Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard S&p Mid Cap 400 Growth (IVOG)  
$112.53 0.10 (0.09%) as of 4:30 Tue 5/21


Download
     
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 475 - 2024-03-31 191,261 $21,699,000 -2,113
   AMERIPRISE FINANCIAL INC 1848 - 2024-03-31 78,091 $8,863,000 -9,195
   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
   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
   SAVANT CAPITAL MANAGEMENT INC 251 - 2024-03-31 27,854 $3,160,000 -518
   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
   THRIVENT FINANCIAL FOR LUTHERANS 1341 - 2024-03-31 17,890 $2,030,000 -924
   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
   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
   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
   Betterment LLC 204 - 2024-03-31 8,652 $982,000 -220
   Round Rock Advisors LLC 77 - 2024-03-31 8,286 $940,000 -72
   PFG Advisors 312 - 2024-03-31 7,405 $840,000 -161
   Merit Financial Group LLC 474 - 2024-03-31 6,867 $749,000 -178
   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
   Sunburst Financial Group LLC 84 - 2024-03-31 3,085 $348,000 -23
   Rodgers & Associates LTD 75 - 2024-03-31 2,620 $297,000 -50
   Ausdal Financial Partners Inc. 388 - 2024-03-31 2,398 $272,000 -834
   CAPTRUST FINANCIAL ADVISORS 1937 - 2024-03-31 1,944 $221,000 -1,010
   IFP Advisors Inc 1752 - 2023-12-31 280 $28,000 -170
   Cape Investment Advisory Inc. 570 - 2023-12-31 178 $17,000 -100
  32 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us