VIOG Institutional Ownership
Vanguard S&P Small-Cap 600 Growth ETF
1W: +0.5%
1M: -3.4%
3M: -7.6%
YTD: +14.6%
1Y: +15.5%
3Y: +52.5%
5Y: +28.4%
$140.47
+1.96 (+1.42%)
Weekly Expected Move ±1.5%
$136
$138
$140
$143
$145
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VIOG
210
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
420M
Total Invested
31
New Positions
69
Increased
57
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (227 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 222,727 | $31M | +7,141 | +3.3% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 222,272 | $31M | -2,747 | -1.2% | 51Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 170,087 | $24M | +5,658 | +3.4% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 122,394 | $17M | +4,115 | +3.5% | 15Q | SEC ↗ |
| 5 | Alliance Wealth Advisors, LLC /UT | 110,686 | $16M | +12,573 | +12.8% | 4Q | SEC ↗ |
| 6 | Legacies Wealth LLC | 100,694 | $14M | +5,116 | +5.4% | 31Q | SEC ↗ |
| 7 | Mariner, LLC | 90,168 | $13M | +4,899 | +5.7% | 16Q | SEC ↗ |
| 8 | Steward Partners Investment Advisory, | 80,275 | $11M | +2,169 | +2.8% | 15Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 77,527 | $11M | +11,606 | +17.6% | 33Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 60,595 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 11 | LMG Wealth Partners, LLC | 58,265 | $8M | -943 | -1.6% | 15Q | SEC ↗ |
| 12 | Code Waechter LLC | 57,143 | $8M | +2,236 | +4.1% | 5Q | SEC ↗ |
| 13 | BALANCED WEALTH GROUP LLC | 51,756 | $7M | +49,239 | +1956.3% | 6Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 51,076 | $7M | +5,398 | +11.8% | 31Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 50,000 | $7M | -754 | -1.5% | 15Q | SEC ↗ |
| 16 | PRINCIPAL SECURITIES, INC. | 49,852 | $7M | +2,069 | +4.3% | 11Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 42,651 | $6M | +145 | +0.3% | 59Q | SEC ↗ |
| 18 | KIECKHEFER GROUP LLC | 40,429 | $6M | -109 | -0.3% | 7Q | SEC ↗ |
| 19 | MONETA GROUP INVESTMENT ADVISORS LLC | 40,081 | $6M | -1,074 | -2.6% | 22Q | SEC ↗ |
| 20 | RWA WEALTH PARTNERS, LLC | 33,778 | $5M | -803 | -2.3% | 35Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 33,396 | $5M | +1,427 | +4.5% | 51Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 33,194 | $5M | -6,961 | -17.3% | 16Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 32,531 | $5M | +2,392 | +7.9% | 5Q | SEC ↗ |
| 24 | BROWN ADVISORY INC | 29,404 | $4M | +55 | +0.2% | 5Q | SEC ↗ |
| 25 | PFG Advisors | 27,059 | $4M | +715 | +2.7% | 4Q | SEC ↗ |
| 26 | UBS Group AG | 25,138 | $4M | -1,235 | -4.7% | 47Q | SEC ↗ |
| 27 | LOWERY THOMAS, LLC | 25,110 | $4M | +256 | +1.0% | 19Q | SEC ↗ |
| 28 | MidFirst Bank | 24,465 | $3M | +1,393 | +6.0% | 3Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 23,292 | $3M | +349 | +1.5% | 12Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 22,716 | $3M | +1,094 | +5.1% | 15Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 21,053 | $3M | -16 | -0.1% | 13Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 20,254 | $3M | -372 | -1.8% | 35Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 20,115 | $3M | -210 | -1.0% | 46Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 18,723 | $3M | +1,568 | +9.1% | 26Q | SEC ↗ |
| 35 | CAPITAL WEALTH MANAGEMENT, LLC | 17,158 | $2M | +1,122 | +7.0% | 18Q | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 17,140 | $2M | -2,937 | -14.6% | 7Q | SEC ↗ |
| 37 | Veratis Advisors, Inc. NEW | 17,027 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | STUDIO INVESTMENT MANAGEMENT LLC | 15,942 | $2M | -425 | -2.6% | 14Q | SEC ↗ |
| 39 | Strategic Blueprint, LLC | 15,046 | $2M | +2,575 | +20.6% | 5Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 14,449 | $2M | -572 | -3.8% | 14Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 14,265 | $2M | +554 | +4.0% | 22Q | SEC ↗ |
| 42 | GTS SECURITIES LLC | 13,406 | $2M | +8,884 | +196.5% | 2Q | SEC ↗ |
| 43 | Tempo Wealth, LLC | 13,127 | $2M | -26 | -0.2% | 3Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 12,681 | $2M | +1,671 | +15.2% | 37Q | SEC ↗ |
| 45 | St. Louis Trust Co | 12,290 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 46 | Diversified Enterprises, LLC | 12,226 | $2M | +1,488 | +13.9% | 2Q | SEC ↗ |
| 47 | Bank of New Hampshire | 11,395 | $2M | -1,522 | -11.8% | 21Q | SEC ↗ |
| 48 | D.A. DAVIDSON & CO. | 11,231 | $2M | -249 | -2.2% | 22Q | SEC ↗ |
| 49 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10,725 | $2M | -491 | -4.4% | 11Q | SEC ↗ |
