENT LLC 12 - 2023-12-31 372,808 $36,979,000 11,568
   LPL FINANCIAL CORP 606 - 2023-12-31 370,655 $36,765,000 15,559
   WELLS FARGO & CO/MN 838 - 2023-12-31 336,491 $33,377,000 11,955
   COMMONWEALTH EQUITY SERVICES LLC. 351 - 2024-03-31 313,648 $31,835,000 6,231
   Advisor Group Holdings Inc. 334 - 2023-12-31 312,322 $30,992,000 -176,784
   AMERIPRISE FINANCIAL INC 1037 - 2023-12-31 298,252 $29,581,000 12,180
   One Day In July LLC 5 - 2024-03-31 279,881 $28,408,000 -13,955
   UBS Group AG 968 - 2023-12-31 266,327 $26,417,000 71,938
   SAVANT CAPITAL MANAGEMENT INC 57 - 2023-12-31 247,257 $24,525,000 -11,563
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 449 - 2024-03-31 230,993 $23,446,000 8,225
   FINANCIAL NETWORK 174 - 2023-12-31 214,433 $21,270,000 30,137
   Mitsubishi UFJ Asset Management (UK) Ltd. 2 - 2023-12-31 174,800 $17,338,000 137,800
   TRUST CO OF VIRGINIA /VA 25 *New 2024-03-31 145,787 $14,797,000 145,787
   CAROLINAS WEALTH CONSULTING LLC 9 - 2023-12-31 141,952 $14,080,000 4,946
   RAYMOND JAMES & ASSOCIATES 965 - 2024-03-31 138,143 $14,022,000 -8,306
   ROYAL BANK OF CANADA 1274 - 2023-12-31 140,256 $13,912,000 27,238
   OLD NATIONAL BANCORP /IN/ 86 - 2024-03-31 118,683 $12,046,000 5,368
   Wiser Wealth Management Inc 10 - 2024-03-31 116,161 $11,790,000 6,521
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 397 - 2023-12-31 103,085 $10,225,000 16,271
   Patriot Investment Management Inc. 22 - 2024-03-31 95,412 $9,684,000 -25,489
   MML INVESTORS SERVICES LLC 389 - 2023-12-31 95,269 $9,450,000 10,675
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 91,411 $9,067,000 7,481
   MONETA GROUP INVESTMENT ADVISORS INC 75 - 2023-12-31 88,643 $8,792,000 71,183
   GOLDMAN SACHS GROUP INC/ 2191 - 2023-12-31 85,040 $8,435,000 4,946
   CoreCap Advisors LLC 41 - 2023-12-31 80,550 $7,990,000 -1,248
   MARINER WEALTH ADVISORS, LLC 542 - 2023-12-31 80,349 $7,970,000 5,876
   ENVESTNET ASSET MANAGEMENT INC 1633 - 2023-12-31 73,663 $7,307,000 -24,472
   JANNEY MONTGOMERY SCOTT LLC 624 - 2024-03-31 71,112 $7,218,000 18,470
   Bridgeworth LLC - 2023-12-31 70,227 $6,966,000 -2,778
   MARBLE HARBOR INVESTMENT COUNSEL LLC 38 - 2023-12-31 69,915 $6,935,000 2,100
   Sebold Capital Management Inc. 6 - 2024-03-31 61,228 $6,215,000 889
   CI Private Wealth LLC 644 - 2023-12-31 61,281 $6,078,000 -1,467
   Bryant Woods Investment Advisors LLC 8 - 2023-12-31 60,957 $6,046,000 11,076
   J P MORGAN CHASE & CO 2333 - 2023-12-31 60,872 $6,038,000 55,914
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 33 - 2023-12-31 55,315 $5,487,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 485 - 2023-09-30 62,004 $5,419,000 -62
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 704 - 2024-03-31 52,441 $5,323,000 -27,965
   PHILLIPS FINANCIAL MANAGEMENT LLC 55 - 2024-03-31 47,423 $4,813,000 -4,544
   Kestra Advisory Services LLC 479 - 2023-12-31 46,575 $4,620,000 -345
   Private Advisor Group LLC 484 - 2023-12-31 43,640 $4,329,000 1,468
   Davidson Capital Management Inc. 6 - 2023-12-31 43,443 $4,309,000 1,003
   Rockefeller Capital Management L.P. 678 - 2023-12-31 43,232 $4,288,000 -22,401
   AdvisorNet Financial Inc 52 - 2024-03-31 41,985 $4,261,000 6,282
   Sierra Capital LLC 28 - 2024-03-31 40,905 $4,152,000 15
   MULTIFINANCIAL SECURITIES CORP 323 - 2023-12-31 41,426 $4,109,000 -19,989
   HARBOR ADVISORY CORP /MA/ 26 - 2024-03-31 40,206 $4,081,000 -260
   Private Advisory Group LLC 42 - 2023-12-31 40,598 $4,027,000 24,675
