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Get Institutions for : 
Vanguard Index Funds (VFIA.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    0
Total shares held : 
 328,103  
% of shares held : 
 3.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -158,327  
% of shares held change : 
   -1.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 5,970
 1.82%
 
Increased Positions :
15
 27,786
 8.47%
 
Unchanged Positions :
7
 25,068
 7.64%
 
Decreased Positions :
12
-186,631
-56.88%
 
Closed Positions :
3
-5,452
-1.66%
 
Guru Positions :
0
 0%
 
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
   FULTON BANK, N.A. 3 - 2024-03-31 133,561 $64,755,000 -1,298
   Linker Capital Management Inc. 1 - 2023-06-30 50,659 $20,800,000 176
   PARTNERS CAPITAL INVESTMENT GROUP LLP 30 - 2024-03-31 42,191 $20,455,000 -3,408
   SILVERCREST ASSET MANAGEMENT GROUP LLC 187 *New 2024-03-31 36,768 $17,826,000 36,768
   ARVEST TRUST CO N A 41 - 2024-03-31 27,870 $13,513,000 338
   Garde Capital Inc. 33 - 2023-12-31 19,553 $8,603,000 159
   GOFEN & GLOSSBERG LLC /IL/ 107 - 2022-12-31 23,734 $8,404,000 -321
   NORTH STAR ASSET MANAGEMENT INC 83 - 2024-03-31 12,345 $5,985,000 39
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 96 - 2024-03-31 10,387 $5,036,000 -222
   Fifth Third Wealth Advisors LLC 20 *New 2024-03-31 10,193 $4,942,000 10,193
   MOTCO 91 - 2024-03-31 9,548 $4,629,000 -576
   Williams Jones Wealth Management LLC. 136 - 2024-03-31 8,431 $4,088,000 -228
   NEVILLE RODIE & SHAW INC 76 - 2024-03-31 6,547 $3,174,000 -92
   RIVERBRIDGE PARTNERS LLC 94 - 2024-03-31 5,807 $2,815,000 -9,423
   ENCOMPASS WEALTH ADVISORS LLC 21 - 2024-03-31 4,878 $2,365,000 8
   MOODY LYNN & CO/ 86 - 2024-03-31 4,607 $2,234,000 0
   WAYNE HUMMER ASSET MANAGEMENT CO 462 - 2024-03-31 3,991 $1,935,000 -274
   CARRET ASSET MANAGEMENT 105 - 2024-03-31 3,714 $1,801,000 8
   CARDEROCK CAPITAL MANAGEMENT INC 49 - 2024-03-31 3,498 $1,696,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 59 - 2024-03-31 2,982 $1,446,000 3
   RIVERFRONT INVESTMENT GROUP, LLC 77 - 2024-03-31 2,979 $1,444,000 0
   Strategic Investment Solutions Inc. /IL 46 - 2023-12-31 2,784 $1,225,000 -153,483
   BRAUN STACEY ASSOCIATES INC 99 - 2024-03-31 2,470 $1,197,000 8
   PAUL A. VIOLICH INC 63 - 2024-03-31 2,057 $997,000 462
   Blueprint Investment Partners LLC 55 *New 2024-03-31 1,857 $901,000 1,857
   ROTHSCHILD INVESTMENT CORP /IL 212 - 2023-09-30 2,140 $847,000 -986
   Coston McIsaac & Partners 53 - 2024-03-31 1,742 $844,000 -66
   CHICKASAW CAPITAL MANAGEMENT LLC 57 - 2024-03-31 1,720 $834,000 -437
   STEWART & PATTEN CO LLC 49 - 2024-03-31 1,677 $813,000 -20
   Grassi Investment Management 88 - 2024-03-31 1,415 $686,000 -3
   Ethos Financial Group LLC 98 - 2024-03-31 1,390 $674,000 22
   Grey Fox Wealth Advisors LLC 50 - 2024-03-31 1,181 $572,000 8
   WALLINGTON ASSET MANAGEMENT LLC 53 - 2024-03-31 1,158 $561,000 0
   NORTH POINT PORTFOLIO MANAGERS CORP/OH 48 - 2024-03-31 1,128 $547,000 0
   SEQUENT ASSET MANAGEMENT, LLC 37 - 2024-03-31 1,104 $535,000 0
   OBrien Greene & Co. Inc 107 - 2024-03-31 653 $317,000 0
   TUCKER ASSET MANAGEMENT LLC 87 - 2023-12-31 614 $270,000 -4
   Constant Guidance Financial LLC 44 *New 2024-03-31 510 $246,000 510
   ROWLAND & CO INVESTMENT COUNSEL/ADV 143 - 2024-03-31 353 $171,000 1
   Financial Gravity Wealth Inc. 134 *New 2024-03-31 272 $132,000 272
   GROVE CREEK ASSET MANAGEMENT 143 - 2024-03-31 269 $130,000 -32
   Livelsberger Financial Advisory 67 - 2023-12-31 213 $94,000 0
   Game Plan Financial Advisors LLC 151 - 2024-03-31 44 $21,000 0
   PSI Advisors LLC 451 - 2024-03-31 24 $12,000 -357
   VIMA LLC 236 *New 2024-03-31 24 $9,000 24
   Main Street Group LTD 708 *Closed 2024-03-31 0 $0 -2,325
   HEMENWAY TRUST CO LLC 131 *Closed 2024-03-31 0 $0 -3,565
   Trivant Custom Portfolio Group LLC 211 *Closed 2024-03-31 0 $0 -22
   ORG Partners LLC 1159 *Closed 2024-03-31 0 $0 -722
   DIVIDEND GROWTH ADVISORS LLC 425 *Closed 2024-03-31 0 $0 -1,469
  50 Records found
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