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Get Institutions for : 
Vanguard S&p Mid Cap 400 Growth (IVOG)  
$112.53 0.10 (0.09%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    1
Total shares held : 
 2,445,598  
% of shares held : 
 53.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -4,933  
% of shares held change : 
   -0.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $89.18  
Last Quarter's Ending Price : 
 $98.23  
Last Quarter's Average Price : 
 $91.59  
Change from last quarter's     
avg. price to the last closing  : 
20.94 (22.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 33,295
 1.36%
 
Increased Positions :
35
 146,649
 6%
 
Unchanged Positions :
27
 96,386
 3.94%
 
Decreased Positions :
26
-129,891
-5.31%
 
Closed Positions :
8
-54,986
-2.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MARINER WEALTH ADVISORS, LLC 131 - 2024-03-31 665,398 $75,489,000 3,063
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 475 - 2024-03-31 191,261 $21,699,000 -2,113
   LPL FINANCIAL CORP 1001 - 2024-03-31 153,637 $17,430,000 26,284
   Stordahl Capital Management Inc. 10 - 2024-03-31 141,228 $16,022,000 9,149
   Octavia Wealth Advisors LLC 12 *New 2024-03-31 130,579 $14,814,000 130,579
   WELLS FARGO & CO/MN 1325 - 2024-03-31 122,935 $13,947,000 22,808
   LJI Wealth Management LLC 11 - 2024-03-31 87,100 $9,882,000 2,649
   UBS Group AG 1680 - 2024-03-31 78,730 $8,932,000 1,942
   AMERIPRISE FINANCIAL INC 1848 - 2024-03-31 78,091 $8,863,000 -9,195
   MORGAN STANLEY 3460 - 2024-03-31 70,785 $8,031,000 6,527
   BANK OF AMERICA CORP /DE/ 2654 - 2024-03-31 68,377 $7,757,000 -42,434
   Kestra Advisory Services LLC 392 - 2024-03-31 65,817 $7,467,000 -1,539
   Miracle Mile Advisors LLC 92 - 2024-03-31 57,291 $6,500,000 0
   Baird Financial Group Inc. 614 - 2024-03-31 54,275 $6,157,000 4,498
   AMERIVEST INVESTMENT MANAGEMENT LLC 80 - 2023-06-30 53,519 $5,004,000 -9,651
   Adviser Investments LLC 151 - 2024-03-31 42,610 $4,834,000 -278
   KEYBANK NATIONAL ASSOCIATION/OH 303 - 2024-03-31 36,076 $4,093,000 305
   J P MORGAN CHASE & CO 2601 - 2024-03-31 34,114 $3,870,000 0
   SAVANT CAPITAL MANAGEMENT INC 251 - 2024-03-31 27,854 $3,160,000 -518
   FRANKLIN RESOURCES INC 1435 - 2024-03-31 27,394 $3,108,000 0
   ROYAL BANK OF CANADA 2226 - 2024-03-31 27,352 $3,103,000 6,848
   CITIGROUP INC 1589 - 2024-03-31 23,444 $2,660,000 -265
   Relaxing Retirement Coach 18 - 2023-06-30 26,571 $2,484,000 -2,764
   HIGHTOWER ADVISORS, LLC 1313 - 2024-03-31 21,526 $2,441,000 -61
   Mendel Capital Management LLC 11 - 2024-03-31 20,160 $2,287,000 -165
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 226 - 2024-03-31 20,079 $2,278,000 13,247
   THRIVENT FINANCIAL FOR LUTHERANS 1341 - 2024-03-31 17,890 $2,030,000 -924
   COMMONWEALTH EQUITY SERVICES LLC. 1763 - 2024-03-31 17,841 $2,024,000 1,072
   Private Advisor Group LLC 809 - 2024-03-31 17,590 $1,996,000 -322
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 83 - 2024-03-31 17,446 $1,979,000 -4,708
   GOLDMAN SACHS GROUP INC/ 3196 - 2024-03-31 16,826 $1,909,000 0
   BLAIR WILLIAM & CO/IL 695 - 2024-03-31 16,104 $1,827,000 -766
   ENVESTNET ASSET MANAGEMENT INC 2664 - 2024-03-31 14,961 $1,697,000 -1,396
   Advisor Group Holdings Inc. 1914 - 2024-03-31 13,310 $1,510,000 -298
   MONTAG A & ASSOCIATES INC 209 - 2024-03-31 12,981 $1,473,000 885
   STIFEL FINANCIAL CORP 1951 - 2024-03-31 12,702 $1,441,000 23
   JANE STREET GROUP LLC 2820 *New 2024-03-31 10,896 $1,236,000 10,896
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 977 - 2024-03-31 9,556 $1,084,000 1,714
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2483 - 2024-03-31 9,319 $1,057,000 4,537
   RAYMOND JAMES & ASSOCIATES 2542 - 2024-03-31 9,246 $1,049,000 -9,215
   MML INVESTORS SERVICES LLC 1406 - 2024-03-31 9,111 $1,034,000 -1,043
   CIBC WORLD MARKETS INC. 735 - 2024-03-31 9,096 $1,032,000 0
