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Get Institutions for : 
Vanguard Small Cap Val VIPER (VBR)  
$182.78 2.29 (1.27%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1281    28
Total shares held : 
 86,815,995  
% of shares held : 
 72.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   75  
Amount of shares held : 
 -528,279  
% of shares held change : 
   -0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $156.94  
Last Quarter's Ending Price : 
 $179.97  
Last Quarter's Average Price : 
 $163.24  
Change from last quarter's     
avg. price to the last closing  : 
19.54 (11.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
82
 585,416
 0.67%
 
Increased Positions :
495
 4,879,645
 5.62%
 
Unchanged Positions :
256
 2,745,459
 3.16%
 
Decreased Positions :
448
-4,702,170
-5.42%
 
Closed Positions :
54
-1,291,170
-1.49%
 
Guru Positions :
3
11,524
 0.01%
 
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
   Betterment LLC 7 - 2023-12-31 8,075,711 $1,453,386,000 76,390
   MORGAN STANLEY 267 - 2023-12-31 4,283,930 $770,979,000 401,146
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 4 - 2023-12-31 3,319,094 $597,337,000 147,945
   GOLDMAN SACHS GROUP INC/ 256 - 2023-12-31 2,011,205 $361,957,000 907,771
   SEI INVESTMENTS CO 51 - 2023-12-31 1,207,315 $217,302,000 52,424
   LPL FINANCIAL CORP 157 - 2023-12-31 1,101,053 $198,156,000 23,592
   KOCHIS FITZ/QUINTILE LLC 6 - 2024-03-31 753,095 $144,507,000 2,309
   AMERIPRISE FINANCIAL INC 421 - 2023-12-31 760,577 $136,909,000 49,572
   HANSON MCCLAIN, INC. 16 - 2024-03-31 685,765 $131,584,000 5,326
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 651,149 $117,187,000 49,710
   COMMONWEALTH EQUITY SERVICES LLC. 99 - 2023-12-31 599,820 $107,950,000 1,108
   TIAA FSB 47 - 2023-06-30 623,414 $103,113,000 8,230
   J P MORGAN CHASE & CO 813 - 2023-12-31 554,181 $99,736,000 242,963
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 156 - 2024-03-31 474,644 $91,075,000 1,377
   CAPTRUST FINANCIAL ADVISORS 72 - 2023-12-31 503,513 $90,617,000 301,942
   Mill Creek Capital Advisors LLC 6 - 2023-12-31 488,210 $87,863,000 1,516
   Rockefeller Capital Management L.P. 96 - 2023-12-31 412,445 $74,228,000 11,870
   Adviser Investments LLC 16 - 2023-12-31 360,429 $64,866,000 10,762
   PDS Planning Inc 2 - 2023-12-31 356,056 $64,079,000 9,299
   BURNS WEALTH MANAGEMENT, INC. 4 - 2023-12-31 341,425 $61,446,000 1,175
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 137 - 2024-03-31 319,367 $61,280,000 2,928
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 164 - 2023-12-31 320,100 $57,608,000 319,942
   STIFEL FINANCIAL CORP 266 - 2023-12-31 298,940 $53,809,000 15,011
   Rodgers & Associates LTD 2 - 2023-12-31 296,187 $53,305,000 11,356
   JMG FINANCIAL GROUP, LTD. 12 - 2023-12-31 287,067 $51,663,000 101,352
   PARK AVENUE SECURITIES LLC 24 - 2024-03-31 263,550 $50,570,000 9,941
   MODERA WEALTH MANAGEMENT, LLC 31 - 2023-12-31 279,987 $50,389,000 137,092
   Mokosak Advisory Group LLC 2 - 2023-12-31 263,688 $47,455,000 6,224
   MML INVESTORS SERVICES LLC 99 - 2023-12-31 262,575 $47,256,000 23,524
   LINCOLN NATIONAL CORP 23 - 2023-12-31 260,501 $46,882,000 10,167
   Center for Financial Planning Inc. 3 - 2024-03-31 243,933 $46,806,000 6,964
   BRAGG FINANCIAL ADVISORS INC 3 - 2023-12-31 254,828 $45,861,000 9,568
   MONETA GROUP INVESTMENT ADVISORS INC 30 - 2023-12-31 253,245 $45,577,000 41,184
   Cresset Asset Management LLC 51 - 2023-12-31 243,006 $43,734,000 21,503
   CREATIVE PLANNING 136 - 2023-12-31 242,409 $43,626,000 1,057
   Equitable Holdings Inc. 44 - 2023-12-31 235,534 $42,389,000 35,417
   HPM Partners LLC - 2023-12-31 232,324 $41,811,000 100,357
   BAILARD BIEHL & KAISER INC 17 - 2023-12-31 228,133 $41,057,000 6,850
   Integrys Wealth Advisors LLC 4 - 2024-03-31 213,562 $40,978,000 4,713
   Abacus Planning Group Inc. 3 - 2024-03-31 200,772 $38,524,000 5,744
   BUCKINGHAM ASSET MANAGEMENT, LLC 32 - 2023-12-31 213,717 $38,463,000 1,380
   ATRIA INVESTMENTS LLC 28 - 2023-12-31 204,039 $36,721,000 174,214
   Waldron LP 15 - 2023-12-31 200,967 $36,168,000 10,679
