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Get Institutions for : 
Vanguard S&P 500 Value Etf (VOOV)  
$178.21 0.47 (0.26%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    0
Total shares held : 
 10,775,321  
% of shares held : 
 87.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 658,365  
% of shares held change : 
   5.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $147.77  
Last Quarter's Ending Price : 
 $167.96  
Last Quarter's Average Price : 
 $155.39  
Change from last quarter's     
avg. price to the last closing  : 
22.82 (14.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 113,799
 1.06%
 
Increased Positions :
113
 1,038,453
 9.64%
 
Unchanged Positions :
76
 410,955
 3.81%
 
Decreased Positions :
79
-446,655
-4.15%
 
Closed Positions :
19
-47,232
-0.44%
 
Guru Positions :
1
1,861
 0.02%
 
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
   BANK OF AMERICA CORP /DE/ 464 - 2023-12-31 1,653,959 $277,799,000 142,264
   Heritage Wealth Advisors 2 - 2024-03-31 4,678,658 $224,061,000 4,675,324
   MORGAN STANLEY 899 - 2023-12-31 911,416 $153,082,000 84,684
   UBS Group AG 443 - 2023-12-31 543,396 $91,269,000 62,786
   LPL FINANCIAL CORP 350 - 2024-03-31 503,787 $90,918,000 6,039
   AMERIPRISE FINANCIAL INC 693 - 2023-12-31 353,082 $59,295,000 29,209
   Stordahl Capital Management Inc. 2 - 2024-03-31 238,247 $42,997,000 5,014
   Advisor Group Holdings Inc. 243 - 2024-03-31 199,433 $36,042,000 36
   SHAKESPEARE WEALTH MANAGEMENT INC. 1 - 2023-12-31 202,877 $34,075,000 2,062
   H D Vest Advisory Services 53 - 2024-03-31 165,069 $29,790,000 106,520
   GOLDMAN SACHS GROUP INC/ 1319 - 2023-12-31 167,693 $28,166,000 77,838
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 406 - 2024-03-31 152,947 $27,602,000 134,108
   THRIVENT FINANCIAL FOR LUTHERANS 354 - 2023-12-31 163,222 $27,415,000 160,821
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 196 - 2024-03-31 141,860 $25,602,000 9,979
   ENVESTNET ASSET MANAGEMENT INC 910 - 2023-12-31 151,879 $25,510,000 18,024
   COMMONWEALTH EQUITY SERVICES LLC. 435 - 2024-03-31 132,974 $23,998,000 25,193
   Private Advisor Group LLC 158 - 2024-03-31 94,033 $16,970,000 29,233
   RAYMOND JAMES & ASSOCIATES 1015 - 2024-03-31 71,926 $12,980,000 6,216
   STIFEL FINANCIAL CORP 751 - 2023-12-31 63,323 $10,638,000 10,702
   ADVISOR PARTNERS II LLC 37 - 2023-09-30 65,043 $9,668,000 48,859
   Rockefeller Capital Management L.P. 471 - 2023-12-31 57,212 $9,610,000 11,008
   Clear Perspectives Financial Planning LLC 8 - 2023-03-31 63,978 $9,386,000 59,476
   Zhang Financial LLC 29 - 2024-03-31 47,527 $8,577,000 24,935
   Lane & Associates LLC 3 - 2024-03-31 47,239 $8,525,000 844
   MARINER WEALTH ADVISORS, LLC 554 - 2023-12-31 45,416 $7,628,000 2,247
   Graves-Light Private Wealth Management Inc. 29 - 2023-12-31 41,214 $6,922,000 1,922
   We Are One Seven LLC 57 - 2023-12-31 40,746 $6,844,000 38,351
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 102 - 2024-03-31 34,082 $6,151,000 6,055
   PATHSTONE FAMILY OFFICE, LLC 235 - 2023-09-30 41,079 $6,108,000 3,099
   PRUDENTIAL FINANCIAL INC 897 - 2023-12-31 31,468 $5,285,000 7,099
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 693 - 2024-03-31 24,724 $4,462,000 3,392
   One Capital Management LLC 116 - 2024-03-31 24,181 $4,364,000 362
   Brookstone Capital Management 247 - 2024-03-31 22,160 $3,999,000 2,108
   BLAIR WILLIAM & CO/IL 530 - 2024-03-31 21,216 $3,829,000 78
   Stratos Wealth Advisors LLC 115 - 2024-03-31 20,072 $3,623,000 2,062
   BB&T CORP 981 - 2023-12-31 21,439 $3,601,000 3,119
   COMERICA BANK 865 - 2023-12-31 21,393 $3,593,000 369
   Keystone Financial Group 40 - 2024-03-31 19,473 $3,514,000 972
   CAPROCK Group Inc. 79 - 2024-03-31 18,422 $3,325,000 81
   Atria Wealth Solutions Inc. 432 - 2023-12-31 19,596 $3,291,000 1,042
   HPM Partners LLC - 2023-12-31 19,400 $3,258,000 2,934
   Avant Capital LLC 10 - 2023-09-30 21,744 $3,233,000 16
