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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Stordahl Capital Management Inc. 11 - 2024-03-31 165,486 $15,026,000 7,490
   Aberdeen Wealth Management LLC 1 - 2023-12-31 125,504 $10,941,000 40
   WELLS FARGO & CO/MN 1478 - 2023-12-31 119,146 $10,387,000 46,239
   UBS Group AG 1491 - 2023-12-31 108,631 $9,470,000 2,387
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 487 - 2023-12-31 71,693 $6,250,000 11,375
   COMMONWEALTH EQUITY SERVICES LLC. 1224 - 2024-03-31 49,737 $4,516,000 15,870
   GATEWAY ADVISORY, LLC 30 - 2023-12-31 35,508 $3,096,000 11,512
   J P MORGAN CHASE & CO 2939 - 2023-12-31 24,336 $2,122,000 18,532
   THRIVENT FINANCIAL FOR LUTHERANS 1464 - 2023-12-31 18,841 $1,643,000 225
   MML INVESTORS SERVICES LLC 1133 - 2023-12-31 17,620 $1,536,000 188
   BB&T CORP 1403 - 2023-12-31 16,399 $1,430,000 1,502
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 878 - 2023-09-30 17,239 $1,343,000 295
   PFG Advisors 244 - 2023-12-31 12,932 $1,127,000 190
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2631 - 2023-12-31 12,913 $1,126,000 12,913
   CAPTRUST FINANCIAL ADVISORS 1525 - 2023-12-31 7,591 $662,000 150
   JAMES INVESTMENT RESEARCH INC 203 - 2024-03-31 5,753 $522,000 774
   MOSAIC FAMILY WEALTH PARTNERS LLC 123 - 2023-12-31 5,052 $440,000 85
   VALMARK ADVISERS INC 365 - 2023-12-31 4,835 $422,000 121
   EP WEALTH ADVISORS, INC. 525 - 2023-12-31 4,808 $419,000 39
   Trail Ridge Investment Advisors LLC 77 - 2023-12-31 4,805 $419,000 157
   Atria Wealth Solutions Inc. 1395 - 2023-12-31 3,923 $342,000 10
   IHT Wealth Management LLC 725 - 2023-12-31 3,838 $335,000 43
   COMERICA SECURITIESINC. 354 - 2023-09-30 3,988 $311,000 674
   FLOW TRADERS U.S. LLC 594 - 2023-12-31 3,024 $264,000 3,024
   Fifth Third Securities Inc. 230 - 2024-03-31 2,851 $259,000 15
   NATIONAL ASSET MANAGEMENT, INC. 1163 - 2023-12-31 2,728 $238,000 2,728
   Keystone Financial Group 274 - 2023-12-31 2,499 $218,000 2,499
   PNC FINANCIAL SERVICES GROUP INC 2125 - 2023-12-31 2,356 $205,000 223
   Rockbridge Investment Management LCC 120 - 2023-12-31 2,171 $189,000 1,636
  29 Records found
  1    
  Page 1 of 1
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