Holdings Channel
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Funds Holding VSGX

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.

HolderAmountPosition Size
($ in 1000's)
 As of
TFO TDC LLC11,139$615,764 12/31/2023
     VSGX11,139$615,764 12/31/2023
Vanguard Group Inc.8,234,646$455,211 12/31/2023
     VSGX8,234,646$455,211 12/31/2023
Creative Planning1,197,379$66,191 12/31/2023
     VSGX1,197,379$66,191 12/31/2023
Leo Wealth LLC743,185$41,481 12/31/2023
     VSGX743,185$41,481 12/31/2023
Morgan Stanley538,106$29,747 12/31/2023
     VSGX538,106$29,747 12/31/2023
Crewe Advisors LLC462,759$25,581 12/31/2023
     VSGX462,759$25,581 12/31/2023
Royal Bank of Canada455,529$25,182 12/31/2023
     VSGX455,529$25,182 12/31/2023
SCS Capital Management LLC358,823$19,836 12/31/2023
     VSGX358,823$19,836 12/31/2023
UBS Group AG320,048$17,692 12/31/2023
     VSGX320,048$17,692 12/31/2023
Bank of America Corp DE297,263$16,433 12/31/2023
     VSGX297,263$16,433 12/31/2023
Refined Wealth Management268,592$15,436 03/31/2024
     VSGX268,592$15,436 03/31/2024
Facet Wealth Inc.274,410$15,054 12/31/2023
     VSGX274,410$15,054 12/31/2023
Cerity Partners LLC263,063$14,542 12/31/2023
     VSGX263,063$14,542 12/31/2023
Raymond James & Associates246,480$14,165 03/31/2024
     VSGX246,480$14,165 03/31/2024
Spinnaker Trust240,960$13,320 12/31/2023
     VSGX240,960$13,320 12/31/2023
Hanson & Doremus Investment Management227,218$13,058 03/31/2024
     VSGX227,218$13,058 03/31/2024
Boston Trust Walden Corp220,590$12,677 03/31/2024
     VSGX220,590$12,677 03/31/2024
Ameriprise Financial Inc.189,532$10,475 12/31/2023
     VSGX189,532$10,475 12/31/2023
Platt Investment Counsel LLC181,546$10,433 03/31/2024
     VSGX181,546$10,433 03/31/2024
Envestnet Asset Management Inc.174,489$9,646 12/31/2023
     VSGX174,489$9,646 12/31/2023
Baird Financial Group Inc.160,876$8,893 12/31/2023
     VSGX160,876$8,893 12/31/2023
Fiduciary Trust Co.147,258$8,140 12/31/2023
     VSGX147,258$8,140 12/31/2023
Stewardship Advisors LLC138,266$7,946 03/31/2024
     VSGX138,266$7,946 03/31/2024
Charter Oak Capital Management LLC132,681$7,625 03/31/2024
     VSGX132,681$7,625 03/31/2024
Angeles Investment Advisors LLC136,685$7,556 12/31/2023
     VSGX136,685$7,556 12/31/2023
Diversified Portfolios Inc.135,248$7,477 12/31/2023
     VSGX135,248$7,477 12/31/2023
Skyline Advisors Inc.129,396$7,436 03/31/2024
     VSGX129,396$7,436 03/31/2024
LifeGuide Financial Advisors LLC128,153$7,365 03/31/2024
     VSGX128,153$7,365 03/31/2024
Mission Wealth Management LP129,027$7,133 12/31/2023
     VSGX129,027$7,133 12/31/2023
Jane Street Group LLC119,916$6,629 12/31/2023
     VSGX119,916$6,629 12/31/2023
Apella Capital LLC114,009$6,534 03/31/2024
     VSGX114,009$6,534 03/31/2024
Goldman Sachs Group Inc.115,136$6,365 12/31/2023
     VSGX115,136$6,365 12/31/2023
Advisory Services Network LLC105,446$5,829 12/31/2023
     VSGX105,446$5,829 12/31/2023
Cambridge Associates LLC MA ADV103,291$5,710 12/31/2023
     VSGX103,291$5,710 12/31/2023
Ogorek Anthony Joseph NY ADV101,676$5,620 12/31/2023
