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Get Institutions for : 
Vanguard Small-Cap Index Adm (VSMAX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
 477,184  
% of shares held : 
 5.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -517,403  
% of shares held change : 
   -5.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 258
 0.05%
 
Increased Positions :
4
 981
 0.21%
 
Unchanged Positions :
4
 10,132
 2.12%
 
Decreased Positions :
5
-518,642
-108.69%
 
Closed Positions :
0
0
0%
 
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
   FULTON BANK, N.A. 8 - 2024-03-31 319,671 $35,017,000 -75,889
   Garde Capital Inc. 41 - 2023-12-31 57,064 $5,897,000 -2,568
   ENCOMPASS WEALTH ADVISORS LLC 24 - 2023-12-31 20,787 $2,124,000 106
   NEVILLE RODIE & SHAW INC 104 - 2024-03-31 14,207 $1,556,000 -342
   WALLINGTON ASSET MANAGEMENT LLC 45 - 2024-03-31 8,775 $961,000 -2,244
   NORTH STAR ASSET MANAGEMENT INC 164 - 2023-12-31 8,938 $924,000 -804
   Strategic Investment Solutions Inc. /IL 57 - 2023-12-31 8,149 $842,000 -500,887
   Fifth Third Wealth Advisors LLC 129 *New 2024-03-31 6,263 $686,000 6,263
   ARVEST TRUST CO N A - 2023-12-31 5,004 $517,000 0
   GOFEN & GLOSSBERG LLC /IL/ 351 - 2022-12-31 4,917 $432,000 676
   Williams Jones Wealth Management LLC. 387 - 2023-12-31 3,489 $361,000 -1,428
   Dempze Nancy E 43 - 2023-12-31 3,418 $353,000 0
   HEMENWAY TRUST CO LLC 94 - 2023-12-31 3,293 $340,000 -2,544
   Main Street Group LTD 124 - 2023-12-31 1,020 $106,000 0
   GROVE CREEK ASSET MANAGEMENT 166 - 2023-12-31 690 $71,000 0
   PSI Advisors LLC 793 *Closed 2024-03-31 0 $0 -1,010
   Trivant Custom Portfolio Group LLC 185 *Closed 2024-03-31 0 $0 -258
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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