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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
   Congress Wealth Management LLC / DE / 576 *Closed 2024-03-31 0 $0 -2,288
   Merit Financial Group LLC 777 *Closed 2023-12-31 0 $0 -2,647
   BEACON INVESTMENT ADVISORY SERVICES INC. 279 *Closed 2023-12-31 0 $0 -5,000
   AYRSHIRE ASSOCIATES INC 657 *Closed 2023-12-31 0 $0 -30
   BB&T CORP 2634 *Closed 2023-12-31 0 $0 -39,500
   ERTS Wealth Advisors LLC 91 *Closed 2024-03-31 0 $0 -3,187
   WEALTHSOURCE PARTNERS LLC 519 *Closed 2023-12-31 0 $0 -3,065
   Capital Analysts Inc. 1198 *Closed 2023-12-31 0 $0 -221
   TWO SIGMA ADVISERS, LLC 2665 *Closed 2023-12-31 0 $0 -3,400
   Private Ocean LLC 517 *Closed 2024-03-31 0 $0 -143
   TRITONPOINT WEALTH LLC 320 *Closed 2024-03-31 0 $0 -2,840
   Qube Research & Technologies Ltd 4348 *Closed 2023-12-31 0 $0 -8
  12 Records found
  1    
  Page 1 of 1
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