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On this page, we present all of the funds holding VSGX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VSGX, with a link to that fund's top holdings. The next columns
indicate the amount of VSGX stock held by each of the funds holding VSGX, followed by the VSGX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 308 funds holding VSGX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC
(or by any of the other funds holding VSGX), click the fund name in the "Holder" column of the funds-holding-VSGX table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
TFO TDC LLC | 11,139 | $615,764 | 12/31/2023 | VSGX | 11,139 | $615,764 | 12/31/2023 | Vanguard Group Inc. | 8,234,646 | $455,211 | 12/31/2023 | VSGX | 8,234,646 | $455,211 | 12/31/2023 | Creative Planning | 1,197,379 | $66,191 | 12/31/2023 | VSGX | 1,197,379 | $66,191 | 12/31/2023 | Leo Wealth LLC | 743,185 | $41,481 | 12/31/2023 | VSGX | 743,185 | $41,481 | 12/31/2023 | Morgan Stanley | 538,106 | $29,747 | 12/31/2023 | VSGX | 538,106 | $29,747 | 12/31/2023 | Crewe Advisors LLC | 462,759 | $25,581 | 12/31/2023 | VSGX | 462,759 | $25,581 | 12/31/2023 | Royal Bank of Canada | 455,529 | $25,182 | 12/31/2023 | VSGX | 455,529 | $25,182 | 12/31/2023 | SCS Capital Management LLC | 358,823 | $19,836 | 12/31/2023 | VSGX | 358,823 | $19,836 | 12/31/2023 | UBS Group AG | 320,048 | $17,692 | 12/31/2023 | VSGX | 320,048 | $17,692 | 12/31/2023 | Bank of America Corp DE | 297,263 | $16,433 | 12/31/2023 | VSGX | 297,263 | $16,433 | 12/31/2023 | Refined Wealth Management | 268,592 | $15,436 | 03/31/2024 | VSGX | 268,592 | $15,436 | 03/31/2024 | Facet Wealth Inc. | 274,410 | $15,054 | 12/31/2023 | VSGX | 274,410 | $15,054 | 12/31/2023 | Cerity Partners LLC | 263,063 | $14,542 | 12/31/2023 | VSGX | 263,063 | $14,542 | 12/31/2023 | Raymond James & Associates | 246,480 | $14,165 | 03/31/2024 | VSGX | 246,480 | $14,165 | 03/31/2024 | Spinnaker Trust | 240,960 | $13,320 | 12/31/2023 | VSGX | 240,960 | $13,320 | 12/31/2023 | Hanson & Doremus Investment Management | 227,218 | $13,058 | 03/31/2024 | VSGX | 227,218 | $13,058 | 03/31/2024 | Boston Trust Walden Corp | 220,590 | $12,677 | 03/31/2024 | VSGX | 220,590 | $12,677 | 03/31/2024 | Ameriprise Financial Inc. | 189,532 | $10,475 | 12/31/2023 | VSGX | 189,532 | $10,475 | 12/31/2023 | Platt Investment Counsel LLC | 181,546 | $10,433 | 03/31/2024 | VSGX | 181,546 | $10,433 | 03/31/2024 | Envestnet Asset Management Inc. | 174,489 | $9,646 | 12/31/2023 | VSGX | 174,489 | $9,646 | 12/31/2023 | Baird Financial Group Inc. | 160,876 | $8,893 | 12/31/2023 | VSGX | 160,876 | $8,893 | 12/31/2023 | Fiduciary Trust Co. | 147,258 | $8,140 | 12/31/2023 | VSGX | 147,258 | $8,140 | 12/31/2023 | Stewardship Advisors LLC | 138,266 | $7,946 | 03/31/2024 | VSGX | 138,266 | $7,946 | 03/31/2024 | Charter Oak Capital Management LLC | 132,681 | $7,625 | 03/31/2024 | VSGX | 132,681 | $7,625 | 03/31/2024 | Angeles Investment Advisors LLC | 136,685 | $7,556 | 12/31/2023 | VSGX | 136,685 | $7,556 | 12/31/2023 | Diversified Portfolios Inc. | 135,248 | $7,477 | 12/31/2023 | VSGX | 135,248 | $7,477 | 12/31/2023 | Skyline Advisors Inc. | 129,396 | $7,436 | 03/31/2024 | VSGX | 129,396 | $7,436 | 03/31/2024 | LifeGuide Financial Advisors LLC | 128,153 | $7,365 | 03/31/2024 | VSGX | 128,153 | $7,365 | 03/31/2024 | Mission Wealth Management LP | 129,027 | $7,133 | 12/31/2023 | VSGX | 129,027 | $7,133 | 12/31/2023 | Jane Street Group LLC | 119,916 | $6,629 | 12/31/2023 | VSGX | 119,916 | $6,629 | 12/31/2023 | Apella Capital LLC | 114,009 | $6,534 | 03/31/2024 | VSGX | 114,009 | $6,534 | 03/31/2024 | Goldman Sachs Group Inc. | 115,136 | $6,365 | 12/31/2023 | VSGX | 115,136 | $6,365 | 12/31/2023 | Advisory Services Network LLC | 105,446 | $5,829 | 12/31/2023 | VSGX | 105,446 | $5,829 | 12/31/2023 | Cambridge Associates LLC MA ADV | 103,291 | $5,710 | 12/31/2023 | VSGX | 103,291 | $5,710 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 101,676 | $5,620 | 12/31/2023 | VSGX | 101,676 | $5,620 | 12/31/2023 | CBIZ Investment Advisory Services LLC | 99,476 | $5,499 | 12/31/2023 | VSGX | 99,476 | $5,499 | 12/31/2023 | Garde Capital Inc. | 96,126 | $5,314 | 12/31/2023 | VSGX | 96,126 | $5,314 | 12/31/2023 | MML Investors Services LLC | 95,492 | $5,279 | 12/31/2023 | VSGX | 95,492 | $5,279 | 12/31/2023 | Orgel Wealth Management LLC | 88,069 | $5,061 | 03/31/2024 | VSGX | 88,069 | $5,061 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 84,632 | $4,678 | 12/31/2023 | VSGX | 84,632 | $4,678 | 12/31/2023 | HighTower Advisors LLC | 76,013 | $4,206 | 12/31/2023 | VSGX | 76,013 | $4,206 | 12/31/2023 | White Lighthouse Investment Management Inc. | 75,060 | $4,149 | 12/31/2023 | VSGX | 75,060 | $4,149 | 12/31/2023 | LPL Financial LLC | 74,106 | $4,097 | 12/31/2023 | VSGX | 74,106 | $4,097 | 12/31/2023 | Beacon Pointe Advisors LLC | 73,884 | $4,084 | 12/31/2023 | VSGX | 73,884 | $4,084 | 12/31/2023 | Quent Capital LLC | 72,748 | $4,022 | 12/31/2023 | VSGX | 72,748 | $4,022 | 12/31/2023 | Evoke Wealth LLC | 69,985 | $3,869 | 12/31/2023 | VSGX | 69,985 | $3,869 | 12/31/2023 | Dohj LLC | 65,805 | $3,782 | 03/31/2024 | VSGX | 65,805 | $3,782 | 03/31/2024 | Mariner LLC | 67,344 | $3,723 | 12/31/2023 | VSGX | 67,344 | $3,723 | 12/31/2023 | Financial Connections Group Inc. | 65,235 | $3,606 | 12/31/2023 | VSGX | 65,235 | $3,606 | 12/31/2023 | AMG National Trust Bank | 64,032 | $3,540 | 12/31/2023 | VSGX | 64,032 | $3,540 | 12/31/2023 | Anderson Fisher LLC | 61,397 | $3,529 | 03/31/2024 | VSGX | 61,397 | $3,529 | 03/31/2024 | Commonwealth Equity Services LLC | 62,615 | $3,461 | 12/31/2023 | VSGX | 62,615 | $3,461 | 12/31/2023 | Cetera Advisor Networks LLC | 62,236 | $3,440 | 12/31/2023 | VSGX | 62,236 | $3,440 | 12/31/2023 | Balanced Rock Investment Advisor | 59,482 | $3,288 | 12/31/2023 | VSGX | 59,482 | $3,288 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 55,718 | $3,202 | 03/31/2024 | VSGX | 55,718 | $3,202 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 54,843 | $3,152 | 03/31/2024 | VSGX | 54,843 | $3,152 | 03/31/2024 | Ledyard National Bank | 56,660 | $3,132 | 12/31/2023 | VSGX | 56,660 | $3,132 | 12/31/2023 | Buckingham Strategic Wealth LLC | 56,521 | $3,124 | 12/31/2023 | VSGX | 56,521 | $3,124 | 12/31/2023 | SageView Advisory Group LLC | 57,011 | $3,119 | 12/31/2023 | VSGX | 57,011 | $3,119 | 12/31/2023 | Bluestem Financial Advisors LLC | 53,208 | $3,058 | 03/31/2024 | VSGX | 53,208 | $3,058 | 03/31/2024 | ST Germain D J Co. Inc. | 51,295 | $2,948 | 03/31/2024 | VSGX | 51,295 | $2,948 | 03/31/2024 | Hall Kathryn A. | 49,790 | $2,752 | 12/31/2023 | VSGX | 49,790 | $2,752 | 12/31/2023 | Jones Financial Companies Lllp | 47,433 | $2,622 | 12/31/2023 | VSGX | 47,433 | $2,622 | 12/31/2023 | DHK Financial Advisors Inc. | 46,547 | $2,573 | 12/31/2023 | VSGX | 46,547 | $2,573 | 12/31/2023 | Garrett Investment Advisors LLC | 44,604 | $2,563 | 03/31/2024 | VSGX | 44,604 | $2,563 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 45,741 | $2,529 | 12/31/2023 | VSGX | 45,741 | $2,529 | 12/31/2023 | Mayport LLC | 41,186 | $2,367 | 03/31/2024 | VSGX | 41,186 | $2,367 | 03/31/2024 | Pathstone Holdings LLC | 42,491 | $2,349 | 12/31/2023 | VSGX | 42,491 | $2,349 | 12/31/2023 | Northland Capital Management LLC | 39,978 | $2,298 | 03/31/2024 | VSGX | 39,978 | $2,298 | 03/31/2024 | Bear Mountain