     VSGX101,676$5,620 12/31/2023
CBIZ Investment Advisory Services LLC99,476$5,499 12/31/2023
     VSGX99,476$5,499 12/31/2023
Garde Capital Inc.96,126$5,314 12/31/2023
     VSGX96,126$5,314 12/31/2023
MML Investors Services LLC95,492$5,279 12/31/2023
     VSGX95,492$5,279 12/31/2023
Orgel Wealth Management LLC88,069$5,061 03/31/2024
     VSGX88,069$5,061 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management84,632$4,678 12/31/2023
     VSGX84,632$4,678 12/31/2023
HighTower Advisors LLC76,013$4,206 12/31/2023
     VSGX76,013$4,206 12/31/2023
White Lighthouse Investment Management Inc.75,060$4,149 12/31/2023
     VSGX75,060$4,149 12/31/2023
LPL Financial LLC74,106$4,097 12/31/2023
     VSGX74,106$4,097 12/31/2023
Beacon Pointe Advisors LLC73,884$4,084 12/31/2023
     VSGX73,884$4,084 12/31/2023
Quent Capital LLC72,748$4,022 12/31/2023
     VSGX72,748$4,022 12/31/2023
Evoke Wealth LLC69,985$3,869 12/31/2023
     VSGX69,985$3,869 12/31/2023
Dohj LLC65,805$3,782 03/31/2024
     VSGX65,805$3,782 03/31/2024
Mariner LLC67,344$3,723 12/31/2023
     VSGX67,344$3,723 12/31/2023
Financial Connections Group Inc.65,235$3,606 12/31/2023
     VSGX65,235$3,606 12/31/2023
AMG National Trust Bank64,032$3,540 12/31/2023
     VSGX64,032$3,540 12/31/2023
Anderson Fisher LLC61,397$3,529 03/31/2024
     VSGX61,397$3,529 03/31/2024
Commonwealth Equity Services LLC62,615$3,461 12/31/2023
     VSGX62,615$3,461 12/31/2023
Cetera Advisor Networks LLC62,236$3,440 12/31/2023
     VSGX62,236$3,440 12/31/2023
Balanced Rock Investment Advisor59,482$3,288 12/31/2023
     VSGX59,482$3,288 12/31/2023
Wealth Enhancement Advisory Services LLC55,718$3,202 03/31/2024
     VSGX55,718$3,202 03/31/2024
Raymond James Financial Services Advisors Inc.54,843$3,152 03/31/2024
     VSGX54,843$3,152 03/31/2024
Ledyard National Bank56,660$3,132 12/31/2023
     VSGX56,660$3,132 12/31/2023
Buckingham Strategic Wealth LLC56,521$3,124 12/31/2023
     VSGX56,521$3,124 12/31/2023
SageView Advisory Group LLC57,011$3,119 12/31/2023
     VSGX57,011$3,119 12/31/2023
Bluestem Financial Advisors LLC53,208$3,058 03/31/2024
     VSGX53,208$3,058 03/31/2024
ST Germain D J Co. Inc.51,295$2,948 03/31/2024
     VSGX51,295$2,948 03/31/2024
Hall Kathryn A.49,790$2,752 12/31/2023
     VSGX49,790$2,752 12/31/2023
Jones Financial Companies Lllp47,433$2,622 12/31/2023
     VSGX47,433$2,622 12/31/2023
DHK Financial Advisors Inc.46,547$2,573 12/31/2023
     VSGX46,547$2,573 12/31/2023
Garrett Investment Advisors LLC44,604$2,563 03/31/2024
     VSGX44,604$2,563 03/31/2024
Northwestern Mutual Wealth Management Co.45,741$2,529 12/31/2023
     VSGX45,741$2,529 12/31/2023
Mayport LLC41,186$2,367 03/31/2024
     VSGX41,186$2,367 03/31/2024
Pathstone Holdings LLC42,491$2,349 12/31/2023
     VSGX42,491$2,349 12/31/2023
Northland Capital Management LLC39,978$2,298 03/31/2024
     VSGX39,978$2,298 03/31/2024
Bear Mountain Capital Inc.40,577$2,226 03/31/2024
     VSGX40,577$2,226 03/31/2024
Captrust Financial Advisors38,250$2,114 12/31/2023
     VSGX38,250$2,114 12/31/2023
