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Get Institutions for : 
Vanguard Materials VIPERS (VAW)  
$195.39 0.92 (0.47%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 342    8
Total shares held : 
5,999,988  
% of shares held : 
4.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -45  
Amount of shares held : 
-1,892,012  
% of shares held change : 
  -1.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$170.23  
Last Quarter's Ending Price : 
$189.94  
Last Quarter's Average Price
$175.54  
Change from last quarter's     
avg. price to the last closing  : 
19.85 (11.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 19,988
 0.33%
 
Increased Positions :
97
 220,825
 3.68%
 
Unchanged Positions :
91
 160,764
 2.68%
 
Decreased Positions :
134
-2,094,550
-34.91%
 
Closed Positions :
28
-38,275
-0.64%
 
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
   ANCORA ADVISORS, LLC 140 - 2023-12-31 31,552 $5,993,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 24 - 2023-12-31 15,642 $2,971,000 0
   Sierra Capital LLC 45 - 2023-12-31 10,398 $1,975,000 0
   Prairiewood Capital LLC 22 - 2024-03-31 8,708 $1,780,000 0
   Global Retirement Partners LLC 287 - 2024-03-31 7,257 $1,483,000 0
   Pathway Financial Advisors LLC 35 - 2024-03-31 7,240 $1,480,000 0
   Versant Capital Management Inc 49 - 2024-03-31 5,094 $1,041,000 0
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 4,853 $922,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 485 - 2023-12-31 4,553 $865,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 290 - 2023-12-31 4,037 $767,000 0
   KOCHIS FITZ/QUINTILE LLC 175 - 2024-03-31 2,995 $612,000 0
   MATHER GROUP, INC. 301 - 2024-03-31 3,135 $595,000 0
   TIAA FSB 399 - 2023-06-30 2,998 $546,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 320 - 2023-12-31 2,830 $538,000 0
   Alliance Wealth Advisors LLC 57 - 2024-03-31 2,595 $530,000 0
   WNY Asset Management LLC 145 - 2023-12-31 2,520 $479,000 0
   WHITTIER TRUST CO 487 - 2023-12-31 2,460 $467,000 0
   Yoder Wealth Management Inc. 61 - 2024-03-31 2,172 $444,000 0
   BNC WEALTH MANAGEMENT LLC 73 - 2024-03-31 1,996 $408,000 0
   COLLECTIVE FAMILY OFFICE LLC 123 - 2024-03-31 1,981 $405,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 284 - 2023-12-31 1,751 $333,000 0
   Brandywine Oak Private Wealth LLC 179 - 2023-12-31 1,702 $323,000 0
   Heritage Investment Group Inc. 68 - 2023-12-31 1,700 $323,000 0
   WASHINGTON TRUST BANK 182 - 2023-12-31 1,670 $317,000 0
   CWA Asset Management Group LLC 329 - 2023-12-31 1,582 $301,000 0
   Ropes Wealth Advisors LLC 219 - 2023-09-30 1,605 $277,000 0
   Capasso Planning Partners LLC 93 - 2024-03-31 1,285 $263,000 0
   AYRSHIRE ASSOCIATES INC 158 - 2023-12-31 1,350 $256,000 0
   Norwood Financial Corp 61 - 2024-03-31 1,184 $242,000 0
   Simmons Bank 306 - 2023-12-31 1,228 $233,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 129 - 2024-03-31 1,135 $232,000 0
   JOHN G ULLMAN & ASSOCIATES INC 155 - 2023-12-31 1,200 $228,000 0
   Csenge Advisory Group 599 - 2023-12-31 1,190 $226,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 879 - 2023-12-31 1,000 $190,000 0
   Colonial Trust Co / SC 273 - 2023-12-31 1,000 $190,000 0
   PORTFOLIO 21 INVESTMENTS 53 - 2024-03-31 700 $143,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 604 - 2023-12-31 556 $106,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 482 - 2023-12-31 515 $98,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 510 $97,000 0
