Vanguard S&p Mid-cap 400 Etf

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Vanguard S&p Mid-cap 400 Etf

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NewIncreasedMaintainedDecreasedLiquidated
1046522614
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Ifp Advisors, Inc09-30-2021Cef638Maintained0.000.00113,000.00-0.88177.12Form 13
Envestnet Asset Management Inc09-30-2021Midcp 400 Idx193,661Decreased-3.870.0234,497,000.00-5.91178.13Form 13
Collective Family Office Llc09-30-2021Midcp 400 Idx2,299Maintained0.000.18410,000.00-1.91178.34Form 13
Iowa State Bank09-30-2021Com4,892Maintained0.000.24871,000.00-2.13178.05Form 13
Koshinski Asset Management, Inc.09-30-2021Midcp 400 Idx89New!0.000.0015,923,000.000.00178,910.11Form 13
Pinnacle Bancorp, Inc.09-30-2021Midcp 400 Idx14Maintained0.000.002,000.00-33.33142.86Form 13
Affiance Financial, Llc09-30-2021Midcp 400 Idx3,146Decreased-1.320.24560,000.00-3.45178.00Form 13
Bedel Financial Consulting, Inc.09-30-2021Midcp 400 Idx15Maintained0.000.003,000.000.00200.00Form 13
Cra Financial Services, Llc09-30-2021Midcp 400 Idx2,104Decreased-1.870.13375,000.00-3.85178.23Form 13
Benchmark Wealth Management, Llc09-30-2021Midcp 400 Idx2,119Decreased-4.890.27377,000.00-6.91177.91Form 13
Level Four Financial, Llc09-30-2021Midcp 400 Idx2,227Increased0.130.17397,000.00-1.98178.27Form 13
Ayalon Holdings Ltd.09-30-2021Etp0Liquidated!-100.000.000.000.000.00Form 13
Private Capital Group, Llc09-30-2021Exchange Traded Fund2,706Maintained0.000.11484,000.00-1.83178.86Form 13
Westhill Financial Advisors, Inc.09-30-2021Midcp 400 Idx1,109Decreased-10.420.06198,000.00-9.17178.54Form 13
Appleton Partners Inc/ma09-30-2021Etf1,670Maintained0.000.02297,000.00-2.30177.84Form 13
Private Advisor Group, Llc09-30-2021Midcp 400 Idx38,992Increased97.800.046,945,000.0093.56178.11Form 13
Financial Enhancement Group Llc09-30-2021Midcp 400 Idx265Maintained0.000.0147,000.00-2.08177.36Form 13
Capital Asset Advisory Services Llc09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Latitude Advisors, Llc09-30-2021Midcp 400 Idx1,550New!0.000.09276,000.000.00178.06Form 13
Advisornet Financial, Inc09-30-2021Etf55New!0.000.0010,000.000.00181.82Form 13
Bartlett & Co. Llc09-30-2021Etf6,113Maintained0.000.021,089,000.00-2.16178.14Form 13
Next Financial Group, Inc09-30-2021Midcp 400 Idx4,226Decreased-5.820.06753,000.00-7.83355.21Form 13
Cahaba Wealth Management, Inc.09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Fifth Third Bancorp09-30-2021Midcp 400 Idx520Maintained0.000.0093,000.00-2.11178.85Form 13
Raymond James Trust N.a.09-30-2021Etf / Closed En1,149Decreased-3.690.01205,000.00-5.53178.42Form 13
Reilly Financial Advisors, Llc09-30-2021Midcp 400 Idx34Increased36.000.006,000.0020.00176.47Form 13
Brouwer & Janachowski, Llc09-30-2021Midcp 400 Idx9,877Increased19.110.311,759,000.0016.57178.09Form 13
Kestra Advisory Services, Llc09-30-2021Midcp 400 Idx5,488Decreased-2.140.01978,000,000.00-4.21178,207.00Form 13
