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Get Institutions for : 
Vanguard Small Cap Gr VIPERS (VBK)  
$248.04 2.53 (1.03%) as of 4:30 Fri 5/3


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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  : 
30.97 (14.27%)  




 
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  
Free Registration Required For Full Results

            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
   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
   SEI INVESTMENTS CO 61 - 2023-12-31 777,308 $187,929,000 13,995
   UBS Group AG 259 - 2023-12-31 766,406 $185,294,000 3,310
   WELLS FARGO & CO/MN 323 - 2023-12-31 662,975 $160,287,000 35,168
   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
   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
   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
   FINANCIAL NETWORK 64 - 2023-12-31 246,689 $59,642,000 81,029
   EP WEALTH ADVISORS, INC. 32 - 2023-12-31 245,686 $59,399,000 24,609
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 277 - 2024-03-31 170,219 $44,380,000 14,358
   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
   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
   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
   Strategies Wealth Advisors LLC 8 - 2024-03-31 105,367 $27,471,000 9,232
   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
   One Day In July LLC 7 - 2024-03-31 96,707 $25,213,000 3,713
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 281 - 2024-03-31 93,097 $24,272,000 3,481
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 398 - 2024-03-31 74,961 $19,544,000 3,107
   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
   FIFTH THIRD BANCORP 183 - 2024-03-31 73,843 $19,252,000 8,640
   Private Advisor Group LLC 130 - 2023-12-31 78,921 $19,081,000 3,278
   McAdam LLC 15 - 2024-03-31 72,454 $18,890,000 9,335
   VISION CAPITAL MANAGEMENT INC 7 - 2023-12-31 76,273 $18,441,000 1,258
   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
   Private Portfolio Partners LLC 3 - 2023-12-31 70,424 $17,026,000 693
   ATRIA INVESTMENTS LLC 91 - 2023-12-31 65,500 $15,836,000 56,065
   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
   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
   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
   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
   Corrigan Financial Inc. 9 - 2024-03-31 49,213 $12,831,000 928
   ETFIDEA LLC - 2023-12-31 52,557 $12,707,000 2,432
   F3Logic LLC 15 - 2022-12-31 59,678 $11,973,000 12,383
   JANNEY MONTGOMERY SCOTT LLC 449 - 2023-12-31 48,675 $11,768,000 26,997
   Garde Capital Inc. 26 - 2023-12-31 48,435 $11,710,000 23,643
   STEPHENS INC /AR/ 122 - 2023-12-31 47,477 $11,479,000 5,663
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 617 - 2023-12-31 47,147 $11,399,000 42,618
   Edmonds Duncan Registered Investment Advisors LLC 11 - 2024-03-31 42,457 $11,069,000 478
   Kestra Advisory Services LLC 257 - 2023-12-31 45,014 $10,883,000 21,244
   Vawter Financial Ltd. 1 - 2023-12-31 44,913 $10,859,000 10,563
   AE Wealth Management LLC 377 - 2023-12-31 45,652 $10,821,000 15,088
   Aaron Wealth Advisors 13 - 2024-03-31 41,417 $10,798,000 1,772
   BURNS WEALTH MANAGEMENT, INC. 70 - 2023-12-31 44,538 $10,768,000 8,993
   Praetorian Wealth Management Inc. 10 - 2024-03-31 41,210 $10,744,000 601
   MERCER GLOBAL ADVISORS INC /ADV 298 - 2023-12-31 44,288 $10,707,000 93
   FC Advisory LLC 6 - 2024-03-31 40,767 $10,629,000 33
   MASSMUTUAL TRUST CO FSB/ADV 76 - 2024-03-31 39,770 $10,369,000 126
   CULLEN FROST BANKERS INC 146 - 2023-12-31 42,194 $10,201,000 2,204
   CAPTRUST FINANCIAL ADVISORS 375 - 2023-12-31 40,766 $9,856,000 4,768
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 40 - 2023-12-31 40,316 $9,747,000 5,357
   Cornerstone Wealth Advisors Inc. 9 - 2024-03-31 37,019 $9,652,000 1,464
   Congress Wealth Management LLC / DE / 171 - 2024-03-31 36,566 $9,534,000 74
   Steward Partners Investment Advisory LLC 166 - 2023-12-31 38,993 $9,427,000 1,492
   Whitaker-Myers Wealth Managers LTD. 6 - 2024-03-31 35,678 $9,302,000 7,338
   DUBUQUE BANK & TRUST CO 20 - 2023-09-30 41,578 $8,905,000 1,866
   HPM Partners LLC - 2023-12-31 36,099 $8,728,000 15,068
   RFG Advisory Group LLC 60 - 2024-03-31 31,745 $8,277,000 10,717
   Archford Capital Strategies LLC 13 - 2024-03-31 31,383 $8,182,000 3,358
   HIGHLAND CAPITAL MANAGEMENT CORP 46 - 2023-12-31 33,696 $8,147,000 259
   Financial Planning & Information Services Inc. 23 - 2023-12-31 32,676 $7,900,000 971
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 31,145 $7,530,000 3,182
   Towerpoint Wealth LLC 7 - 2024-03-31 27,757 $7,237,000 384
  100 Records found
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