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Get Institutions for : 
Vanguard Small Cap Gr VIPERS (VBK)  
$244.19 0.44 (0.18%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 897    14
Total shares held : 
 35,433,359  
% of shares held : 
 67.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   149  
Amount of shares held : 
 1,323,957  
% of shares held change : 
   2.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $212.15  
Last Quarter's Ending Price : 
 $241.77  
Last Quarter's Average Price : 
 $217.07  
Change from last quarter's     
avg. price to the last closing  : 
27.12 (12.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 414,654
 1.17%
 
Increased Positions :
385
 2,655,331
 7.49%
 
Unchanged Positions :
204
 633,283
 1.79%
 
Decreased Positions :
250
-1,522,003
-4.3%
 
Closed Positions :
44
-224,025
-0.63%
 
Guru Positions :
2
6,436
 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
   BANK OF AMERICA CORP /DE/ 121 - 2023-12-31 6,557,646 $1,585,442,000 909,349
   JONES FINANCIAL COMPANIES LLLP 24 - 2023-12-31 2,593,410 $627,009,000 -34,187
   MORGAN STANLEY 430 - 2023-12-31 1,916,263 $463,295,000 26,853
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 18 - 2023-12-31 1,341,387 $324,307,000 47,612
   CI Private Wealth LLC 54 - 2023-12-31 881,291 $213,070,000 33,321
   PNC FINANCIAL SERVICES GROUP INC 104 - 2023-12-31 841,676 $203,492,000 -193,928
   SEI INVESTMENTS CO 61 - 2023-12-31 777,308 $187,929,000 13,995
   MATHER GROUP, INC. 9 - 2024-03-31 770,687 $186,329,000 -2,540
   UBS Group AG 259 - 2023-12-31 766,406 $185,294,000 3,310
   ENVESTNET ASSET MANAGEMENT INC 267 - 2023-12-31 738,462 $178,538,000 -243,732
   WELLS FARGO & CO/MN 323 - 2023-12-31 662,975 $160,287,000 35,168
   LPL FINANCIAL CORP 197 - 2023-12-31 608,566 $147,133,000 -3,287
   RSM US WEALTH MANAGEMENT LLC 5 - 2023-12-31 518,567 $125,374,000 11,416
   BB&T CORP 135 - 2023-12-31 396,097 $95,764,000 25,311
   COHEN KLINGENSTEIN, LLC 8 - 2024-03-31 360,145 $93,897,000 100
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 373,316 $90,257,000 38,075
   Advisor Group Holdings Inc. 132 - 2023-12-31 368,402 $89,111,000 -92,774
   TIAA FSB 53 - 2023-06-30 377,997 $86,841,000 19,790
   AMERIPRISE FINANCIAL INC 604 - 2023-12-31 333,313 $80,592,000 20,970
   MONETA GROUP INVESTMENT ADVISORS INC 15 - 2023-12-31 318,297 $76,955,000 41,986
   J P MORGAN CHASE & CO 928 - 2023-12-31 313,367 $75,763,000 84,295
   HIGHTOWER ADVISORS, LLC 179 - 2023-12-31 301,843 $72,930,000 -24,956
   GOLDMAN SACHS GROUP INC/ 791 - 2023-12-31 300,941 $72,759,000 213,588
   Adviser Investments LLC 14 - 2023-12-31 291,311 $70,430,000 16,054
   Rockefeller Capital Management L.P. 104 - 2023-12-31 288,151 $69,666,000 19,995
   US BANCORP 161 - 2023-12-31 266,930 $64,536,000 -487
   FINANCIAL NETWORK 64 - 2023-12-31 246,689 $59,642,000 81,029
   RAYMOND JAMES & ASSOCIATES 336 - 2023-12-31 245,908 $59,453,000 24,054
   EP WEALTH ADVISORS, INC. 32 - 2023-12-31 245,686 $59,399,000 24,609
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 163 - 2023-12-31 239,702 $57,953,000 -5,217
   ROYAL BANK OF CANADA 652 - 2023-12-31 238,141 $57,576,000 39,717
   Mill Creek Capital Advisors LLC 12 - 2023-12-31 237,310 $57,374,000 5,658
   COMMONWEALTH EQUITY SERVICES LLC. 195 - 2023-12-31 226,523 $54,767,000 9,792
   MML INVESTORS SERVICES LLC 88 - 2023-12-31 211,329 $51,093,000 39,473
   MARINER WEALTH ADVISORS, LLC 184 - 2023-12-31 187,518 $45,336,000 3,650
   COLONY GROUP, LLC 39 *New 2023-12-31 170,578 $41,241,000 170,578
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 208 - 2023-12-31 168,886 $40,834,000 1,484
   LINCOLN NATIONAL CORP 27 - 2023-12-31 168,874 $40,829,000 9,875
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 67 - 2023-12-31 166,674 $40,297,000 -52,925
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 297 - 2023-12-31 155,861 $37,683,000 -49,465
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 132 - 2023-12-31 146,945 $35,527,000 9,233
   American Financial Advisors LLC 3 - 2023-12-31 146,744 $35,478,000 -3,294
   Pathstone Holdings LLC 85 - 2023-12-31 138,458 $33,474,000 0
