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 138 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
242,586
shares
|
$29 Million
0.01% of portfolio
|
Q2 2024
Added 48.47%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
211,510
shares
|
$25.3 Million
0.0% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
179,882
shares
|
$21.5 Million
0.32% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
133,978
shares
|
$16 Million
2.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
132,012
shares
|
$15.8 Million
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
121,268
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
116,930
shares
|
$14 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
114,333
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Added 24.42%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
109,439
shares
|
$13.1 Million
4.79% of portfolio
|
Q2 2024
Added 11.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
79,536
shares
|
$9.51 Million
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
64,644
shares
|
$7.73 Million
1.78% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
54,632
shares
|
$6.53 Million
0.19% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
53,941
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2024
Added 30.51%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 11, 2024 Q2 2024 |
51,610
shares
|
$6.17 Million
4.98% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
50,000
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
47,021
shares
|
$5.62 Million
0.0% of portfolio
|
Q2 2024
Added 21.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
40,615
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2024
Added 49.14%
|
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
36,630
shares
|
$4.38 Million
1.05% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
34,768
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
34,483
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2024
Added 44.09%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
33,889
shares
|
$4.05 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,898
shares
|
$3.69 Million
0.02% of portfolio
|
Q2 2024
Added 172.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
29,341
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
28,907
shares
|
$3.46 Million
0.03% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
28,833
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2024
Added 2.18%
|