   GATEWAY ADVISORY, LLC 33 - 2023-12-31 17,503 $2,940,000 3,333
   FLAGSHIP HARBOR ADVISORS LLC 122 - 2024-03-31 15,274 $2,757,000 478
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1529 - 2024-03-31 13,692 $2,471,000 6,350
   First National Bank 10 - 2024-03-31 13,654 $2,464,000 560
   MML INVESTORS SERVICES LLC 928 - 2023-12-31 13,785 $2,315,000 4,463
   HFG Advisors Inc. 11 - 2024-03-31 11,362 $2,050,000 63
   Adviser Investments LLC 241 - 2024-03-31 11,164 $2,015,000 9,794
   Capasso Planning Partners LLC 24 - 2024-03-31 10,805 $1,950,000 18
   GTS SECURITIES LLC 427 - 2023-12-31 10,254 $1,722,000 10,254
   ENCOMPASS WEALTH ADVISORS LLC 32 - 2023-12-31 9,835 $1,652,000 3,176
   MODERA WEALTH MANAGEMENT, LLC 237 - 2023-12-31 9,708 $1,631,000 9,708
   BRAGG FINANCIAL ADVISORS INC 176 - 2023-12-31 9,710 $1,631,000 288
   ESSEX FINANCIAL SERVICES INC 144 - 2024-03-31 8,709 $1,572,000 1,448
   GELLER FAMILY OFFICE SERVICES LLC 41 - 2023-12-31 9,308 $1,563,000 93
   Equitable Holdings Inc. 479 - 2023-12-31 9,040 $1,518,000 38
   MOSAIC FAMILY WEALTH PARTNERS LLC 44 - 2023-12-31 9,012 $1,514,000 10
   Arbor Investment Advisors LLC 35 - 2024-03-31 8,021 $1,448,000 29
   INSIGHT 2811 INC 18 - 2024-03-31 7,875 $1,421,000 810
   RENAISSANCE TECHNOLOGIES LLC 2183 - 2023-12-31 8,300 $1,394,000 1,600
   Fifth Third Securities Inc. 137 - 2024-03-31 7,555 $1,363,000 738
   BANK OF MONTREAL /CAN/ 1518 - 2023-12-31 7,705 $1,298,000 1,083
   Von Berge Wealth Management Group LLC 27 - 2024-03-31 7,041 $1,271,000 142
   FMR LLC 2277 - 2023-12-31 7,019 $1,179,000 729
   PERSONAL CFO SOLUTIONS LLC 94 - 2023-12-31 6,977 $1,172,000 171
   US BANCORP 1067 - 2024-03-31 6,160 $1,112,000 61
   Apeiron RIA LLC 59 - 2024-03-31 6,084 $1,098,000 9
   LOWERY THOMAS LLC 27 - 2024-03-31 5,657 $1,021,000 449
   Wedmont Private Capital 177 - 2024-03-31 5,729 $1,021,000 51
   Pensionmark Financial Group LLC 142 - 2023-12-31 5,994 $1,007,000 810
   Sontag Advisory LLC 314 - 2024-03-31 5,553 $1,002,000 403
   Spire Wealth Management 389 - 2024-03-31 5,284 $954,000 4,558
   Capital Advisors Wealth Management LLC 58 - 2024-03-31 5,203 $939,000 22
   J.W. COLE ADVISORS INC. 372 - 2024-03-31 4,825 $871,000 182
   DAVIDSON D A & CO 761 - 2023-12-31 4,996 $839,000 72
   CREATIVE PLANNING 1332 - 2023-12-31 4,980 $836,000 362
   Silicon Valley Capital Partners 47 - 2024-03-31 4,530 $818,000 20
   PRINCIPAL SECURITIES INC. 521 - 2024-03-31 4,202 $758,000 205
   NATIONAL ASSET MANAGEMENT, INC. 624 - 2023-12-31 4,501 $756,000 240
   Advisory Alpha LLC 186 - 2024-03-31 3,959 $715,000 389
   Ameritas Advisory Services LLC 363 - 2023-12-31 3,983 $677,000 946
   Envestnet Portfolio Solutions Inc. 1006 - 2024-03-31 3,612 $652,000 1,316
   MATHER GROUP, INC. 295 - 2024-03-31 3,667 $616,000 2,110
   COZAD ASSET MANAGEMENT INC 236 - 2024-03-31 3,255 $587,000 115
   Magnus Financial Group LLC 178 - 2024-03-31 3,082 $556,000 129
   Consolidated Portfolio Review Corp 148 - 2024-03-31 3,069 $554,000 13
   CREATIVE FINANCIAL DESIGNS INC /ADV 250 - 2024-03-31 3,063 $553,000 1,069
   HANSON MCCLAIN, INC. 548 - 2024-03-31 2,750 $496,000 2,717
   CUTTER & CO BROKERAGE INC 104 - 2024-03-31 2,426 $438,000 453
   PNC FINANCIAL SERVICES GROUP INC 1693 - 2024-03-31 2,152 $388,000 503
   Confluence Wealth Services Inc. 243 - 2024-03-31 2,145 $387,000 80
   Shulman DeMeo Asset Management LLC 86 - 2024-03-31 2,132 $385,000 10
   KESTRA PRIVATE WEALTH SERVICES LLC 917 - 2024-03-31 2,087 $377,000 17
   PETTYJOHN CO 145 - 2024-03-31 2,085 $376,000 180
   Alpha Cubed Investments LLC 179 - 2024-03-31 2,050 $370,000 67
   ADVISORY SERVICES NETWORK, LLC 1072 - 2024-03-31 1,967 $355,000 334
   Oxler Private Wealth LLC 69 - 2024-03-31 1,865 $337,000 8
   CAHABA WEALTH MANAGEMENT INC. 109 - 2024-03-31 1,823 $329,000 8
   VANGUARD GROUP INC 4096 - 2024-03-31 1,813 $327,000 239
  100 Records found
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