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Get Institutions for : 
Vanguard S&Amp;P Mid-Cap 400 Etf (IVOO)  
$100.83 0.78 (0.78%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 202    4
Total shares held : 
 8,790,387  
% of shares held : 
 97.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 736,973  
% of shares held change : 
   8.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $83.44  
Last Quarter's Ending Price : 
 $93.97  
Last Quarter's Average Price : 
 $85.97  
Change from last quarter's     
avg. price to the last closing  : 
14.86 (17.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 118,669
 1.35%
 
Increased Positions :
69
 817,102
 9.3%
 
Unchanged Positions :
68
 1,565,117
 17.8%
 
Decreased Positions :
50
-188,216
-2.14%
 
Closed Positions :
11
-10,582
-0.12%
 
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
   MORGAN STANLEY 1115 - 2024-03-31 1,077,277 $110,970,000 -32,926
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3 - 2024-03-31 900,000 $92,709,000 -80,000
   WNY Asset Management LLC 7 - 2024-03-31 195,109 $20,098,000 -218
   Bridgeworth LLC - 2023-12-31 141,168 $13,266,000 -2,303
   FINANCIAL NETWORK 328 - 2024-03-31 118,460 $12,203,000 -4,838
   Pathstone Holdings LLC 300 - 2024-03-31 97,486 $10,042,000 -7,356
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 809 - 2024-03-31 94,173 $9,701,000 -496
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 20 - 2024-03-31 83,298 $8,581,000 -8,124
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 541 - 2024-03-31 76,143 $7,844,000 -495
   Bryant Woods Investment Advisors LLC 7 - 2024-03-31 73,944 $7,617,000 -392
   AMERIPRISE FINANCIAL INC 2079 - 2024-03-31 63,903 $6,588,000 -11,683
   HARBOR ADVISORY CORP /MA/ 21 - 2024-03-31 52,203 $5,377,000 -136
   Private Advisor Group LLC 483 - 2024-03-31 44,611 $4,595,000 -1,716
   Lebenthal Global Advisors LLC 18 - 2024-03-31 36,104 $3,719,000 -528
   MANCHESTER CAPITAL MANAGEMENT LLC 41 - 2024-03-31 31,040 $3,197,000 -72
   NORTHERN TRUST CORP 2791 - 2024-03-31 26,862 $2,767,000 -39,681
   Rockefeller Capital Management L.P. 944 - 2024-03-31 22,197 $2,287,000 -1,754
   MARBLE HARBOR INVESTMENT COUNSEL LLC 68 - 2024-03-31 20,430 $2,104,000 -800
   Massey Quick & Co. LLC 75 - 2024-03-31 20,211 $2,082,000 -7,521
   Octavia Wealth Advisors LLC 46 - 2024-03-31 17,227 $1,775,000 -17
   GREENLEAF TRUST 233 - 2024-03-31 14,056 $1,448,000 -145
   ATRIA INVESTMENTS LLC 786 - 2024-03-31 13,963 $1,438,000 -116
   WealthBridge Capital Management LLC 47 - 2024-03-31 13,061 $1,345,000 -118
   Spire Wealth Management 331 - 2024-03-31 12,142 $1,251,000 -767
   Anson Capital Inc. 19 - 2024-03-31 11,793 $1,215,000 -253
   SITTNER & NELSON LLC 33 - 2024-03-31 11,050 $1,138,000 -236
   VALMARK ADVISERS INC 279 - 2024-03-31 8,737 $900,000 -740
   Atria Wealth Solutions Inc. 966 - 2024-03-31 8,425 $868,000 -166
   Fifth Third Securities Inc. 173 - 2024-03-31 7,180 $740,000 -474
   CASTLE WEALTH MANAGEMENT LLC 62 - 2024-03-31 6,973 $718,000 -560
   RAYMOND JAMES TRUST CO 574 - 2024-03-31 6,885 $709,000 -50
   Sound View Wealth Advisors Group LLC 214 - 2024-03-31 6,062 $624,000 -484
   Sontag Advisory LLC 397 - 2024-03-31 5,681 $585,000 -5,941
   CAPTRUST FINANCIAL ADVISORS 1417 - 2024-03-31 5,523 $569,000 -970
   FLAGSHIP HARBOR ADVISORS LLC 371 - 2024-03-31 5,111 $526,000 -41
   R. W. Roge & Company Inc. 30 - 2024-03-31 4,207 $434,000 -32
   CRESTWOOD ADVISORS LLC 357 - 2024-03-31 2,904 $299,000 -10
   Baird Financial Group Inc. 1567 - 2024-03-31 2,731 $281,000 -9,248
   F3Logic LLC 142 - 2022-12-31 1,704 $279,000 -1,279
   Verum Partners LLC 127 - 2024-03-31 2,577 $265,000 -1,941
   Gratus Capital LLC 278 - 2024-03-31 2,534 $261,000 -303,683
   ENDURANCE WEALTH MANAGEMENT, INC. 170 - 2023-06-30 2,914 $258,000 -154
   Garrett Investment Advisors LLC 230 - 2024-03-31 2,475 $255,000 -100
   Cherry Creek Investment Advisors Inc. 90 - 2024-03-31 2,331 $240,000 -171
   DAVIS R M INC 249 - 2024-03-31 2,120 $218,000 -1,108
   Gallagher Fiduciary Advisors LLC 181 - 2024-03-31 2,095 $216,000 -540
   NATIONAL ASSET MANAGEMENT, INC. 1239 - 2024-03-31 2,506 $212,000 -475
   NBC SECURITIES INC. 778 - 2024-03-31 1,782 $183,000 -182
   IFP Advisors Inc 1241 - 2023-12-31 1,020 $96,000 -1,250
   BARRETT & COMPANY INC. 205 - 2024-03-31 923 $95,000 -130
   Farther Finance Advisors LLC 1156 - 2024-03-31 529 $54,000 -181
   BLAIR WILLIAM & CO/IL 1638 - 2024-03-31 300 $31,000 -100
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1450 - 2024-03-31 55 $6,000 -175
  53 Records found
  1    
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