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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 115 - 2023-12-31 50,575 $5,404,000 -6,603
   H D Vest Advisory Services 285 - 2023-12-31 47,145 $4,933,000 726
   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 2589 - 2023-12-31 24,894 $2,605,000 -1,172
   Pathstone Holdings LLC 868 - 2023-12-31 13,882 $1,453,000 0
   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
   ROYAL BANK OF CANADA 3132 - 2023-12-31 8,967 $939,000 -120
   Keystone Financial Group 123 - 2023-12-31 7,253 $759,000 800
   ENVESTNET ASSET MANAGEMENT INC 3092 - 2023-12-31 7,142 $747,000 -2,139
   LPL FINANCIAL CORP 3302 - 2023-12-31 6,869 $719,000 -3,036
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3780 - 2023-12-31 4,731 $495,000 1,318
   COMMONWEALTH EQUITY SERVICES LLC. 2785 - 2023-12-31 4,139 $433,000 -995
   Orion Portfolio Solutions LLC 1277 *New 2023-12-31 3,931 $410,000 3,931
   DAVIDSON D A & CO 1032 - 2023-12-31 3,735 $391,000 0
   Parallel Advisors LLC 564 - 2023-12-31 3,700 $387,000 -455
   Caitlin John LLC 83 - 2023-12-31 3,300 $345,000 0
   CITADEL ADVISORS LLC 4096 *New 2023-12-31 2,812 $294,000 2,812
   JNB Advisors LLC 395 - 2023-12-31 2,285 $239,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2979 *New 2024-03-31 2,073 $232,000 2,073
   TOWNSQUARE CAPITAL LLC 1011 - 2023-12-31 2,150 $225,000 0
   BROWN WEALTH MANAGEMENT LLC 78 - 2023-12-31 2,150 $225,000 0
   Leonard Rickey Investment Advisors P.L.L.C. 85 - 2024-03-31 2,006 $224,000 -105
   PARKSIDE FINANCIAL BANK & TRUST 287 - 2023-12-31 2,132 $223,000 0
   Advisor Group Holdings Inc. 4001 - 2023-12-31 1,685 $176,000 -971
   St. James Investment Advisors LLC 56 *New 2022-12-31 1,651 $162,000 1,651
   SRS Capital Advisors Inc. 409 - 2023-12-31 754 $79,000 4
   Glass Jacobson Investment Advisors llc 303 - 2024-03-31 668 $75,000 -719
   Tradition Wealth Management LLC 614 - 2023-12-31 500 $52,000 0
   Coppell Advisory Solutions LLC 539 *New 2023-12-31 393 $41,000 393
   IFP Advisors Inc 1738 - 2023-12-31 280 $29,000 -529
   TRUSTCORE FINANCIAL SERVICES LLC 557 - 2022-12-31 274 $27,000 0
   NATIONAL BANK OF CANADA /FI/ 1766 - 2023-12-31 250 $26,000 0
   MORGAN STANLEY 6314 - 2023-12-31 130 $14,000 0
   BANK OF MONTREAL /CAN/ 3179 - 2023-12-31 123 $13,000 -17
   City State Bank 470 - 2024-03-31 100 $11,000 0
   McIlrath & Eck LLC 608 - 2023-12-31 63 $7,000 0
   FMR LLC 4500 *New 2023-12-31 18 $2,000 18
   Spire Wealth Management 2338 *Closed 2024-03-31 0 $0 -1,058
   PROEQUITIES INC. 9868 - 2023-12-31 0 $0 0
   JANE STREET GROUP LLC 5958 *Closed 2023-12-31 0 $0 -5,081
  46 Records found
  1    
  Page 1 of 1
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