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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TRUST CO OF VIRGINIA /VA 25 *New 2024-03-31 145,787 $14,797,000 145,787
   GREAT VALLEY ADVISOR GROUP INC. 335 *New 2023-12-31 10,411 $1,033,000 10,411
   Schwab Charitable Fund *New 2023-12-31 9,910 $983,000 9,910
   PATHSTONE FAMILY OFFICE, LLC 944 *New 2023-09-30 7,007 $612,000 7,007
   Wellspring Financial Advisors LLC 63 *New 2023-12-31 6,014 $596,000 6,014
   Imprint Wealth LLC 88 *New 2023-12-31 4,619 $448,000 4,619
   Edge Capital Group LLC 215 *New 2023-12-31 4,195 $416,000 4,195
   CITADEL ADVISORS LLC 3793 *New 2023-12-31 4,106 $407,000 4,106
   Baird Financial Group Inc. 1450 *New 2023-12-31 3,789 $376,000 3,789
   PALISADE ASSET MANAGEMENT, LLC 161 *New 2023-12-31 3,749 $372,000 3,749
   17 CAPITAL PARTNERS LLC 100 *New 2024-03-31 3,142 $319,000 3,142
   D E SHAW & CO INC 2445 *New 2023-12-31 2,699 $268,000 2,699
   American Trust 247 *New 2023-12-31 2,361 $234,000 2,361
   WEDBUSH MORGAN SECURITIES INC 899 *New 2023-12-31 2,288 $227,000 2,288
   DAYMARK WEALTH PARTNERS LLC 396 *New 2024-03-31 2,200 $223,000 2,200
   Ameritas Advisory Services LLC 648 *New 2023-12-31 2,228 $220,000 2,228
   ADVISORY SERVICES NETWORK, LLC 1400 *New 2023-12-31 1,551 $154,000 1,551
   QUADRANT CAPITAL GROUP LLC 1425 *New 2023-12-31 471 $47,000 471
   Aptus Capital Advisors LLC 691 *New 2023-12-31 407 $40,000 407
   Dunhill Financial LLC 121 *New 2023-12-31 344 $34,000 344
   Addison Advisors LLC 434 *New 2023-12-31 219 $22,000 219
   ST GERMAIN D J CO INC 542 *New 2024-03-31 114 $12,000 114
   Ronald Blue Trust Inc. 1604 *New 2023-12-31 120 $10,000 120
  23 Records found
  1    
  Page 1 of 1
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