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Get Institutions for : 
Vanguard S&p Mid Cap 400 Value (IVOV)  
$88.36 0.04 (0.05%) as of 4:30 Wed 5/8


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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  : 
9.04 (11.4%)  




 
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
   MARINER WEALTH ADVISORS, LLC 112 - 2023-12-31 848,355 $73,960,000 -8,387
   ROCKLAND TRUST CO 3 - 2024-03-31 795,874 $72,265,000 -5,060
   BANK OF AMERICA CORP /DE/ 1419 - 2023-12-31 382,355 $33,334,000 -13,367
   MORGAN STANLEY 2716 - 2023-12-31 219,651 $19,149,000 -6,380
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 658 - 2024-03-31 152,909 $13,884,000 -2,972
   Lutz Financial Services LLC - 2024-03-31 126,368 $11,474,000 -7,614
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 517 - 2024-03-31 93,617 $8,500,000 -5,506
   LPL FINANCIAL CORP 1390 - 2023-12-31 90,041 $7,850,000 -1,537
   Kestra Advisory Services LLC 363 - 2023-12-31 76,800 $6,695,000 -1,281
   RAYMOND JAMES & ASSOCIATES 1516 - 2024-03-31 60,002 $5,448,000 -11,546
   Relaxing Retirement Coach 13 - 2023-06-30 58,014 $4,776,000 -894
   SAVANT CAPITAL MANAGEMENT INC 179 - 2023-12-31 54,283 $4,732,000 -2,107
   HARBOUR INVESTMENTS INC. 142 - 2023-12-31 36,699 $3,199,000 -80
   Private Advisor Group LLC - 2024-03-31 22,764 $2,067,000 -825
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 17,596 $1,598,000 -1,395
   KEYBANK NATIONAL ASSOCIATION/OH 430 - 2023-12-31 18,095 $1,578,000 -244
   CITADEL ADVISORS LLC 2652 - 2023-12-31 15,472 $1,349,000 -5,825
   ENVESTNET ASSET MANAGEMENT INC 2745 - 2023-12-31 14,475 $1,262,000 -16,831
   CREATIVE PLANNING 1128 - 2023-12-31 14,020 $1,222,000 -3,334
   AMERIPRISE FINANCIAL INC 3039 - 2023-12-31 13,677 $1,192,000 -10
   Advisor Group Holdings Inc. 2636 - 2023-12-31 10,127 $883,000 -1,883
   HORIZON INVESTMENT SERVICES LLC 66 - 2023-12-31 8,372 $730,000 -222
   ROYAL BANK OF CANADA 3343 - 2023-12-31 8,341 $727,000 -7,294
   DAVIDSON D A & CO 810 - 2023-12-31 8,236 $718,000 -700
   Merit Financial Group LLC 417 - 2023-12-31 7,599 $662,000 -332
   CIBC WORLD MARKETS INC. 843 - 2023-12-31 5,864 $511,000 -1,100
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2482 - 2024-03-31 4,266 $387,000 -179
   LEVEL FOUR ADVISORY SERVICES LLC 551 - 2023-12-31 4,194 $366,000 -489
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 3,530 $321,000 -508
   AMG NATIONAL TRUST BANK 375 - 2023-12-31 3,480 $303,000 -410
   Western Wealth Management LLC 549 - 2024-03-31 2,824 $256,000 -203
   Cooper Financial Group 319 - 2024-03-31 2,618 $238,000 -3,887
   STIFEL FINANCIAL CORP 2994 - 2023-12-31 2,594 $226,000 -6,251
   TOWER RESEARCH CAPITAL LLC 2355 - 2023-12-31 1,643 $143,000 -3,170
   COMERICA BANK 2770 - 2023-12-31 458 $40,000 -11,348
   Cape Investment Advisory Inc. 403 - 2023-12-31 434 $38,000 -100
   Glass Jacobson Investment Advisors llc 404 - 2024-03-31 375 $34,000 -597
   FMR LLC 3756 - 2023-12-31 246 $21,000 -5
   CAMBRIDGE TRUST CO 623 - 2023-12-31 60 $5,000 -153
  39 Records found
  1    
  Page 1 of 1
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