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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    2
Total shares held : 
 2,171,673  
% of shares held : 
 24.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -122,367  
% of shares held change : 
   -1.36%  
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 :
10
 35,253
 1.62%
 
Increased Positions :
18
 33,967
 1.56%
 
Unchanged Positions :
19
 37,276
 1.72%
 
Decreased Positions :
27
-165,204
-7.61%
 
Closed Positions :
8
-26,383
-1.21%
 
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
   Adviser Investments LLC 15 - 2024-03-31 614,512 $73,336,000 -3,108
   Armbruster Capital Management Inc. 1 - 2024-03-31 428,715 $51,163,000 -317
   ANDERSON HOAGLAND & CO 5 - 2024-03-31 260,245 $29,894,000 10,117
   Symmetry Partner LLC 14 - 2024-03-31 176,694 $21,087,000 -17,250
   Sterling Manor Financial LLC 3 *New 2024-03-31 129,483 $15,453,000 129,483
   Milestone Advisory Partners 2 - 2023-09-30 71,265 $7,132,000 14,452
   UMB BANK N A/MO 137 - 2024-03-31 58,341 $6,962,000 1,154
   Fortis Advisors LLC 3 - 2024-03-31 56,260 $6,714,000 71
   MorganRosel Wealth Management LLC 11 - 2024-03-31 56,095 $6,694,000 371
   CLS INVESTMENT FIRM LLC 179 - 2022-12-31 59,820 $5,902,000 195
   EP WEALTH ADVISORS, INC. 159 - 2024-03-31 46,169 $5,510,000 100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1096 - 2024-03-31 44,157 $5,270,000 2,137
   Stokes Family Office LLC 38 - 2024-03-31 43,683 $5,213,000 4,815
   UBS Group AG 2316 - 2024-03-31 35,779 $4,270,000 24,349
   Orion Portfolio Solutions LLC 364 - 2024-03-31 35,754 $4,267,000 -23,711
   Smart Money Group LLC 19 - 2024-03-31 33,194 $3,727,000 -981
   McIlrath & Eck LLC 28 - 2024-03-31 26,428 $3,154,000 -197
   SOUNDMARK WEALTH MANAGEMENT LLC 25 - 2024-03-31 20,676 $2,468,000 -6,615
   Andesa Financial Management Inc. 33 - 2022-12-31 20,273 $2,000,000 -16,643
   HPM Partners LLC 1044 - 2024-03-31 14,507 $1,731,000 309
   Visionary Wealth Advisors 189 - 2024-03-31 13,438 $1,604,000 -1,328
   Sovereign Financial Group Inc. 49 - 2024-03-31 12,009 $1,433,000 83
   Cresset Asset Management LLC 799 - 2024-03-31 11,993 $1,431,000 51
   ROYAL BANK OF CANADA 2865 - 2024-03-31 9,880 $1,179,000 476
   Compass Advisory Group LLC 29 - 2024-03-31 9,686 $1,156,000 29
   LPL FINANCIAL CORP 3018 - 2024-03-31 9,394 $1,121,000 -867
   Claraphi Advisory Network LLC 80 *New 2022-12-31 10,660 $1,052,000 10,660
   WHITTIER TRUST CO 356 - 2024-03-31 8,748 $1,044,000 33
   Keystone Financial Group 110 - 2024-03-31 8,188 $977,000 830
   MERCER GLOBAL ADVISORS INC /ADV 1000 - 2024-03-31 7,666 $915,000 -700
   Long Island Wealth Management Inc. 39 - 2024-03-31 6,875 $820,000 11
   ARGI INVESTMENT SERVICES, LLC 274 - 2022-12-31 7,909 $780,000 2,935
   Advisor Group Holdings Inc. 2589 - 2024-03-31 6,213 $741,000 1,431
   Private Advisor Group LLC 1319 - 2024-03-31 6,061 $723,000 -2,039
   ENVESTNET ASSET MANAGEMENT INC 3204 - 2024-03-31 6,046 $722,000 3,458
   DAVIDSON D A & CO 854 - 2024-03-31 5,870 $701,000 -300
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1440 - 2024-03-31 5,400 $644,000 750
   Financial Partners Group Inc 88 - 2024-03-31 5,279 $630,000 47
   CENTAURUS FINANCIAL INC. 352 *New 2024-03-31 4,946 $590,000 4,946
   Pensionmark Financial Group LLC 204 - 2024-03-31 4,516 $539,000 376
   Kestra Advisory Services LLC 1640 - 2024-03-31 4,286 $512,000 -287
