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Get Institutions for : 
Vanguard Mid-Cap Value ETF (VOE)  
$148.74 0.31 (0.21%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 904    7
Total shares held : 
 69,272,587  
% of shares held : 
 77.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 -830,227  
% of shares held change : 
   -0.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $128.84  
Last Quarter's Ending Price : 
 $145.01  
Last Quarter's Average Price : 
 $134.31  
Change from last quarter's     
avg. price to the last closing  : 
14.43 (10.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 499,401
 0.72%
 
Increased Positions :
342
 1,911,287
 2.76%
 
Unchanged Positions :
206
 961,821
 1.39%
 
Decreased Positions :
312
-2,941,757
-4.25%
 
Closed Positions :
51
-299,158
-0.43%
 
Guru Positions :
1
7,891
 0.01%
 
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
   Betterment LLC 6 - 2023-12-31 10,829,893 $1,570,443,000 136,515
   MORGAN STANLEY 324 - 2023-12-31 4,259,968 $617,738,000 26,293
   BANK OF AMERICA CORP /DE/ 332 - 2023-12-31 3,156,166 $457,676,000 42,430
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 12 - 2023-12-31 3,043,556 $441,346,000 159,028
   ROYAL BANK OF CANADA 180 - 2023-12-31 2,837,020 $411,397,000 175,815
   JONES FINANCIAL COMPANIES LLLP 32 - 2023-12-31 2,211,637 $320,710,000 11,209
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,028,923 $294,214,000 26,913
   TIAA FSB 26 - 2023-06-30 1,941,073 $268,606,000 5,689
   EP WEALTH ADVISORS, INC. 18 - 2023-12-31 649,040 $94,117,000 91,675
   Rockefeller Capital Management L.P. 77 - 2023-12-31 634,505 $92,010,000 6,343
   Orgel Wealth Management LLC 17 - 2024-03-31 582,341 $90,793,000 185,410
   MONETA GROUP INVESTMENT ADVISORS INC 16 - 2023-12-31 521,220 $75,582,000 44,327
   Money Design Co.Ltd. 9 - 2024-03-31 473,734 $73,860,000 17,443
   SYM FINANCIAL CORPORATION 3 - 2023-12-31 475,820 $68,999,000 14,114
   COMMONWEALTH EQUITY SERVICES LLC. 162 - 2023-12-31 469,787 $68,124,000 3,608
   Equitable Holdings Inc. 21 - 2023-12-31 466,612 $67,663,000 28,140
   US BANCORP 167 - 2023-12-31 419,631 $60,851,000 31,250
   MARINER WEALTH ADVISORS, LLC 147 - 2023-12-31 394,386 $57,190,000 2,650
   J P MORGAN CHASE & CO 1077 - 2023-12-31 355,633 $51,570,000 144,733
   LINCOLN NATIONAL CORP 21 - 2023-12-31 330,459 $47,920,000 12,243
   Rodgers & Associates LTD 4 - 2023-12-31 321,274 $46,588,000 14,230
   McAdam LLC 8 - 2024-03-31 265,293 $41,362,000 27,465
   MML INVESTORS SERVICES LLC 118 - 2023-12-31 283,927 $41,172,000 8,536
   Integrys Wealth Advisors LLC 5 - 2024-03-31 261,204 $40,724,000 6,119
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 197 - 2023-12-31 266,263 $38,611,000 5,269
   Private Advisor Group LLC 76 - 2023-12-31 258,137 $37,432,000 8,892
   Krilogy Financial LLC 5 - 2024-03-31 232,856 $36,305,000 2,630
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 220 - 2024-03-31 216,248 $33,715,000 17,503
   Summit Financial LLC 8 - 2024-03-31 200,480 $31,257,000 2,157
   KWMG LLC 3 - 2024-03-31 181,488 $28,296,000 1,822
   NATIXIS ASSET MANAGEMENT ADVISORS LP 308 - 2024-03-31 173,182 $27,000,000 39,831
   ERTS Wealth Advisors LLC 6 - 2024-03-31 167,582 $26,128,000 2,165
   HIGHTOWER ADVISORS, LLC 401 - 2023-12-31 179,441 $26,005,000 52,223
   BRAGG FINANCIAL ADVISORS INC 13 - 2023-12-31 165,315 $23,972,000 5,115
   Total Wealth Planning LLC 7 - 2024-03-31 152,368 $23,756,000 1,522
   Beacon Pointe Advisors LLC 84 - 2023-12-31 158,505 $22,985,000 25,912
   Praetorian Wealth Management Inc. 5 - 2024-03-31 134,818 $21,019,000 2,572
   Goss Wealth Management LLC 114 - 2023-12-31 141,505 $20,393,000 6,091
   BLAIR WILLIAM & CO/IL 204 - 2023-12-31 137,807 $19,983,000 261
   BENJAMIN F. EDWARDS & COMPANY INC. 76 - 2023-12-31 134,914 $19,564,000 2,636
   SHAKESPEARE WEALTH MANAGEMENT INC. 7 - 2023-12-31 134,880 $19,559,000 5,249
   Ellevest Inc. 15 - 2023-12-31 119,694 $17,357,000 3,946
   Kestra Advisory Services LLC 146 - 2023-12-31 118,577 $17,195,000 2,623
   FIFTH THIRD BANCORP 202 - 2024-03-31 97,573 $15,213,000 10,980