   CARDIFF PARK ADVISORS LLC 264 - 2023-12-31 511 $97,000 0
   ARMSTRONG ADVISORY GROUP INC 284 - 2024-03-31 410 $78,000 0
   Davis Capital Management 103 - 2024-03-31 378 $77,000 0
   HARBOUR INVESTMENTS INC. 1254 - 2023-12-31 399 $76,000 0
   Life Planning Partners Inc 88 - 2023-12-31 388 $74,000 0
   BELLEVUE ASSET MANAGEMENT LLC 120 - 2024-03-31 350 $72,000 0
   HARBOR INVESTMENT ADVISORY LLC 529 - 2024-03-31 317 $65,000 0
   DEUTSCHE BANK AG 3286 - 2023-12-31 341 $65,000 0
   MONTAG A & ASSOCIATES INC 587 - 2023-12-31 240 $46,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 195 $37,000 0
   HANSON MCCLAIN, INC. 1419 - 2024-03-31 182 $37,000 0
   Concord Wealth Partners 398 - 2023-12-31 187 $36,000 0
   WASHINGTON TRUST CO 481 - 2024-03-31 175 $36,000 0
   BIDWELL C M & ASSOCIATES LTD/ 244 - 2023-12-31 185 $35,000 0
   First PREMIER Bank 241 - 2024-03-31 151 $31,000 0
   NBT BANK N A /NY 429 - 2024-03-31 131 $27,000 0
   HOLLENCREST SECURITIES LLC 603 - 2023-12-31 125 $24,000 0
   GPS Wealth Strategies Group LLC 680 - 2023-12-31 108 $21,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1370 - 2023-12-31 100 $19,000 0
   Gould Capital LLC 133 - 2023-12-31 100 $19,000 0
   IAG Wealth Partners LLC 275 - 2024-03-31 67 $14,000 0
   ST GERMAIN D J CO INC 531 - 2024-03-31 65 $13,000 0
   Geneos Wealth Management Inc. - 2023-12-31 67 $13,000 0
   Northwest Capital Management Inc 361 - 2024-03-31 62 $13,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 632 - 2024-03-31 52 $11,000 0
   Missouri Trust & Investment Co 295 - 2023-12-31 56 $11,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 517 - 2024-03-31 49 $10,000 0
   Efficient Wealth Management LLC - 2023-12-31 52 $10,000 0
   Ameliora Wealth Management Ltd. 173 - 2024-03-31 51 $10,000 0
   Sargent Bickham Lagudis LLC 725 - 2022-12-31 52 $9,000 0
   BARRETT & COMPANY INC. 426 - 2024-03-31 44 $9,000 0
   Mascoma Wealth Management LLC - 2023-12-31 40 $8,000 0
   Bogart Wealth LLC 674 - 2024-03-31 40 $8,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 307 - 2023-12-31 43 $8,000 0
   Laurel Wealth Advisors LLC 418 - 2023-12-31 39 $7,000 0
   Red Cedar Capital LLC 139 - 2022-12-31 41 $7,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 770 - 2022-12-31 39 $7,000 0
   FinTrust Capital Advisors LLC 856 - 2023-12-31 37 $7,000 0
   Salomon & Ludwin LLC 536 - 2023-12-31 42 $7,000 0
   Hartland & Co. LLC 1136 - 2023-12-31 32 $6,000 0
   Founders Financial Alliance LLC 462 - 2023-12-31 32 $6,000 0
   SOA Wealth Advisors LLC. 595 - 2024-03-31 27 $6,000 0
   Lumature Wealth Partners LLC 340 - 2023-06-30 32 $6,000 0
   PSI Advisors LLC 562 - 2024-03-31 30 $6,000 0
   NATIONAL BANK OF CANADA /FI/ 2116 - 2023-12-31 25 $5,000 0
   Venturi Wealth Management LLC 1115 - 2024-03-31 20 $4,000 0
   PrairieView Partners LLC - 2023-12-31 9 $2,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1555 - 2023-12-31 6 $1,000 0
   GLENMEDE TRUST CO NA 1291 - 2023-12-31 4 $1,000 0
   Covestor Ltd 1985 - 2023-12-31 4 $1,000 0
   Sanctuary Wealth Management L.L.C. 246 - 2023-12-31 6 $1,000 0
   Balentine LLC 573 - 2023-12-31 6 $1,000 0
   Sound Income Strategies LLC 1202 - 2024-03-31 5 $1,000 0
   KB FINANCIAL PARTNERS LLC 577 - 2023-09-30 7 $1,000 0
   Financial Gravity Wealth Inc. 974 - 2023-12-31 0 $0 0

  94 Records found
  1    
  Page 1 of 1
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