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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
   GOLDMAN SACHS GROUP INC/ 4604 *Closed 2023-12-31 0 $0 -18,576
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1791 *Closed 2023-12-31 0 $0 -840
   ESSEX FINANCIAL SERVICES INC 552 *Closed 2024-03-31 0 $0 -2,522
   Nemes Rush Group LLC 645 *Closed 2023-12-31 0 $0 -52
   Meridian Wealth Management LLC 438 *Closed 2024-03-31 0 $0 -3,778
   CITIGROUP INC 4685 *Closed 2023-12-31 0 $0 -3,330
   TRITONPOINT WEALTH LLC 324 *Closed 2024-03-31 0 $0 -3,142

  7 Records found
  1    
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