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Institutional Holders of VSGX

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.

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

See All: Funds Holding VSGX
See Details: Top 10 Hedge Funds Holding VSGX
Also See: VSGX Holdings Changes

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