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Get Institutions for : 
Vanguard S&P 500 Growth Etf (VOOG)  
$293.20 3.88 (1.31%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 377    9
Total shares held : 
 10,141,767  
% of shares held : 
 48.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 88,192  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $248.03  
Last Quarter's Ending Price : 
 $270.79  
Last Quarter's Average Price : 
 $256.76  
Change from last quarter's     
avg. price to the last closing  : 
36.44 (14.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 41,617
 0.41%
 
Increased Positions :
122
 612,438
 6.04%
 
Unchanged Positions :
102
 226,749
 2.24%
 
Decreased Positions :
123
-554,257
-5.47%
 
Closed Positions :
21
-11,606
-0.11%
 
Guru Positions :
1
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
   J P MORGAN CHASE & CO 219 - 2023-12-31 3,081,638 $834,477,000 -6,884
   BANK OF AMERICA CORP /DE/ 623 - 2023-12-31 629,413 $170,439,000 90,776
   MORGAN STANLEY 855 - 2023-12-31 619,082 $167,641,000 28,428
   UBS Group AG 325 - 2023-12-31 531,295 $143,869,000 4,657
   LPL FINANCIAL CORP 212 - 2023-12-31 505,912 $136,996,000 67,984
   AMERIPRISE FINANCIAL INC 484 - 2023-12-31 408,995 $110,759,000 -13,490
   CI Private Wealth LLC 169 - 2023-12-31 256,474 $69,451,000 -382,582
   ENVESTNET ASSET MANAGEMENT INC 572 - 2023-12-31 206,531 $55,927,000 94,738
   MARINER WEALTH ADVISORS, LLC 192 - 2023-12-31 156,113 $42,274,000 70,253
   WELLS FARGO & CO/MN 815 - 2023-12-31 130,201 $35,257,000 -457
   Advisor Group Holdings Inc. 293 - 2023-12-31 127,944 $34,724,000 -21,478
   ERn Financial LLC 2 - 2023-12-31 109,263 $30,083,000 1,486
   WADE G W & INC 29 - 2023-12-31 106,435 $28,822,000 1,945
   HIGHTOWER ADVISORS, LLC 385 - 2023-12-31 100,914 $27,328,000 -2,749
   Joel Isaacson & Co. LLC - 2023-12-31 96,761 $26,202,000 6,227
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 182 - 2023-12-31 94,570 $25,609,000 4,633
   SHAKESPEARE WEALTH MANAGEMENT INC. 3 - 2023-12-31 89,507 $24,238,000 2,467
   ROYAL BANK OF CANADA 1048 - 2023-12-31 86,628 $23,457,000 5,327
   GOLDMAN SACHS GROUP INC/ 1462 - 2023-12-31 84,147 $22,786,000 46,250
   Iron Horse Wealth Management LLC - 2023-12-31 81,588 $22,093,000 2,557
   Equitable Holdings Inc. 79 - 2023-12-31 80,355 $21,759,000 1,416
   ESSEX FINANCIAL SERVICES INC 4 - 2023-12-31 77,457 $20,975,000 1,922
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 467 - 2023-12-31 76,352 $20,675,000 854
   COMMONWEALTH EQUITY SERVICES LLC. 465 - 2023-12-31 71,095 $19,252,000 -468
   GRAYHAWK INVESTMENT STRATEGIES INC. 2 - 2023-12-31 71,000 $19,226,000 -8,500
   Connecticut Wealth Management LLC 21 - 2023-12-31 69,370 $18,785,000 -262
   Private Advisor Group LLC 147 - 2023-12-31 62,726 $16,986,000 864
   JANNEY MONTGOMERY SCOTT LLC 362 - 2023-12-31 58,397 $15,814,000 -1,573
   Stordahl Capital Management Inc. 9 - 2023-12-31 53,346 $14,446,000 278
   CREATIVE FINANCIAL DESIGNS INC /ADV 14 - 2023-12-31 53,166 $14,397,000 3,211
   Arista Wealth Management LLC 7 - 2023-12-31 52,877 $14,319,000 45,442
   Merit Financial Group LLC 33 - 2023-12-31 51,734 $14,009,000 -685
   Larson Financial Group LLC 24 - 2023-12-31 50,529 $13,683,000 -742
   Principle Wealth Partners LLC 17 - 2023-12-31 50,489 $13,672,000 379
   Battery Global Advisors LLC 3 - 2023-12-31 29,492 $12,690,000 0
   Mutual Advisors LLC 40 - 2023-12-31 41,504 $11,239,000 38,614
   Wheelhouse Advisory Group LLC 3 - 2023-12-31 41,339 $11,194,000 0
   Cetera Investment Advisers 198 - 2023-12-31 41,181 $11,151,000 112
   Fifth Third Securities Inc. 20 - 2023-12-31 38,829 $10,515,000 -3,445
   Miracle Mile Advisors LLC - 2023-12-31 35,550 $9,627,000 -30
   BB&T CORP 632 - 2023-12-31 34,531 $9,351,000 -674
   STIFEL FINANCIAL CORP 814 - 2023-12-31 33,262 $9,007,000 6,644
   Cresset Asset Management LLC 231 - 2023-12-31 32,849 $8,895,000 5,950
   PETREDIS INVESTMENT ADVISORS LLC 20 - 2023-12-31 31,945 $8,650,000 -318
