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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
   J P MORGAN CHASE & CO 219 - 2023-12-31 3,081,638 $834,477,000 -6,884
   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
   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 - 2024-03-31 109,228 $33,283,000 -35
   HIGHTOWER ADVISORS, LLC 385 - 2023-12-31 100,914 $27,328,000 -2,749
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 458 - 2024-03-31 75,616 $23,041,000 -736
   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
   Stordahl Capital Management Inc. 9 - 2024-03-31 53,342 $16,254,000 -4
   JANNEY MONTGOMERY SCOTT LLC 362 - 2023-12-31 58,397 $15,814,000 -1,573
   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
   Arista Wealth Management LLC 4 - 2024-03-31 44,199 $13,468,000 -8,678
   Fifth Third Securities Inc. 18 - 2024-03-31 37,514 $11,431,000 -1,315
   PETREDIS INVESTMENT ADVISORS LLC 20 - 2024-03-31 31,672 $9,651,000 -273
   BB&T CORP 632 - 2023-12-31 34,531 $9,351,000 -674
   Portfolio Strategies Inc. 18 - 2023-12-31 31,692 $8,561,000 -3,072
   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
   Strategies Wealth Advisors LLC 15 - 2024-03-31 22,891 $6,975,000 -13
   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
   Krasney Financial LLC 35 - 2024-03-31 17,312 $5,275,000 -379
   Verum Partners LLC 14 - 2024-03-31 15,284 $4,657,000 -4,198
   US BANCORP 591 - 2023-12-31 16,556 $4,483,000 -174
   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
   MONTICELLO WEALTH MANAGEMENT LLC 55 - 2024-03-31 12,484 $3,804,000 -2,732
   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
   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
   Beacon Pointe Advisors LLC 406 - 2023-12-31 10,020 $2,713,000 -1,332
   J.W. COLE ADVISORS INC. 161 - 2023-12-31 9,470 $2,565,000 -8,122
   Brookstone Capital Management 344 - 2024-03-31 6,894 $2,101,000 -388
   PFG Advisors 162 - 2023-12-31 7,203 $1,951,000 -4,518
   Cerro Pacific Wealth Advisors LLC 23 - 2023-03-31 8,311 $1,916,000 -529
   PRUDENTIAL CORP PLC 422 - 2023-12-31 6,978 $1,890,000 -250
   AE Wealth Management LLC 935 - 2023-12-31 6,353 $1,796,000 -432
   Windward Private Wealth Management Inc. 22 - 2023-12-31 6,581 $1,782,000 -60
   Blackston Financial Advisory Group LLC 18 - 2023-12-31 6,147 $1,665,000 -388
   PRUDENTIAL FINANCIAL INC 1560 - 2023-12-31 6,047 $1,637,000 -654
   Sawtooth Asset Management Inc. 348 - 2023-12-31 5,812 $1,574,000 -644
   SAVANT CAPITAL MANAGEMENT INC 338 - 2023-12-31 5,516 $1,494,000 -192
   Baird Financial Group Inc. 1020 - 2023-12-31 5,348 $1,448,000 -32
   WEDBUSH MORGAN SECURITIES INC 232 - 2023-12-31 5,334 $1,444,000 -6,189
   RETIREMENT PLANNING GROUP 75 - 2024-03-31 4,735 $1,443,000 -77
   NORTHERN TRUST CORP 3173 - 2023-12-31 5,094 $1,379,000 -1,971
   GYL Financial Synergies LLC 156 - 2023-12-31 5,076 $1,375,000 -1
   PEAPACK GLADSTONE FINANCIAL CORP 365 - 2023-12-31 4,990 $1,351,000 -25
   Northeast Financial Group Inc. 36 - 2024-03-31 4,219 $1,286,000 -1,901
   Lido Advisors LLC 468 - 2023-12-31 4,739 $1,283,000 -134
   KINGSWOOD WEALTH ADVISORS LLC 184 - 2024-03-31 3,619 $1,103,000 -468
   Envestnet Portfolio Solutions Inc. 775 - 2023-12-31 3,984 $1,079,000 -675
   CoreCap Advisors LLC 244 - 2023-12-31 3,949 $1,069,000 -25
   Integrated Wealth Concepts LLC 746 - 2023-12-31 3,431 $929,000 -60
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 156 - 2023-12-31 3,417 $925,000 -189
   Wealthcare Advisory Partners LLC 390 - 2024-03-31 2,960 $902,000 -972
   BANCORPSOUTH BANK 163 - 2023-12-31 3,310 $896,000 -38
   Insight Advisors LLC/ PA - 2023-12-31 3,279 $888,000 -21
   Bleakley Financial Group LLC - 2023-12-31 3,134 $849,000 -644
   RENAISSANCE TECHNOLOGIES LLC 2537 - 2023-12-31 3,000 $812,000 -600
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,982 $807,000 -2,110
   MERCER GLOBAL ADVISORS INC /ADV 1074 - 2023-12-31 2,934 $795,000 -59
   TIAA FSB 358 - 2023-06-30 3,030 $770,000 -90
   WealthCare Investment Partners LLC 65 - 2024-03-31 2,474 $754,000 -67
   PRIVATE TRUST CO NA 277 - 2024-03-31 2,425 $739,000 -19
   NATIONAL ASSET MANAGEMENT, INC. 654 - 2023-12-31 2,607 $706,000 -766
   Sierra Capital LLC 80 - 2023-12-31 2,422 $656,000 -148
   CAPTRUST FINANCIAL ADVISORS 1546 - 2023-12-31 2,402 $650,000 -302
   DAYMARK WEALTH PARTNERS LLC 247 - 2024-03-31 2,061 $628,000 -209
   JNB Advisors LLC 227 - 2023-12-31 2,226 $603,000 -281
   Rodgers & Associates LTD 64 - 2023-12-31 2,025 $548,000 -449
   Laurel Wealth Advisors Inc. 350 - 2022-12-31 2,422 $511,000 -4
   BANK OF MONTREAL /CAN/ 2009 - 2023-12-31 1,871 $509,000 -277
   LEVEL FOUR ADVISORY SERVICES LLC 463 - 2023-12-31 1,847 $500,000 -12
   BRAGG FINANCIAL ADVISORS INC 239 - 2023-12-31 1,823 $494,000 -35
   BEAM Asset Management LLC 55 - 2023-12-31 1,796 $486,000 -9
   PROSPERA FINANCIAL SERVICES 692 - 2023-12-31 1,695 $459,000 -237
   JOHNSON INVESTMENT COUNSEL INC 517 - 2023-12-31 1,580 $428,000 -804
   Sigma Planning Corp 511 - 2023-12-31 1,538 $417,000 -10,268
   ADVISORY SERVICES NETWORK, LLC 985 - 2023-12-31 1,478 $400,000 -432
   MILESTONE GROUP INC 134 - 2023-12-31 1,476 $400,000 -29
   Western Wealth Management LLC 488 - 2023-12-31 1,361 $369,000 -32
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 392 - 2023-12-31 1,300 $352,000 -9
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 163 - 2023-12-31 1,292 $350,000 -150
   Orion Portfolio Solutions LLC 1338 - 2023-12-31 1,295 $348,000 -1,496
   CAROLINAS WEALTH CONSULTING LLC 116 - 2023-12-31 1,259 $341,000 -52
  100 Records found
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