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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$484.62 4.18 (0.87%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2481    50
Total shares held : 
 330,149,532  
% of shares held : 
 36.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   558  
Amount of shares held : 
 6,582,798  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $392.67  
Last Quarter's Ending Price : 
 $436.80  
Last Quarter's Average Price : 
 $409.40  
Change from last quarter's     
avg. price to the last closing  : 
75.22 (18.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
120
 3,068,827
 0.93%
 
Increased Positions :
1,240
 26,755,370
 8.1%
 
Unchanged Positions :
389
 19,704,690
 5.97%
 
Decreased Positions :
732
-20,889,669
-6.33%
 
Closed Positions :
70
-2,351,730
-0.71%
 
Guru Positions :
4
1,829,516
 0.55%
 
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
   RAYMOND JAMES & ASSOCIATES 1 - 2024-03-31 23,007,404 $11,059,659,000 -196,444
   ENVESTNET ASSET MANAGEMENT INC 3 - 2024-03-31 12,382,058 $5,952,055,000 -185,591
   GOLDMAN SACHS GROUP INC/ 8 - 2024-03-31 12,217,797 $5,873,095,000 -2,840,187
   BANK OF NEW YORK MELLON CORP 50 - 2024-03-31 3,915,821 $1,882,335,000 -3,759
   HPM Partners LLC 1 - 2024-03-31 3,307,620 $1,584,422,000 -5,570,375
   Envestnet Portfolio Solutions Inc. 4 - 2024-03-31 2,115,753 $1,017,043,000 -76,913
   FJ Investments LLC 1 - 2024-03-31 1,902,884 $914,717,000 -167,010
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1 - 2024-03-31 1,877,813 $902,665,000 -143,451
   HIGHTOWER ADVISORS, LLC 8 - 2024-03-31 1,750,322 $841,213,000 -38,435
   CITIGROUP INC 11 - 2024-03-31 1,666,646 $801,157,000 -209
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 4 - 2023-09-30 1,972,787 $774,714,000 -137,213
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 25 - 2024-03-31 1,193,977 $573,945,000 -64,966
   CI Private Wealth LLC 12 - 2024-03-31 1,152,414 $553,964,000 -31,805
   Sontag Advisory LLC 2 - 2024-03-31 1,125,075 $540,824,000 -18,565
   SCHRODER INVESTMENT MANAGEMENT GROUP 32 - 2024-03-31 1,092,843 $525,330,000 -6,905
   Advisor Group Holdings Inc. 10 - 2024-03-31 984,612 $473,448,000 -915,646
   CHURCHILL MANAGEMENT GROUP /CA/ 6 - 2024-03-31 875,536 $420,870,000 -9,872
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 1 - 2024-03-31 875,100 $420,661,000 -213,000
   MANUFACTURERES LIFE INSURANCE CO 59 - 2024-03-31 853,584 $410,318,000 -44,147
   BESSEMER GROUP INC 27 - 2024-03-31 847,020 $407,163,000 -4,763
   FIFTH THIRD BANCORP 10 - 2024-03-31 815,646 $392,081,000 -18,692
   CIBC GLOBAL ASSET MANAGEMENT INC 17 - 2024-03-31 793,577 $381,472,000 -1,172
   BANK OF MONTREAL /CAN/ 103 - 2024-03-31 774,084 $372,234,000 -55,359
   TIAA FSB 18 - 2023-06-30 864,455 $352,075,000 -17,909
   NEUBERGER BERMAN GROUP LLC 76 - 2024-03-31 718,010 $345,147,000 -3,958
   TORCHMARK CORP 1 - 2024-03-31 688,183 $330,810,000 -35,000
   Atlantic Trust Group LLC 43 - 2024-03-31 670,492 $321,883,000 -4,798
   WEDBUSH MORGAN SECURITIES INC 1 - 2024-03-31 593,342 $285,220,000 -42,354
   MCF Advisors LLC 1 - 2024-03-31 590,185 $283,702,000 -25,673
   Merit Financial Group LLC 1 - 2024-03-31 585,792 $275,310,000 -11,523
   VALMARK ADVISERS INC 5 - 2024-03-31 557,664 $268,069,000 -15,477
   M&T BANK CORP 21 - 2024-03-31 531,947 $255,707,000 -5,986
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 1 - 2024-03-31 523,245 $251,524,000 -13,049
   SAND HILL ADVISORS INC/CA 1 - 2024-03-31 517,356 $248,693,000 -25,306
   US BANCORP 65 - 2024-03-31 504,562 $242,545,000 -739
   JANUS HENDERSON GROUP PLC 176 - 2024-03-31 467,416 $224,687,000 -11,419
   BARCLAYS PLC 188 - 2024-03-31 460,248 $221,240,000 -23,585
   Stratos Wealth Partners LTD. 1 - 2024-03-31 457,422 $219,883,000 -3,052
   CITIZENS FINANCIAL GROUP INC/RI 1 - 2024-03-31 456,221 $219,305,000 -14,532
   SMITHFIELD TRUST CO 1 - 2024-03-31 438,271 $210,547,000 -7,937
   AE Wealth Management LLC 3 - 2024-03-31 407,936 $196,095,000 -471,294
   KARPUS MANAGEMENT INC 3 - 2024-03-31 404,319 $194,356,000 -25,228
   CREDIT SUISSE/ 99 - 2024-03-31 385,386 $185,255,000 -323,244