Libra Wealth LLC38,209$2,112 12/31/2023
     VSGX38,209$2,112 12/31/2023
DeDora Capital Inc.36,329$2,088 03/31/2024
     VSGX36,329$2,088 03/31/2024
Cambridge Investment Research Advisors Inc.35,791$2,057 03/31/2024
     VSGX35,791$2,057 03/31/2024
Boston Standard Wealth Management LLC35,211$2,024 03/31/2024
     VSGX35,211$2,024 03/31/2024
Silver Oak Advisory Group Inc.36,130$1,997 12/31/2023
     VSGX36,130$1,997 12/31/2023
Carr Financial Group Corp34,500$1,983 03/31/2024
     VSGX34,500$1,983 03/31/2024
Financial Network Wealth Management LLC35,627$1,969 12/31/2023
     VSGX35,627$1,969 12/31/2023
Northern Trust Corp34,974$1,933 12/31/2023
     VSGX34,974$1,933 12/31/2023
CI Private Wealth LLC34,807$1,924 12/31/2023
     VSGX34,807$1,924 12/31/2023
Bfsg LLC32,739$1,882 03/31/2024
     VSGX32,739$1,882 03/31/2024
Haverford Trust Co.33,504$1,852 12/31/2023
     VSGX33,504$1,852 12/31/2023
Davis R M Inc.32,969$1,823 12/31/2023
     VSGX32,969$1,823 12/31/2023
Gould Asset Management LLC CA32,572$1,801 12/31/2023
     VSGX32,572$1,801 12/31/2023
Monterey Private Wealth Inc.29,986$1,723 03/31/2024
     VSGX29,986$1,723 03/31/2024
Brooklyn FI LLC28,800$1,655 03/31/2024
     VSGX28,800$1,655 03/31/2024
Cresset Asset Management LLC29,588$1,636 12/31/2023
     VSGX29,588$1,636 12/31/2023
Addison Advisors LLC29,320$1,621 12/31/2023
     VSGX29,320$1,621 12/31/2023
JPMorgan Chase & Co.28,687$1,586 12/31/2023
     VSGX28,687$1,586 12/31/2023
Pallas Capital Advisors LLC27,093$1,557 03/31/2024
     VSGX27,093$1,557 03/31/2024
Vista Capital Partners Inc.27,729$1,533 12/31/2023
     VSGX27,729$1,533 12/31/2023
OLD Mission Capital LLC27,463$1,518 12/31/2023
     VSGX27,463$1,518 12/31/2023
Jacobson & Schmitt Advisors LLC26,535$1,467 12/31/2023
     VSGX26,535$1,467 12/31/2023
Treynor Bancshares Inc.25,281$1,398 12/31/2023
     VSGX25,281$1,398 12/31/2023
Sageworth Trust Co24,280$1,395 03/31/2024
     VSGX24,280$1,395 03/31/2024
Marshall Financial Group Inc. ADV25,099$1,387 12/31/2023
     VSGX25,099$1,387 12/31/2023
West Financial Advisors LLC23,777$1,366 03/31/2024
     VSGX23,777$1,366 03/31/2024
Bell Investment Advisors Inc24,382$1,348 12/31/2023
     VSGX24,382$1,348 12/31/2023
Wealthfront Advisers LLC23,318$1,340 03/31/2024
     VSGX23,318$1,340 03/31/2024
Advisor Group Holdings Inc.24,218$1,339 12/31/2023
     VSGX24,218$1,339 12/31/2023
CAPROCK Group Inc.23,636$1,307 12/31/2023
     VSGX23,636$1,307 12/31/2023
Bank of New York Mellon Corp22,645$1,301 03/31/2024
     VSGX22,645$1,301 03/31/2024
Sentinel Trust Co. LBA22,635$1,251 12/31/2023
     VSGX22,635$1,251 12/31/2023
Global Strategic Investment Solutions LLC22,388$1,238 12/31/2023
     VSGX22,388$1,238 12/31/2023
UMB Bank N A MO20,420$1,174 03/31/2024
     VSGX20,420$1,174 03/31/2024
JNBA Financial Advisors20,340$1,169 03/31/2024
     VSGX20,340$1,169 03/31/2024
Citadel Advisors LLC19,795$1,094 12/31/2023
     VSGX19,795$1,094 12/31/2023
Financial Council Asset Management Inc19,387$1,072 12/31/2023
     VSGX19,387$1,072 12/31/2023
Opes Wealth Management LLC19,127$1,057 12/31/2023
