HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VGSH Share Count | ||||
| Alhambra Investment Partners LLC | 5,550 | 82,811 | +77,261 | +1392.09% |
| CVA Family Office LLC | 106 | 1,017 | +911 | +859.43% |
| CWM LLC | 6,345 | 21,546 | +15,201 | +239.57% |
| Executive Wealth Group LLC | 15,050 | 45,295 | +30,245 | +200.96% |
| Stratos Wealth Advisors LLC | 112,635 | 170,047 | +57,412 | +50.97% |
| Roble Belko & Company Inc | 35,942 | 51,173 | +15,231 | +42.38% |
| Opal Wealth Advisors LLC | 4,055 | 5,643 | +1,588 | +39.16% |
| VERITY Wealth Advisors | 14,070 | 19,308 | +5,238 | +37.23% |
| Dynamic Advisor Solutions LLC | 50,441 | 62,786 | +12,345 | +24.47% |
| OLD National Bancorp IN | 783,563 | 962,885 | +179,322 | +22.89% |
| Financial Management Professionals Inc. | 2,037 | 2,496 | +459 | +22.53% |
| Pinnacle Bank | 21,699 | 25,047 | +3,348 | +15.43% |
| RFG Advisory LLC | 32,236 | 36,941 | +4,705 | +14.60% |
| Evanson Asset Management LLC | 7,298 | 8,230 | +932 | +12.77% |
| Unison Advisors LLC | 167,453 | 187,539 | +20,086 | +12.00% |
| Park Avenue Securities LLC | 251,844 | 281,983 | +30,139 | +11.97% |
| Pure Financial Advisors Inc. | 1,081,188 | 1,207,161 | +125,973 | +11.65% |
| Signal Advisors Wealth LLC | 66,827 | 74,566 | +7,739 | +11.58% |
| Falcon Wealth Planning | 217,386 | 239,762 | +22,376 | +10.29% |
| Strata Wealth Advisors LLC | 763,363 | 839,759 | +76,396 | +10.01% |
| Stratos Wealth Partners LTD. | 52,240 | 57,123 | +4,883 | +9.35% |
| Acropolis Investment Management LLC | 1,416,136 | 1,544,784 | +128,648 | +9.08% |
| Disciplined Investments LLC | 94,296 | 102,758 | +8,462 | +8.97% |
| Foster Group Inc. | 586,734 | 639,146 | +52,412 | +8.93% |
| Cyndeo Wealth Partners LLC | 4,070 | 4,430 | +360 | +8.85% |
| Monumental Financial Group Inc. | 150,934 | 164,051 | +13,117 | +8.69% |
| Orgel Wealth Management LLC | 6,427,897 | 6,813,505 | +385,608 | +6.00% |
| Whitcomb & Hess Inc. | 193,938 | 205,340 | +11,402 | +5.88% |
| Voisard Asset Management Group Inc. | 238,073 | 252,055 | +13,982 | +5.87% |
| McLean Asset Management Corp | 115,331 | 121,389 | +6,058 | +5.25% |
| Ridgewood Investments LLC | 48,989 | 51,175 | +2,186 | +4.46% |
| Flagship Harbor Advisors LLC | 6,368 | 6,632 | +264 | +4.15% |
| Chemistry Wealth Management LLC | 823,010 | 852,581 | +29,571 | +3.59% |
| Cornerstone Wealth Advisors Inc. | 1,147,123 | 1,185,301 | +38,178 | +3.33% |
| Marion Wealth Management | 95,481 | 98,062 | +2,581 | +2.70% |
| Patriot Investment Management Inc. | 174,277 | 178,343 | +4,066 | +2.33% |
| Hurlow Wealth Management Group Inc. | 6,727 | 6,871 | +144 | +2.14% |
| Versant Capital Management Inc | 9,075 | 9,267 | +192 | +2.12% |
| Cordant Inc. | 400,823 | 407,925 | +7,102 | +1.77% |
| Massmutual Trust Co. FSB ADV | 513,417 | 522,107 | +8,690 | +1.69% |
| Pasadena Private Wealth LLC | 77,892 | 78,846 | +954 | +1.22% |
| Carlson Capital Management | 290,937 | 294,097 | +3,160 | +1.09% |
| Founders Financial Securities LLC | 5,092 | 5,147 | +55 | +1.08% |
