HoldingsChannel.com
VOOG Holdings Changes image
This page summarizes the VOOG holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VOOG is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing VOOG Share Count
Sigma Planning Corp 1,538 11,594 +10,056 +653.84%
Allworth Financial LP 318 1,577 +1,259 +395.91%
NBC Securities Inc. 74 206 +132 +178.38%
Wells Trecaso Financial Group LLC 2,990 5,992 +3,002 +100.40%
New England Capital Financial Advisors LLC 84 144 +60 +71.43%
Bogart Wealth LLC 6 10 +4 +66.67%
Signaturefd LLC 376 570 +194 +51.60%
Geneos Wealth Management Inc. 578 854 +276 +47.75%
Wealth Enhancement Advisory Services LLC 7,077 10,452 +3,375 +47.69%
Global Retirement Partners LLC 1,763 2,488 +725 +41.12%
Commerce Bank 1,238 1,649 +411 +33.20%
AdvisorNet Financial Inc 249 319 +70 +28.11%
Advisory Services Network LLC 1,478 1,875 +397 +26.86%
JJJ Advisors Inc. 123 151 +28 +22.76%
PFG Investments LLC 1,217 1,394 +177 +14.54%
Park Avenue Securities LLC 10,665 12,144 +1,479 +13.87%
Aspire Private Capital LLC 16 18 +2 +12.50%
Ritholtz Wealth Management 1,171 1,247 +76 +6.49%
Joel Isaacson & Co. LLC 96,761 102,968 +6,207 +6.41%
Raymond James & Associates 23,330 24,710 +1,380 +5.92%
J.W. Cole Advisors Inc. 9,470 9,957 +487 +5.14%
Kestra Private Wealth Services LLC 799 836 +37 +4.63%
Sontag Advisory LLC 8,556 8,941 +385 +4.50%
JNB Advisors LLC 2,226 2,321 +95 +4.27%
S. R. Schill & Associates 854 890 +36 +4.22%
Wheelhouse Advisory Group LLC 41,339 43,066 +1,727 +4.18%
Commonwealth Equity Services LLC 71,095 73,664 +2,569 +3.61%
Cambridge Investment Research Advisors Inc. 94,570 97,968 +3,398 +3.59%
Savant Capital LLC 5,516 5,680 +164 +2.97%
First National Bank 5,822 5,987 +165 +2.83%
HTLF Bank 6,010 6,175 +165 +2.75%
Bluesphere Advisors LLC 10,000 10,265 +265 +2.65%
Relyea Zuckerberg Hanson LLC 31,514 32,283 +769 +2.44%
Essex Financial Services Inc. 77,457 79,135 +1,678 +2.17%
CWS Financial Advisors LLC 2,085 2,121 +36 +1.73%
Principle Wealth Partners LLC 50,489 51,148 +659 +1.31%
Von Berge Wealth Management Group LLC 4,349 4,401 +52 +1.20%
Sierra Capital LLC 2,422 2,447 +25 +1.03%
Tompkins Financial Corp 6,561 6,613 +52 +0.79%
Pinnacle Bank 277 279 +2 +0.72%
Iron Horse Wealth Management LLC 81,588 82,156 +568 +0.70%
waypoint wealth counsel 1,090 1,095 +5 +0.46%
Pinnacle Associates Ltd. 2,650 2,655 +5 +0.19%
Pinnacle Wealth Management Advisory Group LLC 2,650 2,655 +5 +0.19%
James J. Burns & Company LLC 1,595 1,597 +2 +0.13%
Silicon Valley Capital Partners 806 807 +1 +0.12%
Bank of New York Mellon Corp 1,831 1,833 +2 +0.11%
Stratos Wealth Partners LTD. 937 938 +1 +0.11%
Fragasso Group Inc. 912 913 +1 +0.11%
ForthRight Wealth Management LLC 945 946 +1 +0.11%
Simon Quick Advisors LLC 3,972 3,976 +4 +0.10%
Ignite Planners LLC 1,993 1,995 +2 +0.10%
Investment Advisory Group LLC 2,774 2,776 +2 +0.07%
13F Filers Reporting New Positions In VOOG
