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Get Institutions for : 
Vanguard Us Multifactor Etf (VFMF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    4
Total shares held : 
 1,036,528  
% of shares held : 
 12.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 113,647  
% of shares held change : 
   1.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 20,880
 2.01%
 
Increased Positions :
16
 121,947
 11.76%
 
Unchanged Positions :
14
 31,919
 3.08%
 
Decreased Positions :
14
-25,849
-2.49%
 
Closed Positions :
2
-3,331
-0.32%
 
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
   ANDERSON HOAGLAND & CO 3 - 2024-03-31 317,395 $38,983,000 4,041
   ENVESTNET ASSET MANAGEMENT INC 823 - 2023-12-31 266,761 $30,636,000 10,003
   OPUS CAPITAL GROUP LLC 18 - 2024-03-31 96,845 $12,289,000 -5,933
   UMB BANK N A/MO 131 - 2024-03-31 61,486 $7,802,000 -793
   COMMONWEALTH EQUITY SERVICES LLC. 1160 - 2023-12-31 38,289 $4,397,000 4,478
   LPL FINANCIAL CORP 1776 - 2023-12-31 37,245 $4,277,000 31,713
   Geneos Wealth Management Inc. - 2023-12-31 27,161 $3,119,000 -2,896
   Absolute Capital Management LLC 10 - 2023-12-31 23,847 $2,739,000 -1,046
   Walkner Condon Financial Advisors LLC 62 - 2024-03-31 14,742 $1,871,000 3,382
   Baron Silver Stevens Financial Advisors LLC 34 - 2023-12-31 15,551 $1,786,000 4,555
   BANK OF NEW YORK MELLON CORP 2896 - 2024-03-31 12,362 $1,569,000 -1,558
   MERCER GLOBAL ADVISORS INC /ADV 921 - 2023-12-31 9,954 $1,143,000 -18
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2014 - 2024-03-31 8,269 $1,049,000 2,965
   Cedar Point Capital Partners LLC 25 - 2023-12-31 9,088 $1,044,000 0
   Seed Wealth Management Inc. 31 - 2024-03-31 7,950 $1,007,000 0
   FIRST MANHATTAN CO 376 - 2023-12-31 8,679 $997,000 0
   RAYMOND JAMES & ASSOCIATES 2592 *New 2024-03-31 7,619 $967,000 7,619
   ROYAL BANK OF CANADA 3118 - 2023-12-31 8,337 $957,000 549
   STIFEL FINANCIAL CORP 2214 *New 2023-12-31 7,618 $875,000 7,618
   Onyx Bridge Wealth Group LLC 89 - 2023-12-31 7,539 $866,000 1,222
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3083 - 2023-12-31 7,007 $805,000 7,007
   Envestnet Portfolio Solutions Inc. 993 - 2023-12-31 4,959 $569,000 -196
   MML INVESTORS SERVICES LLC 1684 - 2023-12-31 4,835 $555,000 4,835
   UMA Financial Services Inc. 88 - 2024-03-31 4,373 $524,000 -10
   CITADEL ADVISORS LLC 3622 *New 2023-12-31 4,292 $493,000 4,292
   Claraphi Advisory Network LLC 136 - 2022-12-31 4,776 $472,000 4,776
   GREAT VALLEY ADVISOR GROUP INC. 499 *New 2023-12-31 3,612 $415,000 3,612
   UBS Group AG 4075 - 2023-12-31 3,546 $407,000 37
   FINANCIAL NETWORK 2041 - 2023-12-31 3,484 $400,000 78
   Cassia Capital Partners LLC 56 - 2024-03-31 2,520 $320,000 241
   Cedar Brook Financial Partners LLC 313 *New 2024-03-31 2,367 $300,000 2,367
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 531 - 2023-12-31 2,500 $287,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2760 *New 2024-03-31 2,144 $272,000 2,144
   Goss Wealth Management LLC 1584 - 2023-12-31 2,325 $267,000 -58
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2006 - 2024-03-31 2,005 $254,000 -1,003
   INSIGNEO ADVISORY SERVICES LLC 373 - 2023-12-31 2,194 $252,000 -110
   JANE STREET GROUP LLC 4581 - 2023-12-31 2,169 $249,000 -4,766
   Cherry Tree Wealth Management LLC 139 - 2023-12-31 2,002 $230,000 -44
   Dynamic Advisors Solutions LLC 849 *New 2024-03-31 1,659 $211,000 1,659
   COLONIAL ASSET MANAGEMENT, INC. 192 - 2023-12-31 1,616 $186,000 8
   FTB Advisors Inc. 549 - 2024-03-31 1,331 $169,000 0
   PARKSIDE FINANCIAL BANK & TRUST 446 - 2023-12-31 972 $112,000 779
   PRINCIPAL SECURITIES INC. 1149 - 2023-12-31 932 $107,000 0
   St. James Investment Advisors LLC 62 - 2022-12-31 830 $82,000 630
   PRIVATE TRUST CO NA 1020 - 2024-03-31 500 $63,000 0
   Advisor Group Holdings Inc. 4751 - 2023-12-31 524 $60,000 -7,515
   Capital Advisors Ltd. LLC 454 - 2024-03-31 351 $45,000 0
   Steward Partners Investment Advisory LLC 2287 - 2023-12-31 215 $25,000 0
   McIlrath & Eck LLC 386 - 2023-12-31 201 $23,000 0
   Pacific Center for Financial Services 225 - 2023-12-31 194 $22,000 0
   IFP Advisors Inc 1988 - 2023-12-31 129 $15,000 0
   JNBA FINANCIAL ADVISORS 438 *New 2024-03-31 100 $13,000 100
   Glass Jacobson Investment Advisors llc 569 *New 2024-03-31 66 $8,000 66
   MORGAN STANLEY 6544 - 2023-12-31 51 $6,000 1
   HARBOUR INVESTMENTS INC. 2377 - 2023-12-31 42 $5,000 0
   NATIONAL BANK OF CANADA /FI/ 2185 *New 2023-12-31 34 $4,000 34
   FMR LLC 4501 *New 2023-12-31 20 $2,000 20
   WELLS FARGO & CO/MN 5660 - 2023-12-31 1 $0 0
   MODERA WEALTH MANAGEMENT, LLC 549 *Closed 2023-12-31 0 $0 -2,059
   BANK OF AMERICA CORP /DE/ 6498 *Closed 2023-12-31 0 $0 -1,272
   PROEQUITIES INC. 9664 - 2023-12-31 0 $0 0
  61 Records found
  1    
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