| Municipal Employees Retirement System of Michigan | 4,303,210 | 4,339,205 | +35,995 | +0.84% |
| Vicus Capital | 6,330 | 6,373 | +43 | +0.68% |
| Dentgroup LLC | 7,831 | 7,882 | +51 | +0.65% |
| Meritas Wealth Management LLC | 4,019 | 4,045 | +26 | +0.65% |
| Columbus Macro LLC | 12,641 | 12,716 | +75 | +0.59% |
| Cravens & Co Advisors LLC | 106,058 | 106,611 | +553 | +0.52% |
| Central Valley Advisors LLC | 3,657 | 3,676 | +19 | +0.52% |
| Atticus Wealth Management LLC | 3,094 | 3,099 | +5 | +0.16% |
| Marotta Asset Management | 66,703 | 66,708 | +5 | +0.01% |
| 13F Filers Reporting New Positions In VGSH | ||||
| Anderson Hoagland & Co. | 0 | 28,780 | +28,780 | +100% |
| Atlas Capital Advisors LLC | 0 | 131 | +131 | +100% |
| Asset Dedication LLC | 0 | 224 | +224 | +100% |
| Retirement Planning Group | 0 | 120,344 | +120,344 | +100% |
| Lake Hills Wealth Management LLC | 0 | 15,004 | +15,004 | +100% |
| General Partner Inc. | 0 | 2,250 | +2,250 | +100% |
| Roth Financial Partners LLC | 0 | 3,977 | +3,977 | +100% |
| Sovereign Financial Group Inc. | 0 | 7,000 | +7,000 | +100% |
| Ignite Planners LLC | 0 | 5,398 | +5,398 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 6,594 | +6,594 | +100% |
| Southland Equity Partners LLC | 0 | 5,948 | +5,948 | +100% |
| Foguth Wealth Management LLC. | 0 | 55,332 | +55,332 | +100% |
| Cascade Wealth Advisors Inc | 0 | 74,972 | +74,972 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Arkansas Financial Group Inc. | 9,644 | 9,644 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 3,504 | 3,504 | UNCH | 0.00% |
| Optimum Investment Advisors | 33 | 33 | UNCH | 0.00% |
| Webster Bank N. A. | 1,106 | 1,106 | UNCH | 0.00% |
| Central Bank & Trust Co. | 1,574 | 1,574 | UNCH | 0.00% |
| Bangor Savings Bank | 52 | 52 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 3,330 | 3,330 | UNCH | 0.00% |
| Mather Group LLC. | 5,801 | 5,801 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 232 | 232 | UNCH | 0.00% |
| DeDora Capital Inc. | 19,353 | 19,353 | UNCH | 0.00% |
| Arden Trust Co | 28,461 | 28,461 | UNCH | 0.00% |
| S.A. Mason LLC | 600 | 600 | UNCH | 0.00% |
| Hummer Financial Advisory Services Inc | 20,000 | 20,000 | UNCH | 0.00% |
| Berger Financial Group Inc | 4,520 | 4,520 | UNCH | 0.00% |
| Minot Capital LP | 352,144 | 352,144 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 244,607 | 244,607 | UNCH | 0.00% |
| 13F Filers Decreasing VGSH Share Count | ||||
| Pallas Capital Advisors LLC | 273,673 | 9,495 | -264,178 | -96.53% |
| Ausdal Financial Partners Inc. | 90,915 | 3,949 | -86,966 | -95.66% |
| Capital Asset Advisory Services LLC | 47,549 | 11,049 | -36,500 | -76.76% |
| Brookstone Capital Management | 528,872 | 127,301 | -401,571 | -75.93% |
| Stephens Consulting LLC | 294 | 83 | -211 | -71.77% |
| Wealthcare Advisory Partners LLC | 110,275 | 46,553 | -63,722 | -57.78% |
| Wedmont Private Capital | 29,176 | 16,732 | -12,444 | -42.65% |
| ST Germain D J Co. Inc. | 214,090 | 123,354 | -90,736 | -42.38% |
| Apella Capital LLC | 124,079 | 78,201 | -45,878 | -36.97% |
