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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$111.97 0.57 (0.51%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 818    25
Total shares held : 
 68,902,369  
% of shares held : 
 38.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   121  
Amount of shares held : 
 -5,294,624  
% of shares held change : 
   -2.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.68  
Last Quarter's Ending Price : 
 $102.88  
Last Quarter's Average Price : 
 $96.23  
Change from last quarter's     
avg. price to the last closing  : 
15.74 (16.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 863,718
 1.25%
 
Increased Positions :
340
 10,818,732
 15.7%
 
Unchanged Positions :
167
 3,336,877
 4.84%
 
Decreased Positions :
244
-15,866,992
-23.03%
 
Closed Positions :
42
-1,110,082
-1.61%
 
Guru Positions :
2
159,058
 0.23%
 
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
   MORGAN STANLEY 491 - 2024-03-31 3,949,272 $436,395,000 -75,084
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2 - 2024-03-31 3,513,689 $388,263,000 544,703
   BANK OF AMERICA CORP /DE/ 472 - 2024-03-31 2,719,602 $300,516,000 -496,483
   Edgehill Endowment Partners LLC 1 - 2024-03-31 2,629,170 $290,523,000 670,164
   Madrone Advisors LLC 2 - 2024-03-31 2,074,604 $229,244,000 534,143
   UBS Group AG 255 - 2024-03-31 2,048,994 $226,414,000 -95,069
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49 - 2024-03-31 2,034,091 $224,768,000 54,371
   ROYAL BANK OF CANADA 301 - 2024-03-31 1,976,139 $218,362,000 -47,354
   BRANDYWINE TRUST CO 2 - 2024-03-31 1,820,599 $201,176,000 199,705
   ALLIANCEBERNSTEIN L.P. 213 - 2024-03-31 1,808,379 $199,826,000 -265,256
   Rockefeller Capital Management L.P. 23 - 2024-03-31 1,785,890 $197,341,000 -71,578
   SCHRODER INVESTMENT MANAGEMENT GROUP 99 - 2024-03-31 1,542,609 $170,458,000 1,030,100
   NORTHERN TRUST CORP 527 - 2024-03-31 1,238,175 $136,818,000 24,364
   ANGELES WEALTH MANAGEMENT LLC 2 - 2024-03-31 1,066,891 $117,891,000 221,209
   WELLS FARGO & CO/MN 469 - 2024-03-31 927,575 $102,497,000 -65,646
   LPL FINANCIAL CORP 319 - 2024-03-31 890,510 $98,401,000 -6,983
   Wind River Trust Co 1 - 2024-03-31 804,904 $88,942,000 -637
   ALLIANZ ASSET MANAGEMENT AG 180 - 2024-03-31 679,250 $75,057,000 0
   SAGEWORTH TRUST CO 7 - 2024-03-31 607,166 $67,092,000 -26,930
   CI Private Wealth LLC 194 - 2024-03-31 549,812 $60,752,000 -23,809
   AMERIPRISE FINANCIAL INC 722 - 2024-03-31 541,272 $60,021,000 -50,408
   AGINCOURT CAPITAL MANAGEMENT LLC 1 - 2024-03-31 519,855 $57,444,000 -6,000
   HIGHTOWER ADVISORS, LLC 234 - 2024-03-31 515,257 $56,937,000 16,869
   Zhang Financial LLC 7 - 2024-03-31 508,608 $56,201,000 25,996
   ENVESTNET ASSET MANAGEMENT INC 637 - 2024-03-31 488,053 $53,930,000 48,335
   Bleakley Financial Group LLC 12 - 2024-03-31 487,127 $53,828,000 15,088
   Simplicity WealthLLC 16 *New 2024-03-31 486,911 $53,804,000 486,911
   EVOKE WEALTH LLC 17 - 2024-03-31 481,430 $53,198,000 -129,116
   Resources Investment Advisors Inc. 27 - 2024-03-31 478,057 $52,825,000 356,227
   Cresset Asset Management LLC 59 - 2024-03-31 449,610 $49,682,000 73,792
   Sawtooth Asset Management Inc. 14 - 2023-12-31 471,911 $48,550,000 -2,531
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 9 - 2024-03-31 427,335 $47,220,000 -8,531
   THREADGILL FINANCIAL LLC 1 - 2024-03-31 411,167 $45,434,000 383,638
   Yarbrough Capital LLC 11 - 2024-03-31 390,377 $43,137,000 0
   MARINER WEALTH ADVISORS, LLC 216 - 2024-03-31 370,755 $40,968,000 2,101
   COMMONWEALTH EQUITY SERVICES LLC. 275 - 2024-03-31 368,423 $40,711,000 -79,217
   PRUDENTIAL CORP PLC 36 - 2024-03-31 366,210 $40,466,000 -100,000
   SCS CAPITAL MANAGEMENT LLC 22 - 2024-03-31 362,602 $40,068,000 27,023
   PARTNERS CAPITAL INVESTMENT GROUP LLP 19 - 2024-03-31 358,928 $39,661,000 -661,785
   BNP PARIBAS ARBITRAGE SA 377 - 2024-03-31 350,854 $38,769,000 150,984
   Empowered Funds LLC 13 *New 2024-03-31 345,043 $38,127,000 345,043
   BIP Wealth LLC 7 - 2024-03-31 321,265 $35,500,000 29,768
   Massey Quick & Co. LLC 10 - 2024-03-31 320,824 $35,451,000 36,891
   TIFF ADVISORY SERVICES INC 2 - 2024-03-31 320,300 $35,393,000 48,149
