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Get Institutions for : 
Vanguard S&Amp;P Mid-Cap 400 Etf (IVOO)  
$101.28 0.11 (0.11%) as of 4:30 Mon 5/13


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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  : 
15.31 (17.81%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 185 *New 2023-09-30 105,293 $8,900,000 105,293
   ASSET PLANNING CORPORATION 12 *New 2024-03-31 48,360 $4,982,000 48,360
   Eagle Strategies LLC 31 *New 2024-03-31 34,185 $3,521,000 34,185
   GATEWAY ADVISORY, LLC 32 *New 2023-12-31 32,141 $3,020,000 32,141
   SENTINEL TRUST CO LBA 41 *New 2023-12-31 28,000 $2,631,000 28,000
   J.W. COLE ADVISORS INC. 231 *New 2024-03-31 16,971 $1,748,000 16,971
   Simplicity WealthLLC 448 *New 2024-03-31 12,857 $1,324,000 12,857
   Sawtooth Asset Management Inc. 400 *New 2023-12-31 12,740 $1,197,000 12,740
   Baird Financial Group Inc. 1097 *New 2023-12-31 11,979 $1,126,000 11,979
   Francis Financial Inc. 28 *New 2024-03-31 9,772 $1,007,000 9,772
   THOROUGHBRED FINANCIAL SERVICES LLC 359 *New 2024-03-31 3,054 $314,000 3,054
   Equitable Holdings Inc. 1015 *New 2023-12-31 2,473 $232,000 2,473
   Heartwood Wealth Advisors LLC 152 *New 2024-03-31 2,100 $216,000 2,100
   HFG Advisors Inc. 99 *New 2024-03-31 2,029 $209,000 2,029
   HBK SORCE ADVISORY LLC 548 *New 2024-03-31 2,030 $209,000 2,030
   Stratos Wealth Partners LTD. 1264 *New 2024-03-31 1,980 $204,000 1,980
   Alliance Wealth Advisors LLC 126 *New 2024-03-31 1,968 $203,000 1,968
   LifeSteps Financial Inc. 87 *New 2024-03-31 1,716 $177,000 1,716
   Gilliland Jeter Wealth Management LLC 205 *New 2024-03-31 1,112 $115,000 1,112
   Salomon & Ludwin LLC 310 *New 2024-03-31 638 $66,000 638
   Private Ocean LLC 218 *New 2024-03-31 620 $64,000 620
   QUADRANT CAPITAL GROUP LLC 1439 *New 2023-12-31 485 $46,000 485
   Russell Investments Group Ltd. 2600 *New 2024-03-31 396 $41,000 396
   Atlantic Trust Group LLC 1963 *New 2024-03-31 240 $25,000 240
   ST GERMAIN D J CO INC 533 *New 2024-03-31 122 $13,000 122
   Bradley & Co. Private Wealth Management LLC 156 *New 2024-03-31 10 $1,000 10
  26 Records found
  1    
  Page 1 of 1
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