Pinnacle Associates Ltd09-30-2021Midcp 400 Idx1,495Maintained0.000.00266,000.0014.16177.93Form 13
First Bancorp, Inc /me/09-30-2021Etf-equity6,865Maintained0.001.161,223,000.00-2.08178.15Form 13
Personal Wealth Partners09-30-2021Midcp 400 Idx1,406Maintained0.000.11250,000.00-2.34177.81Form 13
Tranquility Partners, Llc09-30-2021Midcp 400 Idx1,633Maintained0.000.15291,000.00-2.02178.20Form 13
R. W. Roge & Company, Inc.09-30-2021Midcp 400 Idx2,869Decreased-4.810.32535,000.00-3.08186.48Form 13
Gateway Advisory, Llc09-30-2021Midcp 400 Idx23,824Increased2.150.884,244,000.00-0.02178.14Form 13
Bridgeworth, Llc09-30-2021Midcp 400 Idx170,129Increased4.268.5130,305,000.002.04178.13Form 13
Lake Point Wealth Management09-30-2021Midcp 400 Idx215Maintained0.000.0238,000.00-2.56176.74Form 13
Sound View Wealth Advisors Group, Llc09-30-2021Midcp 400 Idx3,769Decreased-14.550.14671,000.00-16.44178.03Form 13
Fifth Third Securities, Inc.09-30-2021Exchange Traded Fund14,382New!0.000.352,571,000.000.00178.77Form 13
Optimum Investment Advisors09-30-2021Midcp 400 Idx500Maintained0.000.0489,000.00-2.20178.00Form 13
Relaxing Retirement Coach09-30-2021Midcp 400 Idx4,657Maintained0.000.68830,000.00-2.12178.23Form 13
Global Retirement Partners, Llc09-30-2021Midcp 400 Idx171Maintained0.000.0030,000.00-3.23175.44Form 13
Spire Wealth Management09-30-2021Midcp 400 Idx432Increased28.190.0077,000.0026.23178.24Form 13
Selective Wealth Management, Inc.09-30-2021Midcp 400 Idx623Increased42.240.06111,000.0038.75178.17Form 13
Stephens Inc /ar/09-30-2021Midcp 400 Idx76,652Increased8.310.2113,654,000.006.01178.13Form 13
First American Bank09-30-2021Common Stock16,856Increased2.810.173,003,000.000.64178.16Form 13
Truepoint, Inc.09-30-2021Midcp 400 Idx5,440Maintained0.000.05969,000.00-2.12178.12Form 13
Atlas Capital Advisors Llc09-30-2021Us Mid Cap616Decreased-9.289.99109,728,000.00-11.20178,129.87Form 13
Signaturefd, Llc09-30-2021Midcp 400 Idx77Maintained0.000.0014,000.000.00181.82Form 13
Endurance Wealth Management, Inc.09-30-2021Etf1,486Decreased-4.190.03265,000.00-6.03178.33Form 13
Huntington National Bank09-30-2021Common Stock7,158Decreased-4.700.011,275,000.00-6.73356.06Form 13
Janney Montgomery Scott Llc09-30-2021Etf/closed End11,379Increased1.470.012,027,000.00-0.69178.14Form 13
Naples Global Advisors, Llc09-30-2021Midcp 400 Idx8,120Maintained0.000.191,446,000.000.00178.08Form 13
Commonwealth Equity Services, Llc09-30-2021Midcp 400 Idx67,011Decreased-5.950.0311,936,000.00-5.06178.12Form 13
Gw Henssler & Associates Ltd09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Raymond James & Associates09-30-2021Midcp 400 Idx44,821Increased7.290.017,984,000.005.01178.13Form 13
Signature Securities Group Corporation09-30-2021Midcp 400 Idx278New!0.000.0250,000.000.00179.86Form 13
Cambridge Investment Research Advisors, Inc.09-30-2021Inc Midcp 400 Idx18,941Increased14.779.993,374,000.0012.35178.13Form 13
