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Get Institutions for : 
Vanguard Health Care Vipers (VHT)  
$267.11 0.12 (0.04%) as of 4:30 Fri 5/17


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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  : 
30.28 (12.79%)  




 
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
   UBS Group AG 173 - 2024-03-31 1,335,518 $361,284,000 45,589
   Green Harvest Asset Management LLC 5 - 2024-03-31 1,030,954 $278,893,000 30,055
   WELLS FARGO & CO/MN 257 - 2024-03-31 911,296 $246,524,000 60,750
   Harel Insurance Investments & Financial Services L - 2024-03-31 759,229 $205,387,000 0
   EVERETT HARRIS & CO /CA/ 8 - 2024-03-31 751,489 $203,293,000 -3,402
   LPL FINANCIAL CORP 182 - 2024-03-31 678,294 $183,492,000 4,385
   AMERIPRISE FINANCIAL INC 388 - 2024-03-31 601,686 $162,744,000 3,331
   Beacon Capital Management Inc. 10 - 2024-03-31 605,763 $162,454,000 582,503
   ROYAL BANK OF CANADA 364 - 2024-03-31 562,541 $152,179,000 55,791
   ENVESTNET ASSET MANAGEMENT INC 346 - 2024-03-31 516,632 $139,759,000 291,621
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78 - 2024-03-31 464,994 $125,806,000 22,292
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 166 - 2024-03-31 302,359 $81,794,000 22,630
   JANNEY MONTGOMERY SCOTT LLC 87 - 2024-03-31 295,311 $79,888,000 883
   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
   PNC FINANCIAL SERVICES GROUP INC 259 - 2024-03-31 194,917 $52,729,000 4,824
   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
   ARMSTRONG ADVISORY GROUP INC 6 - 2024-03-31 184,028 $46,136,000 0
   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
   FINANCIAL NETWORK 99 - 2024-03-31 151,025 $40,855,000 37,142
   INVICTUS PRIVATE WEALTH LLC 7 - 2024-03-31 143,313 $38,769,000 1,807
   AGF MANAGEMENT LTD 126 - 2024-03-31 142,662 $38,593,000 4,156
   MULTIFINANCIAL SECURITIES CORP 70 - 2024-03-31 140,593 $38,033,000 56,692
   Allied Investment Advisors LLC 1 - 2024-03-31 131,267 $35,510,000 4,009
   MML INVESTORS SERVICES LLC 168 - 2024-03-31 124,836 $33,771,000 -1,979
   HPM Partners LLC 210 - 2024-03-31 121,701 $32,922,000 5,589
   HIGHTOWER ADVISORS, LLC 363 - 2024-03-31 112,380 $30,400,000 -9,050
   PEAPACK GLADSTONE FINANCIAL CORP 60 - 2024-03-31 107,781 $29,157,000 578
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 229 - 2023-09-30 121,024 $28,453,000 3,287
   KCM INVESTMENT ADVISORS LLC 30 - 2024-03-31 105,169 $28,450,000 1,331
   FIRST MANHATTAN CO 87 - 2024-03-31 98,548 $26,662,000 1,500
   Rockefeller Capital Management L.P. 267 - 2024-03-31 93,124 $25,192,000 2,609
   MCCORMACK ADVISORS INTERNATIONAL 82 - 2024-03-31 92,771 $25,096,000 16,862
   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
   Aprio Wealth Management LLC 4 - 2024-03-31 82,753 $22,386,000 18,908
   Main Management LLC 15 - 2024-03-31 82,647 $22,358,000 -9
   BB&T CORP 386 - 2024-03-31 81,497 $22,047,000 1,972
   H D Vest Advisory Services 85 - 2024-03-31 80,585 $21,800,000 10,237
   Stratos Wealth Partners LTD. 51 - 2024-03-31 76,208 $20,616,000 5,550