Capital Inc. | 40,577 | $2,226 | 03/31/2024 | VSGX | 40,577 | $2,226 | 03/31/2024 | Captrust Financial Advisors | 38,250 | $2,114 | 12/31/2023 | VSGX | 38,250 | $2,114 | 12/31/2023 | Libra Wealth LLC | 38,209 | $2,112 | 12/31/2023 | VSGX | 38,209 | $2,112 | 12/31/2023 | DeDora Capital Inc. | 36,329 | $2,088 | 03/31/2024 | VSGX | 36,329 | $2,088 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 35,791 | $2,057 | 03/31/2024 | VSGX | 35,791 | $2,057 | 03/31/2024 | Boston Standard Wealth Management LLC | 35,211 | $2,024 | 03/31/2024 | VSGX | 35,211 | $2,024 | 03/31/2024 | Silver Oak Advisory Group Inc. | 36,130 | $1,997 | 12/31/2023 | VSGX | 36,130 | $1,997 | 12/31/2023 | Carr Financial Group Corp | 34,500 | $1,983 | 03/31/2024 | VSGX | 34,500 | $1,983 | 03/31/2024 | Financial Network Wealth Management LLC | 35,627 | $1,969 | 12/31/2023 | VSGX | 35,627 | $1,969 | 12/31/2023 | Northern Trust Corp | 34,974 | $1,933 | 12/31/2023 | VSGX | 34,974 | $1,933 | 12/31/2023 | CI Private Wealth LLC | 34,807 | $1,924 | 12/31/2023 | VSGX | 34,807 | $1,924 | 12/31/2023 | Bfsg LLC | 32,739 | $1,882 | 03/31/2024 | VSGX | 32,739 | $1,882 | 03/31/2024 | Haverford Trust Co. | 33,504 | $1,852 | 12/31/2023 | VSGX | 33,504 | $1,852 | 12/31/2023 | Davis R M Inc. | 32,969 | $1,823 | 12/31/2023 | VSGX | 32,969 | $1,823 | 12/31/2023 | Gould Asset Management LLC CA | 32,572 | $1,801 | 12/31/2023 | VSGX | 32,572 | $1,801 | 12/31/2023 | Monterey Private Wealth Inc. | 29,986 | $1,723 | 03/31/2024 | VSGX | 29,986 | $1,723 | 03/31/2024 | Brooklyn FI LLC | 28,800 | $1,655 | 03/31/2024 | VSGX | 28,800 | $1,655 | 03/31/2024 | Cresset Asset Management LLC | 29,588 | $1,636 | 12/31/2023 | VSGX | 29,588 | $1,636 | 12/31/2023 | Addison Advisors LLC | 29,320 | $1,621 | 12/31/2023 | VSGX | 29,320 | $1,621 | 12/31/2023 | JPMorgan Chase & Co. | 28,687 | $1,586 | 12/31/2023 | VSGX | 28,687 | $1,586 | 12/31/2023 | Pallas Capital Advisors LLC | 27,093 | $1,557 | 03/31/2024 | VSGX | 27,093 | $1,557 | 03/31/2024 | Vista Capital Partners Inc. | 27,729 | $1,533 | 12/31/2023 | VSGX | 27,729 | $1,533 | 12/31/2023 | OLD Mission Capital LLC | 27,463 | $1,518 | 12/31/2023 | VSGX | 27,463 | $1,518 | 12/31/2023 | Jacobson & Schmitt Advisors LLC | 26,535 | $1,467 | 12/31/2023 | VSGX | 26,535 | $1,467 | 12/31/2023 | Treynor Bancshares Inc. | 25,281 | $1,398 | 12/31/2023 | VSGX | 25,281 | $1,398 | 12/31/2023 | Sageworth Trust Co | 24,280 | $1,395 | 03/31/2024 | VSGX | 24,280 | $1,395 | 03/31/2024 | Marshall Financial Group Inc. ADV | 25,099 | $1,387 | 12/31/2023 | VSGX | 25,099 | $1,387 | 12/31/2023 | West Financial Advisors LLC | 23,777 | $1,366 | 03/31/2024 | VSGX | 23,777 | $1,366 | 03/31/2024 | Bell Investment Advisors Inc | 24,382 | $1,348 | 12/31/2023 | VSGX | 24,382 | $1,348 | 12/31/2023 | Wealthfront Advisers LLC | 23,318 | $1,340 | 03/31/2024 | VSGX | 23,318 | $1,340 | 03/31/2024 | Advisor Group Holdings Inc. | 24,218 | $1,339 | 12/31/2023 | VSGX | 24,218 | $1,339 | 12/31/2023 | CAPROCK Group Inc. | 23,636 | $1,307 | 12/31/2023 | VSGX | 23,636 | $1,307 | 12/31/2023 | Bank of New York Mellon Corp | 22,645 | $1,301 | 03/31/2024 | VSGX | 22,645 | $1,301 | 03/31/2024 | Sentinel Trust Co. LBA | 22,635 | $1,251 | 12/31/2023 | VSGX | 22,635 | $1,251 | 12/31/2023 | Global Strategic Investment Solutions LLC | 22,388 | $1,238 | 12/31/2023 | VSGX | 22,388 | $1,238 | 12/31/2023 | UMB Bank N A MO | 20,420 | $1,174 | 03/31/2024 | VSGX | 20,420 | $1,174 | 03/31/2024 | JNBA Financial Advisors | 20,340 | $1,169 | 03/31/2024 | VSGX | 20,340 | $1,169 | 03/31/2024 | Citadel Advisors LLC | 19,795 | $1,094 | 12/31/2023 | VSGX | 19,795 | $1,094 | 12/31/2023 | Financial Council Asset Management Inc | 19,387 | $1,072 | 12/31/2023 | VSGX | 19,387 | $1,072 | 12/31/2023 | Opes Wealth Management LLC | 19,127 | $1,057 | 12/31/2023 | VSGX | 19,127 | $1,057 | 12/31/2023 | Perigon Wealth Management LLC | 18,680 | $1,033 | 12/31/2023 | VSGX | 18,680 | $1,033 | 12/31/2023 | Family CFO Inc | 17,926 | $1,030 | 03/31/2024 | VSGX | 17,926 | $1,030 | 03/31/2024 | Hardy Reed LLC | 17,397 | $962 | 12/31/2023 | VSGX | 17,397 | $962 | 12/31/2023 | RSM US Wealth Management LLC | 17,079 | $944 | 12/31/2023 | VSGX | 17,079 | $944 | 12/31/2023 | Chicago Partners Investment Group LLC | 16,880 | $940 | 03/31/2024 | VSGX | 16,880 | $940 | 03/31/2024 | Topel & Distasi Wealth Management LLC | 16,942 | $937 | 12/31/2023 | VSGX | 16,942 | $937 | 12/31/2023 | Flow Traders U.S. LLC | 16,719 | $924 | 12/31/2023 | VSGX | 16,719 | $924 | 12/31/2023 | Advanced Research Investment Solutions LLC | 16,553 | $915 | 12/31/2023 | VSGX | 16,553 | $915 | 12/31/2023 | RFG Advisory LLC | 15,636 | $899 | 03/31/2024 | VSGX | 15,636 | $899 | 03/31/2024 | National Bank of Canada FI | 16,455 | $898 | 12/31/2023 | VSGX | 16,455 | $898 | 12/31/2023 | Corrigan Financial Inc. | 15,110 | $868 | 03/31/2024 | VSGX | 15,110 | $868 | 03/31/2024 | Lincoln National Corp | 15,393 | $851 | 12/31/2023 | VSGX | 15,393 | $851 | 12/31/2023 | McClarren Financial Advisors Inc. | 15,360 | $849 | 12/31/2023 | VSGX | 15,360 | $849 | 12/31/2023 | Optas LLC | 14,189 | $815 | 03/31/2024 | VSGX | 14,189 | $815 | 03/31/2024 | Operose Advisors LLC | 14,621 | $808 | 12/31/2023 | VSGX | 14,621 | $808 | 12/31/2023 | Merriman Wealth Management LLC | 14,499 | $802 | 12/31/2023 | VSGX | 14,499 | $802 | 12/31/2023 | Mather Group LLC. | 14,428 | $798 | 03/31/2024 | VSGX | 14,428 | $798 | 03/31/2024 | Destination Wealth Management | 14,330 | $792 | 12/31/2023 | VSGX | 14,330 | $792 | 12/31/2023 | Parallel Advisors LLC | 13,824 | $764 | 12/31/2023 | VSGX | 13,824 | $764 | 12/31/2023 | One Day In July LLC | 13,200 | $759 | 03/31/2024 | VSGX | 13,200 | $759 | 03/31/2024 | CWM LLC | 12,632 | $726 | 03/31/2024 | VSGX | 12,632 | $726 | 03/31/2024 | Harbour Investments Inc. | 13,111 | $725 | 12/31/2023 | VSGX | 13,111 | $725 | 12/31/2023 | Sageworth Trust Co of South Dakota | 12,238 | $703 | 03/31/2024 | VSGX | 12,238 | $703 | 03/31/2024 | Betterment LLC | 12,681 | $701 | 12/31/2023 | VSGX | 12,681 | $701 | 12/31/2023 | WealthCollab LLC | 12,642 | $699 | 12/31/2023 | VSGX | 12,642 | $699 | 12/31/2023 | Tradition Wealth Management LLC | 12,483 | $690 | 12/31/2023 | VSGX | 12,483 | $690 | 12/31/2023 | GWM Advisors LLC | 12,718 | $688 | 12/31/2023 | VSGX | 12,718 | $688 | 12/31/2023 | Dynamic Advisor Solutions LLC | 11,956 | $687 | 03/31/2024 | VSGX | 11,956 | $687 | 03/31/2024 | Truist Financial Corp | 12,318 | $681 | 12/31/2023 | VSGX | 12,318 | $681 | 12/31/2023 | Franklin Resources Inc. | 12,203 | $675 | 12/31/2023 | VSGX | 12,203 | $675 | 12/31/2023 | Nottingham Advisors Inc. | 12,200 | $674 | 12/31/2023 | VSGX | 12,200 | $674 | 12/31/2023 | Focus Financial Network Inc. ADV | 12,137 | $671 | 12/31/2023 | VSGX | 12,137 | $671 | 12/31/2023 | AlTi Global Inc. | 11,760 | $650 | 12/31/2023 | VSGX | 11,760 | $650 | 12/31/2023 | MBE Wealth Management LLC | 11,261 | $647 | 03/31/2024 | VSGX | 11,261 | $647 | 03/31/2024 | Modera Wealth Management LLC | 11,546 | $638 | 12/31/2023 | VSGX | 11,546 | $638 | 12/31/2023 | Larson Financial Group LLC | 11,550 | $638 | 12/31/2023 | VSGX | 11,550 | $638 | 12/31/2023 | Pure Financial Advisors Inc. | 10,855 | $624 | 03/31/2024 | VSGX | 10,855 | $624 | 03/31/2024 | Cherrydale Wealth Management LLC | 10,589 | $609 | 03/31/2024 | VSGX | 10,589 | $609 | 03/31/2024 | Well Done LLC | 10,534 | $605 | 03/31/2024 | VSGX | 