Raymond James Financial Services Advisors, Inc.09-30-2021Midcp 400 Idx31,522Decreased-4.180.015,614,000.00-6.21178.10Form 13
New England Private Wealth Advisors Llc09-30-2021Midcp 400 Idx1,715Maintained0.000.06306,000.00-1.92178.43Form 13
Iron Financial, Llc09-30-2021Midcp 400 Idx2,615Maintained0.000.22466,000.00-2.10178.20Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc09-30-2021Etf620Decreased-0.160.01110,000.00-1.79177.42Form 13
Parallel Advisors, Llc09-30-2021Etf39New!0.000.007,000.000.00179.49Form 13
Meitav Dash Investments Ltd09-30-2021Midcp 400 Idx143,327Increased11764.820.4225,622,000.0011,546.36178.77Form 13
Mckinley Carter Wealth Services, Inc.09-30-2021Midcp 400 Idx3,979Maintained0.000.06709,000.00-2.07178.19Form 13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd09-30-2021Midcp 400 Idx90,960Maintained0.001.1616,203,000.00-2.12178.13Form 13
Roble, Belko & Company, Inc09-30-2021Etf1,376Increased391.430.05245,000.00380.39178.05Form 13
Nwam Llc09-30-2021Midcp 400 Idx1,300New!0.000.02232,000.000.00178.46Form 13
Front Row Advisors Llc09-30-2021Etf15Maintained0.000.003,000.000.00200.00Form 13
Sepio Capital, Lp09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Eq Llc09-30-2021Midcp 400 Idx8,867Increased0.811.201,579,000.00-1.37178.08Form 13
Walkner Condon Financial Advisors Llc09-30-2021Midcp 400 Idx3,540Increased0.060.31630,000.00-2.33177.97Form 13
Accel Wealth Management09-30-2021Midcp 400 Idx Etf70Maintained0.000.0112,000.00-7.69171.43Form 13
Mesirow Financial Investment Management - Equity & Fixed Income09-30-2021Midcp 400 Idx17,565Maintained0.000.363,129,000.00-2.13178.14Form 13
Adviser Investments Llc09-30-2021Midcp 400 Idx5,073Maintained0.000.07904,000.00-2.06178.20Form 13
Sargent Bickham Lagudis Llc09-30-2021Midcp 400 Idx93Maintained0.000.0017,000.000.00182.80Form 13
Advisor Group Holdings, Inc.09-30-2021Midcp 400 Idx41,244Decreased-9.600.017,350,000.00-11.521,431.55Form 13
Bellevue Asset Management, Llc09-30-2021Midcp 400 Idx75Maintained0.000.0113,000.00-7.14173.33Form 13
Texas Capital Bank Wealth Management Services Inc09-30-2021Midcp 400 Idx63,344Decreased-0.351.1611,283,000.00-2.46178.12Form 13
Ritter Daniher Financial Advisory, Llc09-30-2021Midcp 400 Idx4,979Increased0.570.65887,000.00-1.55178.15Form 13
Pnc Financial Services Group, Inc.09-30-2021Midcp 400 Idx1,022Maintained0.000.00182,000.00-2.15356.00Form 13
Capital Directions Investment Advisors, Llc09-30-2021Midcp 400 Idx488Maintained0.000.0387,000.00-2.25178.28Form 13
Davis R M Inc09-30-2021Com1,734Maintained0.000.01309,000.00-2.22178.20Form 13
Washington Trust Co09-30-2021Div App Etf600Maintained0.000.00107,000.00-1.83178.33Form 13
Coastline Trust Co09-30-2021Other13,455Increased2.530.302,396,000.000.34355.88Form 13
Phillips Financial Management, Llc09-30-2021Smllcp 600 Idx24,062Decreased-1.240.444,286,000.00-3.34178.12Form 13
Blackrock Inc.09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Boston Private Wealth Llc09-30-2021Etf3,655Maintained0.000.01651,000.00-2.11178.11Form 13
