Institutional Ownership Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,039
shares
|
$464,727
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,960
shares
|
$455,637
0.01% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
3,948
shares
|
$454,256
0.2% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,816
shares
|
$439,068
0.09% of portfolio
|
Q1 2024
Reduced 16.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,800
shares
|
$437,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,800
shares
|
$437,228
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,345
shares
|
$384,875
0.26% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,326
shares
|
$382,689
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,185
shares
|
$366,466
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
3,150
shares
|
$362,439
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,018
shares
|
$347,251
0.01% of portfolio
|
Q3 2024
Reduced 69.17%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,766
shares
|
$318,255
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,758
shares
|
$317,335
0.05% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,738
shares
|
$315,034
0.0% of portfolio
|
Q3 2024
Reduced 90.02%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,691
shares
|
$309,626
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
2,671
shares
|
$307,325
0.17% of portfolio
|
Q4 2024
Reduced 88.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,570
shares
|
$295,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
2,551
shares
|
$293,518
0.05% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$276,144
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,359
shares
|
$271,426
0.02% of portfolio
|
Q3 2024
Reduced 25.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,283
shares
|
$262,681
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,212
shares
|
$254,512
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,168
shares
|
$249,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,148
shares
|
$247,148
0.01% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,082
shares
|
$239,554
0.01% of portfolio
|
Q3 2024
Reduced 14.5%
|