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Get Institutions for : 
Vanguard Mega Cap 300 Value Index ETF (MGV)  
$116.05 0.11 (0.09%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 360    22
Total shares held : 
 43,368,342  
% of shares held : 
 48.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 1,314,211  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $100.51  
Last Quarter's Ending Price : 
 $109.37  
Last Quarter's Average Price : 
 $103.34  
Change from last quarter's     
avg. price to the last closing  : 
12.71 (12.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 293,967
 0.68%
 
Increased Positions :
126
 2,228,643
 5.14%
 
Unchanged Positions :
80
 463,434
 1.07%
 
Decreased Positions :
119
-1,027,678
-2.37%
 
Closed Positions :
13
-180,721
-0.42%
 
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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2 - 2024-03-31 12,857,390 $1,536,587,000 659,172
   BANK OF AMERICA CORP /DE/ 354 - 2024-03-31 3,896,163 $465,630,000 20,859
   MORGAN STANLEY 628 - 2024-03-31 2,473,842 $295,649,000 8,110
   LINCOLN NATIONAL CORP 4 - 2024-03-31 1,964,653 $234,796,000 -17,532
   UBS Group AG 268 - 2024-03-31 1,804,849 $215,698,000 -4,221
   ENVESTNET ASSET MANAGEMENT INC 260 - 2024-03-31 1,675,937 $200,291,000 -350
   PNC FINANCIAL SERVICES GROUP INC 129 - 2024-03-31 1,378,681 $164,766,000 5,810
   AMERIPRISE FINANCIAL INC 468 - 2024-03-31 1,014,445 $121,211,000 -26,303
   LPL FINANCIAL CORP 399 - 2024-03-31 657,033 $78,522,000 -35,652
   Sequoia Financial Advisors LLC 23 - 2024-03-31 595,968 $71,224,000 52,053
   WELLS FARGO & CO/MN 594 - 2024-03-31 585,396 $69,961,000 32,781
   ROYAL BANK OF CANADA 612 - 2024-03-31 573,422 $68,528,000 19,147
   HIGHTOWER ADVISORS, LLC 201 - 2024-03-31 567,520 $67,850,000 40,201
   Black Diamond Financial LLC 1 - 2024-03-31 567,595 $62,078,000 0
   MML INVESTORS SERVICES LLC 81 - 2024-03-31 505,815 $60,450,000 147,115
   RAYMOND JAMES & ASSOCIATES 370 - 2024-03-31 492,466 $58,855,000 4,573
   Advisor Group Holdings Inc. 154 - 2024-03-31 489,760 $58,533,000 -635,082
   Merit Financial Group LLC 13 - 2024-03-31 496,940 $57,541,000 177,318
   MEANS INVESTMENT CO. INC. 4 - 2024-03-31 443,933 $53,054,000 54,473
   Rockefeller Capital Management L.P. 142 - 2024-03-31 433,479 $51,805,000 -18,428
   PETREDIS INVESTMENT ADVISORS LLC 4 - 2024-03-31 398,333 $47,605,000 7,834
   ETF Portfolio Partners Inc. 2 - 2024-03-31 322,598 $38,554,000 213,548
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 132 - 2024-03-31 310,546 $37,113,000 5,753
   Kestra Advisory Services LLC 81 - 2024-03-31 293,809 $35,113,000 13,464
   Bernardo Wealth Planning LLC 3 - 2024-03-31 256,791 $30,689,000 11,332
   Beacon Pointe Advisors LLC 63 - 2024-03-31 247,943 $29,632,000 -4,097
   COMMONWEALTH EQUITY SERVICES LLC. 383 - 2024-03-31 242,145 $28,939,000 1,979
   BHK Investment Advisors LLC 2 - 2024-03-31 238,461 $28,498,000 52,788
   Strategic Investment Advisors / MI 8 - 2024-03-31 234,342 $28,006,000 9,653
   Greytown Advisors Inc. 1 - 2024-03-31 233,488 $27,904,000 -19,932
   STIFEL FINANCIAL CORP 441 - 2024-03-31 229,690 $27,452,000 4,977
   Zeit Capital LLC 1 - 2024-03-31 216,312 $25,851,000 559
   H D Vest Advisory Services 73 - 2024-03-31 197,106 $23,556,000 -8,237
   OLD NATIONAL BANCORP /IN/ 35 - 2024-03-31 194,568 $23,253,000 -17,152
   Smartleaf Asset Management LLC 1 - 2024-03-31 202,906 $22,625,000 516
   SAVANT CAPITAL MANAGEMENT INC 71 - 2024-03-31 182,046 $21,756,000 -2,270
   Capital Advantage Inc. 9 - 2024-03-31 177,909 $21,079,000 12,903
   Baird Financial Group Inc. 331 - 2024-03-31 160,525 $19,184,000 7,035
   J P MORGAN CHASE & CO 1703 - 2024-03-31 154,061 $18,412,000 -26,858
   BSW WEALTH PARTNERS 7 - 2024-03-31 151,329 $18,085,000 -141,647
   Sheridan Capital Management LLC 3 - 2024-03-31 146,795 $17,543,000 4,869
   Wealthcare Advisory Partners LLC 40 - 2024-03-31 142,620 $17,044,000 -5,179
   HARBOUR INVESTMENTS INC. 24 - 2023-12-31 154,810 $16,932,000 152,282
   Cresset Asset Management LLC 187 - 2024-03-31 124,795 $14,914,000 461
