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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
   BANK OF AMERICA CORP /DE/ 86 - 2023-12-31 30,206,579 $2,356,717,000 683,717
   AMERIPRISE FINANCIAL INC 85 - 2023-12-31 10,893,787 $850,046,000 7,915,991
   H D Vest Advisory Services 1 - 2023-12-31 10,705,093 $835,211,000 43,960
   LPL FINANCIAL CORP 90 - 2023-12-31 5,128,521 $400,127,000 205,277
   MORGAN STANLEY 488 - 2023-12-31 5,099,489 $397,862,000 326,227
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,274,074 $333,463,000 57,382
   WELLS FARGO & CO/MN 235 - 2023-12-31 3,421,311 $266,931,000 166,104
   Sequoia Financial Advisors LLC - 2023-12-31 3,290,989 $256,763,000 215,713
   Equitable Holdings Inc. 3 - 2023-12-31 3,273,227 $255,377,000 99,023
   UBS Group AG 212 - 2023-12-31 3,138,539 $244,869,000 56,956
   SageView Advisory Group LLC 1 - 2023-12-31 2,310,539 $188,586,000 394,306
   JANNEY MONTGOMERY SCOTT LLC 33 - 2023-12-31 1,989,084 $155,188,000 2,480
   HIGHTOWER ADVISORS, LLC 122 - 2023-12-31 1,403,293 $109,478,000 77,444
   SILVERCREST ASSET MANAGEMENT GROUP LLC 38 - 2023-12-31 1,219,298 $95,130,000 38,015
   Quent Capital LLC 1 - 2023-12-31 1,109,174 $86,538,000 11,416
   PNC FINANCIAL SERVICES GROUP INC 186 - 2023-12-31 1,076,077 $83,956,000 24,918
   RAYMOND JAMES & ASSOCIATES 356 - 2024-03-31 734,519 $63,661,000 94,004
   PRUDENTIAL FINANCIAL INC 198 - 2023-12-31 784,148 $61,179,000 207,055
   Crestone Asset Management LLC 1 - 2024-03-31 660,789 $57,271,000 16,897
   LPWM LLC 1 - 2024-03-31 659,508 $56,461,000 4,663
   Aaron Wealth Advisors 4 - 2024-03-31 615,626 $53,356,000 12,806
   Congress Wealth Management LLC / DE / 18 - 2024-03-31 595,154 $51,582,000 2,408
   Apollon Wealth Management LLC 5 - 2023-12-31 660,856 $51,560,000 159,403
   ROYAL BANK OF CANADA 737 - 2023-12-31 567,057 $44,242,000 21,524
   HALLMARK CAPITAL MANAGEMENT INC 1 - 2023-12-31 553,598 $43,192,000 44,227
   MODERA WEALTH MANAGEMENT, LLC 45 - 2023-12-31 469,227 $36,609,000 455,050
   GOLDMAN SACHS GROUP INC/ 1162 - 2023-12-31 467,872 $36,503,000 55,121
   CAROLINAS WEALTH CONSULTING LLC 1 - 2023-12-31 461,148 $35,979,000 2,789
   Hapanowicz & Associates Financial Services Inc 1 - 2023-12-31 459,181 $35,825,000 12,677
   CI Private Wealth LLC 285 - 2023-12-31 445,419 $34,752,000 76,839
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 218 - 2024-03-31 398,397 $34,529,000 34,083
   FIRST NATIONAL TRUST CO 14 - 2024-03-31 389,963 $33,798,000 52,860
   CAPTRUST FINANCIAL ADVISORS 159 - 2023-12-31 423,800 $33,065,000 57,909
   Baltimore-Washington Financial Advisors Inc. 8 - 2023-12-31 415,410 $32,410,000 60,506
   CREATIVE FINANCIAL DESIGNS INC /ADV 3 - 2023-12-31 399,707 $31,185,000 8,712
   MML INVESTORS SERVICES LLC 174 - 2023-12-31 371,487 $28,983,000 18,005
   FIFTH THIRD BANCORP 157 - 2024-03-31 333,740 $28,925,000 58,807
   FINANCIAL NETWORK 151 - 2023-12-31 304,979 $23,794,000 72,932
   Steele Capital Management Inc. 19 - 2024-03-31 267,437 $23,179,000 10,607
   COMMERCE BANK N A/MO 118 - 2023-12-31 285,831 $22,301,000 50,380
   J P MORGAN CHASE & CO 1536 - 2023-12-31 282,845 $22,068,000 82,917
   HPM Partners LLC - 2023-12-31 281,928 $21,996,000 53,775
   Rockefeller Capital Management L.P. 282 - 2023-12-31 271,360 $21,172,000 30,201
   MARINER WEALTH ADVISORS, LLC 301 - 2023-12-31 265,414 $20,708,000 62,381
   VALLEY FINANCIAL MANAGEMENT INC. 1 - 2023-06-30 289,018 $20,451,000 111,788
   Highland Financial Advisors LLC 3 - 2023-12-31 256,983 $20,050,000 19,720
   COUNTRY CLUB BANK /GFN 15 - 2024-03-31 213,443 $18,499,000 5,927
   SWAN Capital LLC 2 - 2023-12-31 232,196 $18,116,000 16,383
   PARKSIDE FINANCIAL BANK & TRUST 5 - 2023-12-31 217,852 $16,997,000 15,432
