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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
   BANK OF AMERICA CORP /DE/ 350 - 2023-12-31 3,875,304 $423,842,000 -14,723
   MORGAN STANLEY 644 - 2023-12-31 2,465,732 $269,677,000 -190,715
   LINCOLN NATIONAL CORP - 2024-03-31 1,964,653 $234,796,000 -17,532
   ENVESTNET ASSET MANAGEMENT INC 257 - 2023-12-31 1,676,287 $183,336,000 -110,668
   PNC FINANCIAL SERVICES GROUP INC 133 - 2023-12-31 1,372,871 $150,151,000 -61,642
   Advisor Group Holdings Inc. 99 - 2023-12-31 1,124,842 $123,025,000 -48,146
   LPL FINANCIAL CORP 367 - 2023-12-31 692,685 $75,759,000 -45,004
   Rockefeller Capital Management L.P. 139 - 2023-12-31 451,907 $49,425,000 -68,751
   MML INVESTORS SERVICES LLC 126 - 2023-12-31 358,700 $39,231,000 -12,982
   Greytown Advisors Inc. 1 - 2023-12-31 253,420 $27,717,000 -21,393
   Beacon Pointe Advisors LLC 64 - 2023-12-31 252,040 $27,566,000 -25,033
   Zeit Capital LLC 1 - 2023-12-31 215,753 $23,597,000 -2,965
   OLD NATIONAL BANCORP /IN/ 35 - 2024-03-31 194,568 $23,253,000 -17,152
   H D Vest Advisory Services 67 - 2023-12-31 205,343 $22,458,000 -2,635
   BHK Investment Advisors LLC 2 - 2023-12-31 185,673 $20,307,000 -48,400
   SAVANT CAPITAL MANAGEMENT INC 67 - 2023-12-31 184,316 $20,159,000 -4,613
   BSW WEALTH PARTNERS 7 - 2024-03-31 151,329 $18,085,000 -141,647
   Capital Advantage Inc. - 2023-12-31 165,006 $18,047,000 -2,010
   Wealthcare Advisory Partners LLC 40 - 2024-03-31 142,620 $17,044,000 -5,179
   Silicon Valley Capital Partners - 2024-03-31 123,732 $14,787,000 -27,044
   JANNEY MONTGOMERY SCOTT LLC 530 - 2024-03-31 82,862 $9,903,000 -1,736
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 79,677 $9,522,000 -1,809
   Checchi Capital Advisers LLC 41 - 2024-03-31 71,325 $8,524,000 -3,766
   James J. Burns & Company LLC 8 - 2024-03-31 68,777 $8,138,000 -15,287
   PHILLIPS FINANCIAL MANAGEMENT LLC 40 - 2024-03-31 59,762 $7,142,000 -180
   PLANNING DIRECTIONS INC 6 - 2023-12-31 61,376 $6,713,000 -3,613
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 36 - 2023-12-31 60,033 $6,566,000 -4,555
   Wealthfront Advisers LLC 222 - 2024-03-31 52,736 $6,302,000 -639
   GOLDMAN SACHS GROUP INC/ 2409 - 2023-12-31 57,408 $6,279,000 -23,015
   PFG Private Wealth Management LLC 10 - 2024-03-31 48,044 $5,742,000 -19,793
   COMERICA BANK 638 - 2023-12-31 50,046 $5,474,000 -137
   Holt Capital Advisors L.L.C. dba Holt Capital Part 23 - 2023-12-31 49,138 $5,374,000 -222
   ATRIA INVESTMENTS LLC 294 - 2023-12-31 45,945 $5,025,000 -30,247
   CAPTRUST FINANCIAL ADVISORS 557 - 2023-12-31 45,894 $5,019,000 -1,865
   Emerald Investment Partners LLC 32 - 2024-03-31 41,922 $5,010,000 -24,136
   Richard P Slaughter Associates Inc 13 - 2024-03-31 40,465 $4,836,000 -10,284
   Clear Perspectives Financial Planning LLC 14 - 2023-03-31 44,535 $4,499,000 -9,717
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 32,685 $3,906,000 -102,812
   CVA Family Office LLC 32 - 2024-03-31 32,553 $3,890,000 -610
   Gray Wealth Management Inc. - 2024-03-31 31,397 $3,752,000 -621
   KISTLERTIFFANY COMPANIES, LLC 29 - 2023-06-30 35,084 $3,640,000 -124
   CENTAURUS FINANCIAL INC. 89 - 2023-12-31 31,931 $3,492,000 -1,553
   FINANCIAL NETWORK 755 - 2023-12-31 30,000 $3,281,000 -19,101
   Alpha Cubed Investments LLC 74 - 2024-03-31 27,320 $3,265,000 -1,590
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 26,822 $3,206,000 -8,456
   ENCOMPASS WEALTH ADVISORS LLC 17 - 2023-12-31 27,536 $3,012,000 -1,320
   MCCORMACK ADVISORS INTERNATIONAL 252 - 2023-12-31 24,226 $2,650,000 -760
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 374 - 2023-12-31 23,710 $2,593,000 -3,037
