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Get Institutions for : 
Vanguard S&P 500 Growth Etf (VOOG)  
$295.21 3.84 (1.32%) as of 4:30 Thu 5/2


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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  : 
38.45 (14.98%)  




 
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
   Miracle Mile Advisors LLC 68 - 2024-03-31 35,550 $10,833,000 0
   Armor Investment Advisors LLC 13 - 2024-03-31 15,742 $4,797,000 0
   Levy Wealth Management Group LLC 16 - 2024-03-31 13,995 $3,790,000 0
   Diversified Portfolios Inc. 41 - 2023-12-31 9,698 $2,626,000 0
   DAVIDSON D A & CO 534 - 2023-12-31 6,430 $1,741,000 0
   Ayalon Holdings Ltd. 48 - 2024-03-31 5,641 $1,719,000 0
   HFG Advisors Inc. 21 - 2024-03-31 5,112 $1,558,000 0
   DUBUQUE BANK & TRUST CO 75 - 2023-09-30 6,010 $1,484,000 0
   Zhang Financial LLC 111 - 2024-03-31 4,552 $1,387,000 0
   WHITTIER TRUST CO 305 - 2023-12-31 5,034 $1,363,000 0
   MAS Advisors LLC 18 - 2023-12-31 4,873 $1,320,000 0
   Relaxing Retirement Coach 29 - 2023-06-30 5,132 $1,304,000 0
   KWB Wealth 55 - 2024-03-31 3,867 $1,178,000 0
   Essex Savings Bank 73 - 2024-03-31 4,340 $1,175,000 0
   INSIGNEO ADVISORY SERVICES LLC 132 - 2023-12-31 4,099 $1,110,000 0
   WEBSTERROGERS FINANCIAL ADVISORS LLC 32 - 2023-12-31 3,976 $1,077,000 0
   Adviser Investments LLC 280 - 2023-12-31 3,938 $1,066,000 0
   High Note Wealth LLC 48 - 2023-12-31 3,785 $1,025,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 173 - 2023-12-31 3,629 $983,000 0
   Compass Financial Group INC/SD 34 - 2024-03-31 3,079 $938,000 0
   SUMMIT ASSET MANAGEMENT, LLC 55 - 2023-12-31 3,029 $820,000 0
   NICOLET BANKSHARES INC 100 - 2023-12-31 2,986 $809,000 0
   Pinnacle Wealth Management Advisory Group LLC 146 - 2023-12-31 2,650 $718,000 0
   SYNOVUS FINANCIAL CORP 548 - 2023-12-31 2,365 $641,000 0
   Laurel Wealth Planning LLC 37 - 2024-03-31 2,100 $640,000 0
   Cornerstone Wealth Management LLC 284 - 2024-03-31 2,096 $639,000 0
   MONOGRAPH WEALTH ADVISORS LLC 57 - 2023-12-31 1,955 $529,000 0
   Nicholas Hoffman & Company LLC. 184 - 2024-03-31 1,673 $510,000 0
   PHILADELPHIA TRUST CO 147 - 2023-12-31 1,855 $502,000 0
   Bank of New Hampshire 130 - 2024-03-31 1,644 $501,000 0
   InterOcean Capital Group LLC 290 - 2023-12-31 1,810 $490,000 0
   Archer Investment Corp 135 - 2023-12-31 1,794 $486,000 0
   Wealthquest Corp 79 - 2023-12-31 1,712 $464,000 0
   ALASKA PERMANENT CAPITAL MANAGEMENT 33 - 2024-03-31 1,516 $462,000 0
   FREESTONE CAPITAL HOLDINGS, LLC 280 - 2023-12-31 1,701 $461,000 0
   GREENLEAF TRUST 487 - 2023-12-31 1,675 $454,000 0
   Archetype Wealth Partners LLC 65 - 2023-12-31 1,497 $405,000 0
   AXXCESS WEALTH MANAGEMENT LLC 573 - 2023-12-31 1,435 $389,000 0
   CLS INVESTMENT FIRM LLC 1103 - 2022-12-31 1,615 $341,000 0
   626 Financial LLC 81 - 2024-03-31 1,106 $337,000 0
   COMMERCE BANK N A/MO 981 - 2023-12-31 1,238 $335,000 0
   Cassaday & Co Wealth Management LLC 191 - 2023-12-31 1,213 $328,000 0
   American Financial Advisors LLC 109 - 2024-03-31 1,034 $315,000 0
   IFG Advisors LLC 101 - 2024-03-31 1,026 $313,000 0
   Walker Asset Management LLC 97 - 2024-03-31 990 $302,000 0
