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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
   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
   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
   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
   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
   J P MORGAN CHASE & CO 2170 - 2024-03-31 79,619 $8,202,000 12,821
   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
   JANNEY MONTGOMERY SCOTT LLC 766 - 2024-03-31 48,415 $4,987,000 998
   PHILLIPS FINANCIAL MANAGEMENT LLC 54 - 2024-03-31 47,162 $4,858,000 7,881
   HPM Partners LLC - 2023-12-31 49,581 $4,659,000 19,773
   NORTHERN OAK CAPITAL MANAGEMENT INC 65 - 2024-03-31 37,689 $3,882,000 8,741
   MARINER WEALTH ADVISORS, LLC 799 - 2023-12-31 39,139 $3,678,000 7,975
   HARBOUR INVESTMENTS INC. 152 - 2023-12-31 32,791 $3,081,000 2,141
   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
   CREATIVE PLANNING 803 - 2023-12-31 27,222 $2,558,000 236
   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
   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
   BARTLETT & CO. WEALTH MANAGEMENT LLC 221 - 2024-03-31 15,291 $1,575,000 430
   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
   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
   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
   Summit Financial Strategies Inc. 53 - 2024-03-31 9,973 $1,027,000 7
   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
   PACK Private Wealth LLC 17 - 2024-03-31 8,373 $863,000 28
   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
   OROURKE & COMPANY Inc 55 - 2024-03-31 7,369 $759,000 4
   THRIVENT FINANCIAL FOR LUTHERANS 1982 - 2023-12-31 7,593 $713,000 42
   Walkner Condon Financial Advisors LLC 124 - 2024-03-31 6,530 $673,000 185
   FMR LLC 2441 - 2023-12-31 7,114 $669,000 353
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1131 - 2023-09-30 7,802 $660,000 2
   American Trust 125 - 2023-12-31 6,622 $622,000 199
   Taylor Hoffman Wealth Management 65 - 2024-03-31 6,021 $620,000 42
   Iron Financial LLC 59 - 2024-03-31 5,432 $560,000 11
   SUMMIT INVESTMENT ADVISORS INC 759 - 2023-12-31 5,922 $557,000 11
   MONTICELLO WEALTH MANAGEMENT LLC 157 - 2024-03-31 4,723 $487,000 672
   Stordahl Capital Management Inc. 37 - 2024-03-31 4,321 $445,000 419
   COMERICA BANK 1954 - 2023-12-31 4,297 $404,000 192
   US BANCORP 1624 - 2024-03-31 3,882 $400,000 113
   AdvisorNet Financial Inc 349 - 2024-03-31 3,634 $374,000 2,300
   Chicago Partners Investment Group LLC 514 - 2024-03-31 3,745 $368,000 4
   New England Private Wealth Advisors LLC 105 - 2024-03-31 3,547 $363,000 9
   Kathleen S. Wright Associates Inc. 85 - 2024-03-31 3,284 $338,000 5
   PRINCIPAL SECURITIES INC. 816 - 2024-03-31 3,267 $337,000 924
   PINNACLE ASSOCIATES LTD 681 - 2024-03-31 3,141 $324,000 25
   Embree Financial Group 146 - 2024-03-31 3,062 $315,000 6
   Benchmark Wealth Management LLC 42 - 2024-03-31 2,983 $307,000 58
   Beacon Pointe Advisors LLC 1051 - 2023-12-31 3,238 $304,000 389
   Sigma Planning Corp 966 - 2024-03-31 2,800 $289,000 2,800
   NewEdge Wealth LLC 681 - 2024-03-31 2,850 $280,000 24
   NATIONAL ASSET MANAGEMENT, INC. 1086 - 2023-12-31 2,981 $280,000 475
   GREAT VALLEY ADVISOR GROUP INC. 627 - 2024-03-31 2,675 $276,000 95
   CI Private Wealth LLC 1992 - 2024-03-31 2,355 $243,000 38
   H D Vest Advisory Services 1417 - 2024-03-31 2,363 $243,000 5
   FAIRFIELD RESEARCH CORP 118 - 2023-12-31 1,880 $177,000 1,880
   HANSON MCCLAIN, INC. 835 - 2024-03-31 1,610 $166,000 1,594
   Qube Research & Technologies Ltd 2517 - 2023-12-31 1,726 $162,000 483
   Global Retirement Partners LLC 898 - 2024-03-31 1,457 $150,000 9
   ATLAS CAPITAL ADVISORS LLC 403 - 2024-03-31 1,373 $141,000 384
   AYRSHIRE ASSOCIATES INC 256 - 2023-12-31 1,026 $96,000 8
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 88 - 2022-12-31 495 $81,000 5
   Farther Finance Advisors LLC 927 - 2023-12-31 710 $67,000 662
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 422 - 2024-03-31 306 $32,000 60
   PROEQUITIES INC. 1380 - 2024-03-31 294 $30,000 218
  84 Records found
  1    
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