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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$486.69 0.72 (0.15%) as of 4:30 Fri 5/17


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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  : 
77.29 (18.88%)  




 
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
   VANGUARD GROUP INC 66 - 2024-03-31 25,386,297 $12,203,193,000 2,546,192
   RAYMOND JAMES & ASSOCIATES 1 - 2024-03-31 23,007,404 $11,059,659,000 -196,444
   BANK OF AMERICA CORP /DE/ 9 - 2024-03-31 22,568,819 $10,848,831,000 732,502
   J P MORGAN CHASE & CO 12 - 2024-03-31 21,245,952 $10,212,930,000 10,393,926
   MORGAN STANLEY 16 - 2024-03-31 19,514,638 $9,380,687,000 1,410,460
   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
   Acorns Advisers LLC 1 - 2024-03-31 7,946,634 $3,819,947,000 67,623
   WELLS FARGO & CO/MN 41 - 2024-03-31 4,383,615 $2,107,204,000 166,372
   LPL FINANCIAL CORP 13 - 2024-03-31 3,947,444 $1,897,536,000 47,233
   BANK OF NEW YORK MELLON CORP 50 - 2024-03-31 3,915,821 $1,882,335,000 -3,759
   AMERIPRISE FINANCIAL INC 31 - 2024-03-31 3,910,664 $1,880,312,000 55,891
   MERCER GLOBAL ADVISORS INC /ADV 2 - 2024-03-31 3,672,746 $1,765,989,000 431,734
   ROYAL BANK OF CANADA 48 - 2024-03-31 3,474,726 $1,670,300,000 564,482
   HPM Partners LLC 1 - 2024-03-31 3,307,620 $1,584,422,000 -5,570,375
   UBS Group AG 30 - 2024-03-31 3,232,399 $1,553,814,000 158,821
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 3 - 2024-03-31 3,182,670 $1,529,910,000 76,943
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3 - 2024-03-31 3,021,932 $1,452,643,000 99,259
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 4 - 2024-03-31 2,827,650 $1,359,251,000 0
   BB&T CORP 7 - 2024-03-31 2,388,344 $1,148,077,000 107,347
   E-L Financial Corp Ltd 1 - 2024-03-31 1,654,272 $1,076,468,000 615
   Envestnet Portfolio Solutions Inc. 4 - 2024-03-31 2,115,753 $1,017,043,000 -76,913
   WOLVERINE TRADING LLC 3 - 2024-03-31 2,088,228 $1,003,811,000 499,089
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 5 - 2024-03-31 2,046,764 $983,879,000 77,415
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1 - 2024-03-31 1,927,563 $926,580,000 27,597
   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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 76 - 2024-03-31 1,610,690 $774,259,000 47,831
   JONES FINANCIAL COMPANIES LLLP 25 - 2024-03-31 1,449,445 $696,748,000 220,199
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21 - 2024-03-31 1,422,769 $683,952,000 117,978
   STIFEL FINANCIAL CORP 19 - 2024-03-31 1,415,516 $680,465,000 11,722
   Pathstone Holdings LLC 4 - 2024-03-31 1,391,777 $669,032,000 43,575
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1 - 2024-03-31 1,371,080 $659,078,000 221,382
   JMG FINANCIAL GROUP, LTD. 1 - 2024-03-31 1,319,172 $634,126,000 13,242
   COMMONWEALTH EQUITY SERVICES LLC. 12 - 2024-03-31 1,291,642 $620,893,000 48,569
   GLENMEDE TRUST CO NA 3 - 2024-03-31 1,283,551 $617,003,000 14,540
   CREATIVE PLANNING 32 - 2024-03-31 1,223,669 $588,218,000 135,659
   Gibson Wealth Advisors LLC 3 - 2022-12-31 1,638,171 $578,703,000 1,609,692
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 25 - 2024-03-31 1,193,977 $573,945,000 -64,966
   ANGELES INVESTMENT ADVISORS, LLC 1 - 2024-03-31 1,184,129 $569,211,000 21,210
   CI Private Wealth LLC 12 - 2024-03-31 1,152,414 $553,964,000 -31,805
   Systematic Alpha Investments LLC 1 - 2024-03-31 1,132,544 $544,414,000 0
   Sontag Advisory LLC 2 - 2024-03-31 1,125,075 $540,824,000 -18,565
   FFT WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,121,847 $539,272,000 853,635
