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Get Institutions for : 
Vanguard S&Amp;P Mid-Cap 400 Etf (IVOO)  
$101.39 0.11 (0.11%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 202    4
Total shares held : 
 8,790,387  
% of shares held : 
 97.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 736,973  
% of shares held change : 
   8.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $83.44  
Last Quarter's Ending Price : 
 $93.97  
Last Quarter's Average Price : 
 $85.97  
Change from last quarter's     
avg. price to the last closing  : 
15.42 (17.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 118,669
 1.35%
 
Increased Positions :
69
 817,102
 9.3%
 
Unchanged Positions :
68
 1,565,117
 17.8%
 
Decreased Positions :
50
-188,216
-2.14%
 
Closed Positions :
11
-10,582
-0.12%
 
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
   MORGAN STANLEY 1125 - 2023-12-31 1,110,203 $104,326,000 342,817
   BANK OF AMERICA CORP /DE/ 864 - 2023-12-31 1,001,379 $94,100,000 135,169
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2 - 2023-12-31 980,000 $92,091,000 0
   UBS Group AG 759 - 2023-12-31 436,659 $41,033,000 13,128
   LPL FINANCIAL CORP 725 - 2024-03-31 312,312 $32,171,000 2,544
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 237 - 2023-12-31 341,239 $32,066,000 25,736
   Gratus Capital LLC 14 - 2023-12-31 306,217 $28,775,000 -762
   ENVESTNET ASSET MANAGEMENT INC 935 - 2023-12-31 253,179 $23,791,000 -16,837
   Soltis Investment Advisors LLC 6 - 2024-03-31 209,346 $21,565,000 5,210
   WELLS FARGO & CO/MN 1086 - 2024-03-31 203,640 $20,977,000 14,867
   WNY Asset Management LLC 7 - 2024-03-31 195,109 $20,098,000 -218
   RAYMOND JAMES & ASSOCIATES 849 - 2024-03-31 164,793 $16,975,000 6,197
   COMMONWEALTH EQUITY SERVICES LLC. 626 - 2024-03-31 140,177 $14,440,000 2,352
   ROYAL BANK OF CANADA 1268 - 2023-12-31 150,045 $14,099,000 42,544
   Bridgeworth LLC - 2023-12-31 141,168 $13,266,000 -2,303
   FINANCIAL NETWORK 312 - 2023-12-31 123,298 $11,586,000 -8,585
   Advisor Group Holdings Inc. 629 - 2024-03-31 108,580 $11,187,000 1,625
   OLD NATIONAL BANCORP /IN/ 93 - 2024-03-31 107,680 $11,092,000 5,727
   Pathstone Holdings LLC 258 - 2023-12-31 104,842 $9,852,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 809 - 2024-03-31 94,173 $9,701,000 -496
   DAVIDSON D A & CO 176 - 2023-12-31 95,434 $8,968,000 -12,674
   PATHSTONE FAMILY OFFICE, LLC 185 *New 2023-09-30 105,293 $8,900,000 105,293
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 25 - 2023-12-31 91,422 $8,591,000 -9,687
   J P MORGAN CHASE & CO 2170 - 2024-03-31 79,619 $8,202,000 12,821
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 541 - 2024-03-31 76,143 $7,844,000 -495
   Bryant Woods Investment Advisors LLC 7 - 2024-03-31 73,944 $7,617,000 -392
   AMERIPRISE FINANCIAL INC 2007 - 2023-12-31 75,586 $7,112,000 14,904
   NORTHERN TRUST CORP 2364 - 2023-12-31 66,543 $6,253,000 61,927
   HARBOR ADVISORY CORP /MA/ 21 - 2024-03-31 52,203 $5,377,000 -136
   JANNEY MONTGOMERY SCOTT LLC 766 - 2024-03-31 48,415 $4,987,000 998
   ASSET PLANNING CORPORATION 12 *New 2024-03-31 48,360 $4,982,000 48,360
   PHILLIPS FINANCIAL MANAGEMENT LLC 54 - 2024-03-31 47,162 $4,858,000 7,881
   STIFEL FINANCIAL CORP 1123 - 2023-12-31 50,643 $4,759,000 -18,384
   HPM Partners LLC - 2023-12-31 49,581 $4,659,000 19,773
   Private Advisor Group LLC 483 - 2024-03-31 44,611 $4,595,000 -1,716
   Phoenix Holdings Ltd. 127 - 2023-12-31 47,208 $4,436,000 -155
   NORTHERN OAK CAPITAL MANAGEMENT INC 65 - 2024-03-31 37,689 $3,882,000 8,741
   Lebenthal Global Advisors LLC 18 - 2024-03-31 36,104 $3,719,000 -528
   MARINER WEALTH ADVISORS, LLC 799 - 2023-12-31 39,139 $3,678,000 7,975
   MESIROW FINANCIAL INVESTMENT MANAGEMENT 6 - 2024-03-31 35,130 $3,619,000 0
   GOLDMAN SACHS GROUP INC/ 2772 - 2023-12-31 37,718 $3,544,000 0
   Eagle Strategies LLC 31 *New 2024-03-31 34,185 $3,521,000 34,185
