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Get Institutions for : 
Vanguard S&p Small Cap 600 Value (VIOV)  
$85.01 0.68 (0.81%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 153    3
Total shares held : 
 6,378,202  
% of shares held : 
 95.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 552,043  
% of shares held change : 
   8.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.04  
Last Quarter's Ending Price : 
 $88.50  
Last Quarter's Average Price : 
 $78.64  
Change from last quarter's     
avg. price to the last closing  : 
6.37 (8.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 555,890
 8.72%
 
Increased Positions :
59
 339,210
 5.32%
 
Unchanged Positions :
25
 164,524
 2.58%
 
Decreased Positions :
54
-271,247
-4.25%
 
Closed Positions :
12
-71,810
-1.13%
 
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
   ATRIA INVESTMENTS LLC 40 *New 2023-12-31 350,270 $30,999,000 350,270
   MONETA GROUP INVESTMENT ADVISORS INC 58 *New 2023-12-31 166,063 $14,697,000 166,063
   Octavia Wealth Advisors LLC 16 *New 2024-03-31 162,921 $14,405,000 162,921
   Resources Investment Advisors Inc. 534 *New 2023-12-31 9,442 $836,000 9,442
   CANNELL PETER B & CO INC 218 *New 2023-12-31 4,664 $413,000 4,664
   Betterment LLC 249 *New 2023-12-31 4,448 $394,000 4,448
   Advisor Resource Council 145 *New 2024-03-31 4,171 $369,000 4,171
   CREATIVE PLANNING 2324 *New 2023-12-31 2,504 $222,000 2,504
   FSA Wealth Management LLC 45 *New 2023-12-31 2,313 $205,000 2,313
   Aptus Capital Advisors LLC 560 *New 2023-12-31 1,952 $173,000 1,952
   Bruce G. Allen Investments LLC 226 *New 2024-03-31 613 $54,000 613
   BANK OF MONTREAL /CAN/ 3139 *New 2023-12-31 225 $20,000 225
   Pinnacle Bank 777 *New 2024-03-31 33 $3,000 33
   Christopher J. Hasenberg Inc 97 *New 2024-03-31 20 $2,000 20
   ADVISORY SERVICES NETWORK, LLC 3606 *New 2023-12-31 2 $0 2
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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