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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Levy Wealth Management Group LLC 18 - 2024-03-31 25,611 $2,801,000 0
   Wells Financial Advisors INC 15 - 2023-12-31 23,360 $2,555,000 0
   Financial Gravity Wealth Inc. 140 - 2023-12-31 16,017 $2,053,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 179 - 2023-12-31 16,980 $1,857,000 0
   BALLENTINE FINN & COMPANY INC 205 - 2024-03-31 10,700 $1,279,000 0
   Private Wealth Group LLC 34 - 2024-03-31 7,354 $879,000 0
   RAYMOND JAMES TRUST CO 506 - 2024-03-31 7,259 $868,000 0
   Crescent Grove Advisors LLC - 2024-03-31 7,056 $843,000 0
   Pegasus Partners Ltd. 78 - 2024-03-31 6,020 $719,000 0
   Plancorp LLC 143 - 2023-12-31 5,562 $608,000 0
   Arkadios Wealth Advisors - 2024-03-31 4,887 $584,000 0
   LAZARI CAPITAL MANAGEMENT INC. 52 - 2023-12-31 5,171 $566,000 0
   HAVERFORD TRUST CO - 2024-03-31 4,379 $523,000 0
   Keystone Financial Group 147 - 2023-12-31 4,749 $519,000 0
   LANDAAS & CO /WI /ADV 32 - 2023-12-31 4,736 $518,000 0
   Venture Visionary Partners LLC 343 - 2023-12-31 4,475 $489,000 0
   Turtle Creek Wealth Advisors LLC - 2024-03-31 4,074 $487,000 0
   Main Street Financial Solutions LLC 324 - 2024-03-31 3,765 $450,000 0
   BANCORPSOUTH BANK 230 - 2023-12-31 4,058 $444,000 0
   WEDBUSH MORGAN SECURITIES INC 647 - 2023-12-31 3,595 $393,000 0
   Retirement Income Solutions Inc - 2024-03-31 3,120 $373,000 0
   BESSEMER GROUP INC 905 - 2023-12-31 3,370 $369,000 0
   Fusion Family Wealth LLC 29 - 2023-12-31 3,290 $360,000 0
   Strategic Blueprint LLC 448 - 2024-03-31 2,927 $350,000 0
   RF&L WEALTH MANAGEMENT LLC - 2024-03-31 2,922 $349,000 0
   Cassaday & Co Wealth Management LLC 186 - 2023-12-31 3,181 $348,000 0
   Prestige Wealth Management Group LLC 118 - 2024-03-31 2,822 $337,000 0
   Apeiron RIA LLC 159 - 2024-03-31 2,775 $332,000 0
   SPINNAKER TRUST 226 - 2023-12-31 3,004 $329,000 0
   PrairieView Partners LLC 100 - 2024-03-31 2,587 $310,000 0
   Financial Alternatives Inc 60 - 2023-12-31 2,702 $296,000 0
   Nicholas Hoffman & Company LLC. 243 - 2024-03-31 2,377 $284,000 0
   Column Capital Advisors LLC 116 - 2023-09-30 2,757 $280,000 0
   Spire Wealth Management 689 - 2024-03-31 2,280 $272,000 0
   UNIVEST CORP OF PENNSYLVANIA 105 - 2023-12-31 2,334 $255,000 0
   Apollon Financial LLC - 2024-03-31 1,919 $229,000 0
   TRITONPOINT WEALTH LLC 299 - 2024-03-31 2,035 $223,000 0
   TNB FINANCIAL 215 - 2024-03-31 1,855 $222,000 0
   Steward Partners Investment Advisory LLC 1335 - 2023-12-31 2,023 $221,000 0
   UMB BANK N A/MO 623 - 2024-03-31 1,253 $150,000 0
   Aspire Wealth Management Corp - 2024-03-31 1,180 $141,000 0
   MV Capital Management Inc. 204 - 2024-03-31 928 $111,000 0
   First Personal Financial Services 152 - 2024-03-31 864 $103,000 0
   FTB Advisors Inc. 792 - 2024-03-31 603 $72,000 0
   Hartland & Co. LLC 659 - 2023-12-31 638 $70,000 0
   Aspire Private Capital LLC 220 - 2024-03-31 510 $61,000 0
   PROEQUITIES INC. - 2024-03-31 507 $61,000 0
   BARTLETT & CO. LLC 686 - 2023-12-31 476 $52,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 687 - 2023-12-31 476 $52,000 0
   SIGNATUREFD, LLC - 2024-03-31 341 $41,000 0
   Geneos Wealth Management Inc. - 2024-03-31 289 $35,000 0
   Financial Avengers Inc. 70 - 2023-12-31 301 $33,000 0
   FRANKLIN RESOURCES INC 2475 - 2023-12-31 271 $30,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 236 $28,000 0
   PRIVATE TRUST CO NA 1357 - 2024-03-31 210 $25,000 0
   Bogart Wealth LLC 478 - 2024-03-31 201 $24,000 0
   VitalStone Financial LLC 230 - 2023-12-31 170 $19,000 0
   SOA Wealth Advisors LLC. 466 - 2024-03-31 141 $17,000 0
   HM PAYSON & CO 772 - 2023-12-31 137 $15,000 0
   FIRST COMMUNITY TRUST NA 219 - 2024-03-31 120 $14,000 0
   NBT BANK N A /NY 459 - 2024-03-31 105 $13,000 0
   City State Bank 465 - 2024-03-31 100 $12,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 933 - 2023-12-31 100 $11,000 0
   Founders Financial Alliance LLC 425 - 2023-12-31 105 $11,000 0
   HALLMARK CAPITAL MANAGEMENT INC 256 - 2024-03-31 87 $10,000 0
   Beacon Capital Management LLC 522 - 2023-12-31 100 $10,000 0
   DUNCKER STREETT & CO INC 418 - 2024-03-31 66 $8,000 0
   Retirement Group LLC - 2024-03-31 65 $8,000 0
   Key Financial Inc 908 - 2024-03-31 45 $5,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 25 $3,000 0
   FWL INVESTMENT MANAGEMENT LLC 267 - 2023-12-31 2 $0 0
  71 Records found
  1    
  Page 1 of 1
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