Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Mega Cap 300 Index ETF (MGC)  
$182.11 2.17 (1.21%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 371    21
Total shares held : 
 13,849,064  
% of shares held : 
 56.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   45  
Amount of shares held : 
 1,253,476  
% of shares held change : 
   5.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $152.21  
Last Quarter's Ending Price : 
 $169.28  
Last Quarter's Average Price : 
 $159.01  
Change from last quarter's     
avg. price to the last closing  : 
23.10 (14.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 649,263
 4.69%
 
Increased Positions :
129
 1,124,023
 8.12%
 
Unchanged Positions :
96
 305,228
 2.2%
 
Decreased Positions :
105
-231,177
-1.67%
 
Closed Positions :
20
-288,633
-2.08%
 
Guru Positions :
1
1,595
 0.01%
 
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
   DIVERSIFIED TRUST CO 59 - 2024-03-31 38,046 $7,110,000 0
   HBW Advisory Services LLC 62 - 2024-03-31 15,174 $2,569,000 0
   FRANKLIN RESOURCES INC 1300 - 2023-12-31 13,042 $2,208,000 0
   VALMARK ADVISERS INC 155 - 2023-12-31 12,743 $2,157,000 0
   Matthew Goff Investment Advisor LLC 45 - 2024-03-31 11,304 $2,112,000 0
   SNS Financial Group LLC 48 - 2024-03-31 11,143 $2,082,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 257 - 2023-12-31 12,125 $2,053,000 0
   Heartwood Wealth Advisors LLC 41 - 2024-03-31 9,661 $1,805,000 0
   SAVANT CAPITAL MANAGEMENT INC 322 - 2023-12-31 9,764 $1,653,000 0
   WESBANCO BANK INC 216 - 2024-03-31 8,423 $1,574,000 0
   LEGACY PRIVATE TRUST CO. 129 - 2024-03-31 8,142 $1,521,000 0
   Steward Partners Investment Advisory LLC 671 - 2023-12-31 6,901 $1,168,000 0
   MATHER GROUP, INC. 207 - 2024-03-31 6,731 $1,139,000 0
   VALLEY NATIONAL ADVISERS INC 123 - 2024-03-31 4,999 $934,000 0
   Venturi Wealth Management LLC 199 - 2024-03-31 4,875 $911,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 20 - 2024-03-31 4,560 $852,000 0
   MERRIMAN WEALTH MANAGEMENT, LLC 109 - 2023-12-31 4,574 $774,000 0
   NBC SECURITIES INC. 306 - 2024-03-31 4,120 $769,000 0
   Spire Wealth Management 438 - 2024-03-31 3,843 $718,000 0
   West Financial Advisors LLC 36 - 2024-03-31 3,827 $715,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 379 - 2023-12-31 4,149 $702,000 0
   Sheaff Brock Investment Advisors LLC 223 - 2023-12-31 3,947 $668,000 0
   PATHSTONE FAMILY OFFICE, LLC 928 - 2023-09-30 4,200 $638,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 3,219 $545,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 995 - 2023-12-31 3,075 $521,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 113 - 2023-12-31 2,928 $496,000 0
   Greenline Partners LLC 93 - 2023-12-31 2,879 $487,000 0
   Pathway Financial Advisors LLC 88 - 2024-03-31 2,555 $477,000 0
   Capital Planning LLC 54 - 2024-03-31 2,506 $468,000 0
   SHEETS SMITH & ASSOCIATES INC 209 - 2023-09-30 3,000 $456,000 0
   WADE G W & INC 303 - 2023-12-31 2,653 $449,000 0
   FLC Capital Advisors 98 - 2023-12-31 2,625 $444,000 0
   Financial Partners Group Inc 102 - 2023-12-31 2,563 $434,000 0
   First Pacific Financial 100 - 2024-03-31 2,307 $431,000 0
   New Republic Capital LLC 81 - 2023-12-31 2,495 $422,000 0
   Meridian Wealth Advisors LLC 121 - 2023-12-31 2,488 $421,000 0
   SMITH MOORE & CO. 280 - 2023-12-31 2,462 $417,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 171 - 2023-12-31 2,409 $408,000 0