10,534 | $605 | 03/31/2024 | Krilogy Financial LLC | 10,496 | $603 | 03/31/2024 | VSGX | 10,496 | $603 | 03/31/2024 | Johnson Bixby & Associates LLC | 10,487 | $603 | 03/31/2024 | VSGX | 10,487 | $603 | 03/31/2024 | First United Bank Trust | 10,917 | $603 | 12/31/2023 | VSGX | 10,917 | $603 | 12/31/2023 | Truepoint Inc. | 10,830 | $599 | 12/31/2023 | VSGX | 10,830 | $599 | 12/31/2023 | Values Added Financial LLC | 10,341 | $594 | 03/31/2024 | VSGX | 10,341 | $594 | 03/31/2024 | Allworth Financial LP | 10,156 | $584 | 03/31/2024 | VSGX | 10,156 | $584 | 03/31/2024 | Cornerstone Wealth Management LLC | 10,011 | $575 | 03/31/2024 | VSGX | 10,011 | $575 | 03/31/2024 | Round Rock Advisors LLC | 9,732 | $559 | 03/31/2024 | VSGX | 9,732 | $559 | 03/31/2024 | Bartlett & Co. LLC | 10,105 | $558 | 12/31/2023 | VSGX | 10,105 | $558 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 10,105 | $558 | 12/31/2023 | VSGX | 10,105 | $558 | 12/31/2023 | Peapack Gladstone Financial Corp | 10,000 | $553 | 12/31/2023 | VSGX | 10,000 | $553 | 12/31/2023 | ICONIQ Capital LLC | 9,887 | $547 | 12/31/2023 | VSGX | 9,887 | $547 | 12/31/2023 | Ameritas Investment Partners Inc. | 9,818 | $543 | 12/31/2023 | VSGX | 9,818 | $543 | 12/31/2023 | Geneos Wealth Management Inc. | 9,809 | $542 | 12/31/2023 | VSGX | 9,809 | $542 | 12/31/2023 | Ramirez Asset Management Inc. | 9,315 | $515 | 12/31/2023 | VSGX | 9,315 | $515 | 12/31/2023 | Strategic Point Investment Advisors LLC | 9,235 | $511 | 12/31/2023 | VSGX | 9,235 | $511 | 12/31/2023 | Private Advisor Group LLC | 8,940 | $494 | 12/31/2023 | VSGX | 8,940 | $494 | 12/31/2023 | Financial Counselors Inc. | 8,767 | $485 | 12/31/2023 | VSGX | 8,767 | $485 | 12/31/2023 | Wealthcare Capital Management LLC | 8,427 | $484 | 03/31/2024 | VSGX | 8,427 | $484 | 03/31/2024 | LexAurum Advisors LLC | 8,209 | $472 | 03/31/2024 | VSGX | 8,209 | $472 | 03/31/2024 | Pinnacle Associates Ltd. | 8,106 | $466 | 03/31/2024 | VSGX | 8,106 | $466 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 8,383 | $463 | 12/31/2023 | VSGX | 8,383 | $463 | 12/31/2023 | Brickley Wealth Management | 7,640 | $439 | 03/31/2024 | VSGX | 7,640 | $439 | 03/31/2024 | Twin Focus Capital Partners LLC | 7,937 | $439 | 12/31/2023 | VSGX | 7,937 | $439 | 12/31/2023 | Webster Bank N. A. | 7,625 | $438 | 03/31/2024 | VSGX | 7,625 | $438 | 03/31/2024 | Lodestar Private Asset Management LLC | 7,564 | $435 | 03/31/2024 | VSGX | 7,564 | $435 | 03/31/2024 | Pinnacle Wealth Management Advisory Group LLC | 7,642 | $422 | 12/31/2023 | VSGX | 7,642 | $422 | 12/31/2023 | Smithfield Trust Co. | 7,304 | $403 | 12/31/2023 | VSGX | 7,304 | $403 | 12/31/2023 | Moneta Group Investment Advisors LLC | 7,250 | $401 | 12/31/2023 | VSGX | 7,250 | $401 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 6,942 | $399 | 03/31/2024 | VSGX | 6,942 | $399 | 03/31/2024 | Linscomb & Williams Inc. | 7,207 | $398 | 12/31/2023 | VSGX | 7,207 | $398 | 12/31/2023 | TCG Advisory Services LLC | 7,135 | $394 | 12/31/2023 | VSGX | 7,135 | $394 | 12/31/2023 | Lake Street Advisors Group LLC | 7,056 | $390 | 12/31/2023 | VSGX | 7,056 | $390 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 6,894 | $381 | 12/31/2023 | VSGX | 6,894 | $381 | 12/31/2023 | West Coast Financial LLC | 6,509 | $374 | 03/31/2024 | VSGX | 6,509 | $374 | 03/31/2024 | Chevy Chase Trust Holdings Inc. | 6,702 | $370 | 12/31/2023 | VSGX | 6,702 | $370 | 12/31/2023 | RS Crum Inc. | 6,675 | $369 | 12/31/2023 | VSGX | 6,675 | $369 | 12/31/2023 | Susquehanna International Group LLP | 6,562 | $363 | 12/31/2023 | VSGX | 6,562 | $363 | 12/31/2023 | IFG Advisors LLC | 6,304 | $362 | 03/31/2024 | VSGX | 6,304 | $362 | 03/31/2024 | Vista Private Wealth