   ATLAS CAPITAL ADVISORS LLC 5 - 2024-03-31 85,851 $13,385,000 31,009
   Sepio Capital LLC 17 - 2023-12-31 90,652 $13,145,000 23
   Edmonds Duncan Registered Investment Advisors LLC 8 - 2024-03-31 83,528 $13,023,000 682
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 32 - 2023-12-31 86,905 $12,602,000 1,274
   Prosperity Planning Inc. 6 - 2024-03-31 79,085 $12,330,000 4,028
   Chicago Partners Investment Group LLC 47 - 2024-03-31 79,450 $11,932,000 5,886
   Lutz Financial Services LLC 27 - 2023-12-31 80,894 $11,730,000 11,337
   Annapolis Financial Services LLC 7 - 2024-03-31 73,015 $11,384,000 2,636
   Compton Wealth Advisory Group LLC 9 - 2024-03-31 72,993 $11,380,000 5,306
   PROVISE MANAGEMENT GROUP LLC 31 - 2023-12-31 75,654 $10,971,000 812
   BRYN MAWR TRUST CO/PA 53 - 2023-09-30 81,552 $10,680,000 8,999
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 12 - 2023-12-31 93,938 $10,178,000 5,167
   DAVENPORT & CO LLC - 2023-12-31 69,018 $10,008,000 47
   Strategic Investment Advisors / MI 21 - 2024-03-31 61,893 $9,650,000 5,710
   Scott Capital Advisors LLC 11 - 2024-03-31 61,445 $9,476,000 1,029
   O SHAUGHNESSY ASSET MANAGEMENT LLC 184 - 2023-12-31 64,090 $9,294,000 114
   DAVIDSON D A & CO 184 - 2023-12-31 59,675 $8,654,000 419
   PARK AVENUE SECURITIES LLC 132 - 2024-03-31 55,494 $8,652,000 4,845
   CWM LLC 316 - 2024-03-31 55,447 $8,645,000 2,709
   Iron Horse Wealth Management LLC 14 - 2024-03-31 55,207 $8,607,000 2,643
   COMERICA BANK 441 - 2023-12-31 59,240 $8,590,000 1,683
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 136 - 2023-12-31 59,193 $8,584,000 1,012
   Fullen Financial Group 8 - 2023-03-31 63,042 $8,510,000 4,181
   BURNS WEALTH MANAGEMENT, INC. 90 - 2023-12-31 57,205 $8,295,000 580
   SWAN Capital LLC 10 - 2023-12-31 56,380 $8,176,000 9,494
   HIGHLAND CAPITAL MANAGEMENT CORP 47 - 2023-12-31 56,174 $8,146,000 1,564
   COMMERCE BANK N A/MO 232 - 2023-12-31 55,108 $7,991,000 4,907
   Cornerstone Planning Group LLC 13 - 2023-12-31 53,757 $7,795,000 4,771
   Merit Financial Group LLC 63 - 2023-12-31 53,729 $7,791,000 8,094
   Provident Wealth Management LLC 8 - 2024-03-31 49,875 $7,776,000 338
   NORTHERN TRUST CORP 2231 - 2023-12-31 53,596 $7,772,000 3,928
   Ledge Wealth Management Inc. - 2023-12-31 49,901 $7,236,000 294
   Taylor Cottrill Erickson & Associates Inc. 17 - 2023-12-31 47,865 $6,941,000 182
   BANGOR SAVINGS BANK 21 - 2024-03-31 43,229 $6,740,000 372
   UMB BANK N A/MO 142 - 2024-03-31 43,011 $6,706,000 3,608
   Alpha Omega Wealth Management LLC 19 - 2024-03-31 42,386 $6,608,000 1,831
   OLD NATIONAL BANCORP /IN/ 133 - 2024-03-31 42,058 $6,557,000 687
   Opes Wealth Management LLC 21 - 2023-12-31 45,204 $6,555,000 62
   Smallwood Wealth Investment Management LLC 4 - 2024-03-31 41,641 $6,492,000 181
   ADVISORY SERVICES NETWORK, LLC 140 - 2023-12-31 43,977 $6,377,000 11,859
   CI Private Wealth LLC 633 - 2023-12-31 43,475 $6,304,000 16,022
   FTB Advisors Inc. 131 - 2024-03-31 39,885 $6,218,000 4,340
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 92 - 2023-12-31 65,721 $6,087,000 5,899
   Ruggaard & Associates LLC 12 - 2023-12-31 40,312 $5,846,000 4,565
   Petix & Botte Co 17 - 2023-12-31 40,039 $5,806,000 507
   Farmers & Merchants Trust Co of Chambersburg PA 5 - 2024-03-31 36,886 $5,751,000 36,886
   REGAL INVESTMENT ADVISORS, LLC 64 - 2023-12-31 39,255 $5,692,000 1,551
   Perigon Wealth Management LLC 125 - 2023-12-31 36,718 $5,324,000 691
   Sharper & Granite LLC 11 - 2024-03-31 34,303 $5,265,000 344
   CITADEL ADVISORS LLC 1545 - 2023-12-31 35,971 $5,216,000 24,417
   Fifth Third Securities Inc. 53 - 2024-03-31 33,052 $5,153,000 342
   SOL CAPITAL MANAGEMENT CO 38 - 2024-03-31 33,037 $5,151,000 110
   HARVEST GROUP WEALTH MANAGEMENT LLC 13 - 2023-03-31 37,051 $4,967,000 1,327
   Cassady Schiller Wealth Management LLC 6 - 2023-12-31 34,073 $4,941,000 1,177
   KESTRA PRIVATE WEALTH SERVICES LLC 192 - 2023-12-31 34,063 $4,939,000 6,912
   Atria Wealth Solutions Inc. 318 - 2023-12-31 33,259 $4,823,000 201
  100 Records found
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