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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
   MORGAN STANLEY 467 - 2024-03-31 1,701,969 $460,417,000 -71,497
   BANK OF AMERICA CORP /DE/ 373 - 2024-03-31 1,610,936 $435,790,000 -167,683
   EVERETT HARRIS & CO /CA/ 8 - 2024-03-31 751,489 $203,293,000 -3,402
   J P MORGAN CHASE & CO 922 - 2024-03-31 326,774 $88,399,000 -20,339
   COMMONWEALTH EQUITY SERVICES LLC. 139 - 2024-03-31 308,304 $83,403,000 -17,423
   MANUFACTURERES LIFE INSURANCE CO 238 - 2024-03-31 307,433 $83,167,000 -373
   Morningstar Investment Management LLC 3 - 2024-03-31 271,531 $73,455,000 -70,980
   Advisor Group Holdings Inc. 129 - 2024-03-31 256,815 $69,511,000 -3,693
   STIFEL FINANCIAL CORP 305 - 2024-03-31 181,380 $49,069,000 -495
   RAYMOND JAMES & ASSOCIATES 429 - 2024-03-31 173,823 $47,022,000 -11,822
   M&T BANK CORP 121 - 2024-03-31 166,425 $45,022,000 -6,525
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 110 - 2024-03-31 163,626 $44,264,000 -5,536
   MML INVESTORS SERVICES LLC 168 - 2024-03-31 124,836 $33,771,000 -1,979
   HIGHTOWER ADVISORS, LLC 363 - 2024-03-31 112,380 $30,400,000 -9,050
   Capital Advantage Inc. 6 - 2024-03-31 92,730 $24,311,000 -1,178
   CAPTRUST FINANCIAL ADVISORS 184 - 2024-03-31 89,848 $24,306,000 -48,919
   Kestra Advisory Services LLC 122 - 2024-03-31 89,443 $24,196,000 -181
   MARINER WEALTH ADVISORS, LLC 306 - 2024-03-31 83,164 $22,498,000 -59,835
   Main Management LLC 15 - 2024-03-31 82,647 $22,358,000 -9
   WAGNER CAPITAL MANAGEMENT CORP 8 - 2024-03-31 75,249 $20,356,000 -1,590
   Marotta Asset Management 8 - 2024-03-31 70,299 $19,017,000 -2,111
   CREATIVE PLANNING 284 - 2024-03-31 67,354 $18,221,000 -1,225
   Bulltick Wealth Management LLC 7 - 2024-03-31 60,111 $16,261,000 -1,680
   Full Sail Capital LLC 33 - 2024-03-31 58,634 $15,862,000 -1,159
   Oakmont Partners LLC 58 - 2024-03-31 54,782 $14,819,000 -132
   BANK OF NOVA SCOTIA / 355 - 2024-03-31 45,517 $12,313,000 -775
   Wealth Management Solutions LLC 4 - 2023-09-30 47,169 $11,089,000 -1,826
   Connectus Wealth LLC 79 - 2024-03-31 38,602 $10,443,000 -4,204
   CI Private Wealth LLC 533 - 2024-03-31 35,388 $9,573,000 -16,047
   Laurel Wealth Advisors Inc. 19 - 2022-12-31 37,915 $9,405,000 -103
   LM Advisors LLC 13 - 2024-03-31 35,306 $9,227,000 -1,212
   Consolidated Portfolio Review Corp 4 - 2024-03-31 32,466 $8,783,000 -7,236
   FINANCIAL MANAGEMENT NETWORK INC 12 - 2024-03-31 33,105 $8,615,000 -403
   AMI INVESTMENT MANAGEMENT INC 8 - 2024-03-31 31,585 $8,544,000 -2,782
   Cornerstone Advisory LLP 23 - 2024-03-31 30,887 $8,356,000 -615
   EVERGREEN CAPITAL MANAGEMENT LLC 93 - 2024-03-31 29,794 $8,060,000 -4,743
   ASSET PLANNING CORPORATION 7 - 2024-03-31 29,771 $8,054,000 -5,220
   Onyx Bridge Wealth Group LLC 16 - 2024-03-31 31,303 $7,992,000 -772
   GYL Financial Synergies LLC 41 - 2024-03-31 29,294 $7,925,000 -328
   CALLAN CAPITAL, LLC 28 - 2024-03-31 28,446 $7,695,000 -953
   BAILARD BIEHL & KAISER INC 107 - 2024-03-31 27,517 $7,444,000 -2,125
   Circle Wealth Management LLC 33 - 2024-03-31 27,405 $7,414,000 -1,013
   FIFTH THIRD BANCORP 273 - 2024-03-31 26,840 $7,261,000 -3,171
   Apollon Financial LLC 14 - 2024-03-31 26,519 $7,174,000 -27
   Sawtooth Asset Management Inc. 90 - 2023-12-31 28,580 $7,165,000 -7,354
   SP Asset Management LLC 35 - 2024-03-31 26,387 $7,138,000 -200
   PARK NATIONAL CORP /OH/ 79 - 2024-03-31 26,200 $7,088,000 -872
   Axiom Financial Strategies LLC 8 - 2024-03-31 26,169 $7,079,000 -1,261
   TRUST CO OF OKLAHOMA 8 - 2024-03-31 25,959 $7,022,000 -56
