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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
   ANDERSON HOAGLAND & CO 5 - 2024-03-31 260,245 $29,894,000 10,117
   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
   HPM Partners LLC 1044 - 2024-03-31 14,507 $1,731,000 309
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 3204 - 2024-03-31 6,046 $722,000 3,458
   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
   Pensionmark Financial Group LLC 204 - 2024-03-31 4,516 $539,000 376
   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
   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
   WAGNER CAPITAL MANAGEMENT CORP 238 - 2024-03-31 3,167 $378,000 16
   Compass Ion Advisors LLC 173 - 2024-03-31 2,797 $334,000 14
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4005 - 2024-03-31 2,600 $310,000 2,600
   MELFA WEALTH MANAGEMENT LLC 118 - 2024-03-31 2,275 $271,000 355
   Chicago Partners Investment Group LLC 597 - 2024-03-31 2,329 $267,000 12
   WELLS FARGO & CO/MN 5176 - 2024-03-31 73 $9,000 72
  34 Records found
  1    
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