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Get Institutions for : 
Vanguard Us Momentum Factor Etf (VFMO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
 1,823,012  
% of shares held : 
 20.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -71,596  
% of shares held change : 
   -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 31,219
 1.71%
 
Increased Positions :
14
 59,327
 3.25%
 
Unchanged Positions :
21
 136,591
 7.49%
 
Decreased Positions :
24
-119,381
-6.55%
 
Closed Positions :
8
-42,761
-2.35%
 
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
   Comprehensive Portfolio Management LLC 11 - 2024-03-31 421,309 $63,736,000 530
   STRATEGIC INVESTMENT ADVISORS, INC 9 - 2024-03-31 276,643 $41,851,000 1,863
   DAVIDSON INVESTMENT ADVISORS 13 - 2024-03-31 203,320 $30,758,000 87,778
   ANDERSON HOAGLAND & CO 11 - 2024-03-31 138,544 $20,358,000 1,368
   Schulz Wealth LTD. 2 - 2024-03-31 83,393 $12,616,000 1,982
   Symmetry Partner LLC 33 - 2024-03-31 73,487 $11,117,000 9,309
   LPL FINANCIAL CORP 1657 - 2024-03-31 38,705 $5,855,000 1,669
   LINCOLN CAPITAL CORP 14 - 2024-03-31 33,688 $5,096,000 775
   Journey Advisory Group LLC 41 - 2024-03-31 33,546 $5,075,000 482
   GREAT VALLEY ADVISOR GROUP INC. 189 - 2024-03-31 25,107 $3,798,000 7,530
   UBS Group AG 3129 - 2024-03-31 10,881 $1,646,000 245
   Kestra Advisory Services LLC 998 - 2024-03-31 10,037 $1,518,000 404
   Advisor Group Holdings Inc. 1986 - 2024-03-31 9,313 $1,409,000 4,849
   Aspect Partners LLC 22 - 2024-03-31 8,192 $1,239,000 272
   Andesa Financial Management Inc. 51 - 2022-12-31 10,525 $1,200,000 237
   MML INVESTORS SERVICES LLC 1360 - 2024-03-31 7,373 $1,115,000 2,492
   MERCER GLOBAL ADVISORS INC /ADV 939 - 2024-03-31 6,900 $1,050,000 1,561
   DRIVE WEALTH MANAGEMENT LLC 75 - 2024-03-31 6,423 $972,000 3,346
   JANE STREET GROUP LLC 3317 - 2024-03-31 5,286 $800,000 5,286
   COMMONWEALTH EQUITY SERVICES LLC. 2395 - 2024-03-31 5,215 $789,000 1,097
   CREATIVE PLANNING 1659 - 2024-03-31 4,239 $641,000 16
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2239 - 2024-03-31 3,404 $515,000 1,101
   Buckingham Strategic Partners 355 - 2024-03-31 3,399 $514,000 168
   Envestnet Portfolio Solutions Inc. 1151 - 2024-03-31 3,086 $467,000 70
   WARREN AVERETT ASSET MANAGEMENT, LLC 491 - 2024-03-31 3,080 $466,000 89
   RAYMOND JAMES & ASSOCIATES 3068 - 2024-03-31 2,985 $452,000 1,192
   LINCOLN NATIONAL CORP 938 - 2024-03-31 1,988 $301,000 15
   MORGAN STANLEY 5717 - 2024-03-31 780 $118,000 683
   PARKSIDE FINANCIAL BANK & TRUST 927 - 2024-03-31 184 $28,000 132
  29 Records found
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