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Get Institutions for : 
Vanguard S&p Mid Cap 400 Growth (IVOG)  
$108.09 0.43 (0.4%) as of 4:30 Fri 4/26


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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  : 
16.50 (18.02%)  




 
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
   MARINER WEALTH ADVISORS, LLC 131 - 2023-12-31 662,335 $65,061,000 -2,456
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 505 - 2023-12-31 193,374 $18,995,000 -2,926
   Stordahl Capital Management Inc. 10 - 2024-03-31 141,228 $16,022,000 9,149
   Octavia Wealth Advisors LLC 12 *New 2024-03-31 130,579 $14,814,000 130,579
   LPL FINANCIAL CORP 1112 - 2023-12-31 127,353 $12,510,000 12,626
   BANK OF AMERICA CORP /DE/ 2296 - 2023-12-31 110,811 $10,885,000 33,008
   WELLS FARGO & CO/MN 1505 - 2023-12-31 100,127 $9,835,000 27,464
   AMERIPRISE FINANCIAL INC 1861 - 2023-12-31 87,286 $8,574,000 1,759
   LJI Wealth Management LLC 12 - 2023-12-31 84,451 $8,296,000 1,772
   UBS Group AG 1639 - 2023-12-31 76,788 $7,543,000 5,948
   Kestra Advisory Services LLC 369 - 2023-12-31 67,356 $6,616,000 -2,791
   Miracle Mile Advisors LLC 92 - 2024-03-31 57,291 $6,500,000 0
   MORGAN STANLEY 3668 - 2023-12-31 64,258 $6,312,000 -12,133
   AMERIVEST INVESTMENT MANAGEMENT LLC 80 - 2023-06-30 53,519 $5,004,000 -9,651
   Baird Financial Group Inc. 662 - 2023-12-31 49,777 $4,890,000 -77,187
   Adviser Investments LLC 147 - 2023-12-31 42,888 $4,213,000 -2,123
   KEYBANK NATIONAL ASSOCIATION/OH 319 - 2023-12-31 35,771 $3,514,000 2,630
   J P MORGAN CHASE & CO 2670 - 2023-12-31 34,114 $3,351,000 1,030
   SAVANT CAPITAL MANAGEMENT INC 235 - 2023-12-31 28,372 $2,787,000 -297
   FRANKLIN RESOURCES INC 1242 - 2023-12-31 27,394 $2,691,000 0
   Relaxing Retirement Coach 18 - 2023-06-30 26,571 $2,484,000 -2,764
   CITIGROUP INC 1489 *New 2023-12-31 23,709 $2,329,000 23,709
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 72 - 2023-12-31 22,154 $2,176,000 14,065
   HIGHTOWER ADVISORS, LLC 1374 - 2023-12-31 21,587 $2,119,000 17,152
   ROYAL BANK OF CANADA 2558 - 2023-12-31 20,504 $2,014,000 -9,676
   Mendel Capital Management LLC - 2023-12-31 20,325 $1,997,000 484
   THRIVENT FINANCIAL FOR LUTHERANS 1358 - 2023-12-31 18,814 $1,848,000 202
   RAYMOND JAMES & ASSOCIATES 2132 - 2023-12-31 18,461 $1,813,000 7,483
   Private Advisor Group LLC 825 - 2023-12-31 17,912 $1,759,000 -213
   BLAIR WILLIAM & CO/IL 715 - 2023-12-31 16,870 $1,657,000 -458
   GOLDMAN SACHS GROUP INC/ 3244 - 2023-12-31 16,826 $1,653,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1789 - 2023-12-31 16,769 $1,647,000 812
   ENVESTNET ASSET MANAGEMENT INC 2592 - 2023-12-31 16,357 $1,607,000 2,132
   Advisor Group Holdings Inc. 2210 - 2023-12-31 13,608 $1,337,000 -706
   STIFEL FINANCIAL CORP 1995 - 2023-12-31 12,679 $1,245,000 186
   MONTAG A & ASSOCIATES INC 205 - 2023-12-31 12,096 $1,188,000 2,480
   MML INVESTORS SERVICES LLC 1365 - 2023-12-31 10,154 $997,000 83
   CIBC WORLD MARKETS INC. 710 - 2023-12-31 9,096 $894,000 43
   Betterment LLC 191 - 2023-12-31 8,872 $871,000 -496
   Heritage Investment Group Inc. 33 - 2023-12-31 8,618 $847,000 -1,214
   Round Rock Advisors LLC 82 - 2023-12-31 8,358 $821,000 1,022
   CREATIVE PLANNING 1370 - 2023-12-31 8,090 $795,000 -2,544
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1051 - 2023-12-31 7,842 $770,000 1,512
   ETFIDEA LLC - 2023-12-31 7,760 $762,000 0
   PFG Advisors 312 - 2023-12-31 7,566 $743,000 -521
   RFG Advisory Group LLC 434 *New 2024-03-31 6,129 $695,000 6,129
