We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.4M +$3.62M +80,670 +34%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.1M -$234K -5,218 -2%
LPL Financial
3
LPL Financial
California
$8.43M -$576K -12,814 -7%
UBS Group
4
UBS Group
Switzerland
$7.08M -$1.13M -25,206 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.67M +$1.49M +33,100 +32%
Bank of America
6
Bank of America
North Carolina
$6.33M -$507K -11,292 -8%
TCB
7
Texas Capital Bancshares
Texas
$5.16M -$4.8M -106,894 -50%
IF
8
IRON Financial
Illinois
$3.5M -$1.27M -28,168 -28%
Wells Fargo
9
Wells Fargo
California
$2.48M -$1.78M -39,516 -44%
SLF
10
Sun Life Financial
Ontario, Canada
$2.34M -$2.86M -63,582 -57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.15M +$708K +15,762 +55%
PFM
12
Phillips Financial Management
Indiana
$1.69M +$2.25K +50 +0.1%
KeyBank National Association
13
KeyBank National Association
Ohio
$1.37M -$1.35K -30 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.33M -$306K -6,808 -20%
Citadel Advisors
15
Citadel Advisors
Florida
$1.15M +$1.06M +23,660 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M +$214K +4,772 +28%
NGA
17
Naples Global Advisors
Florida
$1.04M -$10.8K -240 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1M +$3.06K +68 +0.3%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$962K +$606K +13,480 +213%
RJA
20
Raymond James & Associates
Florida
$887K +$821K +18,274 New
WIP
21
Wellesley Investment Partners
Massachusetts
$810K -$6.11K -136 -0.8%
AIG
22
American International Group
New York
$805K +$80.2K +1,786 +12%
Vanguard Group
23
Vanguard Group
Pennsylvania
$734K +$2.34K +52 +0.3%
HSA
24
HBK Sorce Advisory
Pennsylvania
$732K -$100K -2,226 -13%
BC
25
Bartlett & Co
Ohio
$708K