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Get Institutions for : 
Vanguard Mega Cap 300 Value Index ETF (MGV)  
$116.05 0.11 (0.09%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 360    22
Total shares held : 
 43,368,342  
% of shares held : 
 48.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 1,314,211  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $100.51  
Last Quarter's Ending Price : 
 $109.37  
Last Quarter's Average Price : 
 $103.34  
Change from last quarter's     
avg. price to the last closing  : 
12.71 (12.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 293,967
 0.68%
 
Increased Positions :
126
 2,228,643
 5.14%
 
Unchanged Positions :
80
 463,434
 1.07%
 
Decreased Positions :
119
-1,027,678
-2.37%
 
Closed Positions :
13
-180,721
-0.42%
 
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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 3 - 2023-12-31 12,198,218 $1,334,119,000 572,217
   UBS Group AG 251 - 2023-12-31 1,809,070 $197,858,000 46,398
   AMERIPRISE FINANCIAL INC 471 - 2023-12-31 1,040,748 $113,800,000 168,549
   Sequoia Financial Advisors LLC 23 - 2024-03-31 595,968 $71,224,000 52,053
   Black Diamond Financial LLC 1 - 2023-12-31 567,595 $62,078,000 17,342
   ROYAL BANK OF CANADA 629 - 2023-12-31 554,275 $60,620,000 22,811
   WELLS FARGO & CO/MN 610 - 2023-12-31 552,615 $60,440,000 24,192
   RAYMOND JAMES & ASSOCIATES 370 - 2024-03-31 492,466 $58,855,000 4,573
   HIGHTOWER ADVISORS, LLC 220 - 2023-12-31 527,319 $57,654,000 60,699
   MEANS INVESTMENT CO. INC. 4 - 2024-03-31 443,933 $53,054,000 54,473
   PETREDIS INVESTMENT ADVISORS LLC 4 - 2024-03-31 398,333 $47,605,000 7,834
   ETF Portfolio Partners Inc. 2 - 2024-03-31 322,598 $38,554,000 213,548
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 132 - 2024-03-31 310,546 $37,113,000 5,753
   Merit Financial Group LLC 18 - 2023-12-31 319,622 $34,957,000 73,223
   Kestra Advisory Services LLC 74 - 2023-12-31 280,345 $30,661,000 85,138
   COMMONWEALTH EQUITY SERVICES LLC. 383 - 2024-03-31 242,145 $28,939,000 1,979
   Strategic Investment Advisors / MI 8 - 2024-03-31 234,342 $28,006,000 9,653
   Bernardo Wealth Planning LLC - 2023-12-31 245,459 $26,846,000 14,659
   STIFEL FINANCIAL CORP 437 - 2023-12-31 224,713 $24,579,000 17,721
   Smartleaf Asset Management LLC - 2024-03-31 202,906 $22,625,000 516
   J P MORGAN CHASE & CO 1600 - 2023-12-31 180,919 $19,787,000 88,868
   HARBOUR INVESTMENTS INC. 24 - 2023-12-31 154,810 $16,932,000 152,282
   Baird Financial Group Inc. 347 - 2023-12-31 153,490 $16,787,000 10,021
   LEAVELL T & ASSOCIATES INC 24 - 2024-03-31 123,737 $14,788,000 3,187
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 629 - 2024-03-31 122,544 $14,645,000 6,442
   Cresset Asset Management LLC 168 - 2023-12-31 124,334 $13,598,000 17
   Von Berge Wealth Management Group LLC 3 - 2024-03-31 104,445 $12,482,000 21,967
   9258 Wealth Management LLC - 2024-03-31 103,089 $12,320,000 2,319
   CREATIVE PLANNING 349 - 2023-12-31 108,566 $11,874,000 51,789
   US BANCORP 387 - 2023-12-31 104,759 $11,458,000 6,401
   Private Advisor Group LLC - 2024-03-31 94,013 $11,236,000 2,859
   Blue Edge Capital LLC 14 - 2023-12-31 96,327 $10,535,000 1,340
   SOL CAPITAL MANAGEMENT CO 18 - 2024-03-31 86,931 $10,389,000 5,090
   Capital Planning LLC 9 - 2024-03-31 86,739 $10,366,000 2,597
   Marmo Financial Group LLC 6 - 2024-03-31 85,254 $10,189,000 4,023
   TFB Advisors LLC - 2024-03-31 85,760 $9,832,000 6,756
   EMPIRICAL FINANCIAL SERVICES, LLC 67 - 2023-12-31 79,918 $8,741,000 9,571
   STEPHENS INC /AR/ 163 - 2023-12-31 79,427 $8,687,000 2,077
   HB Wealth Management LLC - 2024-03-31 69,999 $8,366,000 395
   DAVIDSON D A & CO 198 - 2023-12-31 73,695 $8,060,000 6,695
   WALDEN WEALTH PARTNERS LLC 7 - 2024-03-31 65,163 $7,624,000 3,621
   Cedrus LLC 7 - 2024-03-31 56,199 $6,716,000 4,956
   AE Wealth Management LLC 511 - 2023-12-31 58,740 $6,528,000 29,417
