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There is a long list of 308 institutional holders of VSGX within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VSGX by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VSGX table below,
the initial column indicates the name of each top institutional holder of VSGX, with a link to that fund's top holdings. The next columns
indicate the amount of VSGX stock held by each of the institutional holders of VSGX, followed by the VSGX position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
See All: Funds Holding VSGX
See Details: Top 10 Hedge Funds Holding VSGX
Also See: VSGX Holdings Changes
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