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 100 - 2024-03-31 315,735 $34,889,000 0
   GOLDMAN SACHS GROUP INC/ 1192 - 2024-03-31 314,740 $34,779,000 -377,337
   J P MORGAN CHASE & CO 1365 - 2024-03-31 305,168 $33,721,000 24,252
   RAYMOND JAMES & ASSOCIATES 551 - 2024-03-31 301,887 $33,359,000 -464,293
   WJ Interests LLC 2 - 2024-03-31 279,934 $30,933,000 -1,716
   Sargent Bickham Lagudis LLC 8 - 2022-12-31 357,647 $30,826,000 -33,769
   WETHERBY ASSET MANAGEMENT INC 10 - 2024-03-31 246,463 $27,234,000 6,772
   Sontag Advisory LLC 41 - 2024-03-31 245,895 $27,171,000 -16,980
   Prentice Wealth Management LLC 3 - 2024-03-31 241,936 $26,734,000 7,284
   Lido Advisors LLC 62 - 2024-03-31 236,776 $26,164,000 236,776
   HPM Partners LLC 254 - 2024-03-31 236,095 $25,908,000 -1,038
   Aspen Grove Capital LLC 2 - 2024-03-31 230,184 $25,437,000 31,892
   BRIGHTON JONES LLC 16 - 2024-03-31 227,885 $25,181,000 21,188
   Rainwater Charitable Foundation 3 - 2024-03-31 220,433 $24,358,000 220,433
   First Financial Bankshares Inc 52 - 2024-03-31 219,577 $24,263,000 0
   Vernal Point Advisors LLC 2 - 2024-03-31 219,385 $24,242,000 89,735
   BANK OF NEW YORK MELLON CORP 1480 - 2024-03-31 214,815 $23,737,000 1,978
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 251 - 2023-09-30 252,092 $23,490,000 -17,639
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 367 - 2024-03-31 209,720 $23,174,000 -1,153
   BESSEMER GROUP INC 221 - 2024-03-31 205,792 $22,740,000 -3,837
   Advisor Group Holdings Inc. 368 - 2024-03-31 204,821 $22,636,000 -26,030
   GLOBAL ENDOWMENT MANAGEMENT, LP 7 - 2024-03-31 200,000 $22,100,000 200,000
   FINANCIAL NETWORK 202 - 2024-03-31 197,077 $21,777,000 -4,295
   ARIEL CAPITAL MANAGEMENT LLC 84 - 2024-03-31 185,476 $20,495,000 79,558
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 496 - 2024-03-31 185,277 $20,473,000 22,958
   Strategic Blueprint LLC 11 - 2024-03-31 181,873 $20,097,000 15,257
   GoalFusion Wealth Management LLC 3 - 2024-03-31 178,969 $19,776,000 41
   ACCREDITED INVESTORS INC. 20 - 2024-03-31 177,925 $19,661,000 -5,031
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 59 *New 2024-03-31 176,389 $19,490,000 176,389
   OKABENA INVESTMENT SERVICES INC 2 - 2024-03-31 169,494 $18,729,000 91,069
   DHK Financial Advisors Inc. 1 - 2024-03-31 169,362 $18,715,000 -74
   Ethos Financial Group LLC 2 - 2024-03-31 168,351 $18,603,000 3,068
   Parkwood LLC 6 - 2024-03-31 164,137 $18,137,000 0
   Mangham AssociatesLLC 1 - 2023-09-30 187,041 $17,777,000 -15,623
   Wealth Architects LLC 14 - 2024-03-31 159,962 $17,676,000 5,043
   MATHER GROUP, INC. 35 - 2024-03-31 169,498 $17,438,000 -3,227
   BABSON CAPITAL MANAGEMENT LLC 27 - 2024-03-31 156,696 $17,315,000 -183,035
   Bank Julius Baer & Co. Ltd Zurich 142 - 2024-03-31 155,637 $17,198,000 -280
   NewEdge Wealth LLC 71 - 2024-03-31 158,758 $17,089,000 3,212
   Pictet North America Advisors SA 19 - 2024-03-31 154,461 $17,068,000 -13,099
   Sarasin & Partners LLP 46 - 2024-03-31 151,922 $16,787,000 11,657
   Kovitz Investment Group Partners LLC 69 - 2024-03-31 150,449 $16,625,000 -14,455
   Beaumont Financial Advisors LLC 25 - 2024-03-31 147,523 $16,301,000 -3,162
   Hartland & Co. LLC 26 - 2024-03-31 146,210 $16,165,000 -33,288
   LAIRD NORTON TYEE TRUST CO 7 - 2024-03-31 144,136 $15,927,000 -1
   Red Wave Investments LLC 4 - 2024-03-31 142,814 $15,781,000 -1,012
   OXFORD FINANCIAL GROUP LTD 18 - 2024-03-31 140,550 $15,531,000 -11,734
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 368 - 2024-03-31 136,458 $15,079,000 -11,788
   COMERICA BANK 299 - 2024-03-31 135,220 $14,942,000 -21,130
   NATIONAL BANK OF CANADA /FI/ 420 - 2024-03-31 134,923 $14,919,000 125,151
   WADDELL & ASSOCIATES LLC 13 - 2024-03-31 134,209 $14,830,000 -23,257
   Evanson Asset Management LLC 20 - 2024-03-31 133,898 $14,796,000 1
   CREATIVE PLANNING 327 - 2024-03-31 126,896 $14,022,000 5,780
   FSM Wealth Advisors LLC 3 - 2024-03-31 124,190 $13,723,000 34,086
   St. Louis Trust Co 10 - 2024-03-31 118,871 $13,135,000 5,334
   Private Advisor Group LLC 201 - 2024-03-31 117,812 $13,018,000 -3,135
  100 Records found
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