   LEAVELL T & ASSOCIATES INC 24 - 2024-03-31 123,737 $14,788,000 3,187
   Silicon Valley Capital Partners 12 - 2024-03-31 123,732 $14,787,000 -27,044
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 629 - 2024-03-31 122,544 $14,645,000 6,442
   CREATIVE PLANNING 354 - 2024-03-31 105,900 $12,656,000 -2,666
   US BANCORP 383 - 2024-03-31 104,831 $12,530,000 72
   Von Berge Wealth Management Group LLC 3 - 2024-03-31 104,445 $12,482,000 21,967
   9258 Wealth Management LLC 13 - 2024-03-31 103,089 $12,320,000 2,319
   Blue Edge Capital LLC 13 - 2024-03-31 98,198 $11,736,000 1,871
   Private Advisor Group LLC 235 - 2024-03-31 94,013 $11,236,000 2,859
   EMPIRICAL FINANCIAL SERVICES, LLC 59 - 2024-03-31 90,991 $10,874,000 11,073
   SG AMERICAS SECURITIES LLC 317 - 2024-03-31 87,590 $10,468,000 0
   SOL CAPITAL MANAGEMENT CO 18 - 2024-03-31 86,931 $10,389,000 5,090
   DAVIDSON D A & CO 174 - 2024-03-31 86,742 $10,367,000 13,047
   Capital Planning LLC 9 - 2024-03-31 86,739 $10,366,000 2,597
   Marmo Financial Group LLC 6 - 2024-03-31 85,254 $10,189,000 4,023
   STEPHENS INC /AR/ 158 - 2024-03-31 83,295 $9,955,000 3,868
   JANNEY MONTGOMERY SCOTT LLC 530 - 2024-03-31 82,862 $9,903,000 -1,736
   TFB Advisors LLC 3 - 2024-03-31 85,760 $9,832,000 6,756
   Nelson Van Denburg & Campbell Wealth Management Gr 46 - 2024-03-31 79,677 $9,522,000 -1,809
   Checchi Capital Advisers LLC 41 - 2024-03-31 71,325 $8,524,000 -3,766
   HB Wealth Management LLC 102 - 2024-03-31 69,999 $8,366,000 395
   James J. Burns & Company LLC 8 - 2024-03-31 68,777 $8,138,000 -15,287
   Select Asset Management & Trust 9 - 2024-03-31 64,762 $7,740,000 5,646
   WALDEN WEALTH PARTNERS LLC 7 - 2024-03-31 65,163 $7,624,000 3,621
   GOLDMAN SACHS GROUP INC/ 2287 - 2024-03-31 60,912 $7,280,000 3,504
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 38 - 2024-03-31 59,919 $7,161,000 -114
   PHILLIPS FINANCIAL MANAGEMENT LLC 40 - 2024-03-31 59,762 $7,142,000 -180
   ARQ WEALTH ADVISORS LLC 8 *New 2023-12-31 64,353 $7,038,000 64,353
   PLANNING DIRECTIONS INC 5 - 2024-03-31 57,559 $6,879,000 -3,817
   Cedrus LLC 7 - 2024-03-31 56,199 $6,716,000 4,956
   Pachira Investments Inc. 8 - 2024-03-31 52,829 $6,314,000 7,672
   Wealthfront Advisers LLC 222 - 2024-03-31 52,736 $6,302,000 -639
   Transparent Wealth Partners LLC 7 - 2023-03-31 61,899 $6,253,000 420
   Center For Asset Management LLC 5 - 2024-03-31 51,893 $6,202,000 1,422
   Annapolis Financial Services LLC 17 - 2024-03-31 50,107 $5,988,000 9,216
   COMERICA BANK 624 - 2024-03-31 49,836 $5,956,000 -210
   PFG Private Wealth Management LLC 10 - 2024-03-31 48,044 $5,742,000 -19,793
   CAPTRUST FINANCIAL ADVISORS 456 - 2024-03-31 47,640 $5,694,000 1,746
   Holt Capital Advisors L.L.C. dba Holt Capital Part 24 - 2024-03-31 46,448 $5,551,000 -2,690
   MULTIFINANCIAL SECURITIES CORP 430 - 2024-03-31 45,500 $5,438,000 3,214
   WESBANCO BANK INC 114 - 2024-03-31 43,293 $5,174,000 43,293
   AE Wealth Management LLC 289 - 2024-03-31 43,192 $5,162,000 -15,548
   ATRIA INVESTMENTS LLC 294 - 2023-12-31 45,945 $5,025,000 -30,247
   Emerald Investment Partners LLC 32 - 2024-03-31 41,922 $5,010,000 -24,136
   Richard P Slaughter Associates Inc 13 - 2024-03-31 40,465 $4,836,000 -10,284
   Resolute Partners Group 10 - 2024-03-31 38,562 $4,609,000 227
   Clear Perspectives Financial Planning LLC 14 - 2023-03-31 44,535 $4,499,000 -9,717
   EverSource Wealth Advisors LLC 61 - 2024-03-31 40,958 $4,480,000 0
   Breakwater Capital Group 21 - 2024-03-31 33,895 $4,051,000 4,323
   RENAISSANCE TECHNOLOGIES LLC 1546 - 2024-03-31 33,900 $4,051,000 10,400
   CREATIVE FINANCIAL DESIGNS INC /ADV 59 - 2024-03-31 32,685 $3,906,000 -102,812
   CVA Family Office LLC 32 - 2024-03-31 32,553 $3,890,000 -610
   Mutual Advisors LLC 160 - 2024-03-31 31,549 $3,770,000 4,731
   Gray Wealth Management Inc. 16 - 2024-03-31 31,397 $3,752,000 -621
   CENTAURUS FINANCIAL INC. 94 - 2024-03-31 30,776 $3,678,000 -1,155
   MCCORMACK ADVISORS INTERNATIONAL 272 - 2024-03-31 30,708 $3,670,000 6,482
  100 Records found
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