     VSGX19,127$1,057 12/31/2023
Perigon Wealth Management LLC18,680$1,033 12/31/2023
     VSGX18,680$1,033 12/31/2023
Family CFO Inc17,926$1,030 03/31/2024
     VSGX17,926$1,030 03/31/2024
Hardy Reed LLC17,397$962 12/31/2023
     VSGX17,397$962 12/31/2023
RSM US Wealth Management LLC17,079$944 12/31/2023
     VSGX17,079$944 12/31/2023
Chicago Partners Investment Group LLC16,880$940 03/31/2024
     VSGX16,880$940 03/31/2024
Topel & Distasi Wealth Management LLC16,942$937 12/31/2023
     VSGX16,942$937 12/31/2023
Flow Traders U.S. LLC16,719$924 12/31/2023
     VSGX16,719$924 12/31/2023
Advanced Research Investment Solutions LLC16,553$915 12/31/2023
     VSGX16,553$915 12/31/2023
RFG Advisory LLC15,636$899 03/31/2024
     VSGX15,636$899 03/31/2024
National Bank of Canada FI16,455$898 12/31/2023
     VSGX16,455$898 12/31/2023
Corrigan Financial Inc.15,110$868 03/31/2024
     VSGX15,110$868 03/31/2024
Lincoln National Corp15,393$851 12/31/2023
     VSGX15,393$851 12/31/2023
McClarren Financial Advisors Inc.15,360$849 12/31/2023
     VSGX15,360$849 12/31/2023
Optas LLC14,189$815 03/31/2024
     VSGX14,189$815 03/31/2024
Operose Advisors LLC14,621$808 12/31/2023
     VSGX14,621$808 12/31/2023
Merriman Wealth Management LLC14,499$802 12/31/2023
     VSGX14,499$802 12/31/2023
Mather Group LLC.14,428$798 03/31/2024
     VSGX14,428$798 03/31/2024
Destination Wealth Management14,330$792 12/31/2023
     VSGX14,330$792 12/31/2023
Parallel Advisors LLC13,824$764 12/31/2023
     VSGX13,824$764 12/31/2023
One Day In July LLC13,200$759 03/31/2024
     VSGX13,200$759 03/31/2024
CWM LLC12,632$726 03/31/2024
     VSGX12,632$726 03/31/2024
Harbour Investments Inc.13,111$725 12/31/2023
     VSGX13,111$725 12/31/2023
Sageworth Trust Co of South Dakota12,238$703 03/31/2024
     VSGX12,238$703 03/31/2024
Betterment LLC12,681$701 12/31/2023
     VSGX12,681$701 12/31/2023
WealthCollab LLC12,642$699 12/31/2023
     VSGX12,642$699 12/31/2023
Tradition Wealth Management LLC12,483$690 12/31/2023
     VSGX12,483$690 12/31/2023
GWM Advisors LLC12,718$688 12/31/2023
     VSGX12,718$688 12/31/2023
Dynamic Advisor Solutions LLC11,956$687 03/31/2024
     VSGX11,956$687 03/31/2024
Truist Financial Corp12,318$681 12/31/2023
     VSGX12,318$681 12/31/2023
Franklin Resources Inc.12,203$675 12/31/2023
     VSGX12,203$675 12/31/2023
Nottingham Advisors Inc.12,200$674 12/31/2023
     VSGX12,200$674 12/31/2023
Focus Financial Network Inc. ADV12,137$671 12/31/2023
     VSGX12,137$671 12/31/2023
AlTi Global Inc.11,760$650 12/31/2023
     VSGX11,760$650 12/31/2023
MBE Wealth Management LLC11,261$647 03/31/2024
     VSGX11,261$647 03/31/2024
Modera Wealth Management LLC11,546$638 12/31/2023
     VSGX11,546$638 12/31/2023
Larson Financial Group LLC11,550$638 12/31/2023
     VSGX11,550$638 12/31/2023
Pure Financial Advisors Inc.10,855$624 03/31/2024
     VSGX10,855$624 03/31/2024
Cherrydale Wealth Management LLC10,589$609 03/31/2024
     VSGX10,589$609 03/31/2024
Well Done LLC10,534$605 03/31/2024
     VSGX10,534$605 03/31/2024
Krilogy Financial LLC10,496$603 03/31/2024