   Betterment LLC 204 - 2024-03-31 8,652 $982,000 -220
   Heritage Investment Group Inc. 35 - 2024-03-31 8,618 $978,000 0
   Round Rock Advisors LLC 77 - 2024-03-31 8,286 $940,000 -72
   CREATIVE PLANNING 1375 - 2024-03-31 8,152 $925,000 62
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1793 - 2024-03-31 7,945 $901,000 2,298
   ETFIDEA LLC 54 - 2024-03-31 7,760 $880,000 0
   PFG Advisors 312 - 2024-03-31 7,405 $840,000 -161
   Orion Portfolio Solutions LLC 1089 *New 2024-03-31 6,904 $783,000 6,904
   Embree Financial Group 90 - 2024-03-31 6,607 $750,000 0
   Merit Financial Group LLC 474 - 2024-03-31 6,867 $749,000 -178
   COMMERCE BANK N A/MO 724 - 2024-03-31 6,460 $733,000 0
   Equitable Holdings Inc. 693 - 2024-03-31 6,444 $731,000 232
   RFG Advisory Group LLC 434 *New 2024-03-31 6,129 $695,000 6,129
   MONETA GROUP INVESTMENT ADVISORS INC 294 - 2023-12-31 6,723 $660,000 3,806
   Atlantic Trust Group LLC 762 - 2024-03-31 5,718 $646,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1197 - 2024-03-31 5,081 $576,000 -1,100
   PRIVATE CAPITAL MANAGEMENT LLC 115 - 2024-03-31 3,704 $420,000 -394
   Cetera Investment Advisers 1280 - 2024-03-31 3,680 $417,000 -2,106
   FMR LLC 2652 - 2024-03-31 3,359 $381,000 249
   Sunburst Financial Group LLC 84 - 2024-03-31 3,085 $348,000 -23
   MULTIFINANCIAL SECURITIES CORP 1831 *New 2024-03-31 3,027 $343,000 3,027
   PNC FINANCIAL SERVICES GROUP INC 1813 - 2024-03-31 2,956 $335,000 0
   BLB&B ADVISORS LLC 218 - 2024-03-31 2,822 $320,000 0
   Rodgers & Associates LTD 75 - 2024-03-31 2,620 $297,000 -50
   Safeguard Investment Advisory Group LLC 74 - 2024-03-31 2,600 $295,000 0
   IFG Advisors LLC 109 - 2024-03-31 2,508 $285,000 0
   Ausdal Financial Partners Inc. 388 - 2024-03-31 2,398 $272,000 -834
   Global Retirement Partners LLC 704 - 2024-03-31 2,228 $253,000 300
   EP WEALTH ADVISORS, INC. 698 - 2024-03-31 2,050 $233,000 10
   Sontag Advisory LLC 575 *New 2024-03-31 1,955 $222,000 1,955
   CAPTRUST FINANCIAL ADVISORS 1937 - 2024-03-31 1,944 $221,000 -1,010
   ADVISORY SERVICES NETWORK, LLC 1281 - 2024-03-31 1,948 $221,000 0
   Perigon Wealth Management LLC 780 *New 2024-03-31 1,932 $219,000 1,932
   MOSAIC FAMILY WEALTH PARTNERS LLC 182 *New 2023-12-31 2,207 $217,000 2,207
   Atria Wealth Solutions Inc. 1798 *New 2024-03-31 1,816 $206,000 1,816
   Levy Wealth Management Group LLC 103 - 2024-03-31 2,101 $206,000 0
   Atlanta Consulting Group Advisors LLC 129 - 2024-03-31 1,764 $200,000 0
   Morton Brown Family Wealth LLC 51 - 2024-03-31 1,750 $199,000 0
   PRINCIPAL SECURITIES INC. 1083 - 2024-03-31 1,450 $165,000 0
   BARRETT & COMPANY INC. 187 - 2024-03-31 961 $109,000 1
   Kiely Wealth Advisory Group Inc. 71 *New 2024-03-31 985 $107,000 985
   HANSON INVESTMENT MANAGEMENT 241 - 2024-03-31 902 $102,000 0
   Halpern Financial Inc. 74 - 2024-03-31 740 $83,000 0
   Founders Capital Management 107 - 2024-03-31 673 $76,000 0
   Financial Freedom LLC 151 - 2024-03-31 561 $64,000 0
   MATHER GROUP, INC. 825 *New 2024-03-31 637 $63,000 637
   PRIVATE TRUST CO NA 1051 *New 2024-03-31 511 $58,000 511
   Ritter Daniher Financial Advisory LLC / DE 152 - 2024-03-31 410 $47,000 0
   Northwest Financial Advisors 297 *New 2024-03-31 380 $43,000 380
   Russell Investments Group Ltd. 2596 - 2024-03-31 370 $42,000 0
   Key Financial Inc 476 *New 2024-03-31 356 $40,000 356
   Lindbrook Capital LLC 874 - 2024-03-31 350 $40,000 0
   SOA Wealth Advisors LLC. 340 - 2024-03-31 348 $39,000 336
   Spire Wealth Management 1341 - 2024-03-31 296 $34,000 0
   Salomon & Ludwin LLC 429 *New 2024-03-31 257 $29,000 257
   IFP Advisors Inc 1752 - 2023-12-31 280 $28,000 -170
   PROEQUITIES INC. 1459 - 2024-03-31 209 $24,000 3
   Coastal Investment Advisors Inc. 622 - 2024-03-31 200 $23,000 200
  100 Records found
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