Stordahl Capital Management, Inc.09-30-2021Midcp 400 Idx1,479Increased4.750.10263,000.002.33177.82Form 13
Geneos Wealth Management Inc.09-30-2021Midcp 400 Idx140Maintained0.000.0025,000.000.00178.57Form 13
Disciplined Investments, Llc09-30-2021Etf4Maintained0.000.001,000.000.00250.00Form 13
Barclays Plc09-30-2021Fund30Decreased-85.650.005,000.00-86.84166.67Form 13
Concourse Financial Group Securities, Inc.09-30-2021Midcp 400 Idx0Maintained0.000.000.000.000.00Form 13
Dorsey & Whitney Trust Co Llc09-30-2021Midcp 400 Idx2,390Maintained0.000.04426,000.00-2.07178.24Form 13
Marble Harbor Investment Counsel, Llc09-30-2021Midcp 400 Idx8,140Increased1.240.201,450,000.00-0.89178.13Form 13
Avidian Wealth Solutions, Llc09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Creative Planning09-30-2021Midcp 400 Idx20,506Increased22.920.013,653,000.0020.32178.14Form 13
Summit Financial Strategies, Inc.09-30-2021Midcp 400 Idx4,421Maintained0.000.15788,000.00-2.11178.24Form 13
Db Wealth Management Group, Llc09-30-2021Mf Closed And Mf Open370Maintained0.000.0466,000.00-1.49178.38Form 13
Us Bancorp \de\09-30-2021Other967Maintained0.000.00172,000.00-2.27177.87Form 13
Citigroup Inc09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Goldman Sachs Group Inc09-30-2021Cmn18,884Maintained0.000.003,364,000.00-2.12178.14Form 13
Vanguard Group Inc09-30-2021Midcp 400 Idx29,728Increased0.950.005,295,000.00-1.19178.11Form 13
Evermay Wealth Management Llc09-30-2021Midcp 400 Idx2,040Decreased-1.970.07371,000.000.00181.86Form 13
Sun Life Financial Inc09-30-2021Midcp 400 Idx15,779Increased13.690.162,811,000.0011.28178.15Form 13
Harbor Advisory Corp /ma/09-30-2021Ef19,276Increased0.561.493,434,000.00-1.58178.15Form 13
Moneta Group Investment Advisors Llc09-30-2021Midcp 400 Idx1,718Decreased-0.120.01306,000.00-2.24178.11Form 13
Royal Bank Of Canada09-30-2021Midcp 400 Idx37,074Increased1.190.006,604,000.00-0.96907.66Form 13
Cornercap Investment Counsel Inc09-30-2021Etf27,203Increased0.490.554,846,000.00-1.62178.14Form 13
D.a. Davidson & Co.09-30-2021Midcp 400 Idx17,480Increased8.480.043,114,000.006.21178.15Form 13
Northwestern Mutual Wealth Management Co09-30-2021Midcp 400 Idx87,779Increased1.070.0315,635,000.00-1.08178.12Form 13
Veritable, L.p.09-30-2021Midcp 400 Idx50,552Decreased-4.630.159,005,000.00-3.72178.13Form 13
Citadel Advisors Llc09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Susquehanna International Group, Llp09-30-2021Midcp 400 Idx18,099Maintained0.000.003,224,000.000.00178.13Form 13
Flow Traders U.s. Llc09-30-2021Etp5,425New!0.000.04966,000.000.00178.06Form 13
Tower Research Capital Llc (trc)09-30-2021Midcp 400 Idx3,756Increased108.320.00669,000.00138.93178.12Form 13
Warren Averett Asset Management, Llc09-30-2021Midcp 400 Idx9,435Increased3.140.161,844,000.009.44195.44Form 13
Financial Advisory Service, Inc.09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Ubs Group Ag09-30-2021Midcp 400 Idx139,254Increased3.120.0124,805,000.000.93178.13Form 13