Partners. LLC | 6,646 | $361 | 12/31/2023 | VSGX | 6,646 | $361 | 12/31/2023 | D.A. Davidson & CO. | 6,496 | $359 | 12/31/2023 | VSGX | 6,496 | $359 | 12/31/2023 | Foster Group Inc. | 6,192 | $356 | 03/31/2024 | VSGX | 6,192 | $356 | 03/31/2024 | Sapient Capital LLC | 6,188 | $356 | 03/31/2024 | VSGX | 6,188 | $356 | 03/31/2024 | Patriot Investment Management Inc. | 6,025 | $346 | 03/31/2024 | VSGX | 6,025 | $346 | 03/31/2024 | Focus Financial Network Inc. | 6,097 | $335 | 03/31/2024 | VSGX | 6,097 | $335 | 03/31/2024 | Affinity Capital Advisors LLC | 5,762 | $331 | 03/31/2024 | VSGX | 5,762 | $331 | 03/31/2024 | Ballentine Partners LLC | 5,741 | $330 | 03/31/2024 | VSGX | 5,741 | $330 | 03/31/2024 | KilterHowling LLC | 6,057 | $330 | 12/31/2023 | VSGX | 6,057 | $330 | 12/31/2023 | Stokes Family Office LLC | 5,900 | $326 | 12/31/2023 | VSGX | 5,900 | $326 | 12/31/2023 | Crabel Capital Management LLC | 5,838 | $323 | 12/31/2023 | VSGX | 5,838 | $323 | 12/31/2023 | Valeo Financial Advisors LLC | 5,732 | $319 | 03/31/2024 | VSGX | 5,732 | $319 | 03/31/2024 | Cherry Tree Wealth Management LLC | 5,639 | $312 | 12/31/2023 | VSGX | 5,639 | $312 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 5,630 | $311 | 12/31/2023 | VSGX | 5,630 | $311 | 12/31/2023 | McLean Asset Management Corp | 5,262 | $302 | 03/31/2024 | VSGX | 5,262 | $302 | 03/31/2024 | AdvisorNet Financial Inc | 5,238 | $301 | 03/31/2024 | VSGX | 5,238 | $301 | 03/31/2024 | Cutler Investment Counsel LLC | 5,437 | $301 | 12/31/2023 | VSGX | 5,437 | $301 | 12/31/2023 | Empower Advisory Group LLC | 5,440 | $301 | 12/31/2023 | VSGX | 5,440 | $301 | 12/31/2023 | Grand Wealth Management LLC | 5,402 | $299 | 12/31/2023 | VSGX | 5,402 | $299 | 12/31/2023 | Resonant Capital Advisors LLC | 5,216 | $288 | 12/31/2023 | VSGX | 5,216 | $288 | 12/31/2023 | Level Financial Advisors Inc. | 4,929 | $283 | 03/31/2024 | VSGX | 4,929 | $283 | 03/31/2024 | Carson Advisory Inc. | 5,100 | $282 | 12/31/2023 | VSGX | 5,100 | $282 | 12/31/2023 | Lindbrook Capital LLC | 4,889 | $281 | 03/31/2024 | VSGX | 4,889 | $281 | 03/31/2024 | Farther Finance Advisors LLC | 5,077 | $281 | 12/31/2023 | VSGX | 5,077 | $281 | 12/31/2023 | Bristlecone Advisors LLC | 4,860 | $279 | 03/31/2024 | VSGX | 4,860 | $279 | 03/31/2024 | Confluence Wealth Services Inc. | 4,811 | $276 | 03/31/2024 | VSGX | 4,811 | $276 | 03/31/2024 | BKD Wealth Advisors LLC | 4,724 | $271 | 03/31/2024 | VSGX | 4,724 | $271 | 03/31/2024 | HBK Sorce Advisory LLC | 4,878 | $270 | 12/31/2023 | VSGX | 4,878 | $270 | 12/31/2023 | Atria Wealth Solutions Inc. | 4,883 | $270 | 12/31/2023 | VSGX | 4,883 | $270 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 4,678 | $269 | 03/31/2024 | VSGX | 4,678 | $269 | 03/31/2024 | Stifel Financial Corp | 4,871 | $269 | 12/31/2023 | VSGX | 4,871 | $269 | 12/31/2023 | M&T Bank Corp | 4,850 | $268 | 12/31/2023 | VSGX | 4,850 | $268 | 12/31/2023 | Richard Bernstein Advisors LLC | 4,809 | $266 | 12/31/2023 | VSGX | 4,809 | $266 | 12/31/2023 | Laurel Wealth Planning LLC | 4,609 | $265 | 03/31/2024 | VSGX | 4,609 | $265 | 03/31/2024 | CJM Wealth Advisers Ltd. | 4,555 | $262 | 03/31/2024 | VSGX | 4,555 | $262 | 03/31/2024 | United Capital Financial Advisers LLC | 4,667 | $258 | 12/31/2023 | VSGX | 4,667 | $258 | 12/31/2023 | Fingerlakes Wealth Management Inc. | 4,445 | $255 | 03/31/2024 | VSGX | 4,445 | $255 | 03/31/2024 | Pinnacle Financial Group LLC IL | 4,568 | $253 | 12/31/2023 | VSGX | 4,568 | $253 | 12/31/2023 | Bbjs Financial Advisors LLC | 4,583 | $253 | 12/31/2023 | VSGX | 4,583 | $253 | 12/31/2023 | Brio Consultants LLC | 4,522 | $250 | 12/31/2023 | VSGX | 4,522 | $250 | 12/31/2023 | Fairview Capital Investment