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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
   JONES FINANCIAL COMPANIES LLLP 24 - 2023-12-31 2,593,410 $627,009,000 -34,187
   PNC FINANCIAL SERVICES GROUP INC 104 - 2023-12-31 841,676 $203,492,000 -193,928
   MATHER GROUP, INC. 9 - 2024-03-31 770,687 $186,329,000 -2,540
   ENVESTNET ASSET MANAGEMENT INC 267 - 2023-12-31 738,462 $178,538,000 -243,732
   LPL FINANCIAL CORP 197 - 2023-12-31 608,566 $147,133,000 -3,287
   Advisor Group Holdings Inc. 132 - 2023-12-31 368,402 $89,111,000 -92,774
   HIGHTOWER ADVISORS, LLC 179 - 2023-12-31 301,843 $72,930,000 -24,956
   US BANCORP 161 - 2023-12-31 266,930 $64,536,000 -487
   RAYMOND JAMES & ASSOCIATES 362 - 2024-03-31 234,711 $61,194,000 -11,197
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 163 - 2023-12-31 239,702 $57,953,000 -5,217
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 67 - 2023-12-31 166,674 $40,297,000 -52,925
   American Financial Advisors LLC 3 - 2024-03-31 143,554 $37,428,000 -3,190
   Perfromance Wealth Partners LLC - 2023-12-31 135,994 $32,879,000 -9,199
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 157 - 2024-03-31 118,548 $30,908,000 -28,397
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1314 - 2023-12-31 127,603 $30,851,000 -5,227
   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
   MEMBERS Trust Co 15 - 2024-03-31 96,678 $25,206,000 -2,618
   MOSAIC FAMILY WEALTH PARTNERS LLC 4 - 2023-12-31 95,696 $23,136,000 -3,960
   Cresset Asset Management LLC 123 - 2023-12-31 79,366 $19,188,000 -6,446
   BHK Investment Advisors LLC 4 - 2023-12-31 73,612 $17,797,000 -21,434
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 294 - 2023-09-30 80,032 $17,141,000 -6,992
   Total Wealth Planning LLC 13 - 2024-03-31 60,613 $15,803,000 -82
   ASSET MANAGEMENT GROUP, INC. 6 - 2023-12-31 63,858 $15,439,000 -1,062
   PEAPACK GLADSTONE FINANCIAL CORP 103 - 2023-12-31 62,357 $15,075,000 -1,409
   SAGE FINANCIAL GROUP INC 13 - 2023-12-31 61,195 $14,795,000 -250
   LEE MUNDER CAPITAL GROUP, LLC 26 - 2023-12-31 57,326 $13,860,000 -765
   HTLF Bank 16 - 2024-03-31 46,074 $12,012,000 -1,072
   NATIONAL ASSET MANAGEMENT, INC. 58 - 2023-12-31 49,526 $11,974,000 -16,670
   WP Advisors LLC 6 - 2023-12-31 46,284 $11,190,000 -796
   RS CRUM INC. 10 - 2023-12-31 46,074 $11,139,000 -2,161
   Retirement Investment Advisors Inc. 11 - 2023-12-31 41,877 $10,125,000 -31,865
   Jacobsen Capital Management 5 - 2024-03-31 37,803 $9,856,000 -7,438
   BARTLETT & CO. LLC 103 - 2023-12-31 39,312 $9,638,000 -360
   BARTLETT & CO. WEALTH MANAGEMENT LLC 103 - 2023-12-31 39,312 $9,638,000 -360
   Bishop & Co Investment Management LLC 9 - 2024-03-31 36,225 $9,445,000 -32,650
   FMR LLC 1801 - 2023-12-31 37,765 $9,130,000 -26,205
   Baird Financial Group Inc. 489 - 2023-12-31 36,325 $8,782,000 -286
   Marion Wealth Management 10 - 2024-03-31 32,437 $8,457,000 -453
   ARVEST INVESTMENTS INC. 19 - 2024-03-31 32,079 $8,364,000 -2,022
   Relyea Zuckerberg Hanson LLC 13 - 2024-03-31 31,984 $8,339,000 -1,552
   GLENMEDE TRUST CO NA 374 - 2023-12-31 34,130 $8,252,000 -130
   Fee-Only Financial Planning L.C. 6 - 2024-03-31 31,135 $8,118,000 -13
   OLD NATIONAL BANCORP /IN/ 114 - 2024-03-31 31,006 $8,084,000 -2,215
   PRESILIUM PRIVATE WEALTH LLC 13 - 2023-12-31 32,708 $7,908,000 -487
   Capital Advisors Wealth Management LLC 20 - 2024-03-31 27,677 $7,216,000 -9,966
   BLAIR WILLIAM & CO/IL 389 - 2023-12-31 28,764 $6,954,000 -295
   IFRAH FINANCIAL SERVICES INC 13 - 2023-12-31 28,409 $6,869,000 -2,883
   Cornerstone Management Inc. 13 - 2023-12-31 27,583 $6,669,000 -1,450
