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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$111.97 0.57 (0.51%) as of 4:30 Wed 5/22


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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  : 
15.74 (16.36%)  




 
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
   MORGAN STANLEY 491 - 2024-03-31 3,949,272 $436,395,000 -75,084
   BANK OF AMERICA CORP /DE/ 472 - 2024-03-31 2,719,602 $300,516,000 -496,483
   UBS Group AG 255 - 2024-03-31 2,048,994 $226,414,000 -95,069
   ROYAL BANK OF CANADA 301 - 2024-03-31 1,976,139 $218,362,000 -47,354
   ALLIANCEBERNSTEIN L.P. 213 - 2024-03-31 1,808,379 $199,826,000 -265,256
   Rockefeller Capital Management L.P. 23 - 2024-03-31 1,785,890 $197,341,000 -71,578
   WELLS FARGO & CO/MN 469 - 2024-03-31 927,575 $102,497,000 -65,646
   LPL FINANCIAL CORP 319 - 2024-03-31 890,510 $98,401,000 -6,983
   Wind River Trust Co 1 - 2024-03-31 804,904 $88,942,000 -637
   SAGEWORTH TRUST CO 7 - 2024-03-31 607,166 $67,092,000 -26,930
   CI Private Wealth LLC 194 - 2024-03-31 549,812 $60,752,000 -23,809
   AMERIPRISE FINANCIAL INC 722 - 2024-03-31 541,272 $60,021,000 -50,408
   AGINCOURT CAPITAL MANAGEMENT LLC 1 - 2024-03-31 519,855 $57,444,000 -6,000
   EVOKE WEALTH LLC 17 - 2024-03-31 481,430 $53,198,000 -129,116
   Sawtooth Asset Management Inc. 14 - 2023-12-31 471,911 $48,550,000 -2,531
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 9 - 2024-03-31 427,335 $47,220,000 -8,531
   COMMONWEALTH EQUITY SERVICES LLC. 275 - 2024-03-31 368,423 $40,711,000 -79,217
   PRUDENTIAL CORP PLC 36 - 2024-03-31 366,210 $40,466,000 -100,000
   PARTNERS CAPITAL INVESTMENT GROUP LLP 19 - 2024-03-31 358,928 $39,661,000 -661,785
   GOLDMAN SACHS GROUP INC/ 1192 - 2024-03-31 314,740 $34,779,000 -377,337
   RAYMOND JAMES & ASSOCIATES 551 - 2024-03-31 301,887 $33,359,000 -464,293
   WJ Interests LLC 2 - 2024-03-31 279,934 $30,933,000 -1,716
   Sargent Bickham Lagudis LLC 8 - 2022-12-31 357,647 $30,826,000 -33,769
   Sontag Advisory LLC 41 - 2024-03-31 245,895 $27,171,000 -16,980
   HPM Partners LLC 254 - 2024-03-31 236,095 $25,908,000 -1,038
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 251 - 2023-09-30 252,092 $23,490,000 -17,639
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 367 - 2024-03-31 209,720 $23,174,000 -1,153
   BESSEMER GROUP INC 221 - 2024-03-31 205,792 $22,740,000 -3,837
   Advisor Group Holdings Inc. 368 - 2024-03-31 204,821 $22,636,000 -26,030
   FINANCIAL NETWORK 202 - 2024-03-31 197,077 $21,777,000 -4,295
   ACCREDITED INVESTORS INC. 20 - 2024-03-31 177,925 $19,661,000 -5,031
   DHK Financial Advisors Inc. 1 - 2024-03-31 169,362 $18,715,000 -74
   Mangham AssociatesLLC 1 - 2023-09-30 187,041 $17,777,000 -15,623
   MATHER GROUP, INC. 35 - 2024-03-31 169,498 $17,438,000 -3,227
   BABSON CAPITAL MANAGEMENT LLC 27 - 2024-03-31 156,696 $17,315,000 -183,035
   Bank Julius Baer & Co. Ltd Zurich 142 - 2024-03-31 155,637 $17,198,000 -280
   Pictet North America Advisors SA 19 - 2024-03-31 154,461 $17,068,000 -13,099
   Kovitz Investment Group Partners LLC 69 - 2024-03-31 150,449 $16,625,000 -14,455
   Beaumont Financial Advisors LLC 25 - 2024-03-31 147,523 $16,301,000 -3,162
   Hartland & Co. LLC 26 - 2024-03-31 146,210 $16,165,000 -33,288
   LAIRD NORTON TYEE TRUST CO 7 - 2024-03-31 144,136 $15,927,000 -1
   Red Wave Investments LLC 4 - 2024-03-31 142,814 $15,781,000 -1,012
   OXFORD FINANCIAL GROUP LTD 18 - 2024-03-31 140,550 $15,531,000 -11,734
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 368 - 2024-03-31 136,458 $15,079,000 -11,788
   COMERICA BANK 299 - 2024-03-31 135,220 $14,942,000 -21,130
   WADDELL & ASSOCIATES LLC 13 - 2024-03-31 134,209 $14,830,000 -23,257
   Private Advisor Group LLC 201 - 2024-03-31 117,812 $13,018,000 -3,135
