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Get Institutions for : 
Vanguard S&P 500 Growth Etf (VOOG)  
$291.37 1.65 (0.56%) as of 4:30 Wed 5/1


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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  : 
34.61 (13.48%)  




 
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
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 164 - 2024-03-31 97,968 $29,852,000 3,398
   WADE G W & INC 29 - 2023-12-31 106,435 $28,822,000 1,945
   Joel Isaacson & Co. LLC - 2023-12-31 96,761 $26,202,000 6,227
   Iron Horse Wealth Management LLC 2 - 2024-03-31 82,156 $25,034,000 568
   SHAKESPEARE WEALTH MANAGEMENT INC. 3 - 2023-12-31 89,507 $24,238,000 2,467
   ESSEX FINANCIAL SERVICES INC 4 - 2024-03-31 79,135 $24,113,000 1,678
   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
   Equitable Holdings Inc. 79 - 2023-12-31 80,355 $21,759,000 1,416
   Private Advisor Group LLC 147 - 2023-12-31 62,726 $16,986,000 864
   Principle Wealth Partners LLC 18 - 2024-03-31 51,148 $15,585,000 659
   CREATIVE FINANCIAL DESIGNS INC /ADV 14 - 2023-12-31 53,166 $14,397,000 3,211
   Wheelhouse Advisory Group LLC 3 - 2024-03-31 43,066 $13,123,000 1,727
   Mutual Advisors LLC 40 - 2023-12-31 41,504 $11,239,000 38,614
   Cetera Investment Advisers 198 - 2023-12-31 41,181 $11,151,000 112
   Relyea Zuckerberg Hanson LLC 10 - 2024-03-31 32,283 $9,837,000 769
   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
   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
   RAYMOND JAMES & ASSOCIATES 1316 - 2024-03-31 24,710 $7,529,000 1,380
   MULTIFINANCIAL SECURITIES CORP 208 - 2023-12-31 25,082 $6,792,000 234
   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
   Bridgeworth LLC - 2023-12-31 17,264 $4,675,000 123
   GM Advisory Group Inc. 43 - 2023-12-31 16,096 $4,359,000 1,936
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1266 - 2023-12-31 15,103 $4,090,000 15,103
   PARK AVENUE SECURITIES LLC 250 - 2024-03-31 12,144 $3,700,000 1,479
   Keystone Financial Group 35 - 2023-12-31 12,843 $3,478,000 499
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 789 - 2024-03-31 10,452 $3,185,000 3,375
   Bluesphere Advisors LLC 11 - 2024-03-31 10,265 $3,128,000 265
   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
   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
   TRIAD FINANCIAL ADVISORS INC. 19 - 2023-09-30 7,853 $1,939,000 298
   HTLF Bank 73 - 2024-03-31 6,175 $1,882,000 165
   Wells Trecaso Financial Group LLC 32 - 2024-03-31 5,992 $1,826,000 3,002
   First National Bank 16 - 2024-03-31 5,987 $1,824,000 165
   COMERICA BANK 1238 - 2023-12-31 6,506 $1,762,000 172
   ENCOMPASS WEALTH ADVISORS LLC 31 - 2023-12-31 6,252 $1,693,000 1,913
   THRIVENT FINANCIAL FOR LUTHERANS 1462 - 2023-12-31 6,074 $1,645,000 875
   HPM Partners LLC - 2023-12-31 5,826 $1,578,000 3,546
   MONETA GROUP INVESTMENT ADVISORS INC 204 - 2023-12-31 4,955 $1,342,000 1,256