   Ronald Blue Trust Inc. 14 - 2024-03-31 383,707 $184,448,000 -69,907
   WELCH CAPITAL PARTNERS LLC/NY 1 - 2024-03-31 364,600 $175,263,000 -66
   Liquid Strategies LLC 1 - 2024-03-31 357,437 $171,820,000 -158,530
   American Trust 1 - 2023-12-31 388,996 $169,914,000 -36,705
   INVICTUS PRIVATE WEALTH LLC 1 - 2024-03-31 333,215 $160,177,000 -4,357
   First American Financial Corp 1 - 2024-03-31 327,181 $157,276,000 -55,965
   Prime Capital Investment Advisors LLC 9 - 2024-03-31 322,017 $154,794,000 -39,873
   ALBION FINANCIAL GROUP /UT 1 - 2024-03-31 303,280 $145,787,000 -1,639
   ALERUS FINANCIAL NA 1 - 2024-03-31 289,154 $138,996,000 -8,826
   Glassman Wealth Services 1 - 2024-03-31 286,351 $137,649,000 -19
   Monashee Investment Management LLC 2 - 2024-03-31 269,110 $129,361,000 -1,900
   ANCORA ADVISORS, LLC 4 - 2024-03-31 268,501 $129,069,000 -993
   SAVANT CAPITAL MANAGEMENT INC 12 - 2024-03-31 266,691 $128,198,000 -17,226
   OPUS CAPITAL GROUP LLC 1 - 2024-03-31 260,214 $125,085,000 -3,851
   Lutz Financial Services LLC 1 - 2024-03-31 253,480 $121,848,000 -1,271
   INTRUST BANK NA 1 - 2024-03-31 252,829 $121,535,000 -20,750
   Bogart Wealth LLC 2 - 2024-03-31 247,158 $118,809,000 -1,788
   Venturi Wealth Management LLC 2 - 2024-03-31 243,611 $117,104,000 -2,056
   Bank Julius Baer & Co. Ltd Zurich 63 - 2024-03-31 226,809 $115,736,000 -9,579
   TOEWS CORP /ADV 2 - 2024-03-31 232,840 $111,926,000 -7,800
   One Day In July LLC 1 - 2024-03-31 227,191 $109,211,000 -1,303
   Lido Advisors LLC 15 - 2024-03-31 220,903 $106,188,000 -6,234
   Equitable Holdings Inc. 14 - 2024-03-31 205,569 $98,817,000 -41,877
   PEAPACK GLADSTONE FINANCIAL CORP 7 - 2024-03-31 204,212 $98,165,000 -7,304
   ARROW FINANCIAL CORP 1 - 2024-03-31 203,492 $97,819,000 -7,769
   Farther Finance Advisors LLC 2 - 2024-03-31 202,353 $97,144,000 -1,161
   BLACKROCK INC. 2038 - 2024-03-31 199,808 $96,048,000 -21,778
   PARTNERS CAPITAL INVESTMENT GROUP LLP 6 - 2024-03-31 196,132 $94,281,000 -205,572
   PBWM Holdings LLC 1 - 2023-03-31 245,834 $92,451,000 -392
   MA Private Wealth 1 - 2024-03-31 189,261 $90,978,000 -2,309
   EFFICIENT ADVISORS, LLC 6 - 2024-03-31 187,516 $90,139,000 -1,491
   INTL FCSTONE INC. 1 - 2024-03-31 181,138 $87,073,000 -23,796
   Charles Schwab Trust Co 2 - 2024-03-31 174,045 $83,664,000 -5,252
   Sweet Financial Partners LLC 1 - 2024-03-31 173,367 $83,337,000 -5,231
   MCMORGAN & CO LLC 3 - 2024-03-31 172,005 $82,683,000 -710
   Sepio Capital LLC 1 - 2024-03-31 168,169 $80,839,000 -5,457
   Mill Creek Capital Advisors LLC 8 - 2024-03-31 166,989 $80,272,000 -1,585
   Ironclad Investments LLC 1 - 2024-03-31 158,358 $76,123,000 -4,500
   Cambridge Advisors Inc. 1 - 2024-03-31 155,721 $74,855,000 -3,901
   SilverOak Wealth Management LLC 1 - 2024-03-31 154,847 $74,435,000 -1,268
   Taddei Ludwig & Associates Inc. 1 - 2024-03-31 154,761 $74,394,000 -1,492
   Perigon Wealth Management LLC 6 - 2024-03-31 153,543 $73,808,000 -4,896
   KOCHIS FITZ/QUINTILE LLC 7 - 2024-03-31 151,668 $72,929,000 -421
   AYRSHIRE ASSOCIATES INC 2 - 2024-03-31 140,822 $67,693,000 -1,616
   BP WEALTH MANAGEMENT LLC 7 - 2024-03-31 138,173 $66,420,000 -25,952
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1 - 2024-03-31 137,817 $66,249,000 -11,072
   EVOKE WEALTH LLC 14 - 2024-03-31 134,647 $64,725,000 -25,226
   COMERICA BANK 66 - 2024-03-31 131,667 $63,292,000 -3,432
   Franklin Parlapiano Turner & Welch LLC 1 - 2024-03-31 128,199 $61,626,000 -1,304
   Stephens Consulting LLC 1 - 2024-03-31 127,821 $61,444,000 -4,339
   Column Capital Advisors LLC 1 - 2023-09-30 933,578 $61,148,000 -319,918
   HIRTLE CALLAGHAN & CO INC 8 - 2024-03-31 125,892 $60,516,000 -9,318
   AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 - 2024-03-31 130,975 $60,435,000 -9,700
   Salomon & Ludwin LLC 3 - 2024-03-31 124,921 $60,051,000 -3,256
   Oldfather Financial Services LLC 1 - 2024-03-31 124,639 $59,914,000 -655
   BALYASNY ASSET MANAGEMENT LLC 193 - 2024-03-31 121,748 $58,524,000 -601,557
   H D Vest Advisory Services 25 - 2024-03-31 120,507 $57,928,000 -3,739
  100 Records found
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