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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 173 - 2024-03-31 1,335,518 $361,284,000 45,589
   Green Harvest Asset Management LLC 5 - 2024-03-31 1,030,954 $278,893,000 30,055
   WELLS FARGO & CO/MN 257 - 2024-03-31 911,296 $246,524,000 60,750
   LPL FINANCIAL CORP 182 - 2024-03-31 678,294 $183,492,000 4,385
   AMERIPRISE FINANCIAL INC 388 - 2024-03-31 601,686 $162,744,000 3,331
   Beacon Capital Management Inc. 10 - 2024-03-31 605,763 $162,454,000 582,503
   ROYAL BANK OF CANADA 364 - 2024-03-31 562,541 $152,179,000 55,791
   ENVESTNET ASSET MANAGEMENT INC 346 - 2024-03-31 516,632 $139,759,000 291,621
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78 - 2024-03-31 464,994 $125,806,000 22,292
   Cetera Investment Advisers 102 - 2024-03-31 309,569 $83,745,000 274,793
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 166 - 2024-03-31 302,359 $81,794,000 22,630
   JANNEY MONTGOMERY SCOTT LLC 87 - 2024-03-31 295,311 $79,888,000 883
   PNC FINANCIAL SERVICES GROUP INC 259 - 2024-03-31 194,917 $52,729,000 4,824
   FINANCIAL NETWORK 99 - 2024-03-31 151,025 $40,855,000 37,142
   INVICTUS PRIVATE WEALTH LLC 7 - 2024-03-31 143,313 $38,769,000 1,807
   AGF MANAGEMENT LTD 126 - 2024-03-31 142,662 $38,593,000 4,156
   MULTIFINANCIAL SECURITIES CORP 70 - 2024-03-31 140,593 $38,033,000 56,692
   Allied Investment Advisors LLC 1 - 2024-03-31 131,267 $35,510,000 4,009
   HPM Partners LLC 210 - 2024-03-31 121,701 $32,922,000 5,589
   PEAPACK GLADSTONE FINANCIAL CORP 60 - 2024-03-31 107,781 $29,157,000 578
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 229 - 2023-09-30 121,024 $28,453,000 3,287
   KCM INVESTMENT ADVISORS LLC 30 - 2024-03-31 105,169 $28,450,000 1,331
   FIRST MANHATTAN CO 87 - 2024-03-31 98,548 $26,662,000 1,500
   Rockefeller Capital Management L.P. 267 - 2024-03-31 93,124 $25,192,000 2,609
   MCCORMACK ADVISORS INTERNATIONAL 82 - 2024-03-31 92,771 $25,096,000 16,862
   Aprio Wealth Management LLC 4 - 2024-03-31 82,753 $22,386,000 18,908
   BB&T CORP 386 - 2024-03-31 81,497 $22,047,000 1,972
   H D Vest Advisory Services 85 - 2024-03-31 80,585 $21,800,000 10,237
   Stratos Wealth Partners LTD. 51 - 2024-03-31 76,208 $20,616,000 5,550
   Atria Wealth Solutions Inc. 98 - 2024-03-31 70,603 $19,100,000 35,817
   GOLDMAN SACHS GROUP INC/ 1576 - 2024-03-31 70,565 $19,089,000 34,842
   CHAI TRUST CO LLC 10 - 2024-03-31 56,855 $15,380,000 2,702
   STRATEGIC POINT INVESTMENT ADVISORS LLC 15 - 2024-03-31 56,448 $15,270,000 371
   Integrated Wealth Concepts LLC 116 - 2024-03-31 53,095 $14,364,000 638
   Wheelhouse Advisory Group LLC 2 - 2024-03-31 51,687 $13,982,000 2,834
   Baird Financial Group Inc. 422 - 2024-03-31 46,106 $12,473,000 438
   Lido Advisors LLC 138 - 2024-03-31 43,033 $11,641,000 3,469
   Private Advisor Group LLC 231 - 2024-03-31 42,270 $11,435,000 4,236
   Ratio Wealth Group 19 - 2024-03-31 41,752 $11,295,000 670
   New England Private Wealth Advisors LLC 13 - 2024-03-31 41,266 $11,094,000 827
   ATLAS CAPITAL ADVISORS LLC 11 - 2024-03-31 39,867 $10,785,000 5,485
   Adaptive Financial Consulting LLC 9 - 2024-03-31 39,624 $10,719,000 325
   COMERICA BANK 403 - 2024-03-31 38,565 $10,433,000 4,183
   MASSMUTUAL TRUST CO FSB/ADV 78 - 2024-03-31 37,999 $10,279,000 17
   PFG Investments LLC 22 - 2024-03-31 36,826 $9,962,000 33,379
   Bleakley Financial Group LLC 72 - 2024-03-31 34,804 $9,415,000 6,224
   FMR LLC 1810 - 2024-03-31 34,388 $9,303,000 2,453
   Royal Fund Management LLC 20 - 2024-03-31 32,700 $8,863,000 723
   CITADEL ADVISORS LLC 1308 - 2024-03-31 32,479 $8,786,000 16,460
