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Get Institutions for : 
Vanguard S&Amp;P Mid-Cap 400 Etf (IVOO)  
$97.95 0.24 (0.25%) as of 4:30 Fri 4/26


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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  : 
11.98 (13.94%)  




 
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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 237 - 2023-12-31 341,239 $32,066,000 25,736
   LPL FINANCIAL CORP 708 - 2023-12-31 309,768 $29,109,000 -2,372
   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 - 2023-12-31 204,136 $19,183,000 42
   MEITAV DASH INVESTMENTS LTD 83 - 2023-12-31 202,840 $19,061,000 -37,927
   WNY Asset Management LLC 7 - 2023-12-31 195,327 $18,355,000 431
   WELLS FARGO & CO/MN 1146 - 2023-12-31 188,773 $17,739,000 -7,858
   RAYMOND JAMES & ASSOCIATES 849 - 2024-03-31 164,793 $16,975,000 6,197
   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
   COMMONWEALTH EQUITY SERVICES LLC. 612 - 2023-12-31 137,825 $12,952,000 6,818
   FINANCIAL NETWORK 312 - 2023-12-31 123,298 $11,586,000 -8,585
   OLD NATIONAL BANCORP /IN/ 93 - 2024-03-31 107,680 $11,092,000 5,727
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 117,926 $11,072,000 0
   Advisor Group Holdings Inc. 806 - 2023-12-31 106,955 $10,053,000 -17,149
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 541 - 2024-03-31 76,143 $7,844,000 -495
   AMERIPRISE FINANCIAL INC 2007 - 2023-12-31 75,586 $7,112,000 14,904
   Bryant Woods Investment Advisors LLC 7 - 2023-12-31 74,336 $6,985,000 8,929
   J P MORGAN CHASE & CO 2311 - 2023-12-31 66,798 $6,277,000 18,870
   NORTHERN TRUST CORP 2364 - 2023-12-31 66,543 $6,253,000 61,927
   HARBOR ADVISORY CORP /MA/ 22 - 2023-12-31 52,339 $4,918,000 0
   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
   JANNEY MONTGOMERY SCOTT LLC 777 - 2023-12-31 47,417 $4,456,000 3,352
   Phoenix Holdings Ltd. 127 - 2023-12-31 47,208 $4,436,000 -155
   Private Advisor Group LLC 480 - 2023-12-31 46,327 $4,353,000 -69
   MARINER WEALTH ADVISORS, LLC 799 - 2023-12-31 39,139 $3,678,000 7,975
   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
   Lebenthal Global Advisors LLC 20 - 2023-12-31 36,632 $3,442,000 24,792
   Checchi Capital Advisers LLC 81 - 2024-03-31 33,337 $3,434,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT 5 - 2023-12-31 35,130 $3,301,000 0
   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
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 31,672 $2,974,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 41 - 2023-12-31 31,112 $2,924,000 -4,620
   MULTIFINANCIAL SECURITIES CORP 410 - 2023-12-31 29,658 $2,787,000 367
   NORTHERN OAK CAPITAL MANAGEMENT INC 70 - 2023-12-31 28,948 $2,720,000 12,052
   Keystone Financial Group 49 - 2023-12-31 28,513 $2,679,000 44
   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
   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
   MARBLE HARBOR INVESTMENT COUNSEL LLC 67 - 2023-12-31 21,230 $1,995,000 -580
   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
   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
   EQ LLC 22 - 2023-12-31 18,230 $1,713,000 -748
   Kestra Advisory Services LLC 873 - 2023-12-31 17,848 $1,677,000 -126
   BARTLETT & CO. LLC 238 - 2023-12-31 14,861 $1,409,000 945
   BARTLETT & CO. WEALTH MANAGEMENT LLC 238 - 2023-12-31 14,861 $1,409,000 945
   Klingman & Associates LLC 67 - 2023-12-31 14,899 $1,400,000 1
   GREENLEAF TRUST 236 - 2023-12-31 14,201 $1,334,000 3,710
   Simplicity WealthLLC 448 *New 2024-03-31 12,857 $1,324,000 12,857
   ATRIA INVESTMENTS LLC 773 - 2023-12-31 14,079 $1,323,000 40
   Centered Wealth LLC dba Miller Equity Capital Advi 37 - 2023-12-31 13,920 $1,308,000 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
   Fairway Wealth LLC 22 - 2023-12-31 13,215 $1,242,000 0
   WealthBridge Capital Management LLC 47 - 2023-12-31 13,179 $1,238,000 -860
   VANGUARD GROUP INC 3759 - 2023-12-31 13,012 $1,223,000 549
   Bleakley Financial Group LLC *New 2023-12-31 12,740 $1,197,000 12,740
   Sawtooth Asset Management Inc. 400 *New 2023-12-31 12,740 $1,197,000 12,740
   Adviser Investments LLC 269 - 2023-12-31 12,476 $1,172,000 0
   Anson Capital Inc. 16 - 2023-12-31 12,046 $1,132,000 1,331
   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
   Sontag Advisory LLC 294 - 2023-12-31 11,622 $1,092,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 280 - 2023-12-31 11,613 $1,091,000 334
   SAX WEALTH ADVISORS LLC 70 - 2023-12-31 11,335 $1,065,000 14
   SITTNER & NELSON LLC 35 - 2023-12-31 11,286 $1,061,000 1,406
   M HOLDINGS SECURITIES, INC. 113 - 2023-12-31 11,282 $1,060,000 0
   Ritter Daniher Financial Advisory LLC / DE 23 - 2023-12-31 11,050 $1,038,000 0
   Francis Financial Inc. 28 *New 2024-03-31 9,772 $1,007,000 9,772
   SAVANT CAPITAL MANAGEMENT INC 415 - 2023-12-31 10,490 $986,000 -120
   NAPLES GLOBAL ADVISORS LLC 214 - 2023-12-31 10,215 $960,000 -125
   Summit Financial Strategies Inc. 53 - 2023-12-31 9,966 $937,000 0
   VALMARK ADVISERS INC 267 - 2023-12-31 9,477 $891,000 1,944
   TRUEPOINT, INC. 87 - 2023-12-31 9,100 $855,000 0
   Source Financial Advisors LLC 57 - 2023-12-31 8,939 $840,000 556
   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
   PACK Private Wealth LLC 17 - 2023-12-31 8,345 $784,000 455
   Edge Financial Advisors LLC 50 - 2024-03-31 7,319 $762,000 0
  100 Records found
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