VANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 0.94% | 0.91% | #8 | $126.0M | 1.1M | $107.6M | 1.1M | +49,837+4.72% | Add | |
| Mariner, LLC | 0.1% | 0.1% | #34 | $97.9M | 858,070 | $87.9M | 862,573 | -4,503-0.52% | Reduce | |
| ROCKLAND TRUST CO | 3.65% | 3.33% | #4 | $93.0M | 815,504 | $83.1M | 815,334 | +170+0.02% | Add | |
| Trust Point Inc. | 6.43% | 5.68% | #1 | $75.8M | 664,535 | $65.4M | 641,623 | +22,912+3.57% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #119 | $43.9M | 384,509 | $28.6M | 284,209 | +100,300+35.29% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #125 | $24.6M | 215,307 | $22.6M | 221,988 | -6,681-3.01% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #87 | $24.2M | 212,075 | $21.5M | 210,498 | +1,577+0.75% | Add | |
| Stordahl Capital Management, Inc. | 3.68% | 3.66% | #3 | $20.1M | 176,020 | $17.8M | 174,434 | +1,586+0.91% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #106 | $17.6M | 154,602 | $12.4M | 121,596 | +33,006+27.14% | Add | |
| Avior Wealth Management, LLC | 0.48% | 0.46% | #12 | $16.2M | 158,534 | $16.2M | 158,534 | 00.00% | Unchanged | |
| Lutz Financial Services LLC | 0.79% | 0.79% | #9 | $13.0M | 114,034 | $11.7M | 114,826 | -792-0.69% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #126 | $12.3M | 107,420 | $11.0M | 108,223 | -803-0.74% | Reduce | |
| Aberdeen Wealth Management LLC | 5.06% | 5.48% | #2 | $10.6M | 92,669 | $12.0M | 117,922 | -25,253-21.42% | Reduce | |
| BALANCED WEALTH GROUP LLC | 3.21% | — | #5 | $10.2M | 89,036 | $0 | 0 | +89,036 | New Buy | |
| MidFirst Bank | 0.68% | 0.71% | #10 | $9.6M | 84,562 | $8.6M | 84,045 | +517+0.62% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #128 | $8.4M | 73,531 | $9.1M | 89,162 | -15,631-17.53% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #77 | $8.4M | 73,501 | $7.5M | 73,193 | +308+0.42% | Add | |
| Savant Capital, LLC | 0.02% | 0.02% | #55 | $7.8M | 72,486 | $3.7M | 36,576 | +35,910+98.18% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #91 | $6.1M | 53,795 | $5.6M | 54,796 | -1,001-1.83% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | 0.01% | #111 | $6.0M | 52,837 | $8.4M | 82,055 | -29,218-35.61% | Reduce | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #90 | $5.1M | 44,796 | $4.6M | 45,487 | -691-1.52% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | 0.03% | #70 | $4.5M | 39,722 | $7.8M | 76,040 | -36,318-47.76% | Reduce | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 0.01% | #83 | $4.2M | 37,120 | $3.3M | 31,742 | +5,378+16.94% | Add | |
| &PARTNERS | 0.02% | 0.02% | #68 | $3.8M | 33,481 | $3.4M | 33,201 | +280+0.84% | Add | |
| EP Wealth Advisors, LLC | 0.01% | 0.01% | #71 | $3.8M | 32,947 | $3.0M | 29,635 | +3,312+11.18% | Add | |
| Allworth Financial LP | 0.02% | 0.01% | #66 | $3.7M | 32,704 | $3.5M | 33,869 | -1,165-3.44% | Reduce | |
| M1 Capital Management LLC | 1.32% | — | #7 | $3.6M | 31,403 | $0 | 0 | +31,403 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #160 | $3.4M | 30,264 | $2.8M | 28,568 | +1,696+5.94% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #137 | $3.3M | 28,917 | $3.7M | 36,410 | -7,493-20.58% | Reduce | |
| FRANKLIN RESOURCES INC | <0.01% | <0.01% | #141 | $3.3M | 28,700 | $2.9M | 28,700 | 00.00% | Unchanged | |
| Composition Wealth, LLC | 0.03% | 0.03% | #49 | $2.8M | 24,718 | $2.5M | 24,933 | -215-0.86% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #135 | $2.3M | 19,782 | $1.4M | 13,708 | +6,074+44.31% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #110 | $2.2M | 19,507 | $2.0M | 19,202 | +305+1.59% | Add | |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.02% | 0.01% | #69 | $2.1M | 17,993 | $1.9M | 18,343 | -350-1.91% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #123 | $1.8M | 15,999 | $1.6M | 15,786 | +213+1.35% | Add | |
| Cornerstone Financial Management LLC | 1.37% | 1.41% | #6 | $1.7M | 14,940 | $1.5M | 15,121 | -181-1.20% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #154 | $1.5M | 13,479 | $1.2M | 12,251 | +1,228+10.02% | Add | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #115 | $1.5M | 13,253 | $2.1M | 20,228 | -6,975-34.48% | Reduce | |
| Fortitude Family Office, LLC | 0.29% | 0.3% | #17 | $1.5M | 13,160 | $1.3M | 13,160 | 00.00% | Unchanged | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #88 | $1.4M | 12,485 | $1.3M | 12,398 | +87+0.70% | Add | |
| SHUFRO ROSE & CO LLC | 0.08% | 0.08% | #37 | $1.3M | 11,735 | $1.1M | 10,985 | +750+6.83% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #127 | $1.2M | 10,674 | $876,460 | 8,595 | +2,079+24.19% | Add | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #151 | $1.2M | 10,443 | $1.0M | 9,983 | +460+4.61% | Add | |
| KEYBANK NATIONAL ASSOCIATION/OH | <0.01% | <0.01% | #108 | $1.2M | 10,187 | $1.1M | 10,380 | -193-1.86% | Reduce | |
| PFG Advisors | 0.06% | 0.05% | #44 | $1.2M | 10,124 | $976,885 | 9,582 | +542+5.66% | Add | |
| Heritage Investment Group, Inc. | 0.15% | 0.15% | #26 | $1.1M | 9,572 | $975,865 | 9,572 | 00.00% | Unchanged | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 0.47% | 0.46% | #13 | $1.0M | 9,094 | $941,567 | 9,236 | -142-1.54% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #145 | $1.0M | 8,884 | $1.3M | 13,149 | -4,265-32.44% | Reduce | |
| D.A. DAVIDSON & CO. | 0.01% | 0.01% | #94 | $952,370 | 8,349 | $851,181 | 8,349 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #122 | $892,192 | 7,821 | $696,996 | 6,837 | +984+14.39% | Add |