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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MODERA WEALTH MANAGEMENT, LLC 524 *Closed 2023-12-31 0 $0 -16,484
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5764 *Closed 2023-12-31 0 $0 -16,808
   Bridgewealth Advisory Group LLC 81 *Closed 2024-03-31 0 $0 -1,379
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -3,980
   TOWER RESEARCH CAPITAL LLC 5585 *Closed 2023-12-31 0 $0 -14,744
   Rice Partnership LLC 128 *Closed 2023-12-31 0 $0 -60
   Fundamentun LLC 210 *Closed 2024-03-31 0 $0 -1,888
   HEAD & ASSOCIATES LLC 247 *Closed 2023-12-31 0 $0 -750
   Milestone Investment Advisors LLC 166 *Closed 2023-12-31 0 $0 -10
   RENAISSANCE TECHNOLOGIES LLC 3929 *Closed 2023-12-31 0 $0 -6,100
   BAKER AVENUE ASSET MANAGEMENT, LP 635 *Closed 2023-12-31 0 $0 -87
   V Wealth ManagementLLC 150 *Closed 2023-09-30 0 $0 -2,116
   CONNABLE OFFICE INC 217 *Closed 2023-12-31 0 $0 -37,857
   HRT FINANCIAL LLC 2470 *Closed 2023-12-31 0 $0 -43,365
   Stonebridge Capital Advisors LLC 427 *Closed 2023-12-31 0 $0 -513
   Signature Resources Capital Management LLC 402 *Closed 2024-03-31 0 $0 -250
   FORT PITT CAPITAL GROUP LLC 125 *Closed 2024-03-31 0 $0 -1,394
   Y-Intercept (Hong Kong) Ltd 1312 *Closed 2023-12-31 0 $0 -9,792
   LexAurum Advisors LLC 311 *Closed 2024-03-31 0 $0 -2,937
   CASTLE WEALTH MANAGEMENT LLC 116 *Closed 2023-12-31 0 $0 -2,159
   KPP Advisory Services LLC 169 *Closed 2023-12-31 0 $0 -56,078
   GOTHAM ASSET MANAGEMENT, LLC 1353 *Closed 2023-12-31 0 $0 -14,556
   VisionPoint Advisory Group LLC 766 *Closed 2023-12-31 0 $0 -296
   True Wealth Design LLC 533 *Closed 2023-12-31 0 $0 -44
   MOODY NATIONAL BANK TRUST DIVISION 470 *Closed 2024-03-31 0 $0 -15,130
   Tempus Wealth Planning LLC 198 *Closed 2024-03-31 0 $0 -12,917
   PECAUT & CO. 81 *Closed 2023-12-31 0 $0 -541
   WoodTrust Financial Corp 161 *Closed 2024-03-31 0 $0 -150,672
   First Command Bank 419 *Closed 2023-06-30 0 $0 -244
   SJA Financial Advisory LLC 40 *Closed 2023-12-31 0 $0 -2,636
   CB&T WEALTH MANAGEMENT 102 *Closed 2024-03-31 0 $0 -12,487
   Coppell Advisory Solutions Corp. 880 *Closed 2023-03-31 0 $0 -15
   Northern Capital Management Inc. 32 *Closed 2023-12-31 0 $0 -1,801
   RFP Financial Group LLC 852 *Closed 2023-12-31 0 $0 -10
   VERITABLE LP 315 *Closed 2023-09-30 0 $0 -7,280
   TRANSAMERICA FINANCIAL ADVISORS, INC. 659 *Closed 2023-12-31 0 $0 -72
   Hibernia Wealth Partners LLC 231 *Closed 2023-12-31 0 $0 -96
   OAK HARBOR WEALTH PARTNERS LLC 234 *Closed 2024-03-31 0 $0 -25
   Headlands Technologies LLC 1244 *Closed 2023-12-31 0 $0 -250
   First Command Financial Services Inc. 424 *Closed 2023-06-30 0 $0 -244
   Planning Capital Management Corp 678 *Closed 2024-03-31 0 $0 -21
   Level Financial Advisors Inc. 158 *Closed 2024-03-31 0 $0 -1,192
   PHOCAS FINANCIAL CORP 176 *Closed 2023-12-31 0 $0 -5,586
   Capital Advisors Wealth Management LLC 162 *Closed 2024-03-31 0 $0 -7,752
   EXCHANGE TRADED CONCEPTS LLC 1373 *Closed 2024-03-31 0 $0 -56,401
   FIRST FINANCIAL CORP /IN/ 566 *Closed 2024-03-31 0 $0 -34
   Meridian Wealth Management LLC 478 *Closed 2024-03-31 0 $0 -11,989
   DAVIS R M INC 276 *Closed 2023-12-31 0 $0 -2,518
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -114
   Berkeley Capital Partners LLC 156 *Closed 2023-12-31 0 $0 -2,179
   Retirement Income Solutions Inc 146 *Closed 2023-12-31 0 $0 -2,709
   Wealth CMT 24 *Closed 2023-06-30 0 $0 -23
   JNB Advisors LLC 449 *Closed 2023-12-31 0 $0 -1,730
   Beaird Harris Wealth Management LLC 592 *Closed 2023-12-31 0 $0 -4
   BEACON INVESTMENT ADVISORY SERVICES INC. 285 *Closed 2023-12-31 0 $0 -3,000
   BAKER TILLY FINANCIAL LLC 493 *Closed 2023-12-31 0 $0 -3,738
   High Pines Wealth Management LLC 32 *Closed 2023-12-31 0 $0 -1,654
   Symmetry Partner LLC 553 *Closed 2024-03-31 0 $0 -171,247
  58 Records found
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