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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$111.99 0.82 (0.74%) as of 4:30 Fri 5/24


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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  : 
15.76 (16.38%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2 - 2024-03-31 3,513,689 $388,263,000 544,703
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49 - 2024-03-31 2,034,091 $224,768,000 54,371
   BRANDYWINE TRUST CO 2 - 2024-03-31 1,820,599 $201,176,000 199,705
   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
   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
   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
   THREADGILL FINANCIAL LLC 1 - 2024-03-31 411,167 $45,434,000 383,638
   MARINER WEALTH ADVISORS, LLC 216 - 2024-03-31 370,755 $40,968,000 2,101
   SCS CAPITAL MANAGEMENT LLC 22 - 2024-03-31 362,602 $40,068,000 27,023
   BNP PARIBAS ARBITRAGE SA 377 - 2024-03-31 350,854 $38,769,000 150,984
   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
   J P MORGAN CHASE & CO 1365 - 2024-03-31 305,168 $33,721,000 24,252
   WETHERBY ASSET MANAGEMENT INC 10 - 2024-03-31 246,463 $27,234,000 6,772
   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
   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
   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
   GLOBAL ENDOWMENT MANAGEMENT, LP 7 - 2024-03-31 200,000 $22,100,000 200,000
   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
   OKABENA INVESTMENT SERVICES INC 2 - 2024-03-31 169,494 $18,729,000 91,069
   Ethos Financial Group LLC 2 - 2024-03-31 168,351 $18,603,000 3,068
   Wealth Architects LLC 14 - 2024-03-31 159,962 $17,676,000 5,043
   NewEdge Wealth LLC 71 - 2024-03-31 158,758 $17,089,000 3,212
   Sarasin & Partners LLP 46 - 2024-03-31 151,922 $16,787,000 11,657
   NATIONAL BANK OF CANADA /FI/ 420 - 2024-03-31 134,923 $14,919,000 125,151
   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
   M&T BANK CORP 267 - 2024-03-31 116,416 $12,864,000 197
   HOGE FINANCIAL SERVICES LLC 2 - 2024-03-31 112,808 $12,465,000 12,108
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 403 - 2024-03-31 103,429 $11,429,000 12,659
   BROWN ADVISORY HOLDINGS INC 408 - 2024-03-31 100,138 $11,065,000 1,269
   Coyle Financial Counsel Inc. 8 - 2024-03-31 99,759 $11,023,000 1,069
   Lighthouse Investment Partners LLC 36 - 2024-03-31 99,130 $10,954,000 99,130
   Three Bridge Wealth Advisors LLC 4 - 2024-03-31 98,029 $10,832,000 3,300
   RATHBONE BROTHERS PLC 141 - 2024-03-31 95,488 $10,551,000 690
   P-Solve Investments Ltd 3 - 2022-12-31 116,000 $9,998,000 107,420
   MML INVESTORS SERVICES LLC 413 - 2024-03-31 90,227 $9,970,000 5,863
   Bridgewater Advisors Inc. 18 - 2024-03-31 87,394 $9,657,000 1,137
   Summit Trail Advisors LLC 43 - 2024-03-31 86,495 $9,558,000 12,534
   Orcam Financial Group 2 - 2024-03-31 85,211 $9,416,000 379
   Rain Capital Management LLC 6 - 2024-03-31 84,848 $9,376,000 2,467
   MERCER GLOBAL ADVISORS INC /ADV 327 - 2024-03-31 83,307 $9,205,000 17,450
   GOTHAM ASSET MANAGEMENT, LLC 165 - 2024-03-31 80,649 $8,912,000 58,290
   OAK HILL INVESTMENT MANAGEMENT, L.P. 41 - 2024-03-31 79,173 $8,749,000 1,839
   THRIVENT FINANCIAL FOR LUTHERANS 662 - 2024-03-31 77,693 $8,585,000 69,549
   LEAVELL T & ASSOCIATES INC 56 - 2024-03-31 75,994 $8,397,000 2,040
   MULTIFINANCIAL SECURITIES CORP 299 - 2024-03-31 75,448 $8,337,000 67,831
   Foster Group Inc. 34 - 2024-03-31 75,186 $8,308,000 14,075
   GeoWealth Management LLC 63 - 2024-03-31 72,251 $7,984,000 72,039
   CHOATE INVESTMENT ADVISORS 64 - 2024-03-31 70,810 $7,824,000 36,474
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 7 - 2024-03-31 70,677 $7,810,000 902
   BUCKINGHAM ASSET MANAGEMENT, LLC 111 - 2024-03-31 69,843 $7,718,000 3,856
   PRUDENTIAL FINANCIAL INC 783 - 2024-03-31 64,763 $7,156,000 14,100
   HOYLECOHEN LLC 53 - 2024-03-31 62,860 $6,946,000 2,481
   Barry Investment Advisors LLC 14 - 2024-03-31 61,922 $6,842,000 227
   First Ascent Asset Management LLC 22 - 2023-12-31 64,579 $6,644,000 4,356
   Belpointe Asset Management LLC 33 - 2024-03-31 59,703 $6,597,000 3,173
   RSM US WEALTH MANAGEMENT LLC 85 - 2024-03-31 59,405 $6,564,000 3,210
   FMR LLC 1895 - 2024-03-31 58,851 $6,503,000 1,191
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 832 - 2024-03-31 58,737 $6,490,000 24,063
   Fifth Third Securities Inc. 45 - 2024-03-31 55,742 $6,159,000 952
   SYM FINANCIAL CORPORATION 11 - 2024-03-31 53,903 $5,956,000 4,020
   Joel Isaacson & Co. LLC 37 - 2024-03-31 52,735 $5,827,000 77
   Intergy Private Wealth LLC 13 - 2024-03-31 49,352 $5,453,000 274
   Secure Asset Management LLC 12 - 2024-03-31 47,365 $5,234,000 2,722
   STEPHENS INC /AR/ 258 - 2024-03-31 46,250 $5,111,000 127
   STUDIO INVESTMENT MANAGEMENT LLC 21 - 2024-03-31 45,715 $5,052,000 191
   Smartleaf Asset Management LLC 11 - 2024-03-31 48,475 $4,998,000 41,291
   PDS Planning Inc 35 - 2024-03-31 44,748 $4,945,000 2,644
   Apollon Wealth Management LLC 121 - 2024-03-31 44,318 $4,897,000 691
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 65 - 2024-03-31 44,024 $4,865,000 21
   Sivia Capital Partners LLC 9 - 2024-03-31 42,988 $4,750,000 1,658
   WARREN AVERETT ASSET MANAGEMENT, LLC 158 - 2024-03-31 40,882 $4,517,000 4,516
   Waldron LP 62 - 2024-03-31 40,622 $4,489,000 3,358
   Parallel Advisors LLC 127 - 2024-03-31 40,456 $4,470,000 2,412
   PATHSTONE FAMILY OFFICE, LLC 292 - 2023-09-30 47,555 $4,431,000 36,467
   Atria Wealth Solutions Inc. 370 - 2024-03-31 39,917 $4,411,000 1,441
   EPIQ Capital Group LLC 9 - 2024-03-31 39,344 $4,347,000 152
   NavPoint Financial Inc. 9 - 2024-03-31 38,974 $4,307,000 149
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 411 - 2024-03-31 38,082 $4,208,000 1,794
   Northstar Group Inc. 23 - 2024-03-31 37,622 $4,157,000 279
   Lakewood Asset Management LLC 7 - 2024-03-31 37,211 $4,112,000 2,177
   Heritage Investment Group Inc. 16 - 2024-03-31 37,093 $4,099,000 1,705
  100 Records found
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