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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
   State of Wisconsin - Board of Commissioners of Pub 11 - 2023-12-31 81,535 $11,823,000 0
   CBIZ Investment Advisory Services LLC 19 - 2023-12-31 19,027 $2,759,000 0
   INSIGNEO ADVISORY SERVICES LLC 58 - 2023-12-31 18,000 $2,610,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 86 - 2023-12-31 17,509 $2,539,000 0
   Burleson & Company LLC 54 - 2022-12-31 16,238 $2,196,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 83 - 2024-03-31 13,729 $2,140,000 0
   STALEY CAPITAL ADVISERS INC 75 - 2023-12-31 12,755 $1,850,000 0
   AMG NATIONAL TRUST BANK 195 - 2023-12-31 11,996 $1,740,000 0
   COUNTRY CLUB BANK /GFN 143 - 2024-03-31 10,983 $1,712,000 0
   BALLENTINE FINN & COMPANY INC 176 - 2024-03-31 10,746 $1,675,000 0
   Sterling Financial Group Inc. 17 - 2024-03-31 10,520 $1,640,000 0
   WELLINGTON MANAGEMENT CO LLP 1437 - 2023-12-31 11,112 $1,611,000 0
   Financial Gravity Wealth Inc. 169 - 2023-12-31 12 $1,554,000 0
   CULBERTSON A N & CO INC 74 - 2023-12-31 10,376 $1,505,000 0
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 9,040 $1,311,000 0
   Northeast Financial Consultants Inc 124 - 2023-12-31 8,828 $1,280,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 73 - 2024-03-31 7,974 $1,243,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 104 - 2024-03-31 7,520 $1,172,000 0
   Capital Advisors Ltd. LLC 88 - 2024-03-31 7,367 $1,149,000 0
   Topel & Distasi Wealth Management LLC 39 - 2023-12-31 7,359 $1,067,000 0
   KMG FIDUCIARY PARTNERS LLC 144 - 2024-03-31 6,257 $976,000 0
   Summit Trail Advisors LLC 226 - 2024-03-31 5,966 $930,000 0
   FINANCIAL ARCHITECTS INC 148 - 2023-06-30 6,657 $921,000 0
   BALDWIN INVESTMENT MANAGEMENT LLC 102 - 2023-12-31 6,319 $916,000 0
   Heartwood Wealth Advisors LLC 72 - 2024-03-31 5,417 $845,000 0
   Aaron Wealth Advisors 110 - 2024-03-31 5,277 $823,000 0
   LAM GROUP INC. 38 - 2024-03-31 5,275 $822,000 0
   St. Louis Trust Co 68 - 2023-12-31 5,480 $795,000 0
   NOVARE CAPITAL MANAGEMENT LLC 116 - 2023-12-31 5,123 $743,000 0
   G2 CAPITAL MANAGEMENT LLC / OH 35 - 2023-12-31 4,829 $700,000 0
   Connecticut Wealth Management LLC 181 - 2023-12-31 4,660 $676,000 0
   Legacy Capital Wealth Partners LLC 116 - 2023-12-31 4,525 $656,000 0
   Colonial Trust Co / SC 129 - 2023-12-31 4,500 $653,000 0
   BUSEY TRUST CO 211 - 2024-03-31 4,093 $638,000 0
   COURIER CAPITAL CORP 222 - 2024-03-31 4,064 $634,000 0
   CALAMOS WEALTH MANAGEMENT LLC 166 - 2023-12-31 4,066 $590,000 0
   GARRISON POINT ADVISORS LLC 78 - 2023-12-31 3,955 $574,000 0
   Argent Advisors Inc. 88 - 2023-12-31 3,810 $552,000 0
   BIDWELL C M & ASSOCIATES LTD/ 46 - 2023-12-31 3,640 $528,000 0
   ZBN.A. 251 - 2023-12-31 3,534 $512,000 0
   First National Bank 61 - 2024-03-31 3,150 $491,000 0
   Carlton Hofferkamp 86 - 2024-03-31 3,217 $484,000 0
   Yoder Wealth Management Inc. 59 - 2024-03-31 2,907 $453,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 97 - 2024-03-31 2,865 $447,000 0
   SCOTT & SELBER INC 88 - 2023-12-31 3,000 $435,000 0
   Klingman & Associates LLC 139 - 2023-12-31 2,933 $425,000 0
   Grant/GrossMendelsohn LLC 81 - 2024-03-31 2,690 $415,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 583 - 2023-12-31 2,786 $404,000 0
   Snowden Capital Advisors LLC 785 - 2023-12-31 2,727 $395,000 0
