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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
   Advisor Group Holdings Inc. 334 - 2023-12-31 312,322 $30,992,000 -176,784
   One Day In July LLC 5 - 2024-03-31 279,881 $28,408,000 -13,955
   SAVANT CAPITAL MANAGEMENT INC 57 - 2023-12-31 247,257 $24,525,000 -11,563
   RAYMOND JAMES & ASSOCIATES 965 - 2024-03-31 138,143 $14,022,000 -8,306
   Patriot Investment Management Inc. 22 - 2024-03-31 95,412 $9,684,000 -25,489
   CoreCap Advisors LLC 41 - 2023-12-31 80,550 $7,990,000 -1,248
   ENVESTNET ASSET MANAGEMENT INC 1633 - 2023-12-31 73,663 $7,307,000 -24,472
   Bridgeworth LLC - 2023-12-31 70,227 $6,966,000 -2,778
   CI Private Wealth LLC 644 - 2023-12-31 61,281 $6,078,000 -1,467
   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
   Rockefeller Capital Management L.P. 678 - 2023-12-31 43,232 $4,288,000 -22,401
   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
   Dynamic Advisors Solutions LLC 225 - 2024-03-31 32,354 $3,284,000 -1,901
   CREATIVE PLANNING 713 - 2023-12-31 32,228 $3,197,000 -16,982
   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
   MONTICELLO WEALTH MANAGEMENT LLC 72 - 2024-03-31 21,319 $2,164,000 -208
   REBALANCE LLC 43 - 2024-03-31 17,454 $1,772,000 -64
   HM PAYSON & CO 161 - 2023-12-31 16,751 $1,662,000 -1,155
   BANK OF NEW YORK MELLON CORP 2874 - 2024-03-31 15,963 $1,620,000 -160
   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
   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
   Breakwater Capital Group 82 - 2024-03-31 11,875 $1,205,000 -806
   ABSOLUTE INVESTMENT MANAGEMENT LLC 21 - 2023-12-31 10,863 $1,078,000 -653
   Stordahl Capital Management Inc. 26 - 2024-03-31 9,401 $954,000 -1,159
   MERCER GLOBAL ADVISORS INC /ADV 1033 - 2023-12-31 8,787 $872,000 -2,343
   Atria Wealth Solutions Inc. 965 - 2023-12-31 7,974 $791,000 -782
   CITIGROUP INC 2290 - 2023-12-31 7,641 $758,000 -1,612
   PACIFIC SUN FINANCIAL CORP 65 - 2023-12-31 7,312 $725,000 -130
   Continuum Advisory LLC 221 - 2023-12-31 7,314 $725,000 -22
   Equitable Holdings Inc. 674 - 2023-12-31 6,828 $677,000 -804
   NORTHERN TRUST CORP 3455 - 2023-12-31 6,380 $633,000 -634
   EAGLE WEALTH STRATEGIES LLC 24 - 2024-03-31 6,302 $633,000 -148,285
   H D Vest Advisory Services 896 - 2023-12-31 6,191 $614,000 -1,398
   Taylor & Morgan Wealth Management LLC 32 - 2024-03-31 5,995 $608,000 -206
   FLAGSHIP HARBOR ADVISORS LLC 342 - 2024-03-31 5,893 $598,000 -44
   COMERICA BANK 1787 - 2023-12-31 6,004 $596,000 -76
   Financial Freedom LLC 51 - 2024-03-31 5,632 $572,000 -95
   VIAWEALTH LLC 94 - 2023-12-31 5,282 $524,000 -400
   HBK SORCE ADVISORY LLC - 2023-12-31 5,159 $512,000 -358
   NATIONAL ASSET MANAGEMENT, INC. 799 - 2023-12-31 5,129 $509,000 -187
   MODERA WEALTH MANAGEMENT, LLC 379 - 2023-12-31 4,906 $487,000 -4,801
   Stratos Wealth Partners LTD. 975 - 2024-03-31 3,874 $393,000 -312
   FMR LLC 2603 - 2023-12-31 3,912 $388,000 -36
   Summit Financial Strategies Inc. 94 - 2023-12-31 3,757 $373,000 -18
   Taylor Hoffman Wealth Management 84 - 2023-12-31 3,555 $353,000 -56
   Financial Advisors LLC 55 - 2023-12-31 3,120 $309,000 -1,574
   OHE FINANCIAL INC 197 - 2023-12-31 3,055 $303,000 -263
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4417 - 2023-12-31 3,014 $299,000 -14,569
   Sigma Planning Corp 719 - 2023-12-31 2,308 $229,000 -4,118
   Beacon Pointe Advisors LLC 1159 - 2023-12-31 2,198 $218,000 -660
   WATERSHED PRIVATE WEALTH LLC 106 - 2023-12-31 2,017 $200,000 -1,414
   PNC FINANCIAL SERVICES GROUP INC 2219 - 2023-12-31 1,803 $179,000 -463
   Financial Advisory Service Inc. - 2023-12-31 830 $82,000 -6
   Tyler-Stone Wealth Management 323 - 2023-12-31 657 $65,000 -21
   US BANCORP 2691 - 2023-12-31 447 $44,000 -386
   IFP Advisors Inc 1586 - 2023-12-31 416 $41,000 -76
   TOWER RESEARCH CAPITAL LLC 4104 - 2023-12-31 121 $12,000 -797
   Strategic Investment Solutions Inc. /IL 433 - 2023-12-31 100 $10,000 -6,326
   Newbridge Financial Services Group Inc. 915 - 2024-03-31 36 $4,000 -30
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1956 - 2023-12-31 5 $0 -15,841
  69 Records found
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