Ferguson Wellman Capital Management Inc. 0 667 +667 +100%
Bank Hapoalim BM 0 33,500 +33,500 +100%
Pacific Sun Financial Corp 0 685 +685 +100%
Financial Counselors Inc. 0 1,113 +1,113 +100%
BNP Paribas Arbitrage SA 0 4 +4 +100%
GSA Capital Partners LLP 0 2,619 +2,619 +100%
Novare Capital Management LLC 0 2,714 +2,714 +100%
YHB Investment Advisors Inc. 0 154 +154 +100%
Mesirow Financial Investment Management Inc. 0 10,996 +10,996 +100%
Simplex Trading LLC 0 215 +215 +100%
SignalPoint Asset Management LLC 0 10,712 +10,712 +100%
Cranbrook Wealth Management LLC 0 15 +15 +100%
Private Ocean LLC 0 612 +612 +100%
Gemmer Asset Management LLC 0 1,206 +1,206 +100%
Trust Co 0 50 +50 +100%
SpiderRock Advisors LLC 0 4,500 +4,500 +100%
Global Trust Asset Management LLC 0 35 +35 +100%
Salomon & Ludwin LLC 0 340 +340 +100%
Clarity Wealth Advisors LLC 0 714 +714 +100%
ERTS Wealth Advisors LLC 0 665 +665 +100%
Liberty Wealth Management LLC 0 810 +810 +100%
Transcend Wealth Collective LLC 0 941 +941 +100%
Colton Groome Financial Advisors LLC 0 678 +678 +100%
Triton Wealth Management PLLC 0 864 +864 +100%
TruWealth Advisors LLC 0 690 +690 +100%
RFG Holdings Inc. 0 24,698 +24,698 +100%
Roberts Wealth Advisors LLC 0 954 +954 +100%
Dopkins Wealth Management LLC 0 667 +667 +100%
Simplicity Wealth LLC 0 5,380 +5,380 +100%
My Personal CFO LLC 0 667 +667 +100%
GDS Wealth Management 0 666 +666 +100%
Global Assets Advisory LLC 0 62,247 +62,247 +100%
VitalStone Financial LLC 0 18 +18 +100%
ZRC Wealth Management LLC 0 7 +7 +100%
Bear Mountain Capital Inc. 0 30 +30 +100%
Ehrlich Financial Group 0 737 +737 +100%
Central Pacific Bank Trust Division 0 16 +16 +100%
Diversify Advisory Services LLC 0 1,189 +1,189 +100%
Hilltop National Bank 0 306 +306 +100%
13F Filers With Unchanged Share Count
Proequities Inc. 120 120 UNCH 0.00%
Calton & Associates Inc. 936 936 UNCH 0.00%
Barrett & Company Inc. 118 118 UNCH 0.00%
OLD Second National Bank of Aurora 85 85 UNCH 0.00%
Duncker Streett & Co. Inc. 40 40 UNCH 0.00%
Atwood & Palmer Inc. 25 25 UNCH 0.00%
Whittier Trust Co. 5,034 5,034 UNCH 0.00%
Greenleaf Trust 1,675 1,675 UNCH 0.00%
Farmers & Merchants Investments Inc. 73 73 UNCH 0.00%
Advisors Capital Management LLC 777 777 UNCH 0.00%
AlphaMark Advisors LLC 173 173 UNCH 0.00%
Hartford Financial Management Inc. 58 58 UNCH 0.00%
GHP Investment Advisors Inc. 273 273 UNCH 0.00%
Alaska Permanent Capital Management 1,516 1,516 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 396 396 UNCH 0.00%
Asset Dedication LLC 201 201 UNCH 0.00%
Roundview Capital LLC 743 743 UNCH 0.00%
Summit Asset Management LLC 3,029 3,029 UNCH 0.00%
Carnegie Capital Asset Management LLC 1,300 1,300 UNCH 0.00%
Adviser Investments LLC 3,938 3,938 UNCH 0.00%
JNBA Financial Advisors 8 8 UNCH 0.00%
Lowe Wealth Advisors LLC 3 3 UNCH 0.00%
Miracle Mile Advisors LLC 35,550 35,550 UNCH 0.00%
