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Get Institutions for : 
Vanguard Russell 1000 Growth Etf (VONG)  
$85.25 1.44 (1.72%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 502    29
Total shares held : 
 137,359,549  
% of shares held : 
 13.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   84  
Amount of shares held : 
 11,512,386  
% of shares held change : 
   1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $69.03  
Last Quarter's Ending Price : 
 $78.02  
Last Quarter's Average Price : 
 $72.79  
Change from last quarter's     
avg. price to the last closing  : 
12.46 (17.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
53
 1,403,610
 1.02%
 
Increased Positions :
195
 13,354,905
 9.72%
 
Unchanged Positions :
114
 2,025,244
 1.47%
 
Decreased Positions :
140
-2,683,882
-1.95%
 
Closed Positions :
24
-562,247
-0.41%
 
Guru Positions :
1
12,333
 0.01%
 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 71 *New 2024-03-31 179,937 $15,595,000 179,937
   Edge Capital Group LLC 28 *New 2023-12-31 190,316 $14,848,000 190,316
   COLONY GROUP, LLC 124 *New 2023-12-31 189,804 $14,809,000 189,804
   CONNABLE OFFICE INC 17 *New 2023-12-31 138,157 $10,779,000 138,157
   Procyon Private Wealth Partners LLC 27 *New 2024-03-31 114,604 $9,933,000 114,604
   Crumly & Associates Inc. 9 *New 2023-12-31 126,724 $9,887,000 126,724
   Lebenthal Global Advisors LLC 15 *New 2023-12-31 86,939 $6,783,000 86,939
   LOOMIS SAYLES & CO L P 370 *New 2023-12-31 71,944 $5,613,000 71,944
   Tactive Advisors LLC 8 *New 2023-12-31 70,083 $5,468,000 70,083
   Curtis Advisory Group LLC 13 *New 2023-12-31 62,326 $4,863,000 62,326
   RETIREMENT CAPITAL STRATEGIES 14 *New 2023-12-31 49,794 $3,885,000 49,794
   POLEN CAPITAL MANAGEMENT INC 92 *New 2023-12-31 33,266 $2,595,000 33,266
   RFG Advisory Group LLC 274 *New 2024-03-31 17,766 $1,540,000 17,766
   River Wealth Advisors LLC 97 *New 2023-12-31 17,076 $1,332,000 17,076
   New Millennium Group LLC 29 *New 2023-12-31 16,742 $1,306,000 16,742
   Colony Family Offices LLC 35 *New 2023-12-31 14,772 $1,153,000 14,772
   ZRC WEALTH MANAGEMENT LLC 39 *New 2024-03-31 11,834 $1,026,000 11,834
   Camden Capital LLC 125 *New 2023-12-31 10,931 $853,000 10,931
   Adviser Investments LLC 334 *New 2023-12-31 9,298 $725,000 9,298
   VANGUARD GROUP INC 3995 *New 2023-12-31 7,081 $552,000 7,081
   Simplicity WealthLLC 717 *New 2024-03-31 6,036 $523,000 6,036
   Atomi Financial Group Inc. 279 *New 2023-12-31 6,209 $484,000 6,209
   Key Client Fiduciary Advisors LLC 106 *New 2024-03-31 5,222 $453,000 5,222
   Ethos Financial Group LLC 139 *New 2023-12-31 5,344 $417,000 5,344
   GSA CAPITAL PARTNERS LLP 917 *New 2023-12-31 5,300 $414,000 5,300
   Charles Schwab Trust Co 127 *New 2024-03-31 4,101 $355,000 4,101
   CIBC WORLD MARKETS INC. 959 *New 2023-12-31 4,113 $321,000 4,113
   Sovereign Financial Group Inc. 218 *New 2024-03-31 3,340 $289,000 3,340
   AlphaStar Capital Management LLC 244 *New 2023-12-31 3,645 $284,000 3,645
   Pinnacle Wealth Management Advisory Group LLC 269 *New 2023-12-31 3,454 $269,000 3,454
   US FINANCIAL ADVISORS LLC 66 *New 2023-12-31 3,276 $256,000 3,276
   SONATA CAPITAL GROUP INC 98 *New 2023-12-31 3,202 $250,000 3,202
   ZEKE CAPITAL ADVISORS, LLC 395 *New 2022-12-31 4,328 $239,000 4,328
   Prime Capital Investment Advisors LLC *New 2023-12-31 3,020 $236,000 3,020
   JJJ Advisors Inc. 167 *New 2024-03-31 2,694 $233,000 2,694
   NEUBERGER BERMAN GROUP LLC 1707 *New 2023-12-31 2,966 $231,000 2,966
   U.S. Capital Wealth Advisors LLC 600 *New 2023-12-31 2,928 $228,000 2,928
   Foundations Investment Advisors LLC 612 *New 2023-12-31 2,735 $222,000 2,735
   NewEdge Wealth LLC 691 *New 2023-12-31 2,773 $216,000 2,773
   FIRST CITY CAPITAL MANAGEMENT INC 156 *New 2023-12-31 2,744 $214,000 2,744
   Strategic Blueprint LLC 562 *New 2024-03-31 2,432 $211,000 2,432
   DGS Capital Management LLC 261 *New 2024-03-31 2,436 $211,000 2,436
   Inspire Advisors LLC 291 *New 2023-12-31 2,662 $208,000 2,662
   EQUITABLE TRUST CO 419 *New 2024-03-31 2,312 $200,000 2,312
   JNBA FINANCIAL ADVISORS 193 *New 2024-03-31 2,011 $174,000 2,011
   JONES FINANCIAL COMPANIES LLLP 386 *New 2023-12-31 1,512 $118,000 1,512
   Coppell Advisory Solutions LLC 353 *New 2023-12-31 1,424 $111,000 1,424
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 238 *New 2024-03-31 815 $71,000 815
   Strategic Investment Solutions Inc. /IL 238 *New 2023-12-31 669 $52,000 669
   SOA Wealth Advisors LLC. 323 *New 2024-03-31 506 $44,000 506
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 301 *New 2024-03-31 487 $42,000 487
   YHB INVESTMENT ADVISORS, INC. 506 *New 2024-03-31 409 $35,000 409
   Deane Retirement Strategies Inc. 59 *New 2024-03-31 296 $26,000 296
   CFG ASSET MANAGEMENT LLC 220 *New 2023-12-31 294 $23,000 294
   First Pacific Financial 225 *New 2024-03-31 250 $22,000 250
   BFSG LLC 490 *New 2024-03-31 118 $10,000 118
   Future Financial Wealth Managment LLC 402 *New 2024-03-31 120 $10,000 120
   NATIONAL BANK OF CANADA /FI/ 1999 *New 2023-12-31 120 $9,000 120
   JFS WEALTH ADVISORS, LLC 956 *New 2023-12-31 79 $6,000 79
   Scarborough Advisors LLC 477 *New 2023-12-31 67 $5,000 67
   LifeSteps Financial Inc. 354 *New 2024-03-31 45 $4,000 45
   Richard W. Paul & Associates LLC *New 2023-12-31 36 $3,000 36
   CRITERION CAPITAL ADVISORS LLC 353 *New 2024-03-31 5 $0 5
  63 Records found
  1    
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