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Get Institutions for : 
Vanguard Health Care Vipers (VHT)  
$262.45 3.54 (1.37%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 913    9
Total shares held : 
 21,943,736  
% of shares held : 
 38.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -1,941,026  
% of shares held change : 
   -3.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $234.28  
Last Quarter's Ending Price : 
 $250.70  
Last Quarter's Average Price : 
 $236.83  
Change from last quarter's     
avg. price to the last closing  : 
25.62 (10.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
56
 111,242
 0.51%
 
Increased Positions :
301
 1,010,673
 4.61%
 
Unchanged Positions :
216
 1,402,823
 6.39%
 
Decreased Positions :
340
-2,411,755
-10.99%
 
Closed Positions :
65
-651,186
-2.97%
 
Guru Positions :
2
4,778
 0.02%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Simplicity WealthLLC 89 *New 2024-03-31 34,804 $9,415,000 34,804
   David Kennon Inc 16 *New 2024-03-31 18,051 $4,883,000 18,051
   CHOATE INVESTMENT ADVISORS 105 *New 2024-03-31 13,936 $3,770,000 13,936
   HARTLINE INVESTMENT CORP/ 32 *New 2024-03-31 13,604 $3,680,000 13,604
   Robertson Stephens Wealth Management LLC 129 *New 2024-03-31 9,334 $2,525,000 9,334
   SHEETS SMITH & ASSOCIATES INC 90 *New 2024-03-31 8,315 $2,249,000 8,315
   STAPP WEALTH MANAGEMENT PLLC 11 *New 2024-03-31 7,718 $2,088,000 7,718
   Royal Harbor Partners LLC 26 *New 2024-03-31 5,056 $1,368,000 5,056
   WOODWARD DIVERSIFIED CAPITAL LLC 33 *New 2024-03-31 4,384 $1,186,000 4,384
   AYRSHIRE ASSOCIATES INC 79 *New 2024-03-31 3,705 $1,002,000 3,705
   RENAISSANCE TECHNOLOGIES LLC 2481 *New 2024-03-31 3,700 $1,001,000 3,700
   Imprint Wealth LLC 142 *New 2024-03-31 2,253 $604,000 2,253
   Ayalon Holdings Ltd. 60 *New 2024-03-31 1,880 $509,000 1,880
   Moors & Cabot Inc. 557 *New 2024-03-31 1,549 $419,000 1,549
   CLARK CAPITAL MANAGEMENT GROUP INC 345 *New 2024-03-31 1,307 $354,000 1,307
   Archetype Wealth Partners LLC 97 *New 2024-03-31 1,274 $345,000 1,274
   Steele Capital Management Inc. 125 *New 2024-03-31 1,260 $341,000 1,260
   Summit Financial LLC 310 *New 2024-03-31 1,261 $341,000 1,261
   DOPKINS WEALTH MANAGEMENT LLC 54 *New 2024-03-31 1,257 $340,000 1,257
   Accurate Wealth Management LLC 199 *New 2024-03-31 1,256 $318,000 1,256
   Gerber Kawasaki Wealth & Investment Management 229 *New 2024-03-31 1,038 $281,000 1,038
   Modern Wealth Management LLC 271 *New 2024-03-31 1,045 $274,000 1,045
   INTEGRAL INVESTMENT ADVISORS INC. 130 *New 2024-03-31 932 $252,000 932
   Bare Financial Services Inc 26 *New 2024-03-31 965 $247,000 965
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 193 *New 2024-03-31 906 $245,000 906
   BCJ Capital Management LLC 341 *New 2024-03-31 904 $244,000 904
   Advisor OS LLC 353 *New 2024-03-31 849 $230,000 849
   Stratos Wealth Advisors LLC 611 *New 2024-03-31 808 $219,000 808
   NAPLES GLOBAL ADVISORS LLC 381 *New 2024-03-31 806 $218,000 806
   Capital Square LLC 133 *New 2024-03-31 789 $214,000 789
   Americana Partners LLC 326 *New 2024-03-31 787 $213,000 787
   Evanson Asset Management LLC 284 *New 2024-03-31 784 $212,000 784
   ARGI INVESTMENT SERVICES, LLC 399 *New 2022-12-31 849 $211,000 849
   SAWGRASS ASSET MANAGEMENT LLC 185 *New 2024-03-31 765 $207,000 765
   FIRST NATIONAL TRUST CO 364 *New 2024-03-31 761 $206,000 761
   A. D. BEADELL INVESTMENT COUNSEL, INC. 70 *New 2024-03-31 760 $205,000 760
   BROOKMONT CAPITAL MANAGEMENT 51 *New 2024-03-31 747 $202,000 747
   PRIVATE MANAGEMENT GROUP INC 194 *New 2024-03-31 741 $200,000 741
   Cooper Financial Group 339 *New 2024-03-31 740 $200,000 740
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 242 *New 2024-03-31 526 $134,000 526
   BROWN BROTHERS HARRIMAN & CO 616 *New 2024-03-31 431 $117,000 431
   Transcendent Capital Group LLC 130 *New 2024-03-31 404 $109,000 404
   SG AMERICAS SECURITIES LLC 2157 *New 2024-03-31 390 $106,000 390
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 283 *New 2024-03-31 375 $101,000 375
   Ahrens Investment Partners LLC 377 *New 2023-03-31 146 $35,000 146
   MARYLAND CAPITAL ADVISORS INC. 131 *New 2024-03-31 115 $31,000 115
   Sunbelt Securities Inc. 998 *New 2024-03-31 104 $28,000 104
   HORIZON FINANCIAL SERVICES LLC 115 *New 2024-03-31 61 $17,000 61
   Fernwood Investment Management LLC 479 *New 2024-03-31 60 $16,000 60
   BerganKDV Wealth Management LLC 507 *New 2023-06-30 65 $16,000 65
   Continuum Advisory LLC 856 *New 2024-03-31 55 $14,000 55
   Future Financial Wealth Managment LLC 391 *New 2024-03-31 46 $12,000 46
   Rakuten Securities Inc. 350 *New 2024-03-31 31 $8,000 31
   Penserra Capital Management LLC 1007 *New 2024-03-31 28 $7,000 28
   Versant Capital Management Inc 954 *New 2024-03-31 24 $6,000 24
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 544 *New 2024-03-31 11 $3,000 11
   CULLEN FROST BANKERS INC 995 *New 2024-03-31 0 $0 0
  57 Records found
  1    
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