     VSGX10,496$603 03/31/2024
Johnson Bixby & Associates LLC10,487$603 03/31/2024
     VSGX10,487$603 03/31/2024
First United Bank Trust10,917$603 12/31/2023
     VSGX10,917$603 12/31/2023
Truepoint Inc.10,830$599 12/31/2023
     VSGX10,830$599 12/31/2023
Values Added Financial LLC10,341$594 03/31/2024
     VSGX10,341$594 03/31/2024
Allworth Financial LP10,156$584 03/31/2024
     VSGX10,156$584 03/31/2024
Cornerstone Wealth Management LLC10,011$575 03/31/2024
     VSGX10,011$575 03/31/2024
Round Rock Advisors LLC9,732$559 03/31/2024
     VSGX9,732$559 03/31/2024
Bartlett & Co. LLC10,105$558 12/31/2023
     VSGX10,105$558 12/31/2023
Bartlett & CO. Wealth Management LLC10,105$558 12/31/2023
     VSGX10,105$558 12/31/2023
Peapack Gladstone Financial Corp10,000$553 12/31/2023
     VSGX10,000$553 12/31/2023
ICONIQ Capital LLC9,887$547 12/31/2023
     VSGX9,887$547 12/31/2023
Ameritas Investment Partners Inc.9,818$543 12/31/2023
     VSGX9,818$543 12/31/2023
Geneos Wealth Management Inc.9,809$542 12/31/2023
     VSGX9,809$542 12/31/2023
Ramirez Asset Management Inc.9,315$515 12/31/2023
     VSGX9,315$515 12/31/2023
Strategic Point Investment Advisors LLC9,235$511 12/31/2023
     VSGX9,235$511 12/31/2023
Private Advisor Group LLC8,940$494 12/31/2023
     VSGX8,940$494 12/31/2023
Financial Counselors Inc.8,767$485 12/31/2023
     VSGX8,767$485 12/31/2023
Wealthcare Capital Management LLC8,427$484 03/31/2024
     VSGX8,427$484 03/31/2024
LexAurum Advisors LLC8,209$472 03/31/2024
     VSGX8,209$472 03/31/2024
Pinnacle Associates Ltd.8,106$466 03/31/2024
     VSGX8,106$466 03/31/2024
Mercer Global Advisors Inc. ADV8,383$463 12/31/2023
     VSGX8,383$463 12/31/2023
Brickley Wealth Management7,640$439 03/31/2024
     VSGX7,640$439 03/31/2024
Twin Focus Capital Partners LLC7,937$439 12/31/2023
     VSGX7,937$439 12/31/2023
Webster Bank N. A.7,625$438 03/31/2024
     VSGX7,625$438 03/31/2024
Lodestar Private Asset Management LLC7,564$435 03/31/2024
     VSGX7,564$435 03/31/2024
Pinnacle Wealth Management Advisory Group LLC7,642$422 12/31/2023
     VSGX7,642$422 12/31/2023
Smithfield Trust Co.7,304$403 12/31/2023
     VSGX7,304$403 12/31/2023
Moneta Group Investment Advisors LLC7,250$401 12/31/2023
     VSGX7,250$401 12/31/2023
McCarthy Grittinger Financial Group LLC6,942$399 03/31/2024
     VSGX6,942$399 03/31/2024
Linscomb & Williams Inc.7,207$398 12/31/2023
     VSGX7,207$398 12/31/2023
TCG Advisory Services LLC7,135$394 12/31/2023
     VSGX7,135$394 12/31/2023
Lake Street Advisors Group LLC7,056$390 12/31/2023
     VSGX7,056$390 12/31/2023
Acorn Financial Advisory Services Inc. ADV6,894$381 12/31/2023
     VSGX6,894$381 12/31/2023
West Coast Financial LLC6,509$374 03/31/2024
     VSGX6,509$374 03/31/2024
Chevy Chase Trust Holdings Inc.6,702$370 12/31/2023
     VSGX6,702$370 12/31/2023
RS Crum Inc.6,675$369 12/31/2023
     VSGX6,675$369 12/31/2023
Susquehanna International Group LLP6,562$363 12/31/2023
     VSGX6,562$363 12/31/2023
IFG Advisors LLC6,304$362 03/31/2024
     VSGX6,304$362 03/31/2024
Vista Private Wealth Partners. LLC6,646$361 12/31/2023