First Horizon Advisors Inc. 81 81 UNCH 0.00%
Hoertkorn Richard Charles 534 534 UNCH 0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 235 235 UNCH 0.00%
FinTrust Capital Advisors LLC 291 291 UNCH 0.00%
Sunbelt Securities Inc. 5 5 UNCH 0.00%
Glassman Wealth Services 1 1 UNCH 0.00%
Ayalon Holdings Ltd. 5,641 5,641 UNCH 0.00%
Cornerstone Wealth Management LLC 2,096 2,096 UNCH 0.00%
Nicholas Hoffman & Company LLC. 1,673 1,673 UNCH 0.00%
Parallel Advisors LLC 992 992 UNCH 0.00%
Armor Investment Advisors LLC 15,742 15,742 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 763 763 UNCH 0.00%
Moloney Securities Asset Management LLC 849 849 UNCH 0.00%
Carmichael Hill & Associates Inc. 43 43 UNCH 0.00%
Hurlow Wealth Management Group Inc. 875 875 UNCH 0.00%
Essex Savings Bank 4,340 4,340 UNCH 0.00%
Princeton Global Asset Management LLC 2 2 UNCH 0.00%
American Financial Advisors LLC 1,034 1,034 UNCH 0.00%
Zhang Financial LLC 4,552 4,552 UNCH 0.00%
IFG Advisors LLC 1,026 1,026 UNCH 0.00%
Avion Wealth 40 40 UNCH 0.00%
Key Financial Inc 8 8 UNCH 0.00%
High Note Wealth LLC 3,785 3,785 UNCH 0.00%
Concord Wealth Partners 4 4 UNCH 0.00%
KWB Wealth 3,867 3,867 UNCH 0.00%
GoalVest Advisory LLC 49 49 UNCH 0.00%
Laurel Wealth Planning LLC 2,100 2,100 UNCH 0.00%
Levy Wealth Management Group LLC 13,995 13,995 UNCH 0.00%
Addison Advisors LLC 20 20 UNCH 0.00%
SOA Wealth Advisors LLC. 245 245 UNCH 0.00%
Bank of New Hampshire 1,644 1,644 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 276 276 UNCH 0.00%
Evolution Advisers Inc. 176 176 UNCH 0.00%
626 Financial LLC 1,106 1,106 UNCH 0.00%
HFG Advisors Inc. 5,112 5,112 UNCH 0.00%
Walker Asset Management LLC 990 990 UNCH 0.00%
Signature Resources Capital Management LLC 53 53 UNCH 0.00%
Glass Jacobson Investment Advisors llc 47 47 UNCH 0.00%
Compass Financial Group INC SD 3,079 3,079 UNCH 0.00%
Sapient Capital LLC 975 975 UNCH 0.00%
Rakuten Securities Inc. 1 1 UNCH 0.00%
Evergreen Private Wealth LLC 188 188 UNCH 0.00%
13F Filers Decreasing VOOG Share Count
Spire Wealth Management 2,029 60 -1,969 -97.04%
Creative Financial Designs Inc. ADV 53,166 2,434 -50,732 -95.42%
Mather Group LLC. 949 74 -875 -92.20%
Tsfg LLC 257 36 -221 -85.99%
CWM LLC 2,172 895 -1,277 -58.79%
UMB Bank N A MO 96 46 -50 -52.08%
Union Savings Bank 285 190 -95 -33.33%
Northeast Financial Group Inc. 6,120 4,219 -1,901 -31.06%
Safeguard Financial LLC 906 659 -247 -27.26%
Wealthcare Advisory Partners LLC 3,932 2,960 -972 -24.72%
Verum Partners LLC 19,482 15,284 -4,198 -21.55%
Western Wealth Management LLC 1,361 1,077 -284 -20.87%
Mutual Advisors LLC 41,504 32,853 -8,651 -20.84%
Cooper Financial Group 24,609 19,706 -4,903 -19.92%
Fifth Third Bancorp 366 294 -72 -19.67%
Monticello Wealth Management LLC 15,216 12,484 -2,732 -17.95%
MEMBERS Trust Co 799 661 -138 -17.27%
Market Street Wealth Management Advisors LLC 962 802 -160 -16.63%