   Checchi Capital Advisers LLC 81 - 2024-03-31 33,337 $3,434,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 41 - 2024-03-31 31,040 $3,197,000 -72
   HARBOUR INVESTMENTS INC. 152 - 2023-12-31 32,791 $3,081,000 2,141
   MML INVESTORS SERVICES LLC 802 - 2023-12-31 32,622 $3,065,000 -17,456
   GATEWAY ADVISORY, LLC 32 *New 2023-12-31 32,141 $3,020,000 32,141
   Keystone Financial Group 48 - 2024-03-31 29,292 $3,017,000 779
   MULTIFINANCIAL SECURITIES CORP 410 - 2023-12-31 29,658 $2,787,000 367
   SENTINEL TRUST CO LBA 41 *New 2023-12-31 28,000 $2,631,000 28,000
   CREATIVE PLANNING 803 - 2023-12-31 27,222 $2,558,000 236
   Rockefeller Capital Management L.P. 870 - 2023-12-31 23,951 $2,251,000 -3,678
   MARBLE HARBOR INVESTMENT COUNSEL LLC 68 - 2024-03-31 20,430 $2,104,000 -800
   Massey Quick & Co. LLC 75 - 2024-03-31 20,211 $2,082,000 -7,521
   COASTLINE TRUST CO 91 - 2024-03-31 19,931 $2,053,000 101
   BB&T CORP 1240 - 2023-12-31 21,245 $1,996,000 307
   FIDUCIARY TRUST CO 246 - 2023-12-31 20,734 $1,948,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 153 - 2023-12-31 20,684 $1,944,000 1,700
   EQ LLC 22 - 2024-03-31 18,660 $1,922,000 430
   TRUEPOINT, INC. 45 - 2024-03-31 18,200 $1,875,000 9,100
   CITADEL ADVISORS LLC 2401 - 2023-12-31 19,180 $1,802,000 10,228
   Octavia Wealth Advisors LLC 46 - 2024-03-31 17,227 $1,775,000 -17
   J.W. COLE ADVISORS INC. 231 *New 2024-03-31 16,971 $1,748,000 16,971
   Kestra Advisory Services LLC 873 - 2023-12-31 17,848 $1,677,000 -126
   BARTLETT & CO. WEALTH MANAGEMENT LLC 221 - 2024-03-31 15,291 $1,575,000 430
   Klingman & Associates LLC 70 - 2024-03-31 14,899 $1,535,000 0
   GREENLEAF TRUST 233 - 2024-03-31 14,056 $1,448,000 -145
   Centered Wealth LLC dba Miller Equity Capital Advi 38 - 2024-03-31 13,920 $1,434,000 0
   BARTLETT & CO. LLC 238 - 2023-12-31 14,861 $1,409,000 945
   Fairway Wealth LLC 22 - 2024-03-31 13,310 $1,371,000 95
   VANGUARD GROUP INC 3712 - 2024-03-31 13,098 $1,349,000 86
   WealthBridge Capital Management LLC 47 - 2024-03-31 13,061 $1,345,000 -118
   Simplicity WealthLLC 448 *New 2024-03-31 12,857 $1,324,000 12,857
   Bleakley Financial Group LLC 376 - 2024-03-31 12,857 $1,324,000 117
   ATRIA INVESTMENTS LLC 773 - 2023-12-31 14,079 $1,323,000 40
   Adviser Investments LLC 277 - 2024-03-31 12,476 $1,285,000 0
   First National Bank 23 - 2024-03-31 12,420 $1,279,000 0
   Spire Wealth Management 331 - 2024-03-31 12,142 $1,251,000 -767
   Anson Capital Inc. 19 - 2024-03-31 11,793 $1,215,000 -253
   Sawtooth Asset Management Inc. 400 *New 2023-12-31 12,740 $1,197,000 12,740
   SITTNER & NELSON LLC 33 - 2024-03-31 11,050 $1,138,000 -236
   Baird Financial Group Inc. 1097 *New 2023-12-31 11,979 $1,126,000 11,979
   Zhang Financial LLC 134 - 2024-03-31 10,727 $1,105,000 3,319
   LEVEL FOUR ADVISORY SERVICES LLC 280 - 2023-12-31 11,613 $1,091,000 334
   SAVANT CAPITAL MANAGEMENT INC 519 - 2024-03-31 10,493 $1,081,000 3
   SAX WEALTH ADVISORS LLC 70 - 2023-12-31 11,335 $1,065,000 14
   M HOLDINGS SECURITIES, INC. 113 - 2023-12-31 11,282 $1,060,000 0
   NAPLES GLOBAL ADVISORS LLC 211 - 2024-03-31 10,215 $1,052,000 0
   Ritter Daniher Financial Advisory LLC / DE 23 - 2023-12-31 11,050 $1,038,000 0
   Summit Financial Strategies Inc. 53 - 2024-03-31 9,973 $1,027,000 7
   Francis Financial Inc. 28 *New 2024-03-31 9,772 $1,007,000 9,772
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2612 - 2024-03-31 9,334 $961,000 3,805
   Source Financial Advisors LLC 46 - 2024-03-31 9,139 $941,000 200
   VALMARK ADVISERS INC 279 - 2024-03-31 8,737 $900,000 -740
   PACK Private Wealth LLC 17 - 2024-03-31 8,373 $863,000 28
   Relaxing Retirement Coach 41 - 2023-06-30 9,314 $825,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 265 - 2023-12-31 8,730 $820,000 4,041
   Atria Wealth Solutions Inc. 949 - 2023-12-31 8,591 $807,000 640
   Edge Financial Advisors LLC 50 - 2024-03-31 7,319 $762,000 0
   OROURKE & COMPANY Inc 55 - 2024-03-31 7,369 $759,000 4
  100 Records found
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