   Cetera Investment Advisers 352 - 2023-12-31 27,203 $6,577,000 -809
   BANK OF MONTREAL /CAN/ 983 - 2023-12-31 25,945 $6,380,000 -31,607
   SAVANT CAPITAL MANAGEMENT INC 166 - 2023-12-31 25,096 $6,067,000 -10,365
   SkyOak Wealt LLC 17 - 2023-12-31 24,278 $5,870,000 -532
   WARREN AVERETT ASSET MANAGEMENT, LLC 75 - 2023-12-31 23,611 $5,708,000 -1,147
   Stratos Wealth Partners LTD. 220 - 2024-03-31 21,587 $5,628,000 -246
   Wolff Financial Management LLC 12 - 2024-03-31 21,564 $5,622,000 -791
   HB Wealth Management LLC 127 - 2023-12-31 22,968 $5,553,000 -98
   River Wealth Advisors LLC 29 - 2023-12-31 22,643 $5,474,000 -454
   NORTHERN TRUST CORP 2452 - 2023-12-31 22,435 $5,424,000 -1,091
   MCMILLION CAPITAL MANAGEMENT INC 3 - 2023-06-30 22,436 $5,154,000 -623
   MANCHESTER CAPITAL MANAGEMENT LLC 25 - 2023-12-31 20,456 $4,946,000 -64
   CX Institutional 105 - 2024-03-31 18,243 $4,756,000 -143
   Polaris Wealth Advisers LLC 83 - 2023-09-30 20,704 $4,434,000 -774
   Essential Planning LLC. 13 - 2023-12-31 17,971 $4,345,000 -199
   GUARANTY TRUST CO OF MISSOURI /MO/ 152 - 2024-03-31 16,580 $4,323,000 -799
   Betterment LLC 102 - 2023-12-31 16,778 $4,056,000 -453
   MODERA WEALTH MANAGEMENT, LLC 173 - 2023-12-31 16,487 $3,986,000 -260,885
   Ackerman Capital Advisors LLC 24 - 2024-03-31 14,978 $3,905,000 -63
   Fifth Third Securities Inc. 73 - 2024-03-31 14,075 $3,670,000 -132
   Center for Financial Planning Inc. 14 - 2024-03-31 13,936 $3,633,000 -204
   Envestnet Portfolio Solutions Inc. 420 - 2023-12-31 14,949 $3,614,000 -69
   ECLECTIC ASSOCIATES INC /ADV 14 - 2024-03-31 13,614 $3,549,000 -77
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 14,619 $3,534,000 -897
   Curbstone Financial Management Corp 36 - 2024-03-31 13,420 $3,499,000 -50
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 46 - 2024-03-31 12,522 $3,265,000 -409
   MCKINLEY CARTER WEALTH SERVICES, INC. 86 - 2024-03-31 12,395 $3,232,000 -196
   Financial Advisory Service Inc. - 2023-12-31 13,237 $3,200,000 -472
   Fermata Advisors LLC 41 - 2024-03-31 11,479 $2,993,000 -2,889
   MTC Wealth Management LLC 12 - 2024-03-31 11,465 $2,989,000 -383
   Cranbrook Wealth Management LLC 34 - 2024-03-31 11,455 $2,987,000 -474
   SHELTON WEALTH MANAGEMENT LLC 14 - 2023-12-31 12,138 $2,935,000 -3,193
   Kovitz Investment Group Partners LLC 200 - 2023-12-31 12,041 $2,911,000 -2,095
   Verdence Capital Advisors LLC 105 - 2024-03-31 10,997 $2,867,000 -1,058
   ARGI INVESTMENT SERVICES, LLC 137 - 2022-12-31 14,089 $2,825,000 -266
   RTD Financial Advisors Inc. 44 - 2024-03-31 10,669 $2,782,000 -278
   BRIGHTON JONES LLC 99 - 2023-12-31 11,455 $2,770,000 -26
   Connecticut Wealth Management LLC 75 - 2023-12-31 11,424 $2,762,000 -5
   Zeit Capital LLC 12 - 2023-12-31 11,366 $2,741,000 -729
   RAYMOND JAMES TRUST CO 264 - 2024-03-31 10,015 $2,611,000 -260
   SFI Advisors LLC 18 - 2023-12-31 10,544 $2,549,000 -1,785
   Compass Ion Advisors LLC 39 - 2024-03-31 9,526 $2,484,000 -120
   BUCKINGHAM ASSET MANAGEMENT, LLC 211 - 2023-12-31 10,126 $2,448,000 -404
   MAS Advisors LLC 10 - 2023-12-31 9,927 $2,400,000 -159
   Global Trust Asset Management LLC 24 - 2024-03-31 9,084 $2,368,000 -40
   G2 CAPITAL MANAGEMENT LLC / OH 14 - 2023-12-31 9,726 $2,351,000 -1,848
   Falcon Wealth Planning 35 - 2024-03-31 8,851 $2,308,000 -291
   Dentgroup LLC 14 - 2024-03-31 8,659 $2,258,000 -209
   Sterling Financial Planning Inc. 32 - 2023-12-31 9,325 $2,254,000 -16
   BESSEMER GROUP INC 464 - 2023-12-31 9,083 $2,196,000 -899
   Royal Fund Management LLC 123 - 2024-03-31 8,366 $2,188,000 -340
  100 Records found
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