   COLONY GROUP LLC 633 - 2023-09-30 1,220 $301,000 0
   SAPIENT CAPITAL LLC 294 - 2024-03-31 975 $297,000 0
   Calton & Associates Inc. 142 - 2024-03-31 936 $285,000 0
   STEPHENS INC /AR/ 966 - 2023-12-31 1,015 $275,000 0
   Hurlow Wealth Management Group Inc. 95 - 2024-03-31 875 $267,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 660 - 2023-12-31 957 $259,000 0
   Vident Advisory LLC 1121 - 2023-12-31 895 $242,000 0
   Kohmann Bosshard Financial Services LLC 180 - 2024-03-31 763 $232,000 0
   BLACKROCK INC. 4289 - 2023-12-31 752 $204,000 0
   Pacific Center for Financial Services 82 - 2023-12-31 708 $192,000 0
   VESTOR CAPITAL CORP 133 - 2023-12-31 585 $158,000 0
   HOERTKORN RICHARD CHARLES 47 - 2023-12-31 534 $145,000 0
   Steward Partners Investment Advisory LLC 1573 - 2023-12-31 467 $126,000 0
   AMUNDI 1651 - 2023-12-31 405 $109,000 0
   HM PAYSON & CO 492 - 2023-12-31 367 $99,000 0
   GHP INVESTMENT ADVISORS INC 447 - 2024-03-31 273 $83,000 0
   FinTrust Capital Advisors LLC 396 - 2023-12-31 291 $79,000 0
   SOA Wealth Advisors LLC. 266 - 2024-03-31 245 $75,000 0
   Tyler-Stone Wealth Management 307 - 2023-12-31 269 $73,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 687 - 2023-12-31 235 $64,000 0
   Asset Dedication LLC 419 - 2024-03-31 201 $61,000 0
   KISTLERTIFFANY COMPANIES, LLC 470 - 2023-06-30 235 $60,000 0
   BARTLETT & CO. LLC 662 - 2023-12-31 214 $58,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 665 - 2023-12-31 214 $58,000 0
   Evergreen Private Wealth LLC 110 - 2024-03-31 188 $57,000 0
   ALPHAMARK ADVISORS LLC 326 - 2024-03-31 173 $53,000 0
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 216 - 2023-12-31 190 $51,000 0
   JDM Financial Group LLC 73 - 2023-12-31 160 $43,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 347 - 2023-12-31 148 $40,000 0
   Cassady Schiller Wealth Management LLC 226 - 2023-12-31 134 $36,000 0
   BARRETT & COMPANY INC. 305 - 2024-03-31 118 $36,000 0
   PROEQUITIES INC. 1316 - 2023-12-31 120 $32,000 0
   FTB Advisors Inc. 1258 - 2024-03-31 81 $25,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 508 - 2024-03-31 73 $22,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 280 - 2024-03-31 58 $18,000 0
   GoalVest Advisory LLC 288 - 2024-03-31 49 $15,000 0
   Signature Resources Capital Management LLC 171 - 2024-03-31 53 $14,000 0
   Glass Jacobson Investment Advisors llc 520 - 2024-03-31 47 $14,000 0
   Carmichael Hill & Associates Inc. 454 - 2024-03-31 43 $13,000 0
   DUNCKER STREETT & CO INC 402 - 2024-03-31 40 $12,000 0
   Efficient Wealth Management LLC - 2023-12-31 40 $11,000 0
   ATWOOD & PALMER INC 317 - 2024-03-31 25 $8,000 0
   Addison Advisors LLC 559 - 2023-12-31 20 $5,000 0
   Sunbelt Securities Inc. 1473 - 2024-03-31 5 $2,000 0
   Key Financial Inc 1093 - 2023-12-31 8 $2,000 0
   JNBA FINANCIAL ADVISORS 608 - 2024-03-31 8 $2,000 0
   Princeton Global Asset Management LLC - 2023-12-31 2 $1,000 0
   Concord Wealth Partners 766 - 2023-12-31 4 $1,000 0
   DEUTSCHE BANK AG 3465 - 2023-12-31 2 $1,000 0
   Lowe fs LLC 277 - 2024-03-31 3 $1,000 0

  95 Records found
  1    
  Page 1 of 1
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