   DORVAL Corp 7 - 2024-03-31 117,953 $12,680,000 -103
   FIFTH THIRD BANCORP 221 - 2024-03-31 114,058 $12,603,000 -9,082
   MANCHESTER CAPITAL MANAGEMENT LLC 11 - 2024-03-31 112,144 $12,392,000 -4,107
   STIFEL FINANCIAL CORP 730 - 2024-03-31 110,592 $12,221,000 -30,467
   Cetera Investment Advisers 152 - 2024-03-31 109,704 $12,122,000 -51,276
   WMS PARTNERS, LLC 22 - 2024-03-31 105,122 $11,616,000 -18,163
   MONETA GROUP INVESTMENT ADVISORS INC 67 - 2023-12-31 110,754 $11,394,000 -629
   WAGNER CAPITAL MANAGEMENT CORP 30 - 2024-03-31 84,618 $9,350,000 -4,656
   NYL Investors LLC 13 - 2024-03-31 83,800 $9,260,000 -7,100
   Heritage Wealth Advisors 36 - 2024-03-31 56,561 $9,212,000 -131,192
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 191 - 2024-03-31 83,170 $9,190,000 -1,998
   Newman & Schimel LLC 7 - 2022-12-31 105,814 $9,120,000 -25,033
   Newton One Investments LLC 9 - 2024-03-31 80,952 $8,945,000 -15
   BANK OF MONTREAL /CAN/ 904 - 2024-03-31 76,264 $8,436,000 -262,105
   Ameliora Wealth Management Ltd. 7 - 2024-03-31 74,104 $8,188,000 -2,248
   Financial Symmetry Inc 3 - 2024-03-31 72,108 $7,968,000 -2,416
   SEVEN POST INVESTMENT OFFICE LP 14 - 2024-03-31 70,931 $7,838,000 -969
   ATLAS CAPITAL ADVISORS LLC 21 - 2024-03-31 69,333 $7,661,000 -173,705
   GREAT VALLEY ADVISOR GROUP INC. 108 - 2024-03-31 68,978 $7,622,000 -3,237
   SECURITY NATIONAL BANK OF SO DAK 3 - 2024-03-31 67,823 $7,494,000 -8,009
   BLACKROCK INC. 3363 - 2024-03-31 66,944 $7,397,000 -45,587
   Sequoia Financial Advisors LLC 162 - 2024-03-31 64,945 $7,176,000 -6,599
   Investments & Financial Planning LLC 6 - 2024-03-31 64,433 $7,120,000 -1,176
   Banco Santander S.A. 150 - 2024-03-31 63,797 $7,050,000 -35,465
   UNIVERSITY OF CHICAGO 3 - 2024-03-31 60,819 $6,721,000 -20,414
   Compass Ion Advisors LLC 18 - 2024-03-31 58,880 $6,506,000 -1,602
   FIDUCIARY TRUST CO 133 - 2024-03-31 58,237 $6,435,000 -1,870
   BB&T CORP 790 - 2024-03-31 57,383 $6,341,000 -29,443
   MYECFO LLC 6 - 2024-03-31 55,272 $6,108,000 -170
   SNS Financial Group LLC 28 - 2024-03-31 50,125 $5,539,000 -3,826
   Capitolis Liquid Global Markets LLC 99 - 2024-03-31 50,000 $5,525,000 -50,000
   CITADEL ADVISORS LLC 1637 - 2024-03-31 48,789 $5,391,000 -19,359
   Catalytic Wealth RIA LLC 19 - 2024-03-31 48,686 $5,380,000 -1,229
   CIBC WORLD MARKETS INC. 405 - 2024-03-31 45,586 $5,037,000 -1,218
   Beacon Pointe Advisors LLC 287 - 2024-03-31 45,500 $5,028,000 -5,123
   RWM Asset Management LLC 44 - 2024-03-31 45,248 $5,000,000 -609
   DARK FOREST CAPITAL MANAGEMENT LP 14 - 2024-03-31 44,702 $4,940,000 -64,896
   Arbor Investment Advisors LLC 22 - 2024-03-31 43,598 $4,818,000 -2,804
   NATIXIS ASSET MANAGEMENT ADVISORS LP 817 - 2024-03-31 41,371 $4,571,000 -13,559
   ANCORA ADVISORS, LLC 168 - 2024-03-31 41,291 $4,563,000 -3,415
   Leonard Rickey Investment Advisors P.L.L.C. 17 - 2024-03-31 40,130 $4,434,000 -1,834
   TWIN FOCUS CAPITAL PARTNERS, LLC 33 - 2024-03-31 39,415 $4,355,000 -3,099
   Apella Capital LLC 70 - 2024-03-31 38,560 $4,242,000 -562
   CITIGROUP INC 1309 - 2024-03-31 38,040 $4,203,000 -662,308
   BAKER ELLIS ASSET MANAGEMENT LLC 53 - 2024-03-31 37,999 $4,199,000 -300
   Howard Wealth Management LLC 6 - 2024-03-31 37,607 $4,156,000 -1,133
   SilverOak Wealth Management LLC 13 - 2024-03-31 37,595 $4,154,000 -336
   Pathstone Holdings LLC 580 - 2024-03-31 36,994 $4,088,000 -5,980
   JANE STREET GROUP LLC 1519 - 2024-03-31 35,156 $3,885,000 -440,037
   Lindbrook Capital LLC 52 - 2024-03-31 35,135 $3,882,000 -422
   Toroso Investments LLC 306 - 2024-03-31 35,084 $3,877,000 -26,496
   SIGNATUREFD, LLC 86 - 2024-03-31 34,454 $3,807,000 -9,200
   MADISON WEALTH MANAGEMENT 38 - 2023-09-30 40,836 $3,805,000 -1,296
  100 Records found
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