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2267 - 2024-03-31 4,169 $497,000 417
   Kathmere Capital Management LLC 166 - 2024-03-31 4,157 $496,000 46
   JNB Advisors LLC 292 - 2024-03-31 4,027 $481,000 -473
   ETFIDEA LLC 75 - 2024-03-31 3,833 $457,000 -1,322
   GLENMEDE TRUST CO NA 952 - 2024-03-31 3,778 $451,000 -479
   COMMONWEALTH EQUITY SERVICES LLC. 2923 - 2024-03-31 3,572 $426,000 1,082
   Hara Capital LLC 88 - 2024-03-31 3,305 $394,000 570
   GOLDMAN SACHS GROUP INC/ 4010 - 2024-03-31 3,261 $389,000 0
   WAGNER CAPITAL MANAGEMENT CORP 238 - 2024-03-31 3,167 $378,000 16
   Sunbelt Securities Inc. 384 - 2024-03-31 3,042 $363,000 -70
   Compass Ion Advisors LLC 173 - 2024-03-31 2,797 $334,000 14
   CoreFirst Bank & Trust 95 - 2024-03-31 2,779 $332,000 -945
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4005 - 2024-03-31 2,600 $310,000 2,600
   Oakmont Partners LLC 590 - 2024-03-31 2,395 $286,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 153 - 2023-12-31 2,518 $284,000 -399
   MELFA WEALTH MANAGEMENT LLC 118 - 2024-03-31 2,275 $271,000 355
   LAM GROUP INC. 67 - 2024-03-31 2,235 $267,000 -505
   Chicago Partners Investment Group LLC 597 - 2024-03-31 2,329 $267,000 12
   MOTIVE WEALTH ADVISORS 63 *New 2024-03-31 2,200 $263,000 2,200
   D E SHAW & CO INC 2523 *New 2024-03-31 2,156 $257,000 2,156
   TWO SIGMA INVESTMENTS LLC 2545 - 2024-03-31 1,900 $227,000 -1,400
   Trilogy Capital Inc. 277 - 2024-03-31 1,879 $224,000 -4,895
   MARINER WEALTH ADVISORS, LLC 2691 *New 2024-03-31 1,822 $217,000 1,822
   Joel Isaacson & Co. LLC 314 - 2024-03-31 1,777 $212,000 -250
   Goss Wealth Management LLC 1806 *New 2024-03-31 1,762 $210,000 1,762
   PARKSIDE FINANCIAL BANK & TRUST 344 - 2024-03-31 1,743 $208,000 0
   NATIONAL BANK OF CANADA /FI/ 1354 - 2024-03-31 944 $110,000 0
   Atlantic Trust Group LLC 1394 *New 2024-03-31 851 $101,000 851
   ATLAS CAPITAL ADVISORS LLC 453 - 2024-03-31 815 $97,000 0
   Milestone Investment Advisors LLC 89 *New 2024-03-31 751 $90,000 751
   JNBA FINANCIAL ADVISORS 262 *New 2024-03-31 569 $68,000 569
   Pacific Center for Financial Services 159 - 2023-12-31 537 $60,000 -56,968
   True Wealth Design LLC 161 - 2024-03-31 425 $51,000 0
   MORGAN STANLEY 6040 - 2024-03-31 366 $44,000 0
   IFP Advisors Inc 1783 - 2023-12-31 222 $25,000 0
   HARBOUR INVESTMENTS INC. 1773 - 2023-12-31 209 $24,000 0
   Glass Jacobson Investment Advisors llc 469 - 2024-03-31 179 $21,000 1
   PRIVATE TRUST CO NA 1469 - 2024-03-31 150 $18,000 0
   Qube Research & Technologies Ltd 3203 - 2024-03-31 152 $18,000 -788
   Strategic Investment Solutions Inc. /IL 377 - 2023-12-31 149 $17,000 -6,403
   Global Retirement Partners LLC 1874 - 2024-03-31 135 $16,000 0
   PRINCIPAL SECURITIES INC. 2212 - 2024-03-31 100 $12,000 0
   WELLS FARGO & CO/MN 5176 - 2024-03-31 73 $9,000 72
   DHJJ Financial Advisors Ltd. 534 - 2024-03-31 28 $3,000 0
   Central Pacific Bank - Trust Division 813 - 2024-03-31 6 $1,000 0
   WT Wealth Management 117 *Closed 2023-12-31 0 $0 -8,119
   GRADIENT INVESTMENTS LLC 1168 *Closed 2024-03-31 0 $0 -2
   PROEQUITIES INC. 4754 - 2024-03-31 0 $0 0
   FMR LLC 5519 - 2024-03-31 1 $0 -63
   ADVISORY SERVICES NETWORK, LLC 3579 *Closed 2024-03-31 0 $0 -156
   CAPTRUST FINANCIAL ADVISORS 2617 *Closed 2024-03-31 0 $0 -2,139
  92 Records found
  1    
  Page 1 of 1
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