   Shepherd Financial Partners LLC 5 - 2024-03-31 188,077 $36,087,000 17,527
   Strategies Wealth Advisors LLC 7 - 2024-03-31 160,802 $30,855,000 11,492
   CI Private Wealth LLC 305 - 2023-12-31 170,413 $30,669,000 40,638
   F3Logic LLC 2 - 2022-12-31 192,369 $30,550,000 7,755
   Marotta Asset Management 5 - 2024-03-31 135,576 $26,014,000 1,518
   Goss Wealth Management LLC 100 - 2023-12-31 143,301 $25,584,000 10,752
   Cetera Investment Advisers 86 - 2023-12-31 141,846 $25,528,000 3,927
   COMERICA BANK 157 - 2023-12-31 138,879 $24,994,000 2,501
   Northwest Quadrant Wealth Management LLC 8 - 2024-03-31 128,977 $24,748,000 1,302
   Baird Financial Group Inc. 283 - 2023-12-31 135,320 $24,354,000 5,296
   Brickley Wealth Management 7 - 2024-03-31 117,294 $22,506,000 532
   AE Wealth Management LLC 200 - 2023-12-31 126,279 $22,500,000 4,720
   Pasadena Private Wealth LLC 4 - 2024-03-31 116,610 $22,375,000 1,103
   LEE MUNDER CAPITAL GROUP, LLC 10 - 2023-12-31 119,269 $21,465,000 70,684
   McAdam LLC 13 - 2024-03-31 109,699 $21,049,000 11,604
   Opal Wealth Advisors LLC 3 - 2024-03-31 103,907 $19,938,000 5,781
   Beacon Pointe Advisors LLC 103 - 2023-12-31 110,301 $19,851,000 28,588
   FMR LLC 1604 - 2023-12-31 109,293 $19,669,000 18,259
   Private Advisor Group LLC 131 - 2023-12-31 105,200 $18,933,000 4,001
   Sontag Advisory LLC 49 - 2023-12-31 103,097 $18,554,000 50,736
   Safeguard Financial LLC 3 - 2024-03-31 95,555 $18,335,000 11,899
   Kestra Advisory Services LLC 138 - 2023-12-31 99,631 $17,931,000 5,458
   ARS Wealth Advisors Group LLC 10 - 2023-12-31 96,963 $17,450,000 16,274
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 11 - 2023-12-31 92,926 $16,724,000 70,129
   Apollon Wealth Management LLC 35 - 2023-12-31 92,393 $16,628,000 30,104
   Brooklyn FI LLC 4 - 2024-03-31 86,001 $16,502,000 12,487
   JANNEY MONTGOMERY SCOTT LLC 364 - 2023-12-31 86,855 $15,631,000 4,119
   SHAKESPEARE WEALTH MANAGEMENT INC. 9 - 2023-12-31 85,811 $15,443,000 2,258
   PATHSTONE FAMILY OFFICE, LLC 120 - 2023-09-30 96,149 $15,335,000 68,215
   Grey Fox Wealth Advisors LLC 5 - 2024-03-31 79,178 $15,193,000 8,272
   TrueWealth Financial Partners 1 - 2023-12-31 81,590 $14,684,000 1,610
   Arden Trust Co 15 - 2024-03-31 76,439 $14,667,000 127
   Aaron Wealth Advisors 10 - 2024-03-31 75,324 $14,453,000 1,144
   New England Capital Financial Advisors LLC 3 - 2023-12-31 78,487 $14,125,000 1,332
   Atria Wealth Solutions Inc. 122 - 2023-12-31 78,341 $14,099,000 5,149
   BBJS FINANCIAL ADVISORS LLC 4 - 2023-12-31 77,888 $14,018,000 2,749
   RETIREMENT FINANCIAL SOLUTIONS LLC 4 - 2023-12-31 77,216 $13,897,000 6,553
   Prosperity Planning Inc. 5 - 2024-03-31 71,379 $13,696,000 3,638
   Financial Planning & Information Services Inc. 17 - 2023-12-31 72,272 $13,007,000 727
   JOHNSON INVESTMENT COUNSEL INC 94 - 2023-12-31 71,525 $12,872,000 8,837
   Garde Capital Inc. 24 - 2023-12-31 68,017 $12,241,000 31,725
   HILLMAN CO 8 - 2024-03-31 63,100 $12,108,000 36,272
   YALE CAPITAL CORP 18 - 2023-12-31 67,242 $12,102,000 200
   Whitaker-Myers Wealth Managers LTD. 5 - 2024-03-31 62,825 $12,055,000 9,086
   Private Portfolio Partners LLC 7 - 2023-12-31 66,077 $11,892,000 1,014
   Ellevest Inc. 19 - 2023-12-31 65,003 $11,699,000 540
   Strategic Investment Advisors / MI 16 - 2024-03-31 59,269 $11,373,000 2,004
   Praetorian Wealth Management Inc. 9 - 2024-03-31 59,240 $11,367,000 951
   Traveka Wealth LLC 4 - 2024-03-31 58,580 $11,240,000 6,601
   KAVAR CAPITAL PARTNERS GROUP LLC 25 - 2023-12-31 61,590 $11,084,000 29,844
   Moser Wealth Advisors LLC 3 - 2023-12-31 59,754 $10,754,000 1,052
   DAVIDSON D A & CO 157 - 2023-12-31 59,277 $10,668,000 605
   Baldrige Asset Management LLC 4 - 2023-03-31 64,897 $10,303,000 121
   Capital Advisors Wealth Management LLC 14 - 2024-03-31 53,495 $10,265,000 2,399
   BLAIR WILLIAM & CO/IL 315 - 2023-12-31 56,932 $10,246,000 1,443
   Steward Partners Investment Advisory LLC 159 - 2023-12-31 55,292 $9,951,000 1,463
   Prime Capital Investment Advisors LLC - 2023-12-31 54,286 $9,770,000 47,127
  100 Records found
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