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Get Institutions for : 
Vanguard S&p Mid Cap 400 Value (IVOV)  
$89.18 0.82 (0.93%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    0
Total shares held : 
 4,144,264  
% of shares held : 
 93.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 67,880  
% of shares held change : 
   1.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.73  
Last Quarter's Ending Price : 
 $87.18  
Last Quarter's Average Price : 
 $79.32  
Change from last quarter's     
avg. price to the last closing  : 
9.86 (12.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 27,254
 0.66%
 
Increased Positions :
34
 214,394
 5.17%
 
Unchanged Positions :
27
 95,156
 2.3%
 
Decreased Positions :
40
-144,756
-3.49%
 
Closed Positions :
8
-29,012
-0.7%
 
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
   Octavia Wealth Advisors LLC 14 *New 2024-03-31 160,410 $14,565,000 160,410
   MONETA GROUP INVESTMENT ADVISORS INC 238 *New 2023-12-31 11,567 $1,008,000 11,567
   Redhawk Wealth Advisors Inc. 192 *New 2023-12-31 4,845 $422,000 4,845
   Mutual Advisors LLC *New 2024-03-31 2,728 $248,000 2,728
   Ameritas Advisory Services LLC 610 *New 2023-12-31 2,839 $247,000 2,839
   Kingsview Wealth Management LLC 837 *New 2023-12-31 2,721 $237,000 2,721
   Cetera Investment Advisers 1956 *New 2023-12-31 2,580 $225,000 2,580
   HPM Partners LLC *New 2023-12-31 2,366 $206,000 2,366
   Salomon & Ludwin LLC *New 2024-03-31 1,150 $104,000 1,150
   Bruce G. Allen Investments LLC 203 *New 2024-03-31 695 $63,000 695
   HANSON MCCLAIN, INC. 1640 *New 2024-03-31 272 $25,000 272
   MATHER GROUP, INC. 1014 *New 2024-03-31 285 $25,000 285
   BARTLETT & CO. LLC 912 *New 2023-12-31 168 $15,000 168
   BARTLETT & CO. WEALTH MANAGEMENT LLC 919 *New 2023-12-31 168 $15,000 168
   Christopher J. Hasenberg Inc 98 *New 2024-03-31 22 $2,000 22
   SIGNATUREFD, LLC *New 2024-03-31 14 $1,000 14
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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