     VSGX6,646$361 12/31/2023
D.A. Davidson & CO.6,496$359 12/31/2023
     VSGX6,496$359 12/31/2023
Foster Group Inc.6,192$356 03/31/2024
     VSGX6,192$356 03/31/2024
Sapient Capital LLC6,188$356 03/31/2024
     VSGX6,188$356 03/31/2024
Patriot Investment Management Inc.6,025$346 03/31/2024
     VSGX6,025$346 03/31/2024
Focus Financial Network Inc.6,097$335 03/31/2024
     VSGX6,097$335 03/31/2024
Affinity Capital Advisors LLC5,762$331 03/31/2024
     VSGX5,762$331 03/31/2024
Ballentine Partners LLC5,741$330 03/31/2024
     VSGX5,741$330 03/31/2024
KilterHowling LLC6,057$330 12/31/2023
     VSGX6,057$330 12/31/2023
Stokes Family Office LLC5,900$326 12/31/2023
     VSGX5,900$326 12/31/2023
Crabel Capital Management LLC5,838$323 12/31/2023
     VSGX5,838$323 12/31/2023
Valeo Financial Advisors LLC5,732$319 03/31/2024
     VSGX5,732$319 03/31/2024
Cherry Tree Wealth Management LLC5,639$312 12/31/2023
     VSGX5,639$312 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC5,630$311 12/31/2023
     VSGX5,630$311 12/31/2023
McLean Asset Management Corp5,262$302 03/31/2024
     VSGX5,262$302 03/31/2024
AdvisorNet Financial Inc5,238$301 03/31/2024
     VSGX5,238$301 03/31/2024
Cutler Investment Counsel LLC5,437$301 12/31/2023
     VSGX5,437$301 12/31/2023
Empower Advisory Group LLC5,440$301 12/31/2023
     VSGX5,440$301 12/31/2023
Grand Wealth Management LLC5,402$299 12/31/2023
     VSGX5,402$299 12/31/2023
Resonant Capital Advisors LLC5,216$288 12/31/2023
     VSGX5,216$288 12/31/2023
Level Financial Advisors Inc.4,929$283 03/31/2024
     VSGX4,929$283 03/31/2024
Carson Advisory Inc.5,100$282 12/31/2023
     VSGX5,100$282 12/31/2023
Lindbrook Capital LLC4,889$281 03/31/2024
     VSGX4,889$281 03/31/2024
Farther Finance Advisors LLC5,077$281 12/31/2023
     VSGX5,077$281 12/31/2023
Bristlecone Advisors LLC4,860$279 03/31/2024
     VSGX4,860$279 03/31/2024
Confluence Wealth Services Inc.4,811$276 03/31/2024
     VSGX4,811$276 03/31/2024
BKD Wealth Advisors LLC4,724$271 03/31/2024
     VSGX4,724$271 03/31/2024
HBK Sorce Advisory LLC4,878$270 12/31/2023
     VSGX4,878$270 12/31/2023
Atria Wealth Solutions Inc.4,883$270 12/31/2023
     VSGX4,883$270 12/31/2023
Wiley BROS. Aintree Capital LLC4,678$269 03/31/2024
     VSGX4,678$269 03/31/2024
Stifel Financial Corp4,871$269 12/31/2023
     VSGX4,871$269 12/31/2023
M&T Bank Corp4,850$268 12/31/2023
     VSGX4,850$268 12/31/2023
Richard Bernstein Advisors LLC4,809$266 12/31/2023
     VSGX4,809$266 12/31/2023
Laurel Wealth Planning LLC4,609$265 03/31/2024
     VSGX4,609$265 03/31/2024
CJM Wealth Advisers Ltd.4,555$262 03/31/2024
     VSGX4,555$262 03/31/2024
United Capital Financial Advisers LLC4,667$258 12/31/2023
     VSGX4,667$258 12/31/2023
Fingerlakes Wealth Management Inc.4,445$255 03/31/2024
     VSGX4,445$255 03/31/2024
Pinnacle Financial Group LLC IL4,568$253 12/31/2023
     VSGX4,568$253 12/31/2023
Bbjs Financial Advisors LLC4,583$253 12/31/2023
     VSGX4,583$253 12/31/2023
Brio Consultants LLC4,522$250 12/31/2023
     VSGX4,522$250 12/31/2023