Riverpoint Wealth Management Holdings, Llc09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Wealthcare Advisory Partners Llc09-30-2021Common0Liquidated!-100.000.000.000.000.00Form 13
Iht Wealth Management, Llc09-30-2021Midcp 400 Idx1,809Decreased-26.850.03322,000.00-26.15178.00Form 13
Carolinas Wealth Consulting Llc09-30-2021Midcp 400 Idx358Maintained0.000.0164,000.00-1.54178.77Form 13
Source Financial Advisors Llc09-30-2021Midcp 400 Idx4,658Increased3.010.22830,000.0018.07178.19Form 13
Phoenix Wealth Advisors09-30-2021Midcp 400 Idx78Maintained0.000.0114,000.000.00179.49Form 13
Thrivent Financial For Lutherans09-30-2021Midcp 400 Idx9,412Increased5.730.001,683,000.003.89178.81Form 13
Fmr Llc09-30-2021Midcp 400 Idx1,476Increased8.930.00263,000.006.48178.31Form 13
Mml Investors Services, Llc09-30-2021Midcp 400 Idx16,325Increased10.080.022,908,000.007.74178.13Form 13
Bank Of America Corp /de/09-30-2021Midcp 400164,847Increased6.670.0029,364,000.004.41534.39Form 13
Stifel Financial Corp09-30-2021Midcp 400 Idx17,444Increased2.440.003,110,000.000.29356.65Form 13
Wells Fargo & Company/mn09-30-2021Midcp 400 Idx93,684Increased2.280.0016,688,000.003.26356.27Form 13
Northern Trust Corp09-30-2021Com1,932Increased23.770.00344,000.0021.13178.05Form 13
Harbour Investments, Inc.09-30-2021Midcp 400 Idx4,799Increased1515.820.03855,000.001,544.23178.16Form 13
Ameriprise Financial Inc09-30-2021Com18,479Increased24.750.003,292,000.0042.88178.15Form 13
Morgan Stanley09-30-2021Midcp 400 Idx422,490Increased8.230.0175,258,000.005.94356.26Form 13
Parametric Portfolio Associates Llc09-30-2021Etf1,718Decreased-5.860.00306,000.00-7.83178.11Form 13
Migdal Insurance & Financial Holdings Ltd.09-30-2021Etp23Maintained0.000.004,000.000.00173.91Form 13
Psagot Value Holdings Ltd.09-30-2021Midcp 400 Idx3,701Decreased-92.960.11659,000.00-93.11178.06Form 13
Captrust Financial Advisors09-30-2021Etf1,987Increased30.550.00355,000.0031.97178.66Form 13
Cetera Advisors Llc09-30-2021Midcp 400 Idx13,847Maintained0.000.052,467,000.00-2.10178.16Form 13
Cetera Advisor Networks Llc09-30-2021Midcp 400 Idx6,614Increased10.710.021,178,000.008.37178.11Form 13
Atria Investments Llc09-30-2021Midcp 400 Idx7,609Increased1.680.021,355,000.00-0.51178.08Form 13
Global Wealth Management Investment Advisory, Inc.09-30-2021Midcp 400 Idx401New!0.000.0271,000.000.00177.06Form 13
Advisor Resource Council09-30-2021Etp0Liquidated!-100.000.000.000.000.00Form 13
Advisor Resource Council09-30-2021Midcp 400 Idx0Liquidated!-100.000.000.000.000.00Form 13
Consolidated Planning Corp09-30-2021Midcp 400 Idx39New!0.000.007,000.000.00179.49Form 13
Cambridge Trust Co09-30-2021Equity Funds2,065Maintained0.000.01368,000.000.00178.21Form 13
Mcdonald Partners Llc09-30-2021Midcp 400 Idx2,774Maintained0.000.12494,000.000.00178.08Form 13
Patriot Financial Group Insurance Agency, Llc09-30-2021Etf68Maintained0.000.0012,000.000.00176.47Form 13