| 50 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 10,583 | $1M | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 60,595 | $9M |
| Veratis Advisors, Inc. | 17,027 | $2M |
| Vantus Wealth LLC | 7,808 | $1M |
| Advisor Resource Council | 3,855 | $542K |
| WASHINGTON CAPITAL MANAGEMENT, INC | 3,500 | $492K |
| Pinnacle Financial Partners, Inc. | 2,895 | $407K |
| J.W. COLE ADVISORS, INC. | 2,616 | $367K |
| Philadelphia Investment Partners, L | 2,457 | $345K |
| Kinetic Wealth Investment Advisors | 2,261 | $318K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2,040 | $287K |
| ELEVATION POINT WEALTH PARTNERS, LL | 2,000 | $281K |
| Vestmark Advisory Solutions, Inc. | 2,000 | $281K |
| EP Wealth Advisors, LLC | 1,616 | $227K |
| IFG Advisors, LLC | 1,586 | $223K |
| Sprinkle Financial Consultants LLC | 1,568 | $220K |
| STANSBERRY ASSET MANAGEMENT, LLC | 1,503 | $211K |
| Godshalk Welsh Capital Management, | 1,485 | $209K |
| Focus Partners Wealth | 1,413 | $198K |
| PETTYJOHN, WOOD & WHITE, INC | 1,400 | $197K |
| Trail Ridge Investment Advisors, LL | 1,391 | $195K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ProVise Management Group, LLC | 26,421 | $4M |
| Virtu Financial LLC | 4,944 | $694K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,580 | $643K |
| CITADEL ADVISORS LLC | 4,350 | $611K |
| Thompson David Blair | 2,700 | $379K |
| EJMK Ventures LLC | 2,233 | $314K |
| Davis Investment Partners, LLC | 2,058 | $289K |
| Austin Wealth Management, LLC | 1,935 | $272K |
| Integrated Capital Management, LLC | 1,733 | $243K |
| Fragasso Financial Advisors Inc | 1,721 | $242K |
| NWAM LLC | 1,586 | $223K |
| MidAtlantic Capital Management, Inc | 1,284 | $180K |
| FINANCIAL CONSULATE, INC | 636 | $89K |
| Allworth Financial LP | 443 | $62K |
| FLAGSHIP HARBOR ADVISORS, LLC | 281 | $39K |
| Scarborough Advisors, LLC | 187 | $26K |
| SOA Wealth Advisors, LLC. | 132 | $19K |
| True Link Financial Advisors, LLC | 129 | $18K |
| BOKF, NA | 127 | $18K |
| Sound Income Strategies, LLC | 80 | $11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BALANCED WEALTH GROUP LLC | +49,239 | +1956.3% | 51,756 |
| Alliance Wealth Advisors, LLC /UT | +12,573 | +12.8% | 110,686 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +11,606 | +17.6% | 77,527 |
| GTS SECURITIES LLC | +8,884 | +196.5% | 13,406 |
| MORGAN STANLEY | +7,141 | +3.3% | 222,727 |
| RAYMOND JAMES FINANCIAL INC | +5,658 | +3.4% | 170,087 |
| ENVESTNET ASSET MANAGEMENT INC | +5,398 | +11.8% | 51,076 |
| Legacies Wealth LLC | +5,116 | +5.4% | 100,694 |
| Mariner, LLC | +4,899 | +5.7% | 90,168 |
| BANK OF AMERICA CORP /DE | +4,115 | +3.5% | 122,394 |
| Kingsview Wealth Management, LLC | +3,589 | +51.5% | 10,564 |
| TRUIST FINANCIAL CORP | +3,292 | +165.8% | 5,277 |
| Strategic Blueprint, LLC | +2,575 | +20.6% | 15,046 |
| Savant Capital, LLC | +2,569 | +100.5% | 5,126 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +2,392 | +7.9% | 32,531 |
| Code Waechter LLC | +2,236 | +4.1% | 57,143 |
| Steward Partners Investment Advisor | +2,169 | +2.8% | 80,275 |
| PRINCIPAL SECURITIES, INC. | +2,069 | +4.3% | 49,852 |
| MML INVESTORS SERVICES, LLC | +1,671 | +15.2% | 12,681 |
| OSAIC HOLDINGS, INC. | +1,568 | +9.1% | 18,723 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Del-Sette Capital Management, LLC | -42,385 | -83.4% | 8,435 |
| Equitable Holdings, Inc. | -9,126 | -50.1% | 9,089 |
| AMERIPRISE FINANCIAL INC | -6,961 | -17.3% | 33,194 |
| Financial Engines Advisors L.L.C. | -2,937 | -14.6% | 17,140 |
| LPL Financial LLC | -2,747 | -1.2% | 222,272 |
| Simplicity Wealth,LLC | -2,614 | -41.0% | 3,763 |
| Bank of New Hampshire | -1,522 | -11.8% | 11,395 |
| UBS Group AG | -1,235 | -4.7% | 25,138 |
| Breakwater Capital Group | -1,153 | -37.2% | 1,947 |
| MONETA GROUP INVESTMENT ADVISORS LL | -1,074 | -2.6% | 40,081 |
| LMG Wealth Partners, LLC | -943 | -1.6% | 58,265 |
| RWA WEALTH PARTNERS, LLC | -803 | -2.3% | 33,778 |
| GOLDMAN SACHS GROUP INC | -754 | -1.5% | 50,000 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -696 | -12.0% | 5,086 |
| Private Advisor Group, LLC | -572 | -3.8% | 14,449 |
| SILVERCREST ASSET MANAGEMENT GROUP | -503 | -4.7% | 10,148 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -491 | -4.4% | 10,725 |
| STUDIO INVESTMENT MANAGEMENT LLC | -425 | -2.6% | 15,942 |
| Farther Finance Advisors, LLC | -379 | -7.7% | 4,564 |
| COMMONWEALTH EQUITY SERVICES, LLC | -372 | -1.8% | 20,254 |