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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
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 33 - 2023-12-31 55,315 $5,487,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 245 - 2023-12-31 20,258 $2,009,000 0
   CRA Financial Services LLC 51 - 2024-03-31 17,504 $1,777,000 0
   Kathleen S. Wright Associates Inc. 31 - 2024-03-31 16,534 $1,678,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 134 - 2023-12-31 15,690 $1,556,000 0
   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
   WARREN AVERETT ASSET MANAGEMENT, LLC 204 - 2023-12-31 11,798 $1,170,000 0
   Klingman & Associates LLC 88 - 2024-03-31 10,934 $1,110,000 0
   Financial Council Asset Management Inc 26 - 2023-12-31 9,496 $942,000 0
   BROWN BROTHERS HARRIMAN & CO 268 - 2023-12-31 9,122 $905,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi - 2024-03-31 8,879 $901,000 0
   Ritter Daniher Financial Advisory LLC / DE 32 - 2023-12-31 8,206 $814,000 0
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 169 - 2023-12-31 7,993 $793,000 0
   DORSEY & WHITNEY TRUST CO LLC 286 - 2023-12-31 6,463 $641,000 0
   Wellspring Financial Advisors LLC - 2024-03-31 6,014 $610,000 0
   Cresset Asset Management LLC 1141 - 2023-12-31 5,798 $575,000 0
   Walkner Condon Financial Advisors LLC 154 - 2024-03-31 4,821 $489,000 0
   PETTYJOHN CO 114 - 2023-12-31 4,860 $482,000 0
   OROURKE & COMPANY Inc 80 - 2024-03-31 4,430 $450,000 0
   Ironwood Wealth Management llc 107 - 2024-03-31 4,365 $443,000 0
   Whitcomb & Hess Inc. 34 - 2024-03-31 4,160 $422,000 0
   Clarity Capital Advisors LLC 52 - 2024-03-31 4,094 $416,000 0
   Massey Quick & Co. LLC 239 - 2024-03-31 4,030 $409,000 0
   SYNOVUS FINANCIAL CORP 666 - 2023-12-31 3,948 $392,000 0
   DFPG INVESTMENTS INC. 466 - 2023-12-31 3,939 $378,000 0
   Affiance Financial LLC 73 - 2024-03-31 3,705 $376,000 0
   Sunpointe LLC 73 - 2024-03-31 3,698 $375,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 218 - 2023-12-31 3,546 $352,000 0
   Financial Advisors LLC - 2024-03-31 3,120 $317,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 612 - 2023-12-31 2,959 $294,000 0
   RAYMOND JAMES TRUST CO 989 - 2024-03-31 2,886 $293,000 0
   BLAIR WILLIAM & CO/IL 1262 - 2023-12-31 2,900 $288,000 0
   Sage Mountain Advisors LLC 260 - 2024-03-31 2,628 $267,000 0
   Valeo Financial Advisors LLC 551 - 2024-03-31 2,616 $253,000 0
   NATIONAL BANK OF CANADA /FI/ 1245 - 2023-12-31 2,490 $245,000 0
   YARGER WEALTH STRATEGIES LLC - 2024-03-31 2,404 $244,000 0
   Nalls Sherbakoff Group LLC 69 - 2023-12-31 2,308 $229,000 0
   LBMC INVESTMENT ADVISORS, LLC 171 - 2024-03-31 2,024 $205,000 0
   Activest Wealth Management 66 - 2024-03-31 1,745 $177,000 0
   Larson Financial Group LLC - 2024-03-31 1,739 $176,000 0
   EP WEALTH ADVISORS, INC. 743 - 2023-12-31 1,532 $152,000 0
   FTB Advisors Inc. 625 - 2024-03-31 1,262 $128,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1064 - 2024-03-31 1,060 $108,000 0
   Operose Advisors LLC 150 - 2023-12-31 1,070 $106,000 0
   First PREMIER Bank 192 - 2024-03-31 858 $87,000 0
   Financial Advisory Service Inc. - 2024-03-31 830 $84,000 0
   Cranbrook Wealth Management LLC 134 - 2024-03-31 830 $84,000 0
   Roble Belko & Company Inc 150 - 2024-03-31 773 $78,000 0
   Carmichael Hill & Associates Inc. 262 - 2024-03-31 646 $66,000 0
   Lee Financial CORP 208 - 2023-12-31 634 $63,000 0
   Hartland & Co. LLC 707 - 2023-12-31 565 $56,000 0
   Capital Advisors Ltd. LLC 457 - 2024-03-31 437 $44,000 0
   FIRST MANHATTAN CO 897 - 2023-12-31 426 $42,000 0
   Sargent Bickham Lagudis LLC 466 - 2022-12-31 236 $41,000 0
   Tanglewood Legacy Advisors LLC 172 - 2024-03-31 404 $41,000 0
   PROEQUITIES INC. - 2024-03-31 400 $41,000 0
   DB Wealth Management Group LLC 197 - 2023-12-31 322 $32,000 0
   Financial Perspectives Inc 332 - 2024-03-31 286 $29,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 270 $27,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 234 $24,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 444 - 2023-12-31 226 $22,000 0
   Parallel Advisors LLC 1900 - 2023-12-31 216 $21,000 0
   BELLEVUE ASSET MANAGEMENT LLC 238 - 2024-03-31 150 $15,000 0
   Farther Finance Advisors LLC 1486 - 2023-12-31 135 $13,000 0
   City State Bank 480 - 2024-03-31 100 $10,000 0
   Gleason Group Inc. 181 - 2024-03-31 62 $6,000 0
   Key Financial Inc 878 - 2024-03-31 61 $6,000 0
   Goss Wealth Management LLC 3125 - 2023-12-31 48 $5,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 510 - 2023-12-31 44 $4,000 0
   Horizons Wealth Management 156 - 2024-03-31 36 $4,000 0
   NBC SECURITIES INC. 1938 - 2024-03-31 28 $2,000 0
   Beacon Capital Management LLC 800 - 2023-12-31 20 $2,000 0
   American Capital Advisory LLC 381 - 2024-03-31 20 $2,000 0
  74 Records found
  1    
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