   Perkins Coie Trust Co 5 - 2024-03-31 193,720 $16,790,000 14,493
   KESTRA PRIVATE WEALTH SERVICES LLC 61 - 2023-12-31 196,475 $15,329,000 22,781
   YorkBridge Wealth Partners LLC 4 - 2022-12-31 273,764 $15,090,000 59,040
   TWO SIGMA INVESTMENTS LLC 459 - 2023-12-31 186,000 $14,512,000 22,400
   KEYBANK NATIONAL ASSOCIATION/OH 196 - 2023-12-31 170,739 $13,321,000 11,763
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 355 - 2024-03-31 152,453 $13,213,000 27,555
   Atlantic Trust Group LLC 297 - 2023-12-31 159,398 $12,436,000 1,242
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 35 - 2023-12-31 158,937 $12,400,000 40,224
   HB Wealth Management LLC 66 - 2023-12-31 158,271 $12,348,000 137,283
   Ulrich Consultants & Investment Group LLC 1 - 2023-06-30 172,491 $12,205,000 7,217
   Royal Fund Management LLC 17 - 2024-03-31 110,148 $9,551,000 742
   Arrowroot Family Office LLC 1 - 2023-12-31 113,844 $8,882,000 22,339
   SANDY SPRING BANK - 2023-12-31 109,993 $8,582,000 6,154
   AE Wealth Management LLC 480 - 2023-12-31 89,401 $7,250,000 1,238
   Private Advisor Group LLC 331 - 2023-12-31 91,428 $7,133,000 6,304
   Joel Isaacson & Co. LLC - 2023-12-31 79,540 $6,206,000 2,349
   O SHAUGHNESSY ASSET MANAGEMENT LLC 283 - 2023-12-31 73,351 $5,723,000 21,560
   Steward Partners Investment Advisory LLC 266 - 2023-12-31 68,453 $5,341,000 66,525
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 68,288 $5,328,000 268
   IEQ CAPITAL LLC 153 - 2023-12-31 66,632 $5,199,000 13
   ORG Partners LLC 30 - 2023-12-31 65,772 $5,132,000 49,864
   STEPHENS INC /AR/ 242 - 2023-12-31 61,602 $4,806,000 58,594
   Mutual Advisors LLC 129 - 2023-12-31 61,458 $4,795,000 2,204
   BAKER AVENUE ASSET MANAGEMENT, LP 92 - 2023-12-31 60,951 $4,755,000 2,312
   DAVENPORT & CO LLC - 2023-12-31 60,115 $4,690,000 16,011
   Envestnet Portfolio Solutions Inc. 363 - 2023-12-31 55,877 $4,360,000 1,296
   MidWestOne Financial Group Inc. 15 - 2023-12-31 52,959 $4,132,000 10,819
   MULTIFINANCIAL SECURITIES CORP 326 - 2023-12-31 52,396 $4,088,000 11,814
   Certified Advisory Corp 54 - 2023-12-31 50,988 $3,978,000 7,404
   Stegner Investment Associates Inc. 8 - 2024-03-31 45,832 $3,972,000 9
   FourThought Financial Partners LLC 59 - 2023-12-31 50,044 $3,904,000 3,792
   GOLDEN ROAD ADVISORS LLC 6 - 2024-03-31 44,407 $3,849,000 284
   Advisors Preferred LLC - 2023-12-31 49,690 $3,819,000 33,200
   PFG Advisors 84 - 2023-12-31 46,257 $3,609,000 993
   THOMPSON SIEGEL & WALMSLEY LLC 220 - 2023-12-31 45,193 $3,526,000 310
   COZAD ASSET MANAGEMENT INC 72 - 2023-12-31 42,739 $3,334,000 2,975
   PATHSTONE FAMILY OFFICE, LLC 355 - 2023-09-30 48,152 $3,296,000 24,483
   ICA Group Wealth Management LLC 31 - 2023-12-31 40,428 $3,154,000 11,638
   ROFFMAN MILLER ASSOCIATES INC /PA/ 53 - 2023-12-31 39,586 $3,088,000 80
   Zhang Financial LLC 62 - 2024-03-31 35,612 $3,087,000 19
   RENAISSANCE TECHNOLOGIES LLC 1674 - 2023-12-31 39,300 $3,066,000 28,400
   Kingsview Wealth Management LLC 204 - 2023-12-31 39,086 $3,049,000 5,634
   EQIS CAPITAL MANAGEMENT, INC. 75 - 2023-12-31 38,449 $3,000,000 4,067
   RAYMOND JAMES TRUST CO 247 - 2024-03-31 33,100 $2,869,000 1,628
   Carmichael Hill & Associates Inc. 22 - 2024-03-31 32,987 $2,859,000 116
   BP WEALTH MANAGEMENT LLC 202 - 2023-12-31 35,351 $2,758,000 3,882
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 142 - 2023-12-31 34,232 $2,671,000 1,639
   NATIONAL ASSET MANAGEMENT, INC. 285 - 2023-12-31 33,674 $2,627,000 2,477
   Continuum Advisory LLC 57 - 2023-12-31 33,475 $2,612,000 4,117
   Wealthcare Advisory Partners LLC 202 - 2024-03-31 28,854 $2,501,000 5,839
   CREATIVE PLANNING 830 - 2023-12-31 31,155 $2,431,000 1,680
  100 Records found
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