   Select Asset Management & Trust 9 - 2023-12-31 59,116 $6,466,000 4,029
   Pachira Investments Inc. 8 - 2024-03-31 52,829 $6,314,000 7,672
   Transparent Wealth Partners LLC 7 - 2023-03-31 61,899 $6,253,000 420
   Center For Asset Management LLC 5 - 2024-03-31 51,893 $6,202,000 1,422
   Annapolis Financial Services LLC 17 - 2024-03-31 50,107 $5,988,000 9,216
   WESBANCO BANK INC 114 - 2024-03-31 43,293 $5,174,000 43,293
   MULTIFINANCIAL SECURITIES CORP 296 - 2023-12-31 42,286 $4,625,000 10,596
   EverSource Wealth Advisors LLC 60 - 2023-12-31 40,958 $4,480,000 1,260
   Resolute Partners Group 10 - 2023-12-31 38,335 $4,193,000 267
   Breakwater Capital Group 21 - 2024-03-31 33,895 $4,051,000 4,323
   Mutual Advisors LLC - 2024-03-31 31,549 $3,770,000 4,731
   Principle Wealth Partners LLC 86 - 2024-03-31 29,975 $3,582,000 545
   Goss Wealth Management LLC 447 - 2023-12-31 31,834 $3,516,000 29,485
   Zhang Financial LLC 55 - 2024-03-31 28,399 $3,394,000 175
   Boyd Wealth Management LLC 12 - 2024-03-31 28,126 $3,361,000 95
   Avant Capital LLC 13 - 2023-09-30 31,010 $3,144,000 268
   Fingerlakes Wealth Management Inc. 6 - 2024-03-31 25,775 $3,080,000 654
   MONECO Advisors LLC 50 - 2024-03-31 24,921 $2,978,000 3,611
   Royal Fund Management LLC 104 - 2024-03-31 21,580 $2,584,000 2,137
   RENAISSANCE TECHNOLOGIES LLC 1795 - 2023-12-31 23,500 $2,570,000 16,000
   Glass Jacobson Investment Advisors llc 26 - 2024-03-31 20,188 $2,413,000 3,058
   Tradition Wealth Management LLC 75 - 2023-12-31 21,036 $2,301,000 1,962
   MARINER WEALTH ADVISORS, LLC 992 - 2023-12-31 21,003 $2,297,000 739
   MERCER GLOBAL ADVISORS INC /ADV 702 - 2023-12-31 20,977 $2,294,000 9,456
   HOWE & RUSLING INC 94 - 2023-12-31 19,906 $2,177,000 864
   Cresta Advisors Ltd. 20 - 2024-03-31 17,157 $2,050,000 11,611
   Americana Partners LLC - 2023-12-31 18,549 $2,029,000 2,960
   BDO Wealth Advisors LLC 91 - 2023-06-30 19,362 $2,009,000 602
   HAZLETT BURT & WATSON INC. 17 - 2024-03-31 16,548 $1,978,000 1,190
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 743 - 2023-09-30 19,235 $1,950,000 1,393
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1926 - 2023-12-31 17,694 $1,935,000 14,968
   Massey Quick & Co. LLC 79 - 2024-03-31 15,449 $1,846,000 8
   Revisor Wealth Management LLC 24 - 2024-03-31 15,412 $1,759,000 11,240
   Matthew Goff Investment Advisor LLC 49 - 2024-03-31 13,469 $1,610,000 166
   BANK OF HAWAII 101 - 2023-12-31 14,560 $1,592,000 761
   Koshinski Asset Management Inc. 122 - 2023-12-31 13,107 $1,434,000 6,321
   Stratos Wealth Partners LTD. 533 - 2024-03-31 11,621 $1,389,000 436
   Global Retirement Partners LLC 311 - 2024-03-31 10,901 $1,303,000 97
   FMR LLC 2269 - 2023-12-31 11,072 $1,211,000 2,770
   High Net Worth Advisory Group LLC 73 - 2024-03-31 8,813 $1,053,000 1,711
   Sigma Planning Corp - 2024-03-31 8,720 $1,042,000 4,518
   DFPG INVESTMENTS INC. 232 - 2023-12-31 9,161 $1,003,000 2,550
   WADE G W & INC 244 - 2023-12-31 7,669 $839,000 10
   Adviser Investments LLC - 2024-03-31 6,966 $833,000 4,385
   SIGNATURE SECURITIES GROUP CORPORATION 94 - 2024-03-31 6,893 $824,000 2,936
   Aveo Capital Partners LLC 148 - 2023-12-31 7,324 $801,000 484
   Ameritas Advisory Services LLC 333 - 2023-12-31 7,146 $798,000 2,611
   LEVEL FOUR ADVISORY SERVICES LLC 351 - 2023-12-31 7,080 $774,000 2,484
   CI Private Wealth LLC 1388 - 2023-12-31 7,065 $773,000 4,285
   Csenge Advisory Group - 2024-03-31 6,288 $751,000 482
   PFG FINANCIAL ADVISORS 117 - 2024-03-31 5,970 $713,000 33
   Orion Portfolio Solutions LLC 1082 - 2023-12-31 6,359 $702,000 4,159
   HPM Partners LLC - 2023-12-31 6,081 $665,000 6,081
   BANK OF MONTREAL /CAN/ 1857 - 2023-12-31 6,063 $665,000 952
   HILLTOP HOLDINGS INC. 287 - 2023-12-31 6,013 $658,000 2,956
   NATIONAL ASSET MANAGEMENT, INC. 685 - 2023-12-31 5,996 $656,000 433
   COLTON GROOME FINANCIAL ADVISORS LLC 59 - 2024-03-31 5,283 $631,000 1,421
  100 Records found
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