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Get Institutions for : 
Vanguard S&p Mid Cap 400 Growth (IVOG)  
$111.56 0.97 (0.86%) as of 4:30 Wed 5/22


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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  : 
19.97 (21.8%)  




 
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  
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            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
   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
   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
   MORGAN STANLEY 3460 - 2024-03-31 70,785 $8,031,000 6,527
   Baird Financial Group Inc. 614 - 2024-03-31 54,275 $6,157,000 4,498
   KEYBANK NATIONAL ASSOCIATION/OH 303 - 2024-03-31 36,076 $4,093,000 305
   ROYAL BANK OF CANADA 2226 - 2024-03-31 27,352 $3,103,000 6,848
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 226 - 2024-03-31 20,079 $2,278,000 13,247
   COMMONWEALTH EQUITY SERVICES LLC. 1763 - 2024-03-31 17,841 $2,024,000 1,072
   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
   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
   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
   Equitable Holdings Inc. 693 - 2024-03-31 6,444 $731,000 232
   MONETA GROUP INVESTMENT ADVISORS INC 294 - 2023-12-31 6,723 $660,000 3,806
   FMR LLC 2652 - 2024-03-31 3,359 $381,000 249
   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
   SOA Wealth Advisors LLC. 340 - 2024-03-31 348 $39,000 336
   PROEQUITIES INC. 1459 - 2024-03-31 209 $24,000 3
   Coastal Investment Advisors Inc. 622 - 2024-03-31 200 $23,000 200
   HARBOUR INVESTMENTS INC. 1928 - 2023-12-31 178 $17,000 2
  27 Records found
  1    
  Page 1 of 1
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