Arista Wealth Management LLC 52,877 44,199 -8,678 -16.41%
Envestnet Portfolio Solutions Inc. 3,984 3,424 -560 -14.06%
Kingswood Wealth Advisors LLC 4,087 3,619 -468 -11.45%
Apeiron RIA LLC 875 785 -90 -10.29%
Daymark Wealth Partners LLC 2,270 2,061 -209 -9.21%
Valmark Advisers Inc. 14,470 13,606 -864 -5.97%
Brookstone Capital Management 7,282 6,894 -388 -5.33%
CENTRAL TRUST Co 941 891 -50 -5.31%
BOK Financial Private Wealth Inc. 1,476 1,399 -77 -5.22%
Cary Street Partners Investment Advisory LLC 2,293 2,175 -118 -5.15%
R. W. Roge & Company Inc. 13,416 12,751 -665 -4.96%
Janney Montgomery Scott LLC 58,397 55,924 -2,473 -4.23%
Royal Fund Management LLC 20,658 19,793 -865 -4.19%
Private Advisor Group LLC 62,726 60,240 -2,486 -3.96%
Fifth Third Securities Inc. 38,829 37,514 -1,315 -3.39%
WealthCare Investment Partners LLC 2,541 2,474 -67 -2.64%
Signet Financial Management LLC 17,691 17,312 -379 -2.14%
Lane & Associates LLC 960 942 -18 -1.88%
Halpern Financial Inc. 1,101 1,081 -20 -1.82%
Signature Securities Group Corporation 801 787 -14 -1.75%
Retirement Planning Group 4,812 4,735 -77 -1.60%
HighTower Advisors LLC 100,914 99,500 -1,414 -1.40%
Connecticut Wealth Management LLC 69,370 68,592 -778 -1.12%
Raymond James Financial Services Advisors Inc. 76,352 75,616 -736 -0.96%
Huntington National Bank 9,598 9,510 -88 -0.92%
Petredis Investment Advisors LLC 31,945 31,672 -273 -0.85%
Magnus Financial Group LLC 30,400 30,160 -240 -0.79%
Private Trust Co. NA 2,444 2,425 -19 -0.78%
Larson Financial Group LLC 50,529 50,227 -302 -0.60%
Insight Advisors LLC PA 3,279 3,264 -15 -0.46%
BEAM Asset Management LLC 1,796 1,792 -4 -0.22%
Merit Financial Group LLC 51,734 51,618 -116 -0.22%
CAPROCK Group Inc. 31,458 31,437 -21 -0.07%
Strategies Wealth Advisors LLC 22,904 22,891 -13 -0.06%
ERn Financial LLC 109,263 109,228 -35 -0.03%
Stordahl Capital Management Inc. 53,346 53,342 -4 -0.01%
13F Filers Exiting VOOG
ORG Partners LLC 22 0 -22 -100.00%
Centurion Wealth Management LLC 1,168 0 -1,168 -100.00%
HB Wealth Management LLC 1,393 0 -1,393 -100.00%
Level Financial Advisors Inc. 150 0 -150 -100.00%
Ronald Blue Trust Inc. 517 0 -517 -100.00%
Tennessee Valley Asset Management Partners 53 0 -53 -100.00%
International Assets Investment Management LLC 34,932 0 -34,932 -100.00%
Rosenberg Matthew Hamilton 48 0 -48 -100.00%
RMR Wealth Builders 1,492 0 -1,492 -100.00%
Secure Asset Management LLC 900 0 -900 -100.00%
Great Valley Advisor Group Inc. 839 0 -839 -100.00%
Wambolt & Associates LLC 1,080 0 -1,080 -100.00%
Portfolio Strategies Inc. 31,692 0 -31,692 -100.00%
Gradient Investments LLC 33 0 -33 -100.00%
First Community Trust NA 13 0 -13 -100.00%
Valley National Advisers Inc. 12 0 -12 -100.00%

See Summary: Institutional Holders of VOOG
See Details: Top 10 Hedge Funds Holding VOOG

VOOG Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.