   FirstPurpose Wealth LLC 130 - 2024-03-31 2,600 $394,000 0
   Nikulski Financial Inc. 96 - 2024-03-31 2,508 $391,000 0
   Altiora Financial Group LLC 61 - 2024-03-31 2,424 $378,000 0
   Tyche Wealth Partners LLC 168 - 2024-03-31 2,420 $377,000 0
   Beaumont Financial Advisors LLC 233 - 2023-12-31 2,515 $365,000 0
   Grey Fox Wealth Advisors LLC 68 - 2024-03-31 2,320 $362,000 0
   SONATA CAPITAL GROUP INC 80 - 2023-12-31 2,400 $348,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 114 - 2023-12-31 2,286 $331,000 0
   STRATEGIC ADVISORS LLC 167 - 2024-03-31 2,042 $318,000 0
   waypoint wealth counsel 69 - 2024-03-31 2,005 $313,000 0
   Von Berge Wealth Management Group LLC 46 - 2024-03-31 1,988 $310,000 0
   Salomon & Ludwin LLC 142 - 2023-12-31 2,351 $308,000 0
   Towerpoint Wealth LLC 65 - 2024-03-31 1,954 $305,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 422 - 2023-12-31 2,091 $303,000 0
   Legacy Bridge LLC 117 - 2024-03-31 1,925 $300,000 0
   LongView Wealth Management 144 - 2024-03-31 1,915 $299,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 35 - 2024-03-31 1,916 $299,000 0
   WEALTHSPAN PARTNERS LLC 70 - 2023-12-31 2,022 $293,000 0
   Navis Wealth Advisors LLC 63 - 2023-12-31 2,000 $290,000 0
   Verum Partners LLC 123 - 2024-03-31 1,825 $285,000 0
   Benchmark Wealth Management LLC 44 - 2024-03-31 1,830 $285,000 0
   Heritage Wealth Advisors 183 - 2023-12-31 1,949 $283,000 0
   Wealthstream Advisors Inc. 110 - 2023-12-31 1,895 $275,000 0
   Biltmore Family Office LLC 159 - 2023-12-31 1,899 $275,000 0
   Lindbrook Capital LLC 310 - 2024-03-31 1,650 $257,000 0
   Lion Street Advisors LLC 209 - 2024-03-31 1,733 $251,000 0
   BROWN BROTHERS HARRIMAN & CO 456 - 2023-12-31 1,725 $250,000 0
   Cravens & Co Advisors LLC 65 - 2024-03-31 1,560 $243,000 0
   Levy Wealth Management Group LLC 92 - 2024-03-31 1,673 $243,000 0
   Townsend & Associates Inc 94 - 2024-03-31 1,600 $240,000 0
   ANDERSON HOAGLAND & CO 126 - 2024-03-31 1,542 $234,000 0
   Asset Management Resources LLC - 2023-12-31 1,606 $233,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 1,535 $223,000 0
   Crane Advisory LLC 38 - 2024-03-31 1,412 $215,000 0
   PROFFITT & GOODSON INC 108 - 2024-03-31 1,323 $206,000 0
   BESSEMER GROUP INC 1031 - 2023-12-31 1,390 $202,000 0
   PARKSIDE FINANCIAL BANK & TRUST 308 - 2023-12-31 1,375 $199,000 0
   Wells Financial Advisors INC 40 - 2023-12-31 1,345 $195,000 0
   CULLEN FROST BANKERS INC 485 - 2023-12-31 1,339 $194,000 0
   New Republic Capital LLC 156 - 2023-12-31 1,245 $181,000 0
   First PREMIER Bank 162 - 2024-03-31 981 $153,000 0
   Sargent Bickham Lagudis LLC 287 - 2022-12-31 1,083 $146,000 0
   ARMSTRONG ADVISORY GROUP INC 214 - 2024-03-31 933 $135,000 0
   ST GERMAIN D J CO INC 298 - 2024-03-31 827 $129,000 0
   MV Capital Management Inc. 192 - 2024-03-31 799 $125,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 727 $105,000 0
   Asset Dedication LLC 371 - 2024-03-31 644 $101,000 0
   M&R CAPITAL MANAGEMENT INC 179 - 2024-03-31 615 $96,000 0
   BerganKDV Wealth Management LLC 325 - 2023-06-30 570 $79,000 0
   Armor Investment Advisors LLC 117 - 2024-03-31 495 $77,000 0
   DUNCKER STREETT & CO INC 289 - 2024-03-31 465 $72,000 0
  100 Records found
  1    
  Page 1 of 1
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