Fairview Capital Investment Management LLC4,450$246 12/31/2023
     VSGX4,450$246 12/31/2023
Steward Partners Investment Advisory LLC4,450$246 12/31/2023
     VSGX4,450$246 12/31/2023
Gilbert & Cook Inc.4,346$240 12/31/2023
     VSGX4,346$240 12/31/2023
Rothschild & Co Wealth Management UK Ltd4,342$240 12/31/2023
     VSGX4,342$240 12/31/2023
Adviser Investments LLC4,285$237 12/31/2023
     VSGX4,285$237 12/31/2023
Kestra Private Wealth Services LLC4,270$236 12/31/2023
     VSGX4,270$236 12/31/2023
Appleton Partners Inc. MA4,029$232 03/31/2024
     VSGX4,029$232 03/31/2024
Bragg Financial Advisors Inc4,198$232 12/31/2023
     VSGX4,198$232 12/31/2023
Prio Wealth Limited Partnership4,182$231 12/31/2023
     VSGX4,182$231 12/31/2023
Wetherby Asset Management Inc.4,181$231 12/31/2023
     VSGX4,181$231 12/31/2023
Janney Montgomery Scott LLC4,154$230 12/31/2023
     VSGX4,154$230 12/31/2023
Ellevest Inc.4,143$229 12/31/2023
     VSGX4,143$229 12/31/2023
Bank of Montreal Can4,114$228 12/31/2023
     VSGX4,114$228 12/31/2023
Keating Wealth Management LLC3,946$227 03/31/2024
     VSGX3,946$227 03/31/2024
Zhang Financial LLC3,835$220 03/31/2024
     VSGX3,835$220 03/31/2024
Halbert Hargrove Global Advisors LLC3,819$219 03/31/2024
     VSGX3,819$219 03/31/2024
Headinvest LLC3,959$219 12/31/2023
     VSGX3,959$219 12/31/2023
Kestra Advisory Services LLC3,936$218 12/31/2023
     VSGX3,936$218 12/31/2023
Gordian Advisors LLC3,772$217 03/31/2024
     VSGX3,772$217 03/31/2024
Pathway Financial Advisors LLC3,761$216 03/31/2024
     VSGX3,761$216 03/31/2024
Benchmark Wealth Management LLC3,762$216 03/31/2024
     VSGX3,762$216 03/31/2024
Buckingham Strategic Partners3,882$215 12/31/2023
     VSGX3,882$215 12/31/2023
Financial Alternatives Inc3,892$215 12/31/2023
     VSGX3,892$215 12/31/2023
Equitable Trust Co.3,716$214 03/31/2024
     VSGX3,716$214 03/31/2024
Elwood & Goetz Wealth Advisory Group LLC3,699$213 03/31/2024
     VSGX3,699$213 03/31/2024
NewEdge Wealth LLC3,848$213 12/31/2023
     VSGX3,848$213 12/31/2023
Equitable Holdings Inc.3,820$211 12/31/2023
     VSGX3,820$211 12/31/2023
Proequities Inc.3,720$206 12/31/2023
     VSGX3,720$206 12/31/2023
Arbor Investment Advisors LLC3,527$203 03/31/2024
     VSGX3,527$203 03/31/2024
Tortoise Investment Management LLC3,384$187 12/31/2023
     VSGX3,384$187 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd2,958$164 12/31/2023
     VSGX2,958$164 12/31/2023
Pinnacle Bank2,751$158 03/31/2024
     VSGX2,751$158 03/31/2024
The PNC Financial Services Group Inc.2,848$157 12/31/2023
     VSGX2,848$157 12/31/2023
Coston McIsaac & Partners2,378$136 03/31/2024
     VSGX2,378$136 03/31/2024
Cardiff Park Advisors LLC2,450$135 12/31/2023
     VSGX2,450$135 12/31/2023
Northwest Capital Management Inc2,252$129 03/31/2024
     VSGX2,252$129 03/31/2024
Rockbridge Investment Management LCC2,046$113 12/31/2023
     VSGX2,046$113 12/31/2023
US Bancorp DE2,029$112 12/31/2023
     VSGX2,029$112 12/31/2023
EP Wealth Advisors LLC2,026$112 12/31/2023
     VSGX2,026$112 12/31/2023
PDS Planning Inc1,966$109 12/31/2023