   WAGNER CAPITAL MANAGEMENT CORP 8 - 2024-03-31 75,249 $20,356,000 -1,590
   Atria Wealth Solutions Inc. 98 - 2024-03-31 70,603 $19,100,000 35,817
   GOLDMAN SACHS GROUP INC/ 1576 - 2024-03-31 70,565 $19,089,000 34,842
   Marotta Asset Management 8 - 2024-03-31 70,299 $19,017,000 -2,111
   EverSource Wealth Advisors LLC 9 - 2024-03-31 73,927 $18,533,000 0
   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
   CHAI TRUST CO LLC 10 - 2024-03-31 56,855 $15,380,000 2,702
   STRATEGIC POINT INVESTMENT ADVISORS LLC 15 - 2024-03-31 56,448 $15,270,000 371
   Oakmont Partners LLC 58 - 2024-03-31 54,782 $14,819,000 -132
   Integrated Wealth Concepts LLC 116 - 2024-03-31 53,095 $14,364,000 638
   Wheelhouse Advisory Group LLC 2 - 2024-03-31 51,687 $13,982,000 2,834
   EDMOND DE ROTHSCHILD HOLDING S.A. 106 - 2024-03-31 51,503 $13,933,000 0
   Federation des caisses Desjardins du Quebec 175 - 2024-03-31 49,314 $13,340,000 0
   Baird Financial Group Inc. 422 - 2024-03-31 46,106 $12,473,000 438
   BANK OF NOVA SCOTIA / 355 - 2024-03-31 45,517 $12,313,000 -775
   Lido Advisors LLC 138 - 2024-03-31 43,033 $11,641,000 3,469
   Private Advisor Group LLC 231 - 2024-03-31 42,270 $11,435,000 4,236
   Ratio Wealth Group 19 - 2024-03-31 41,752 $11,295,000 670
   New England Private Wealth Advisors LLC 13 - 2024-03-31 41,266 $11,094,000 827
   Wealth Management Solutions LLC 4 - 2023-09-30 47,169 $11,089,000 -1,826
   ATLAS CAPITAL ADVISORS LLC 11 - 2024-03-31 39,867 $10,785,000 5,485
   Adaptive Financial Consulting LLC 9 - 2024-03-31 39,624 $10,719,000 325
   Connectus Wealth LLC 79 - 2024-03-31 38,602 $10,443,000 -4,204
   COMERICA BANK 403 - 2024-03-31 38,565 $10,433,000 4,183
   MASSMUTUAL TRUST CO FSB/ADV 78 - 2024-03-31 37,999 $10,279,000 17
   Zurich Insurance Group Ltd/FI 122 - 2024-03-31 38,963 $10,197,000 0
   PFG Investments LLC 22 - 2024-03-31 36,826 $9,962,000 33,379
   CI Private Wealth LLC 533 - 2024-03-31 35,388 $9,573,000 -16,047
   Simplicity WealthLLC 89 *New 2024-03-31 34,804 $9,415,000 34,804
   Bleakley Financial Group LLC 72 - 2024-03-31 34,804 $9,415,000 6,224
   Laurel Wealth Advisors Inc. 19 - 2022-12-31 37,915 $9,405,000 -103
   FMR LLC 1810 - 2024-03-31 34,388 $9,303,000 2,453
   LM Advisors LLC 13 - 2024-03-31 35,306 $9,227,000 -1,212
   FOCUS FINANCIAL NETWORK INC /ADV 66 - 2023-12-31 35,498 $8,899,000 0
   Royal Fund Management LLC 20 - 2024-03-31 32,700 $8,863,000 723
   Focus Financial Network Inc. 46 - 2024-03-31 34,845 $8,810,000 0
   CITADEL ADVISORS LLC 1308 - 2024-03-31 32,479 $8,786,000 16,460
   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
   TD Waterhouse Canada Inc. 201 - 2024-03-31 32,167 $8,595,000 97
   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
   Ballast Inc. 13 - 2024-03-31 30,508 $8,253,000 344
   Invst LLC 29 - 2023-12-31 30,879 $8,126,000 30,879
   Envestnet Portfolio Solutions Inc. 272 - 2024-03-31 29,911 $8,092,000 26,427
   PRINCIPAL SECURITIES INC. 80 - 2024-03-31 29,840 $8,072,000 565
   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
  100 Records found
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