   Perfromance Wealth Partners LLC - 2023-12-31 135,994 $32,879,000 -9,199
   Summit Financial Strategies Inc. 8 - 2023-12-31 134,713 $32,570,000 785
   AMERIVEST INVESTMENT MANAGEMENT LLC 38 - 2023-06-30 139,806 $32,119,000 88,256
   COLONY GROUP LLC 49 - 2023-09-30 147,648 $31,623,000 4,914
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1314 - 2023-12-31 127,603 $30,851,000 -5,227
   STIFEL FINANCIAL CORP 385 - 2023-12-31 126,848 $30,670,000 3,377
   PRUDENTIAL FINANCIAL INC 326 - 2023-12-31 124,750 $30,161,000 17,808
   Rodgers & Associates LTD 9 - 2023-12-31 120,360 $29,099,000 5,015
   BRAGG FINANCIAL ADVISORS INC 8 - 2023-12-31 116,756 $28,228,000 5,823
   Integrys Wealth Advisors LLC 8 - 2024-03-31 106,860 $27,861,000 319
   Goss Wealth Management LLC 92 - 2023-12-31 109,061 $26,254,000 5,111
   Atlantic Trust Group LLC 237 - 2023-12-31 108,126 $26,142,000 15,767
   CREATIVE PLANNING 207 - 2023-12-31 106,977 $25,864,000 -12,200
   Waldron LP 18 - 2023-12-31 105,394 $25,481,000 -2,932
   Jentner Corp 4 - 2023-12-31 103,850 $25,108,000 5,380
   Brickley Wealth Management 6 - 2024-03-31 95,597 $24,924,000 431
   MEMBERS Trust Co 15 - 2023-12-31 99,296 $24,344,000 -48,292
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 281 - 2024-03-31 93,097 $24,272,000 3,481
   Strategies Wealth Advisors LLC - 2023-12-31 96,135 $23,243,000 4,755
   MOSAIC FAMILY WEALTH PARTNERS LLC 4 - 2023-12-31 95,696 $23,136,000 -3,960
   One Day In July LLC 10 - 2023-12-31 92,994 $22,483,000 4,179
   PATHSTONE FAMILY OFFICE, LLC 87 - 2023-09-30 103,922 $22,258,000 5,343
   Nelson Van Denburg & Campbell Wealth Management Gr 16 - 2023-12-31 84,406 $20,383,000 4,039
   Beacon Pointe Advisors LLC 100 - 2023-12-31 83,614 $20,216,000 20,888
   Invst LLC 10 - 2023-12-31 81,679 $19,499,000 68
   Sontag Advisory LLC 46 - 2023-12-31 80,334 $19,422,000 40,669
   Cresset Asset Management LLC 123 - 2023-12-31 79,366 $19,188,000 -6,446
   Private Advisor Group LLC 130 - 2023-12-31 78,921 $19,081,000 3,278
   VISION CAPITAL MANAGEMENT INC 7 - 2023-12-31 76,273 $18,441,000 1,258
   BHK Investment Advisors LLC 4 - 2023-12-31 73,612 $17,797,000 -21,434
   NATIXIS ASSET MANAGEMENT ADVISORS LP 399 - 2023-12-31 71,854 $17,372,000 -3,630
   CONGRESS ASSET MANAGEMENT CO /MA 133 - 2024-03-31 66,208 $17,262,000 29,227
   SAND HILL ADVISORS INC/CA 20 - 2023-12-31 71,028 $17,172,000 62,517
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 294 - 2023-09-30 80,032 $17,141,000 -6,992
   Private Portfolio Partners LLC 3 - 2023-12-31 70,424 $17,026,000 693
   Bishop & Co Investment Management LLC 8 - 2023-12-31 68,875 $16,652,000 68,875
   ATRIA INVESTMENTS LLC 91 - 2023-12-31 65,500 $15,836,000 56,065
   Total Wealth Planning LLC 13 - 2024-03-31 60,613 $15,803,000 -82
   FIFTH THIRD BANCORP 191 - 2023-12-31 65,203 $15,764,000 -5,024
   ASSET MANAGEMENT GROUP, INC. 6 - 2023-12-31 63,858 $15,439,000 -1,062
   McAdam LLC 17 - 2023-12-31 63,119 $15,260,000 4,642
   Larson Financial Group LLC 15 - 2023-12-31 63,061 $15,246,000 9,757
   BBJS FINANCIAL ADVISORS LLC 3 - 2023-12-31 62,614 $15,138,000 1,477
   Gallagher Fiduciary Advisors LLC 16 - 2023-12-31 62,544 $15,121,000 5,101
   PEAPACK GLADSTONE FINANCIAL CORP 103 - 2023-12-31 62,357 $15,075,000 -1,409
   Apollon Wealth Management LLC 39 - 2023-12-31 62,283 $15,058,000 19,122
   Bromfield Sneider Wealth Advisors 4 - 2024-03-31 57,274 $14,933,000 582
   SAGE FINANCIAL GROUP INC 13 - 2023-12-31 61,195 $14,795,000 -250
   SWAN Capital LLC 4 - 2023-12-31 60,087 $14,527,000 7,336
   STEPHENS GROUP ASSET MANAGEMENT LLC 17 - 2024-03-31 55,439 $14,454,000 60
   COMERICA BANK 294 - 2023-12-31 59,626 $14,416,000 7,394
   LEE MUNDER CAPITAL GROUP, LLC 26 - 2023-12-31 57,326 $13,860,000 -765
   Pasadena Private Wealth LLC 8 - 2024-03-31 51,653 $13,467,000 988
   Safeguard Financial LLC 5 - 2024-03-31 50,429 $13,148,000 7,287
   BENJAMIN F. EDWARDS & COMPANY INC. 106 - 2023-12-31 53,844 $13,018,000 626
   QUEST INVESTMENT MANAGEMENT INC/OR 28 - 2023-12-31 52,660 $12,732,000 0
   ETFIDEA LLC - 2023-12-31 52,557 $12,707,000 2,432
  100 Records found
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