| RWM Asset Management LLC | 6,080 | 3,924 | -2,156 | -35.46% |
| Aspiriant LLC | 20,401 | 13,169 | -7,232 | -35.45% |
| First National Bank | 8,665 | 6,221 | -2,444 | -28.21% |
| Benchmark Wealth Management LLC | 21,803 | 15,688 | -6,115 | -28.05% |
| Smith & Howard Wealth Management LLC | 53,886 | 40,334 | -13,552 | -25.15% |
| Great Waters Wealth Management | 31,742 | 24,006 | -7,736 | -24.37% |
| IMPACTfolio LLC | 5,228 | 4,006 | -1,222 | -23.37% |
| CJM Wealth Advisers Ltd. | 43,759 | 33,820 | -9,939 | -22.71% |
| Maryland Capital Advisors Inc. | 493 | 384 | -109 | -22.11% |
| Montecito Bank & Trust | 239,196 | 196,642 | -42,554 | -17.79% |
| Hennion & Walsh Asset Management Inc. | 51,488 | 44,063 | -7,425 | -14.42% |
| Wealth Enhancement Advisory Services LLC | 3,875,778 | 3,342,868 | -532,910 | -13.75% |
| WBH Advisory Inc. | 355,684 | 312,940 | -42,744 | -12.02% |
| Global Trust Asset Management LLC | 2,566 | 2,259 | -307 | -11.96% |
| Courier Capital LLC | 244,644 | 216,294 | -28,350 | -11.59% |
| Peterson Wealth Advisors LLC | 6,520 | 5,780 | -740 | -11.35% |
| Garrett Investment Advisors LLC | 4,912 | 4,569 | -343 | -6.98% |
| Coston McIsaac & Partners | 3,980 | 3,729 | -251 | -6.31% |
| S. R. Schill & Associates | 3,939 | 3,710 | -229 | -5.81% |
| Northeast Financial Group Inc. | 17,054 | 16,275 | -779 | -4.57% |
| Safir Wealth Advisors LLC | 154,712 | 149,311 | -5,401 | -3.49% |
| Arlington Trust Co LLC | 9,058 | 8,755 | -303 | -3.35% |
| Evensky & Katz LLC | 1,090,209 | 1,061,261 | -28,948 | -2.66% |
| OneAscent Wealth Management LLC | 4,431 | 4,316 | -115 | -2.60% |
| Pacifica Partners Inc. | 2,221 | 2,171 | -50 | -2.25% |
| Five Oceans Advisors | 404,961 | 397,223 | -7,738 | -1.91% |
| Charles Schwab Trust Co | 426,887 | 422,068 | -4,819 | -1.13% |
| Sound Income Strategies LLC | 797 | 788 | -9 | -1.13% |
| Mountain Pacific Investment Advisers Inc. ID | 52,821 | 52,457 | -364 | -0.69% |
| Cadent Capital Advisors LLC | 10,978 | 10,924 | -54 | -0.49% |
| Signet Financial Management LLC | 89,000 | 88,630 | -370 | -0.42% |
| Sage Investment Advisers LLC | 47,708 | 47,571 | -137 | -0.29% |
| Perennial Advisors LLC | 16,502 | 16,469 | -33 | -0.20% |
| Defined Wealth Management LLC | 10,944 | 10,933 | -11 | -0.10% |
| Triad Investment Management | 74,887 | 74,838 | -49 | -0.07% |
| 13F Filers Exiting VGSH | ||||
| Halpern Financial Inc. | 259 | 0 | -259 | -100.00% |
| Strategic Advocates LLC | 6,264 | 0 | -6,264 | -100.00% |
| Security Financial Services INC. | 4,925 | 0 | -4,925 | -100.00% |
| Clearview Wealth Advisors LLC | 3,609 | 0 | -3,609 | -100.00% |
| Navalign LLC | 4,319 | 0 | -4,319 | -100.00% |
| International Assets Investment Management LLC | 132,883 | 0 | -132,883 | -100.00% |
| Lloyd Advisory Services LLC. | 4,259 | 0 | -4,259 | -100.00% |
| Tsfg LLC | 247 | 0 | -247 | -100.00% |
| Calton & Associates Inc. | 16,029 | 0 | -16,029 | -100.00% |
| First Financialcorp IN | 804 | 0 | -804 | -100.00% |
See Summary: Institutional Holders of VGSH
See Details: Top 10 Hedge Funds Holding VGSH