   Von Berge Wealth Management Group LLC 24 - 2024-03-31 4,401 $1,341,000 52
   Ameritas Advisory Services LLC 244 - 2023-12-31 4,374 $1,248,000 125
   Massey Quick & Co. LLC 112 - 2024-03-31 3,976 $1,212,000 4
   CONDOR CAPITAL MANAGEMENT 123 - 2023-12-31 4,096 $1,109,000 132
   CENTAURUS FINANCIAL INC. 239 - 2023-12-31 3,628 $982,000 262
   TOWNSQUARE CAPITAL LLC 642 - 2023-12-31 3,149 $853,000 1,252
   PINNACLE ASSOCIATES LTD 514 - 2024-03-31 2,655 $809,000 5
   BLAIR WILLIAM & CO/IL 926 - 2023-12-31 2,964 $803,000 76
   Global Retirement Partners LLC 421 - 2024-03-31 2,488 $758,000 725
   Investment Advisory Group LLC 59 - 2023-12-31 2,774 $751,000 17
   PATHSTONE FAMILY OFFICE, LLC 852 - 2023-09-30 2,916 $720,000 1,353
   MODERA WEALTH MANAGEMENT, LLC 326 - 2023-12-31 2,619 $709,000 2,619
   H D Vest Advisory Services 854 - 2023-12-31 2,523 $683,000 431
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 382 - 2023-12-31 2,293 $621,000 250
   Ignite Planners LLC 134 - 2024-03-31 1,995 $609,000 2
   CWS Financial Advisors LLC 72 - 2023-12-31 2,085 $565,000 4
   BANK OF NEW YORK MELLON CORP 3405 - 2024-03-31 1,833 $558,000 2
   MCCORMACK ADVISORS INTERNATIONAL 646 - 2023-12-31 1,828 $495,000 6
   James J. Burns & Company LLC 54 - 2024-03-31 1,597 $484,000 2
   HANSON MCCLAIN, INC. 553 - 2024-03-31 1,577 $480,000 1,259
   PNC FINANCIAL SERVICES GROUP INC 1553 - 2023-12-31 1,738 $471,000 146
   Gladstone Institutional Advisory LLC 433 - 2023-12-31 1,663 $450,000 45
   CITIGROUP INC 2651 - 2023-12-31 1,644 $445,000 105
   PFG Investments LLC 595 - 2024-03-31 1,394 $425,000 177
   Northeast Financial Consultants Inc 200 - 2023-12-31 1,543 $418,000 10
   Comprehensive Portfolio Management LLC 581 - 2024-03-31 1,247 $380,000 76
   HB Wealth Management LLC 528 - 2023-12-31 1,393 $377,000 107
   waypoint wealth counsel 66 - 2024-03-31 1,095 $334,000 5
   Centurion Wealth Management LLC - 2023-12-31 1,168 $316,000 296
   Private Portfolio Partners LLC 196 - 2023-12-31 1,156 $313,000 7
   HOLDERNESS INVESTMENTS CO 194 - 2023-12-31 1,132 $307,000 17
   Arete Wealth Advisors LLC 550 - 2023-12-31 1,101 $298,000 1,101
   New England Private Wealth Advisors LLC 110 - 2023-12-31 1,018 $275,000 8
   S. R. Schill & Associates 71 - 2024-03-31 890 $271,000 36
   Parallel Advisors LLC 679 - 2023-12-31 992 $269,000 3
   TRUEPOINT, INC. 198 - 2023-12-31 928 $251,000 58
   Farther Finance Advisors LLC 519 - 2023-12-31 837 $227,000 426
   NICOLET ADVISORY SERVICES LLC 294 - 2023-12-31 852 $224,000 7
   SAX WEALTH ADVISORS LLC 174 - 2023-12-31 807 $219,000 807
   Silicon Valley Capital Partners 62 - 2023-12-31 806 $218,000 5
   EP WEALTH ADVISORS, INC. 691 - 2023-12-31 806 $218,000 111
   GLENMEDE TRUST CO NA 1135 - 2023-12-31 776 $210,000 489
   Geneos Wealth Management Inc. - 2023-12-31 578 $157,000 78
   SIGNATUREFD, LLC 1091 - 2023-12-31 376 $102,000 306
  100 Records found
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