   Clear Rock Advisors LLC 13 - 2023-12-31 36,758 $3,567,000 0
   STIFEL FINANCIAL CORP 1306 - 2023-12-31 35,268 $3,498,000 2,321
   Flower City Capital 8 - 2024-03-31 33,457 $3,396,000 3,929
   Dynamic Advisors Solutions LLC 225 - 2024-03-31 32,354 $3,284,000 -1,901
   Camden Capital LLC 49 - 2023-12-31 32,970 $3,270,000 3,376
   Lebenthal Global Advisors LLC 21 - 2023-12-31 32,626 $3,236,000 11,517
   CREATIVE PLANNING 713 - 2023-12-31 32,228 $3,197,000 -16,982
   HARBOUR INVESTMENTS INC. 147 - 2023-12-31 31,456 $3,120,000 2,174
   ZIEGLER CAPITAL MANAGEMENT LLC 176 - 2023-12-31 31,054 $3,080,000 437
   HIGHTOWER ADVISORS, LLC 1203 - 2023-12-31 29,831 $2,959,000 9,999
   EQ LLC 13 - 2023-12-31 26,804 $2,659,000 -1,656
   Verum Partners LLC 26 - 2024-03-31 25,288 $2,567,000 -1,562
   Keystone Financial Group 52 - 2023-12-31 25,307 $2,510,000 100
   DAVIDSON D A & CO 444 - 2023-12-31 24,940 $2,474,000 652
   FIDELITY D & D BANCORP INC 16 - 2024-03-31 22,367 $2,270,000 3,693
   MONTICELLO WEALTH MANAGEMENT LLC 72 - 2024-03-31 21,319 $2,164,000 -208
   PFG Advisors 155 - 2023-12-31 20,775 $2,061,000 785
   Soltis Investment Advisors LLC 118 - 2024-03-31 20,089 $2,039,000 4,560
   THOMPSON SIEGEL & WALMSLEY LLC 245 - 2023-12-31 20,258 $2,009,000 0
   Moss Adams Wealth Advisors LLC 24 - 2023-12-31 19,825 $1,966,000 1,847
   Betterment LLC 133 - 2023-12-31 19,593 $1,943,000 5,358
   CRA Financial Services LLC 51 - 2024-03-31 17,504 $1,777,000 0
   Concurrent Investment Advisors LLC 247 - 2023-12-31 17,914 $1,777,000 0
   REBALANCE LLC 43 - 2024-03-31 17,454 $1,772,000 -64
   Kathleen S. Wright Associates Inc. 31 - 2024-03-31 16,534 $1,678,000 0
   VALMARK ADVISERS INC 183 - 2023-12-31 16,782 $1,665,000 9,430
   HM PAYSON & CO 161 - 2023-12-31 16,751 $1,662,000 -1,155
   LOWE BROCKENBROUGH & CO INC 135 - 2023-12-31 16,463 $1,633,000 798
   BANK OF NEW YORK MELLON CORP 2874 - 2024-03-31 15,963 $1,620,000 -160
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 134 - 2023-12-31 15,690 $1,556,000 0
   WNY Asset Management LLC 62 - 2023-12-31 15,615 $1,549,000 -218
   COASTLINE TRUST CO 108 - 2024-03-31 15,250 $1,548,000 -826
   Fairway Wealth LLC 21 - 2023-12-31 15,239 $1,512,000 0
   Wescott Financial Advisory Group LLC 59 - 2023-12-31 14,676 $1,456,000 212
   Capital Asset Advisory Services LLC 116 - 2024-03-31 14,508 $1,434,000 578
   Koshinski Asset Management Inc. 130 - 2023-12-31 13,946 $1,383,000 5,843
   AXXCESS WEALTH MANAGEMENT LLC 295 - 2023-12-31 13,930 $1,382,000 963
   Silver Oak Advisory Group Inc. 20 - 2024-03-31 13,519 $1,373,000 -559
   Spire Wealth Management 305 - 2024-03-31 13,429 $1,363,000 -1,904
   Miracle Mile Advisors LLC 228 - 2024-03-31 13,222 $1,342,000 0
   ROMANO BROTHERS AND COMPANY 134 - 2024-03-31 12,975 $1,317,000 0
   waypoint wealth counsel 25 - 2024-03-31 12,418 $1,260,000 6
   Anson Capital Inc. 15 - 2023-12-31 12,489 $1,239,000 1,246
   Breakwater Capital Group 82 - 2024-03-31 11,875 $1,205,000 -806
   GREENLEAF TRUST 261 - 2023-12-31 11,997 $1,190,000 3,143
   WARREN AVERETT ASSET MANAGEMENT, LLC 204 - 2023-12-31 11,798 $1,170,000 0
   Steward Partners Investment Advisory LLC 679 - 2023-12-31 11,484 $1,139,000 402
   Klingman & Associates LLC 88 - 2024-03-31 10,934 $1,110,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 282 - 2023-12-31 11,032 $1,094,000 1,797
  100 Records found
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