   IFRAH FINANCIAL SERVICES INC 33 - 2023-12-31 23,398 $2,559,000 -903
   Atria Wealth Solutions Inc. 540 - 2023-12-31 22,335 $2,443,000 -7,595
   FIRST NATIONAL BANK OF OMAHA 162 - 2023-12-31 22,147 $2,422,000 -420
   Equitable Holdings Inc. 363 - 2023-12-31 22,120 $2,419,000 -1,684
   HANSON MCCLAIN, INC. 305 - 2024-03-31 18,357 $2,194,000 -124
   ROBERTS GLORE & CO INC /IL/ 39 - 2023-12-31 19,732 $2,158,000 -323
   WNY Asset Management LLC 50 - 2023-12-31 19,705 $2,155,000 -1,421
   HILLTOP WEALTH ADVISORS LLC 21 - 2024-03-31 17,042 $2,037,000 -105
   Integrated Wealth Concepts LLC 476 - 2023-12-31 18,241 $1,995,000 -26,786
   RSM US WEALTH MANAGEMENT LLC 181 - 2024-03-31 16,262 $1,943,000 -117
   Continuum Advisory LLC 101 - 2023-12-31 17,476 $1,913,000 -965
   HORIZON INVESTMENT SERVICES LLC 36 - 2023-12-31 17,384 $1,901,000 -1
   Cetera Investment Advisers 820 - 2023-12-31 17,372 $1,900,000 -502
   OGOREK ANTHONY JOSEPH /NY/ /ADV 29 - 2024-03-31 15,098 $1,804,000 -87
   BLAIR WILLIAM & CO/IL 700 - 2023-12-31 16,147 $1,766,000 -172
   EP WEALTH ADVISORS, INC. 279 - 2023-12-31 16,054 $1,756,000 -1,253
   Petix & Botte Co 32 - 2023-12-31 15,650 $1,712,000 -255
   J.W. COLE ADVISORS INC. - 2024-03-31 12,568 $1,502,000 -11,646
   BB&T CORP 1407 - 2023-12-31 13,006 $1,422,000 -101
   NORTHERN TRUST CORP 3159 - 2023-12-31 12,889 $1,410,000 -716
   Procyon Private Wealth Partners LLC 193 - 2024-03-31 11,327 $1,354,000 -12,792
   PRUDENTIAL FINANCIAL INC 1672 - 2023-12-31 12,123 $1,326,000 -916
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 906 - 2023-12-31 11,028 $1,206,000 -2,810
   M&T BANK CORP 810 - 2023-12-31 10,710 $1,171,000 -9
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 9,796 $1,171,000 -623
   Snowden Capital Advisors LLC 438 - 2023-12-31 9,036 $988,000 -945
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1250 - 2024-03-31 7,962 $951,000 -129
   FINANCEWARE, INC. 38 - 2024-03-31 7,888 $943,000 -199
   HUDOCK MOYER WEALTH RESOURCES, LLC 54 - 2024-03-31 7,803 $933,000 -106
   Ascent Group LLC 268 - 2023-12-31 8,114 $915,000 -107
   PFG Advisors 287 - 2023-12-31 8,004 $875,000 -676
   Crane Advisory LLC 19 - 2024-03-31 7,428 $869,000 -15
   LWS Wealth Advisors Inc. 35 - 2023-12-31 7,762 $849,000 -90
   Ethos Financial Group LLC 87 - 2023-12-31 6,898 $754,000 -734
   DB Wealth Management Group LLC 46 - 2023-12-31 6,650 $727,000 -784
   TRUSTCORE FINANCIAL SERVICES LLC 142 - 2022-12-31 7,041 $724,000 -115
   MAINSAIL ASSET MANAGEMENT LLC 18 - 2024-03-31 5,909 $706,000 -45
   IFP Advisors Inc 459 - 2023-12-31 6,390 $699,000 -3,727
   Collaborative Wealth Managment Inc. 65 - 2023-12-31 6,146 $672,000 -486
   Rehmann Capital Advisory Group - 2024-03-31 5,530 $661,000 -373
   Visionary Wealth Advisors 279 - 2023-12-31 5,738 $628,000 -10
   Calton & Associates Inc. 78 - 2024-03-31 5,234 $625,000 -1,339
   We Are One Seven LLC 464 - 2023-12-31 5,254 $575,000 -13
   Interchange Capital Partners LLC 63 - 2023-12-31 5,226 $572,000 -290
   OxenFree Capital LLC 29 - 2024-03-31 4,689 $560,000 -79
   Raab & Moskowitz Asset Management LLC 107 - 2023-12-31 5,101 $558,000 -360
   WHARTON BUSINESS GROUP, LLC 87 - 2023-12-31 5,050 $552,000 -2,220
   Concorde Asset Management LLC 48 - 2023-12-31 4,834 $529,000 -3,857
   Berger Financial Group Inc 206 - 2024-03-31 4,178 $499,000 -1,023
   STATE BANK & TRUST 144 - 2024-03-31 3,983 $476,000 -87
   CoreCap Advisors LLC 362 - 2023-12-31 4,282 $468,000 -369
   Sonoma Private Wealth LLC 50 - 2023-12-31 4,074 $446,000 -9,958
  100 Records found
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