   Summit Investment Advisory Services LLC 43 - 2024-03-31 2,184 $408,000 0
   Fundamentun LLC 148 - 2024-03-31 2,166 $405,000 0
   ADVISORY SERVICES NETWORK, LLC 986 - 2023-12-31 2,349 $398,000 0
   UNION SAVINGS BANK 92 - 2023-12-31 2,327 $394,000 0
   River Wealth Advisors LLC 152 - 2023-12-31 2,313 $392,000 0
   HAVERFORD TRUST CO 303 - 2023-12-31 2,270 $384,000 0
   Front Row Advisors LLC 71 - 2023-12-31 2,260 $383,000 0
   BROWN BROTHERS HARRIMAN & CO 413 - 2023-12-31 2,022 $342,000 0
   Belpointe Asset Management LLC 495 - 2023-12-31 1,934 $327,000 0
   BIDWELL C M & ASSOCIATES LTD/ 79 - 2023-12-31 1,838 $311,000 0
   AdvisorNet Financial Inc 411 - 2024-03-31 1,456 $272,000 0
   Moloney Securities Asset Management LLC 348 - 2023-12-31 1,556 $263,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 465 - 2023-12-31 1,483 $251,000 0
   MARINO STRAM & ASSOCIATES LLC 153 - 2024-03-31 1,301 $243,000 0
   Well Done LLC 166 - 2024-03-31 1,273 $238,000 0
   Oakworth Capital Inc. 181 - 2024-03-31 1,247 $233,000 0
   Pinnacle Bank 218 - 2024-03-31 923 $172,000 0
   LeJeune Puetz Investment Counsel LLC 179 - 2023-03-31 1,000 $143,000 0
   Roble Belko & Company Inc 116 - 2024-03-31 742 $139,000 0
   Princeton Global Asset Management LLC - 2023-12-31 800 $135,000 0
   Salomon & Ludwin LLC 201 - 2023-12-31 861 $131,000 0
   Operose Advisors LLC 142 - 2023-12-31 741 $125,000 0
   ARMSTRONG ADVISORY GROUP INC 224 - 2024-03-31 720 $122,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 179 - 2023-12-31 654 $111,000 0
   Northwest Capital Management Inc 179 - 2024-03-31 513 $96,000 0
   NBT BANK N A /NY 393 - 2024-03-31 374 $70,000 0
   Archer Investment Corp 330 - 2023-12-31 413 $70,000 0
   Sunbelt Securities Inc. 808 - 2024-03-31 342 $64,000 0
   Larson Financial Group LLC 600 - 2023-12-31 355 $60,000 0
   GLENMEDE TRUST CO NA 1218 - 2023-12-31 350 $59,000 0
   HANSON MCCLAIN, INC. 1258 - 2024-03-31 296 $55,000 0
   COUNTRY TRUST BANK 170 - 2024-03-31 280 $52,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 220 $37,000 0
   AllSquare Wealth Management LLC 240 - 2023-12-31 210 $36,000 0
   Center for Financial Planning Inc. 276 - 2024-03-31 195 $36,000 0
   HHM Wealth Advisors LLC 331 - 2023-12-31 210 $36,000 0
   TRUST CO OF VERMONT 478 - 2023-12-31 202 $34,000 0
   Milestone Investment Advisors LLC 101 - 2023-12-31 176 $30,000 0
   Game Plan Financial Advisors LLC 140 - 2024-03-31 130 $24,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 343 - 2023-06-30 140 $22,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 890 - 2023-12-31 120 $20,000 0
   Moisand Fitzgerald Tamayo LLC 247 - 2024-03-31 100 $19,000 0
   Stuart Chaussee & Associates Inc. 92 - 2023-12-31 115 $19,000 0
   ST GERMAIN D J CO INC 524 - 2024-03-31 70 $13,000 0
   Coston McIsaac & Partners 353 - 2024-03-31 69 $12,000 0
   BDO Wealth Advisors LLC 698 - 2023-06-30 61 $10,000 0
   Sound Income Strategies LLC 792 - 2024-03-31 50 $9,000 0
   JOHNSON FINANCIAL GROUP, INC. 683 - 2023-12-31 50 $8,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 638 - 2023-12-31 40 $7,000 0
   Retirement Group LLC 561 - 2023-12-31 16 $4,000 0
   Hexagon Capital Partners LLC 1044 - 2024-03-31 20 $4,000 0
   Nalls Sherbakoff Group LLC 468 - 2023-12-31 1 $0 0
  90 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us