Ticker: VOOG CUSIP: 921932505 Class: 500 GRTH IDX F
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| COMMONS CAPITAL, LLC | 7,239 | $3,218 |
| Oxford Wealth Group, LLC | 8,710 | $3,872 |
| MSH Capital Advisors LLC | 2,910 | $1,294 |
| Swisher Financial Concepts, Inc. | 974 | $433 |
| GTS SECURITIES LLC | 10,054 | $4,470 |
| Robertson Stephens Wealth Management, LLC | 7,884 | $3,505 |
| My Personal CFO, LLC | 674 | $300 |
| National Wealth Management Group, LLC | 745 | $331 |
| Carmel Capital Partners, LLC | 651 | $289 |
| New Perspectives, Inc | 640 | $284 |
| Vigilare Wealth Management | 699 | $311 |
| Smith & Howard Wealth Management, LLC | 663 | $295 |
| Wealthquest Corp | 1,712 | $761 |
| Triad Wealth Partners, LLC | 1,077 | $479 |
| MidAtlantic Capital Management, Inc. | 210 | $93 |
| Curran Financial Partners, LLC | 604 | $269 |
| UMB Bank, n.a. | 5,814 | $2,585 |
| Capital Management Associates, Inc | 452 | $201 |
| Werba Rubin Papier Wealth Management | 503 | $224 |
| Soltis Investment Advisors LLC | 1,366 | $607 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Battery Global Advisors, LLC | 1,158 | 365,122 | +363,964 (+31430.4%) |
| Wheelhouse Advisory Group LLC | 57,932 | 60,990 | +3,058 (+5.3%) |
| Cerro Pacific Wealth Advisors LLC | 35,380 | 37,859 | +2,479 (+7.0%) |
| Arista Wealth Management, LLC | 186,404 | 190,784 | +4,380 (+2.3%) |
| Significant Wealth Partners LLC | 4,050 | 4,764 | +714 (+17.6%) |
| TD PRIVATE CLIENT WEALTH LLC | 231,740 | 256,585 | +24,845 (+10.7%) |
| COMPASS CAPITAL CORP /MA/ /ADV | 20,848 | 21,264 | +416 (+2.0%) |
| RFG Holdings, Inc. | 40,742 | 41,284 | +542 (+1.3%) |
| Joel Isaacson & Co., LLC | 137,787 | 144,513 | +6,726 (+4.9%) |
| IAMS WEALTH MANAGEMENT, LLC | 2,187 | 4,904 | +2,717 (+124.2%) |
| ENCOMPASS WEALTH ADVISORS, LLC | 10,766 | 11,518 | +752 (+7.0%) |
| Graves Light Lenhart Wealth, Inc. | 33,938 | 34,752 | +814 (+2.4%) |
| Grantvest Financial Group LLC | 3,224 | 3,434 | +210 (+6.5%) |
| Activest Wealth Management | 1 | 1,800 | +1,799 (+179900.0%) |
| Cape Investment Advisory, Inc. | 141 | 893 | +752 (+533.3%) |
| DB Fitzpatrick & Co, Inc | 791 | 1,048 | +257 (+32.5%) |
| Clean Yield Group | 207 | 1,192 | +985 (+475.8%) |
| Triton Wealth Management, PLLC | 2,462 | 2,946 | +484 (+19.7%) |
| CHAPMAN FINANCIAL GROUP, LLC | 84 | 475 | +391 (+465.5%) |
| Keystone Financial Group | 15,033 | 16,629 | +1,596 (+10.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Stenger Family Office, LLC | 195,024 | $13,749 |
| Ethos Financial Group, LLC | 17,904 | $7,796 |
| Consolidated Portfolio Review Corp | 10,448 | $4,563 |
| SoundView Advisors Inc. | 14,961 | $2 |
| Elevation Capital Advisory, LLC | 1,187 | $517 |
| Scientech Research LLC | 857 | $373 |
| Summit Place Financial Advisors, LLC | 557 | $243 |
| NOVARE CAPITAL MANAGEMENT LLC | 2,464 | $1,073 |
| Caliber Wealth Management, LLC / KS | 1,392 | $606 |
| Tactive Advisors, LLC | 529 | $230 |
| Sandbox Financial Partners, LLC | 477 | $208 |
| CONDOR CAPITAL MANAGEMENT | 1,398 | $609 |
| Tower Research Capital LLC (TRC) | 2,514 | $1,095 |
| Traynor Capital Management, Inc. | 1,173 | $511 |
| Evergreen Private Wealth LLC | 188 | $82 |
| Heritage Financial Services, LLC | 464 | $202 |
| Headlands Technologies LLC | 482 | $210 |
| Delos Wealth Advisors, LLC | 80 | $35 |
| Acropolis Investment Management, LLC | 770 | $305 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 578 | $252 |