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 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
305,648
shares
|
$36 Million
0.01% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
224,850
shares
|
$26.5 Million
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
179,882
shares
|
$21.2 Million
0.23% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
141,563
shares
|
$16.7 Million
2.1% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
133,608
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
128,072
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
119,475
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
115,754
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
112,116
shares
|
$13.2 Million
4.81% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,350
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
65,259
shares
|
$7.69 Million
1.79% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
60,297
shares
|
$7.11 Million
5.9% of portfolio
|
Q3 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
56,322
shares
|
$6.64 Million
5.38% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
54,789
shares
|
$6.46 Million
0.2% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
48,353
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,561
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
42,136
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
40,016
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$4.72 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
39,105
shares
|
$4.61 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
35,902
shares
|
$4.23 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
34,915
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
34,022
shares
|
$4.01 Million
0.04% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
33,032
shares
|
$3.89 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.53%
|