Management LLC | 4,450 | $246 | 12/31/2023 | VSGX | 4,450 | $246 | 12/31/2023 | Steward Partners Investment Advisory LLC | 4,450 | $246 | 12/31/2023 | VSGX | 4,450 | $246 | 12/31/2023 | Gilbert & Cook Inc. | 4,346 | $240 | 12/31/2023 | VSGX | 4,346 | $240 | 12/31/2023 | Rothschild & Co Wealth Management UK Ltd | 4,342 | $240 | 12/31/2023 | VSGX | 4,342 | $240 | 12/31/2023 | Adviser Investments LLC | 4,285 | $237 | 12/31/2023 | VSGX | 4,285 | $237 | 12/31/2023 | Kestra Private Wealth Services LLC | 4,270 | $236 | 12/31/2023 | VSGX | 4,270 | $236 | 12/31/2023 | Appleton Partners Inc. MA | 4,029 | $232 | 03/31/2024 | VSGX | 4,029 | $232 | 03/31/2024 | Bragg Financial Advisors Inc | 4,198 | $232 | 12/31/2023 | VSGX | 4,198 | $232 | 12/31/2023 | Prio Wealth Limited Partnership | 4,182 | $231 | 12/31/2023 | VSGX | 4,182 | $231 | 12/31/2023 | Wetherby Asset Management Inc. | 4,181 | $231 | 12/31/2023 | VSGX | 4,181 | $231 | 12/31/2023 | Janney Montgomery Scott LLC | 4,154 | $230 | 12/31/2023 | VSGX | 4,154 | $230 | 12/31/2023 | Ellevest Inc. | 4,143 | $229 | 12/31/2023 | VSGX | 4,143 | $229 | 12/31/2023 | Bank of Montreal Can | 4,114 | $228 | 12/31/2023 | VSGX | 4,114 | $228 | 12/31/2023 | Keating Wealth Management LLC | 3,946 | $227 | 03/31/2024 | VSGX | 3,946 | $227 | 03/31/2024 | Zhang Financial LLC | 3,835 | $220 | 03/31/2024 | VSGX | 3,835 | $220 | 03/31/2024 | Halbert Hargrove Global Advisors LLC | 3,819 | $219 | 03/31/2024 | VSGX | 3,819 | $219 | 03/31/2024 | Headinvest LLC | 3,959 | $219 | 12/31/2023 | VSGX | 3,959 | $219 | 12/31/2023 | Kestra Advisory Services LLC | 3,936 | $218 | 12/31/2023 | VSGX | 3,936 | $218 | 12/31/2023 | Gordian Advisors LLC | 3,772 | $217 | 03/31/2024 | VSGX | 3,772 | $217 | 03/31/2024 | Pathway Financial Advisors LLC | 3,761 | $216 | 03/31/2024 | VSGX | 3,761 | $216 | 03/31/2024 | Benchmark Wealth Management LLC | 3,762 | $216 | 03/31/2024 | VSGX | 3,762 | $216 | 03/31/2024 | Buckingham Strategic Partners | 3,882 | $215 | 12/31/2023 | VSGX | 3,882 | $215 | 12/31/2023 | Financial Alternatives Inc | 3,892 | $215 | 12/31/2023 | VSGX | 3,892 | $215 | 12/31/2023 | Equitable Trust Co. | 3,716 | $214 | 03/31/2024 | VSGX | 3,716 | $214 | 03/31/2024 | Elwood & Goetz Wealth Advisory Group LLC | 3,699 | $213 | 03/31/2024 | VSGX | 3,699 | $213 | 03/31/2024 | NewEdge Wealth LLC | 3,848 | $213 | 12/31/2023 | VSGX | 3,848 | $213 | 12/31/2023 | Equitable Holdings Inc. | 3,820 | $211 | 12/31/2023 | VSGX | 3,820 | $211 | 12/31/2023 | Proequities Inc. | 3,720 | $206 | 12/31/2023 | VSGX | 3,720 | $206 | 12/31/2023 | Arbor Investment Advisors LLC | 3,527 | $203 | 03/31/2024 | VSGX | 3,527 | $203 | 03/31/2024 | Tortoise Investment Management LLC | 3,384 | $187 | 12/31/2023 | VSGX | 3,384 | $187 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 2,958 | $164 | 12/31/2023 | VSGX | 2,958 | $164 | 12/31/2023 | Pinnacle Bank | 2,751 | $158 | 03/31/2024 | VSGX | 2,751 | $158 | 03/31/2024 | The PNC Financial Services Group Inc. | 2,848 | $157 | 12/31/2023 | VSGX | 2,848 | $157 | 12/31/2023 | Coston McIsaac & Partners | 2,378 | $136 | 03/31/2024 | VSGX | 2,378 | $136 | 03/31/2024 | Cardiff Park Advisors LLC | 2,450 | $135 | 12/31/2023 | VSGX | 2,450 | $135 | 12/31/2023 | Northwest Capital Management Inc | 2,252 | $129 | 03/31/2024 | VSGX | 2,252 | $129 | 03/31/2024 | Rockbridge Investment Management LCC | 2,046 | $113 | 12/31/2023 | VSGX | 2,046 | $113 | 12/31/2023 | US Bancorp DE | 2,029 | $112 | 12/31/2023 | VSGX | 2,029 | $112 | 12/31/2023 | EP Wealth Advisors LLC | 2,026 | $112 | 12/31/2023 | VSGX | 2,026 | $112 | 12/31/2023 | PDS Planning Inc | 1,966 | $109 | 12/31/2023 | VSGX | 1,966 | $109 | 12/31/2023 | First Horizon Advisors Inc. | 1,786 | $103 | 03/31/2024 | VSGX | 1,786 | $103 | 03/31/2024 | Comerica Bank | 1,705 | $94 | 12/31/2023 | VSGX | 1,705 | $94 | 12/31/2023 | AllSquare Wealth Management LLC | 1,655 | $91 | 12/31/2023 | VSGX | 1,655 | $91 | 12/31/2023 | Red Lighthouse Investment Management LLC | 1,590 | $88 | 12/31/2023 | VSGX | 1,590 | $88 | 12/31/2023 | Oxford Financial Group Ltd. | 1,486 | $82 | 12/31/2023 | VSGX | 1,486 | $82 | 12/31/2023 | Harbor Investment Advisory LLC | 1,275 | $73 | 03/31/2024 | VSGX | 1,275 | $73 | 03/31/2024 | Citigroup Inc. | 1,288 | $71 | 12/31/2023 | VSGX | 1,288 | $71 | 12/31/2023 | Fortis Group Advisors LLC | 1,288 | $71 | 12/31/2023 | VSGX | 1,288 | $71 | 12/31/2023 | Voisard Asset Management Group Inc. | 1,168 | $67 | 03/31/2024 | VSGX | 1,168 | $67 | 03/31/2024 | Milestone Investment Advisors LLC | 1,043 | $58 | 12/31/2023 | VSGX | 1,043 | $58 | 12/31/2023 | O Dell Group LLC | 993 | $55 | 12/31/2023 | VSGX | 993 | $55 | 12/31/2023 | JFS Wealth Advisors LLC | 867 | $48 | 12/31/2023 | VSGX | 867 | $48 | 12/31/2023 | Koesten Hirschmann & Crabtree INC. | 840 | $46 | 12/31/2023 | VSGX | 840 | $46 | 12/31/2023 | HM Payson & Co. | 732 | $40 | 12/31/2023 | VSGX | 732 | $40 | 12/31/2023 | Glenmede Trust Co. NA | 675 | $37 | 12/31/2023 | VSGX | 675 | $37 | 12/31/2023 | Wells Financial Advisors INC | 615 | $34 | 12/31/2023 | VSGX | 615 | $34 | 12/31/2023 | Roble Belko & Company Inc | 509 | $29 | 03/31/2024 | VSGX | 509 | $29 | 03/31/2024 | Valley National Advisers Inc. | 503 | $28 | 03/31/2024 | VSGX | 503 | $28 | 03/31/2024 | Wells Fargo & Company MN | 480 | $27 | 12/31/2023 | VSGX | 480 | $27 | 12/31/2023 | Winthrop Capital Management LLC | 496 | $27 | 12/31/2023 | VSGX | 496 | $27 | 12/31/2023 | Bangor Savings Bank | 450 | $26 | 03/31/2024 | VSGX | 450 | $26 | 03/31/2024 | DT Investment Partners LLC | 438 | $24 | 12/31/2023 | VSGX | 438 | $24 | 12/31/2023 | Piscataqua Savings Bank | 390 | $22 | 03/31/2024 | VSGX | 390 | $22 | 03/31/2024 | Private Trust Co. NA | 350 | $20 | 03/31/2024 | VSGX | 350 | $20 | 03/31/2024 | Newton One Investments LLC | 326 | $19 | 03/31/2024 | VSGX | 326 | $19 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 323 | $19 | 03/31/2024 | VSGX | 323 | $19 | 03/31/2024 | American Capital Advisory LLC | 302 | $17 | 12/31/2023 | VSGX | 302 | $17 | 12/31/2023 | NBC Securities Inc. | 193 | $11 | 03/31/2024 | VSGX | 193 | $11 | 03/31/2024 | Evermay Wealth Management LLC | 201 | $11 | 12/31/2023 | VSGX | 201 | $11 | 12/31/2023 | Aptus Capital Advisors LLC | 160 | $9 | 12/31/2023 | VSGX | 160 | $9 | 12/31/2023 | Evolution Advisers Inc. | 145 | $8 | 12/31/2023 | VSGX | 145 | $8 | 12/31/2023 | Carmichael Hill & Associates Inc. | 124 | $7 | 03/31/2024 | VSGX | 124 | $7 | 03/31/2024 | Wetzel Investment Advisors Inc. | 125 | $7 | 03/31/2024 | VSGX | 125 | $7 | 03/31/2024 | Global Retirement Partners LLC | 101 | $6 | 03/31/2024 | VSGX | 101 | $6 | 03/31/2024 | City State Bank | 100 | $6 | 03/31/2024 | VSGX | 100 | $6 | 03/31/2024 | McIlrath & Eck LLC | 110 | $6 | 12/31/2023 | VSGX | 110 | $6 | 12/31/2023 | Tower Research Capital LLC TRC | 62 | $3 | 12/31/2023 | VSGX | 62 | $3 | 12/31/2023 | FMR LLC | 18 | $1 | 12/31/2023 | VSGX | 18 | $1 | 12/31/2023 | Rice Partnership LLC | 19 | $1 | 12/31/2023 | VSGX | 19 | $1 | 12/31/2023 | Huntington National Bank | 1 | $0 | 12/31/2023 | VSGX | 1 | $0 | 12/31/2023 | BNP Paribas Arbitrage SA | 9 | $0 | 12/31/2023 | VSGX | 9 | $0 | 12/31/2023 | Macroview Investment Management LLC | 6 | $0 | 12/31/2023 | VSGX | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VSGX
See Details: Top 10 Hedge Funds Holding VSGX
Also See: VSGX Holdings Changes
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