   Goepper Burkhardt LLC 9 - 2024-03-31 25,905 $6,792,000 -2,698
   DAVIDSON D A & CO 238 - 2024-03-31 24,744 $6,694,000 -1,438
   WEALTH MANAGEMENT RESOURCES INC. 15 - 2024-03-31 24,338 $6,584,000 -171
   TIAA FSB 194 - 2023-06-30 26,293 $6,437,000 -1,611
   NORTHERN TRUST CORP 2329 - 2024-03-31 23,275 $6,296,000 -747
   SAGE RHINO CAPITAL LLC 21 - 2024-03-31 23,034 $6,231,000 -61
   MERCER GLOBAL ADVISORS INC /ADV 412 - 2024-03-31 22,691 $6,138,000 -1,549
   BROWN ADVISORY HOLDINGS INC 468 - 2024-03-31 22,168 $5,997,000 -1,146
   Curran Financial Partners LLC 14 - 2024-03-31 21,094 $5,706,000 -2,097
   Ameritas Advisory Services LLC 90 - 2024-03-31 21,834 $5,704,000 -9,034
   BANK OF MONTREAL /CAN/ 1010 - 2024-03-31 20,544 $5,575,000 -918
   First PREMIER Bank 20 - 2024-03-31 20,020 $5,416,000 -191
   WEBSTER BANK 45 - 2024-03-31 18,544 $5,017,000 -16
   Steward Partners Investment Advisory LLC 335 - 2024-03-31 18,260 $4,940,000 -309
   YCMNET ADVISORS INC 94 - 2024-03-31 17,432 $4,716,000 -370
   Visionary Wealth Advisors 90 - 2024-03-31 16,642 $4,502,000 -3,030
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1049 - 2024-03-31 16,622 $4,497,000 -7,395
   NATIONAL BANK OF CANADA /FI/ 708 - 2024-03-31 16,715 $4,382,000 -25,313
   Baron Financial Group LLC 13 - 2024-03-31 15,982 $4,323,000 -169
   COMERICA SECURITIESINC. 80 - 2023-09-30 17,644 $4,164,000 -34,675
   Concurrent Investment Advisors LLC 139 - 2024-03-31 15,108 $4,087,000 -1,076
   CORA CAPITAL ADVISORS LLC 11 - 2024-03-31 14,870 $4,023,000 -762
   AMERIVEST INVESTMENT MANAGEMENT LLC 83 - 2023-06-30 16,415 $4,019,000 -487
   Praetorian Wealth Management Inc. 25 - 2024-03-31 14,825 $4,010,000 -7
   Keebeck Wealth Management LLC 50 - 2024-03-31 14,702 $3,977,000 -712
   Long Island Wealth Management Inc. 10 - 2024-03-31 14,578 $3,943,000 -26
   TITLEIST ASSET MANAGEMENT LLC 42 - 2024-03-31 14,535 $3,932,000 -91
   US BANCORP 646 - 2024-03-31 13,973 $3,780,000 -385
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 32 - 2024-03-31 13,604 $3,680,000 -163
   Sound View Wealth Advisors Group LLC 59 - 2024-03-31 13,326 $3,605,000 -1,228
   FIRST FINANCIAL CORP /IN/ 7 - 2024-03-31 13,194 $3,569,000 -473
   BAKER ELLIS ASSET MANAGEMENT LLC 59 - 2024-03-31 12,977 $3,511,000 -8
   IHT Wealth Management LLC 146 - 2024-03-31 12,797 $3,462,000 -202
   Adviser Investments LLC 184 - 2024-03-31 12,341 $3,338,000 -209
   Pariax LLC 6 - 2023-12-31 13,303 $3,335,000 -1,404
   Gladstone Institutional Advisory LLC 153 - 2024-03-31 11,939 $3,230,000 -1,254
   MORNINGSTAR INVESTMENT SERVICES, INC. 144 - 2024-03-31 11,747 $3,178,000 -12,380
   Capital Analysts Inc. 122 - 2024-03-31 11,569 $3,130,000 -815
   Raab & Moskowitz Asset Management LLC 32 - 2024-03-31 11,491 $3,109,000 -40
   PENOBSCOT WEALTH MANAGEMENT 12 - 2024-03-31 11,438 $3,094,000 -100
   Fortis Advisors LLC 15 - 2024-03-31 11,320 $3,062,000 -25
   HILLTOP HOLDINGS INC. 78 - 2024-03-31 10,772 $2,914,000 -1,274
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 306 - 2024-03-31 10,333 $2,771,000 -150
   Advantage Trust Co 13 - 2024-03-31 9,995 $2,704,000 -188
   Financial Freedom LLC 17 - 2024-03-31 9,964 $2,696,000 -181
   Leo H. Evart Inc. 10 - 2023-09-30 10,863 $2,554,000 -184
   SRS Capital Advisors Inc. 55 - 2024-03-31 9,213 $2,492,000 -74
   BANK HAPOALIM BM 59 - 2024-03-31 8,857 $2,396,000 -1,523
   Prime Capital Investment Advisors LLC 322 - 2024-03-31 8,518 $2,304,000 -494
   CIC Wealth LLC 37 - 2024-03-31 8,504 $2,300,000 -794
   Trilogy Capital Inc. 128 - 2024-03-31 8,332 $2,254,000 -851
  100 Records found
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