   SCHRODER INVESTMENT MANAGEMENT GROUP 32 - 2024-03-31 1,092,843 $525,330,000 -6,905
   PATHSTONE FAMILY OFFICE, LLC 4 - 2023-09-30 1,323,617 $519,787,000 1,183,946
   Rockefeller Capital Management L.P. 6 - 2024-03-31 1,023,483 $491,989,000 214,532
   CAPTRUST FINANCIAL ADVISORS 8 - 2024-03-31 1,022,710 $491,617,000 96,557
   Call To Action Foundation 1 - 2024-03-31 999,481 $480,451,000 3,210
   Advisor Group Holdings Inc. 10 - 2024-03-31 984,612 $473,448,000 -915,646
   COLONY GROUP, LLC 2 - 2024-03-31 962,808 $462,822,000 92,364
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1 - 2024-03-31 960,293 $461,613,000 40,941
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 1 - 2024-03-31 958,896 $460,941,000 20,996
   Clal Insurance Enterprises Holdings Ltd 5 - 2024-03-31 939,657 $451,693,000 863,287
   GELLER FAMILY OFFICE SERVICES LLC 1 - 2024-03-31 921,866 $443,141,000 87,904
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 1 - 2024-03-31 918,889 $441,710,000 44,102
   Analyst IMS Investment Management Services Ltd. 2 - 2024-03-31 917,151 $440,875,000 200,167
   Kensington Asset Management LLC 2 - 2024-03-31 912,170 $438,480,000 0
   MARSHALL WACE LLP 16 *New 2024-03-31 900,000 $432,630,000 900,000
   TIAA TRUST NATIONAL ASSOCIATION 19 - 2024-03-31 881,548 $423,760,000 12,520
   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
   Baird Financial Group Inc. 23 - 2024-03-31 845,469 $406,417,000 3,086
   FIFTH THIRD BANCORP 10 - 2024-03-31 815,646 $392,081,000 -18,692
   Summit Trail Advisors LLC 2 - 2024-03-31 815,493 $392,008,000 77,804
   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
   DIVERSIFIED TRUST CO 1 - 2024-03-31 757,526 $364,143,000 49,799
   Nicholas Hoffman & Company LLC. 1 - 2024-03-31 737,599 $354,564,000 145,880
   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
   FINANCIAL NETWORK 4 - 2024-03-31 707,333 $340,015,000 59,274
   TEACHER RETIREMENT SYSTEM OF TEXAS 6 - 2024-03-31 704,609 $338,706,000 0
   Federation des caisses Desjardins du Quebec 4 - 2024-03-31 697,534 $335,213,000 0
   MARINER WEALTH ADVISORS, LLC 23 - 2024-03-31 691,413 $332,362,000 71,179
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1 - 2024-03-31 688,588 $331,004,000 5,404
   TORCHMARK CORP 1 - 2024-03-31 688,183 $330,810,000 -35,000
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 11 - 2024-03-31 686,520 $330,010,000 0
   Atlantic Trust Group LLC 43 - 2024-03-31 670,492 $321,883,000 -4,798
   GenTrust LLC 1 - 2024-03-31 646,405 $310,727,000 81,195
   HOLLENCREST SECURITIES LLC 1 - 2024-03-31 646,330 $310,691,000 505,545
   KEYBANK NATIONAL ASSOCIATION/OH 15 - 2024-03-31 638,341 $306,851,000 83,936
   NORTHERN TRUST CORP 336 - 2024-03-31 614,608 $295,442,000 253,681
   COLONY GROUP LLC 2 - 2023-09-30 749,280 $294,242,000 20,083
   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
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 1 - 2024-03-31 581,926 $279,732,000 19,569
   MML INVESTORS SERVICES LLC 11 - 2024-03-31 576,400 $277,076,000 40,113
   Merit Financial Group LLC 1 - 2024-03-31 585,792 $275,310,000 -11,523
   SUN LIFE FINANCIAL INC 3 - 2024-03-31 571,669 $274,801,000 536,635
   VALMARK ADVISERS INC 5 - 2024-03-31 557,664 $268,069,000 -15,477
   Wealthfront Advisers LLC 20 - 2024-03-31 555,170 $266,870,000 48,616
   State of Tennessee Treasury Department 17 - 2024-03-31 543,639 $261,327,000 0
   FIERA SCEPTRE INC. 35 - 2024-03-31 534,883 $257,118,000 5,891
   M&T BANK CORP 21 - 2024-03-31 531,947 $255,707,000 -5,986
  100 Records found
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