   Merit Financial Group LLC 404 - 2023-12-31 7,045 $692,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 371 - 2023-12-31 6,832 $671,000 5,798
   MONETA GROUP INVESTMENT ADVISORS INC 294 - 2023-12-31 6,723 $660,000 3,806
   COMMERCE BANK N A/MO 760 - 2023-12-31 6,460 $635,000 0
   Equitable Holdings Inc. 708 - 2023-12-31 6,212 $610,000 2,019
   MERCER GLOBAL ADVISORS INC /ADV 1202 - 2023-12-31 6,181 $607,000 28
   Cetera Investment Advisers 1422 - 2023-12-31 5,786 $568,000 437
   Meridian Wealth Management LLC 360 - 2023-12-31 5,731 $563,000 63
   Atlantic Trust Group LLC 768 - 2023-12-31 5,718 $562,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2078 - 2023-12-31 5,647 $555,000 50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3852 - 2023-12-31 4,782 $470,000 -2,734
   PRIVATE CAPITAL MANAGEMENT LLC 115 - 2024-03-31 3,704 $420,000 -394
   Sunburst Financial Group LLC 84 - 2024-03-31 3,085 $348,000 -23
   FMR LLC 2665 - 2023-12-31 3,110 $306,000 259
   PNC FINANCIAL SERVICES GROUP INC 1885 - 2023-12-31 2,956 $290,000 -97
   CAPTRUST FINANCIAL ADVISORS 2127 - 2023-12-31 2,954 $290,000 0
   BLB&B ADVISORS LLC 218 - 2023-12-31 2,822 $277,000 0
   AE Wealth Management LLC 1742 - 2023-12-31 2,796 $275,000 51
   Ausdal Financial Partners Inc. 388 - 2024-03-31 2,398 $272,000 -834
   Rodgers & Associates LTD 78 - 2023-12-31 2,670 $262,000 -623
   Safeguard Investment Advisory Group LLC - 2023-12-31 2,600 $255,000 0
   IFG Advisors LLC 109 - 2023-12-31 2,508 $246,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 182 *New 2023-12-31 2,207 $217,000 2,207
   Levy Wealth Management Group LLC 103 - 2024-03-31 2,101 $206,000 0
   EP WEALTH ADVISORS, INC. 716 - 2023-12-31 2,040 $200,000 -450
   ADVISORY SERVICES NETWORK, LLC 1291 *New 2023-12-31 1,948 $191,000 1,948
   Global Retirement Partners LLC 769 - 2023-12-31 1,928 $186,000 200
   Morton Brown Family Wealth LLC 57 - 2023-12-31 1,750 $172,000 0
   PRINCIPAL SECURITIES INC. 1040 - 2023-12-31 1,450 $142,000 0
   BARRETT & COMPANY INC. 187 - 2024-03-31 961 $109,000 1
   HANSON INVESTMENT MANAGEMENT - 2023-12-31 902 $89,000 0
   Halpern Financial Inc. 74 - 2024-03-31 740 $83,000 0
   Founders Capital Management 107 - 2024-03-31 673 $76,000 0
   MATHER GROUP, INC. 825 *New 2024-03-31 637 $63,000 637
   Financial Freedom LLC - 2023-12-31 561 $55,000 6
   GLENMEDE TRUST CO NA 1228 - 2023-12-31 484 $48,000 0
   Ritter Daniher Financial Advisory LLC / DE 164 - 2023-12-31 410 $40,000 0
   SOA Wealth Advisors LLC. 340 - 2024-03-31 348 $39,000 336
   Russell Investments Group Ltd. 2574 - 2023-12-31 370 $36,000 -205
   Lindbrook Capital LLC 915 - 2023-12-31 350 $34,000 0
   Spire Wealth Management 1397 - 2023-12-31 296 $29,000 0
   IFP Advisors Inc 1752 - 2023-12-31 280 $28,000 -170
   Coastal Investment Advisors Inc. 622 - 2024-03-31 200 $23,000 200
   PROEQUITIES INC. 1476 - 2023-12-31 206 $20,000 0
   HARBOUR INVESTMENTS INC. 1928 - 2023-12-31 178 $17,000 2
   Cape Investment Advisory Inc. 570 - 2023-12-31 178 $17,000 -100
   Aptus Capital Advisors LLC 755 *New 2023-12-31 164 $16,000 164
   COMERICA BANK 3008 - 2023-12-31 152 $15,000 -309
   HOEY INVESTMENTS INC 180 - 2023-12-31 150 $15,000 0
   City State Bank 466 - 2024-03-31 100 $11,000 0
   Sound Income Strategies LLC 844 - 2024-03-31 58 $7,000 0
   SALEM INVESTMENT COUNSELORS INC 881 *New 2024-03-31 60 $7,000 60
   HANSON MCCLAIN, INC. - 2023-12-31 58 $6,000 0
   Crewe Advisors LLC 250 - 2023-12-31 53 $5,000 0
  100 Records found
  1    
  Page 1 of 1
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