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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
   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
   AMERIPRISE FINANCIAL INC 1037 - 2023-12-31 298,252 $29,581,000 12,180
   UBS Group AG 968 - 2023-12-31 266,327 $26,417,000 71,938
   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
   CAROLINAS WEALTH CONSULTING LLC 9 - 2023-12-31 141,952 $14,080,000 4,946
   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
   MML INVESTORS SERVICES LLC 389 - 2023-12-31 95,269 $9,450,000 10,675
   PINNACLE FINANCIAL PARTNERS INC - 2024-03-31 91,528 $9,290,000 117
   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
   MARINER WEALTH ADVISORS, LLC 542 - 2023-12-31 80,349 $7,970,000 5,876
   JANNEY MONTGOMERY SCOTT LLC 624 - 2024-03-31 71,112 $7,218,000 18,470
   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
   J P MORGAN CHASE & CO 2333 - 2023-12-31 60,872 $6,038,000 55,914
   Private Advisor Group LLC - 2024-03-31 44,064 $4,473,000 424
   Davidson Capital Management Inc. 6 - 2023-12-31 43,443 $4,309,000 1,003
   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
   Private Advisory Group LLC 42 - 2023-12-31 40,598 $4,027,000 24,675
   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
   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
   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
   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
   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
   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
   VALMARK ADVISERS INC 183 - 2023-12-31 16,782 $1,665,000 9,430
   LOWE BROCKENBROUGH & CO INC 135 - 2023-12-31 16,463 $1,633,000 798
   Fairway Wealth LLC - 2024-03-31 15,574 $1,581,000 335
   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
   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
   GREENLEAF TRUST - 2024-03-31 12,022 $1,220,000 25
   Steward Partners Investment Advisory LLC 679 - 2023-12-31 11,484 $1,139,000 402
   EVERGREEN CAPITAL MANAGEMENT LLC 282 - 2023-12-31 11,032 $1,094,000 1,797
   GRT CAPITAL PARTNERS LLC 31 - 2023-12-31 10,974 $1,089,000 78
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 10,214 $1,037,000 806
   HANSON MCCLAIN, INC. 404 - 2024-03-31 10,106 $1,026,000 379
   GELLER FAMILY OFFICE SERVICES LLC 70 - 2023-12-31 9,483 $941,000 4,336
   Sontag Advisory LLC 335 - 2023-12-31 8,704 $863,000 50
   TOCQUEVILLE ASSET MANAGEMENT LP 354 - 2023-12-31 8,515 $845,000 8
   COMERICA SECURITIESINC. 227 - 2023-09-30 9,067 $792,000 2,312
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 7,442 $755,000 130
   BCS Wealth Management 102 - 2024-03-31 6,655 $675,000 4,074
   NORTHERN OAK CAPITAL MANAGEMENT INC 146 - 2024-03-31 6,425 $652,000 3,074
   Foundations Investment Advisors LLC 380 - 2023-12-31 6,649 $639,000 2,537
   Advisor OS LLC 183 - 2023-12-31 6,394 $634,000 243
   Source Financial Advisors LLC 59 - 2024-03-31 6,239 $633,000 151
   BROWN ADVISORY HOLDINGS INC 919 - 2024-03-31 5,382 $546,000 400
   Sovereign Financial Group Inc. 140 - 2024-03-31 5,361 $544,000 105
   COLDSTREAM CAPITAL MANAGEMENT INC 472 - 2023-12-31 5,355 $531,000 82
   SMITH MOORE & CO. 264 - 2023-12-31 4,788 $475,000 261
   Executive Wealth Management LLC - 2023-12-31 4,445 $441,000 400
   Accel Wealth Management 124 - 2024-03-31 4,201 $426,000 902
   Merit Financial Group LLC 529 - 2023-12-31 4,272 $424,000 1,227
   THRIVENT FINANCIAL FOR LUTHERANS 2183 - 2023-12-31 4,267 $423,000 49
   Salomon & Ludwin LLC - 2024-03-31 3,907 $397,000 3,031
   Perigon Wealth Management LLC - 2024-03-31 3,894 $395,000 400
   PRUDENTIAL FINANCIAL INC 2233 - 2023-12-31 3,907 $388,000 519
   AE Wealth Management LLC 1598 - 2023-12-31 3,748 $364,000 192
   Johnson Bixby & Associates LLC 80 - 2024-03-31 3,501 $355,000 75
   Northstar Group Inc. 104 - 2024-03-31 3,480 $353,000 207
   Mach-1 Financial Group Inc. 175 - 2023-12-31 3,511 $348,000 169
   360 Financial Inc. 63 - 2023-12-31 3,272 $325,000 236
   Sigma Planning Corp - 2024-03-31 3,178 $323,000 870
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 2,637 $268,000 90
   SILVERCREST ASSET MANAGEMENT GROUP LLC 764 - 2023-12-31 2,555 $253,000 2,555
   BARTLETT & CO. LLC 436 - 2023-12-31 2,464 $248,000 205
   BARTLETT & CO. WEALTH MANAGEMENT LLC 436 - 2023-12-31 2,464 $248,000 205
   Qube Research & Technologies Ltd 2371 - 2023-12-31 2,211 $219,000 2,179
   Capital Group Private Client Services Inc. 249 - 2023-12-31 2,208 $219,000 2,208
   Grant Street Asset Management Inc. - 2024-03-31 2,134 $217,000 2,134
   CAPTRUST FINANCIAL ADVISORS 2373 - 2023-12-31 2,076 $206,000 2,076
   Householder Group Estate & Retirement Specialist L - 2024-03-31 1,830 $186,000 189
   CENTAURUS FINANCIAL INC. 626 - 2023-12-31 1,759 $174,000 162
   Capital Analysts Inc. 460 - 2023-12-31 1,558 $155,000 7
   AYRSHIRE ASSOCIATES INC 206 - 2023-12-31 1,460 $145,000 70
   Global Retirement Partners LLC 996 - 2024-03-31 1,175 $119,000 33
   BANK OF MONTREAL /CAN/ 3003 - 2023-12-31 489 $49,000 137
  100 Records found
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