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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
   SILVERCREST ASSET MANAGEMENT GROUP LLC 853 *Closed 2024-03-31 0 $0 -813
   Tradition Wealth Management LLC 541 *Closed 2024-03-31 0 $0 -531
   IFG Advisory LLC 370 *Closed 2024-03-31 0 $0 -2,089
   Rockbridge Investment Management LCC 172 *Closed 2024-03-31 0 $0 -340
   Lehman & Derafelo Financial Resources LLC 118 *Closed 2022-12-31 0 $0 -183
   Sargent Investment Group LLC 202 *Closed 2024-03-31 0 $0 -915
   Meridian Wealth Management LLC 220 *Closed 2024-03-31 0 $0 -2,364
   BALANCED WEALTH GROUP LLC 71 *Closed 2024-03-31 0 $0 -824
   Toroso Investments LLC 1639 *Closed 2024-03-31 0 $0 -6,556
   Ten Capital Wealth Advisors LLC 249 *Closed 2023-06-30 0 $0 -38
   SPINNAKER TRUST 277 *Closed 2024-03-31 0 $0 -899
   V Wealth ManagementLLC 163 *Closed 2023-09-30 0 $0 -11,365
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -7,426
   Secure Asset Management LLC 249 *Closed 2024-03-31 0 $0 -1,641
   CREDIT SUISSE/ 2929 *Closed 2024-03-31 0 $0 -5,100
   Concord Wealth Partners 840 *Closed 2024-03-31 0 $0 -1
   Arete Wealth Advisors LLC 518 *Closed 2024-03-31 0 $0 -1,414
   Oakworth Capital Inc. 676 *Closed 2024-03-31 0 $0 -199
   Inscription Capital LLC 216 *Closed 2024-03-31 0 $0 -3,716
   JANUS HENDERSON GROUP PLC 2565 *Closed 2024-03-31 0 $0 -15,669
   COREPATH WEALTH PARTNERS LLC 30 *Closed 2024-03-31 0 $0 -2,320
   OAK HILL WEALTH ADVISORS LLC 67 *Closed 2024-03-31 0 $0 -919
   INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD 164 *Closed 2024-03-31 0 $0 -919
   FAIRFIELD RESEARCH CORP 444 *Closed 2024-03-31 0 $0 -3
   Idaho Trust Bank 111 *Closed 2024-03-31 0 $0 -5,255
   Summit Global Investments *Closed 2024-03-31 0 $0 -21,494
   WCG Wealth Advisors LLC 270 *Closed 2024-03-31 0 $0 -13,899
   MAYPORT LLC 84 *Closed 2024-03-31 0 $0 -875
   Level Financial Advisors Inc. 186 *Closed 2024-03-31 0 $0 -177
   Cardinal Point Wealth Management Partners LLC 83 *Closed 2023-03-31 0 $0 -813
   LJI Wealth Management LLC 176 *Closed 2024-03-31 0 $0 -3,093
   TACONIC CAPITAL ADVISORS LP 126 *Closed 2024-03-31 0 $0 -8,000
   RICHARD C YOUNG & CO LTD 79 *Closed 2024-03-31 0 $0 -1,711
   HEAD & ASSOCIATES LLC 585 *Closed 2023-12-31 0 $0 -59
   BKM Wealth Management LLC 533 *Closed 2024-03-31 0 $0 -10
   FISCHER INVESTMENT STRATEGIES LLC 25 *Closed 2024-03-31 0 $0 -915
   Scissortail Wealth Management LLC 209 *Closed 2024-03-31 0 $0 -973
   Comprehensive Financial Consultants Institutional 162 *Closed 2024-03-31 0 $0 -1,279
   SageView Advisory Group LLC 818 *Closed 2024-03-31 0 $0 -7,274
   SILVER OAK SECURITIES Inc 538 *Closed 2024-03-31 0 $0 -1,059
   TD CAPITAL MANAGEMENT LLC 542 *Closed 2024-03-31 0 $0 -215
   Annapolis Financial Services LLC 471 *Closed 2024-03-31 0 $0 -6
   Perigon Wealth Management LLC 901 *Closed 2024-03-31 0 $0 -6,510
   Alera Investment Advisors LLC 181 *Closed 2024-03-31 0 $0 -1,605
   Rinkey Investments 74 *Closed 2024-03-31 0 $0 -1,886
   Ethos Financial Group LLC 248 *Closed 2024-03-31 0 $0 -1,558
   TRANSAMERICA FINANCIAL ADVISORS, INC. 659 *Closed 2024-03-31 0 $0 -1
   Joule Financial LLC 113 *Closed 2024-03-31 0 $0 -5,373
   Banco Santander S.A. 468 *Closed 2024-03-31 0 $0 -1,240
   Truvestments Capital LLC 765 *Closed 2024-03-31 0 $0 -48

  50 Records found
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