   TD Waterhouse Canada Inc. 201 - 2024-03-31 32,167 $8,595,000 97
   Invst LLC 31 - 2024-03-31 31,218 $8,372,000 339
   Ballast Inc. 13 - 2024-03-31 30,508 $8,253,000 344
   Envestnet Portfolio Solutions Inc. 272 - 2024-03-31 29,911 $8,092,000 26,427
   PRINCIPAL SECURITIES INC. 80 - 2024-03-31 29,840 $8,072,000 565
   CVA Family Office LLC 17 - 2024-03-31 29,482 $7,975,000 321
   PARAGON FINANCIAL PARTNERS INC. 5 - 2024-03-31 29,102 $7,873,000 1,853
   CITIGROUP INC 999 - 2024-03-31 28,961 $7,835,000 114
   White Lighthouse Investment Management Inc. 17 - 2024-03-31 27,561 $7,456,000 157
   EXCHANGE CAPITAL MANAGEMENT INC 21 - 2024-03-31 27,485 $7,435,000 138
   Sharper & Granite LLC 5 - 2024-03-31 27,959 $7,336,000 311
   Quaker Wealth Management LLC 12 - 2024-03-31 25,825 $6,986,000 1,448
   EP WEALTH ADVISORS, INC. 143 - 2024-03-31 25,591 $6,923,000 1,819
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 593 - 2024-03-31 24,754 $6,696,000 615
   Orion Portfolio Solutions LLC 263 - 2024-03-31 24,502 $6,628,000 1,391
   TIAA TRUST NATIONAL ASSOCIATION 201 - 2024-03-31 23,725 $6,418,000 102
   Beta Wealth Group Inc. 10 - 2024-03-31 23,721 $6,417,000 14,604
   QUANTITATIVE ADVANTAGE LLC 34 - 2023-03-31 26,199 $6,247,000 293
   Summit Wealth Group LLC 6 - 2024-03-31 23,022 $6,228,000 690
   Safeguard Investment Advisory Group LLC 8 - 2024-03-31 22,524 $6,093,000 1,978
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 280 - 2024-03-31 21,339 $5,778,000 452
   Wealthcare Advisory Partners LLC 92 - 2024-03-31 21,354 $5,777,000 13,119
   Gray Wealth Management Inc. 10 - 2024-03-31 21,284 $5,758,000 1,078
   TAP Consulting LLC 16 - 2024-03-31 21,212 $5,738,000 2,176
   JOHNSON INVESTMENT COUNSEL INC 151 - 2024-03-31 20,827 $5,634,000 821
   HANSON MCCLAIN, INC. 190 - 2024-03-31 20,313 $5,495,000 7,481
   MADDEN ADVISORY SERVICES, INC. 10 - 2024-03-31 20,312 $5,495,000 498
   Hartland & Co. LLC 73 - 2024-03-31 20,406 $5,350,000 1,095
   WESCAP Management Group Inc. 18 - 2024-03-31 19,637 $5,312,000 969
   Equitable Holdings Inc. 233 - 2024-03-31 19,026 $5,147,000 337
   Financial Futures Ltd Liability Co. 14 - 2024-03-31 18,815 $5,090,000 288
   PRUDENTIAL FINANCIAL INC 922 - 2024-03-31 18,622 $5,038,000 445
   HIKARI TSUSHIN, INC. 29 - 2024-03-31 18,484 $5,000,000 2,141
   EXCHANGE TRADED CONCEPTS LLC 166 - 2024-03-31 18,273 $4,943,000 18,273
   Greytown Advisors Inc. 11 - 2024-03-31 18,141 $4,908,000 2,462
   Trinity Legacy Partners LLC 27 - 2024-03-31 17,815 $4,819,000 4,412
   Calton & Associates Inc. 9 - 2024-03-31 17,640 $4,772,000 430
   Tranquilli Financial Advisor LLC 12 - 2024-03-31 17,640 $4,772,000 17,640
   SCOTIA CAPITAL INC. 261 - 2024-03-31 17,312 $4,683,000 1,956
   ATRIA INVESTMENTS LLC 360 - 2024-03-31 17,206 $4,654,000 12,592
   GTS SECURITIES LLC 171 - 2024-03-31 17,199 $4,653,000 9,209
   BLAIR WILLIAM & CO/IL 494 - 2024-03-31 17,100 $4,626,000 1,055
   HARBOUR INVESTMENTS INC. 98 - 2023-12-31 18,281 $4,583,000 434
   Sequoia Financial Advisors LLC 207 - 2024-03-31 16,678 $4,512,000 523
   Moser Wealth Advisors LLC 11 - 2024-03-31 16,614 $4,494,000 575
   JMAC ENTERPRISES LLC 36 - 2024-03-31 16,536 $4,473,000 1,821
   Merit Financial Group LLC 152 - 2024-03-31 17,292 $4,462,000 15,085
   Nvest Financial LLC 10 - 2024-03-31 15,880 $4,296,000 3,019
   Cresset Asset Management LLC 403 - 2024-03-31 15,831 $4,283,000 4,908
   Eagle Strategies LLC 25 - 2024-03-31 15,308 $4,141,000 9,621
   Acorn Wealth Advisors LLC 10 - 2024-03-31 15,289 $4,136,000 879

  100 Records found
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