     VSGX1,966$109 12/31/2023
First Horizon Advisors Inc.1,786$103 03/31/2024
     VSGX1,786$103 03/31/2024
Comerica Bank1,705$94 12/31/2023
     VSGX1,705$94 12/31/2023
AllSquare Wealth Management LLC1,655$91 12/31/2023
     VSGX1,655$91 12/31/2023
Red Lighthouse Investment Management LLC1,590$88 12/31/2023
     VSGX1,590$88 12/31/2023
Oxford Financial Group Ltd.1,486$82 12/31/2023
     VSGX1,486$82 12/31/2023
Harbor Investment Advisory LLC1,275$73 03/31/2024
     VSGX1,275$73 03/31/2024
Citigroup Inc.1,288$71 12/31/2023
     VSGX1,288$71 12/31/2023
Fortis Group Advisors LLC1,288$71 12/31/2023
     VSGX1,288$71 12/31/2023
Voisard Asset Management Group Inc.1,168$67 03/31/2024
     VSGX1,168$67 03/31/2024
Milestone Investment Advisors LLC1,043$58 12/31/2023
     VSGX1,043$58 12/31/2023
O Dell Group LLC993$55 12/31/2023
     VSGX993$55 12/31/2023
JFS Wealth Advisors LLC867$48 12/31/2023
     VSGX867$48 12/31/2023
Koesten Hirschmann & Crabtree INC.840$46 12/31/2023
     VSGX840$46 12/31/2023
HM Payson & Co.732$40 12/31/2023
     VSGX732$40 12/31/2023
Glenmede Trust Co. NA675$37 12/31/2023
     VSGX675$37 12/31/2023
Wells Financial Advisors INC615$34 12/31/2023
     VSGX615$34 12/31/2023
Roble Belko & Company Inc509$29 03/31/2024
     VSGX509$29 03/31/2024
Valley National Advisers Inc.503$28 03/31/2024
     VSGX503$28 03/31/2024
Wells Fargo & Company MN480$27 12/31/2023
     VSGX480$27 12/31/2023
Winthrop Capital Management LLC496$27 12/31/2023
     VSGX496$27 12/31/2023
Bangor Savings Bank450$26 03/31/2024
     VSGX450$26 03/31/2024
DT Investment Partners LLC438$24 12/31/2023
     VSGX438$24 12/31/2023
Piscataqua Savings Bank390$22 03/31/2024
     VSGX390$22 03/31/2024
Private Trust Co. NA350$20 03/31/2024
     VSGX350$20 03/31/2024
Newton One Investments LLC326$19 03/31/2024
     VSGX326$19 03/31/2024
Financial Synergies Wealth Advisors Inc.323$19 03/31/2024
     VSGX323$19 03/31/2024
American Capital Advisory LLC302$17 12/31/2023
     VSGX302$17 12/31/2023
NBC Securities Inc.193$11 03/31/2024
     VSGX193$11 03/31/2024
Evermay Wealth Management LLC201$11 12/31/2023
     VSGX201$11 12/31/2023
Aptus Capital Advisors LLC160$9 12/31/2023
     VSGX160$9 12/31/2023
Evolution Advisers Inc.145$8 12/31/2023
     VSGX145$8 12/31/2023
Carmichael Hill & Associates Inc.124$7 03/31/2024
     VSGX124$7 03/31/2024
Wetzel Investment Advisors Inc.125$7 03/31/2024
     VSGX125$7 03/31/2024
Global Retirement Partners LLC101$6 03/31/2024
     VSGX101$6 03/31/2024
City State Bank100$6 03/31/2024
     VSGX100$6 03/31/2024
McIlrath & Eck LLC110$6 12/31/2023
     VSGX110$6 12/31/2023
Tower Research Capital LLC TRC 62$3 12/31/2023
     VSGX62$3 12/31/2023
FMR LLC18$1 12/31/2023
     VSGX18$1 12/31/2023
Rice Partnership LLC19$1 12/31/2023
     VSGX19$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     VSGX1$0 12/31/2023
BNP Paribas Arbitrage SA9$0 12/31/2023
     VSGX9$0 12/31/2023
Macroview Investment Management LLC6$0 12/31/2023
     VSGX6$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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