   Portfolio Strategies Inc. 18 - 2023-12-31 31,692 $8,561,000 -3,072
   Relyea Zuckerberg Hanson LLC 11 - 2023-12-31 31,514 $8,534,000 797
   CAPROCK Group Inc. 26 - 2023-12-31 31,458 $8,519,000 80
   TWO SIGMA INVESTMENTS LLC 657 - 2023-12-31 31,300 $8,476,000 5,500
   Magnus Financial Group LLC 21 - 2023-12-31 30,400 $8,232,000 -211
   Cornerstone Advisory LLP 20 - 2023-12-31 29,901 $8,097,000 -36
   MML INVESTORS SERVICES LLC 468 - 2023-12-31 27,513 $7,450,000 -1,796
   MULTIFINANCIAL SECURITIES CORP 208 - 2023-12-31 25,082 $6,792,000 234
   RAYMOND JAMES & ASSOCIATES 1373 - 2023-12-31 23,330 $6,318,000 1,003
   Strategies Wealth Advisors LLC - 2023-12-31 22,904 $6,202,000 18
   Graves-Light Private Wealth Management Inc. 34 - 2023-12-31 22,648 $6,133,000 -627
   Royal Fund Management LLC 41 - 2024-03-31 19,793 $6,042,000 -865
   Cooper Financial Group 21 - 2024-03-31 19,706 $6,005,000 -4,903
   Betterment LLC 93 - 2023-12-31 21,629 $5,857,000 -391
   Virtue Capital Management LLC 16 - 2023-12-31 20,146 $5,294,000 -2,521
   Verum Partners LLC 12 - 2023-12-31 19,482 $5,276,000 -2,953
   COZAD ASSET MANAGEMENT INC 44 - 2023-12-31 19,387 $5,250,000 353
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 534 - 2023-12-31 19,280 $5,221,000 7,813
   Kestra Advisory Services LLC 444 - 2023-12-31 18,637 $5,047,000 905
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 504 - 2023-09-30 20,133 $4,970,000 762
   Krasney Financial LLC 36 - 2023-12-31 17,691 $4,790,000 -1,510
   Bridgeworth LLC - 2023-12-31 17,264 $4,675,000 123
   US BANCORP 591 - 2023-12-31 16,556 $4,483,000 -174
   GM Advisory Group Inc. 43 - 2023-12-31 16,096 $4,359,000 1,936
   Armor Investment Advisors LLC 13 - 2023-12-31 15,742 $4,263,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 52 - 2023-12-31 15,216 $4,120,000 -12,346
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1266 - 2023-12-31 15,103 $4,090,000 15,103
   INVICTUS PRIVATE WEALTH LLC 25 - 2023-12-31 15,066 $4,080,000 -60
   MOSAIC FAMILY WEALTH PARTNERS LLC 24 - 2023-12-31 14,973 $4,055,000 -515
   Rockefeller Capital Management L.P. 702 - 2023-12-31 14,574 $3,947,000 -465
   ATRIA INVESTMENTS LLC 361 - 2023-12-31 14,478 $3,921,000 -84
   VALMARK ADVISERS INC 105 - 2023-12-31 14,470 $3,918,000 -116
   Levy Wealth Management Group LLC - 2023-12-31 13,995 $3,790,000 -115
   PARK AVENUE SECURITIES LLC 250 - 2024-03-31 12,144 $3,700,000 1,479
   CREATIVE PLANNING 660 - 2023-12-31 13,559 $3,672,000 -313
   R. W. Roge & Company Inc. - 2023-12-31 13,416 $3,632,000 -66
   KEYBANK NATIONAL ASSOCIATION/OH 318 - 2023-12-31 12,989 $3,517,000 -2,551
   Keystone Financial Group 35 - 2023-12-31 12,843 $3,478,000 499
   SIGNALPOINT ASSET MANAGEMENT, LLC 22 *New 2024-03-31 10,712 $3,264,000 10,712
   FINANCIAL NETWORK 761 - 2023-12-31 12,027 $3,257,000 -38
   DORSEY & WHITNEY TRUST CO LLC 102 - 2023-12-31 11,956 $3,238,000 -138
   Atria Wealth Solutions Inc. 454 - 2023-12-31 11,563 $3,131,000 -480
   Resources Investment Advisors Inc. 244 - 2023-12-31 11,218 $3,038,000 6,059
   Goss Wealth Management LLC 507 - 2023-12-31 11,008 $2,981,000 884
   FMR LLC 2076 - 2023-12-31 10,762 $2,914,000 500
   ASSET MANAGEMENT GROUP, INC. 53 - 2023-12-31 10,496 $2,842,000 30
   Beacon Pointe Advisors LLC 406 - 2023-12-31 10,020 $2,713,000 -1,332
   Bluesphere Advisors LLC 11 - 2023-12-31 10,000 $2,708,000 18
   Diversified Portfolios Inc. 41 - 2023-12-31 9,698 $2,626,000 0
   LAZARD ASSET MANAGEMENT LLC 631 *New 2023-12-31 9,635 $2,609,000 9,635
   J.W. COLE ADVISORS INC. 161 - 2023-12-31 9,470 $2,565,000 -8,122
   CITADEL ADVISORS LLC 2125 - 2023-12-31 9,380 $2,540,000 7,069
   We Are One Seven LLC 172 - 2023-12-31 9,175 $2,485,000 2,358
   Sontag Advisory LLC 172 - 2023-12-31 8,556 $2,317,000 195
   TOMPKINS FINANCIAL CORP 66 - 2024-03-31 6,613 $2,015,000 52
   Brookstone Capital Management 319 - 2023-12-31 7,282 $1,972,000 -568
  100 Records found
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