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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  
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. 475 - 2024-03-31 191,261 $21,699,000 -2,113
   Kestra Advisory Services LLC 369 - 2023-12-31 67,356 $6,616,000 -2,791
   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 - 2024-03-31 42,610 $4,834,000 -278
   SAVANT CAPITAL MANAGEMENT INC 235 - 2023-12-31 28,372 $2,787,000 -297
   Relaxing Retirement Coach 18 - 2023-06-30 26,571 $2,484,000 -2,764
   ROYAL BANK OF CANADA 2558 - 2023-12-31 20,504 $2,014,000 -9,676
   Private Advisor Group LLC - 2024-03-31 17,590 $1,996,000 -322
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 17,446 $1,979,000 -4,708
   BLAIR WILLIAM & CO/IL 715 - 2023-12-31 16,870 $1,657,000 -458
   Advisor Group Holdings Inc. 2210 - 2023-12-31 13,608 $1,337,000 -706
   RAYMOND JAMES & ASSOCIATES 2542 - 2024-03-31 9,246 $1,049,000 -9,215
   Round Rock Advisors LLC 77 - 2024-03-31 8,286 $940,000 -72
   Betterment LLC 191 - 2023-12-31 8,872 $871,000 -496
   CREATIVE PLANNING 1370 - 2023-12-31 8,090 $795,000 -2,544
   PFG Advisors 312 - 2023-12-31 7,566 $743,000 -521
   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
   PNC FINANCIAL SERVICES GROUP INC 1885 - 2023-12-31 2,956 $290,000 -97
   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
   EP WEALTH ADVISORS, INC. 716 - 2023-12-31 2,040 $200,000 -450
   Russell Investments Group Ltd. 2574 - 2023-12-31 370 $36,000 -205
   IFP Advisors Inc 1752 - 2023-12-31 280 $28,000 -170
   Cape Investment Advisory Inc. 570 - 2023-12-31 178 $17,000 -100
   COMERICA BANK 3008 - 2023-12-31 152 $15,000 -309
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1569 - 2023-12-31 18 $2,000 -1,969
  31 Records found
  1    
  Page 1 of 1
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