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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    1
Total shares held : 
 524,107  
% of shares held : 
 59.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 -19,692  
% of shares held change : 
   -2.25%  
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 :
4
 7,154
 1.36%
 
Increased Positions :
7
 10,578
 2.02%
 
Unchanged Positions :
13
 30,677
 5.85%
 
Decreased Positions :
15
-22,353
-4.26%
 
Closed Positions :
5
-15,071
-2.88%
 
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 13 - 2024-03-31 177,224 $19,291,000 3,305
   RWM Asset Management LLC 27 - 2024-03-31 75,931 $8,496,000 -10,831
   Foundations Investment Advisors LLC 119 - 2024-03-31 53,729 $6,012,000 3,154
   Milestone Advisory Partners 9 *New 2023-09-30 40,768 $3,921,000 40,768
   UMB BANK N A/MO 184 - 2024-03-31 34,677 $3,880,000 -534
   UBS Group AG 2635 - 2024-03-31 26,532 $2,969,000 1,638
   Pathstone Holdings LLC 1036 - 2024-03-31 13,756 $1,539,000 -126
   LPL FINANCIAL CORP 2838 - 2024-03-31 12,524 $1,401,000 5,655
   PATHSTONE FAMILY OFFICE, LLC 583 - 2023-09-30 14,500 $1,394,000 0
   Compass Financial Group INC/SD 25 - 2024-03-31 11,582 $1,296,000 -625
   H D Vest Advisory Services 672 - 2024-03-31 11,250 $1,259,000 -35,895
   ROYAL BANK OF CANADA 3032 - 2024-03-31 8,327 $931,000 -640
   ENVESTNET ASSET MANAGEMENT INC 3086 - 2024-03-31 7,943 $889,000 801
   Keystone Financial Group 128 - 2024-03-31 7,598 $850,000 345
   Orion Portfolio Solutions LLC 1104 - 2024-03-31 6,747 $755,000 2,816
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3200 - 2024-03-31 5,347 $598,000 616
   AUTUS ASSET MANAGEMENT, LLC 102 - 2022-12-31 5,695 $560,000 400
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2176 - 2024-03-31 4,999 $559,000 -365
   COMMONWEALTH EQUITY SERVICES LLC. 2874 - 2024-03-31 4,011 $449,000 -128
   DAVIDSON D A & CO 1039 - 2024-03-31 3,765 $421,000 30
   Parallel Advisors LLC 604 - 2024-03-31 3,500 $392,000 -200
   Caitlin John LLC 83 - 2023-12-31 3,300 $345,000 0
   CITADEL ADVISORS LLC 4279 - 2024-03-31 2,473 $277,000 -339
   JNB Advisors LLC 402 - 2024-03-31 2,285 $256,000 0
   Buckingham Strategic Partners 520 *New 2024-03-31 2,219 $248,000 2,219
   BROWN WEALTH MANAGEMENT LLC 79 - 2024-03-31 2,150 $241,000 0
   TOWNSQUARE CAPITAL LLC 1072 - 2024-03-31 2,150 $241,000 0
   PARKSIDE FINANCIAL BANK & TRUST 317 - 2024-03-31 2,132 $239,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2979 *New 2024-03-31 2,073 $232,000 2,073
   Leonard Rickey Investment Advisors P.L.L.C. 85 - 2024-03-31 2,006 $224,000 -105
   Advisor Group Holdings Inc. 3628 - 2024-03-31 1,826 $204,000 141
   St. James Investment Advisors LLC 56 *New 2022-12-31 1,651 $162,000 1,651
   SRS Capital Advisors Inc. 413 - 2024-03-31 757 $85,000 3
   Glass Jacobson Investment Advisors llc 303 - 2024-03-31 668 $75,000 -719
   Coppell Advisory Solutions LLC 539 *New 2023-12-31 393 $41,000 393
   IFP Advisors Inc 1738 - 2023-12-31 280 $29,000 -529
   NATIONAL BANK OF CANADA /FI/ 1738 - 2024-03-31 250 $28,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 557 - 2022-12-31 274 $27,000 0
   City State Bank 470 - 2024-03-31 100 $11,000 0
   McIlrath & Eck LLC 651 - 2024-03-31 63 $7,000 0
   Tradition Wealth Management LLC 869 *Closed 2024-03-31 0 $0 -500
   FMR LLC 4849 *Closed 2024-03-31 0 $0 -18
   BANK OF MONTREAL /CAN/ 3539 *Closed 2024-03-31 0 $0 -123
   Spire Wealth Management 2338 *Closed 2024-03-31 0 $0 -1,058
   PROEQUITIES INC. 8656 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7737 *Closed 2024-03-31 0 $0 -130
  46 Records found
  1    
  Page 1 of 1
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