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Get Institutions for : 
Vanguard S&p Mid Cap 400 Growth (IVOG)  
$111.69 0.07 (0.06%) as of 4:30 Fri 5/10


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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  : 
20.10 (21.95%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Octavia Wealth Advisors LLC 12 *New 2024-03-31 130,579 $14,814,000 130,579
   CITIGROUP INC 1489 *New 2023-12-31 23,709 $2,329,000 23,709
   RFG Advisory Group LLC 434 *New 2024-03-31 6,129 $695,000 6,129
   Perigon Wealth Management LLC 780 *New 2024-03-31 1,932 $219,000 1,932
   MOSAIC FAMILY WEALTH PARTNERS LLC 182 *New 2023-12-31 2,207 $217,000 2,207
   ADVISORY SERVICES NETWORK, LLC 1291 *New 2023-12-31 1,948 $191,000 1,948
   MATHER GROUP, INC. 825 *New 2024-03-31 637 $63,000 637
   PRIVATE TRUST CO NA 1051 *New 2024-03-31 511 $58,000 511
   Salomon & Ludwin LLC 429 *New 2024-03-31 257 $29,000 257
   Aptus Capital Advisors LLC 755 *New 2023-12-31 164 $16,000 164
   GODSEY & GIBB ASSOCIATES 240 *New 2024-03-31 140 $16,000 140
   NORTH STAR INVESTMENT MANAGEMENT CORP. 839 *New 2024-03-31 101 $11,000 101
   SALEM INVESTMENT COUNSELORS INC 881 *New 2024-03-31 60 $7,000 60
   MASSMUTUAL TRUST CO FSB/ADV 1504 *New 2024-03-31 18 $2,000 18
   Nelson Van Denburg & Campbell Wealth Management Gr 2346 *New 2024-03-31 6 $1,000 6
  15 Records found
  1    
  Page 1 of 1
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