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Get Institutions for : 
Vangaurd Cnsmr Staples VIPER (VDC)  
$201.20 0.34 (0.17%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 513    23
Total shares held : 
 15,423,460  
% of shares held : 
 46.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -40  
Amount of shares held : 
 -2,053,485  
% of shares held change : 
   -6.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $181.38  
Last Quarter's Ending Price : 
 $190.96  
Last Quarter's Average Price : 
 $183.48  
Change from last quarter's     
avg. price to the last closing  : 
17.72 (9.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 60,825
 0.39%
 
Increased Positions :
171
 664,691
 4.31%
 
Unchanged Positions :
124
 321,945
 2.09%
 
Decreased Positions :
188
-2,556,795
-16.58%
 
Closed Positions :
53
-222,206
-1.44%
 
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  
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/ 190 - 2023-12-31 5,319,695 $1,015,849,000 92,336
   Beacon Capital Management Inc. 11 - 2024-03-31 794,206 $160,771,000 764,187
   MORGAN STANLEY 931 - 2023-12-31 760,376 $145,202,000 -894
   LPL FINANCIAL CORP 229 - 2023-12-31 661,751 $126,368,000 34,122
   Compass Financial Group INC/SD 1 - 2024-03-31 442,744 $90,382,000 6,010
   UBS Group AG 542 - 2023-12-31 365,965 $69,885,000 -55,049
   WELLS FARGO & CO/MN 608 - 2023-12-31 318,224 $60,768,000 -64,882
   COMMONWEALTH EQUITY SERVICES LLC. 212 - 2023-12-31 259,929 $49,636,000 -5,867
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 191 - 2023-12-31 233,400 $44,568,000 2,070
   Morningstar Investment Management LLC 6 - 2023-12-31 211,385 $40,366,000 -24,858
   Empower Advisory Group LLC 118 - 2023-12-31 199,140 $38,028,000 2,679
   Green Harvest Asset Management LLC 19 - 2023-12-31 193,883 $37,024,000 28,285
   Advisor Group Holdings Inc. 277 - 2023-12-31 193,508 $36,985,000 -277,338
   Personal Capital Advisors Corp 112 - 2022-12-31 190,649 $36,523,000 5,053
   MORNINGSTAR INVESTMENT SERVICES, INC. 100 - 2023-12-31 187,050 $35,698,000 92,687
   AMERIPRISE FINANCIAL INC 947 - 2023-12-31 180,445 $34,456,000 -56,538
   ROYAL BANK OF CANADA 852 - 2023-12-31 178,355 $34,058,000 66,087
   ENVESTNET ASSET MANAGEMENT INC 828 - 2023-12-31 159,475 $30,453,000 -472,148
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 181 - 2024-03-31 133,011 $27,153,000 4,448
   ICONIQ CAPITAL, LLC 15 - 2023-12-31 138,160 $26,383,000 1,952
   J P MORGAN CHASE & CO 1533 - 2023-12-31 115,950 $22,142,000 40,759
   Marotta Asset Management 6 - 2024-03-31 104,360 $21,304,000 -1,167
   BB&T CORP 408 - 2023-12-31 102,649 $19,602,000 -2,913
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 527 - 2024-03-31 91,814 $18,743,000 5,247
   STIFEL FINANCIAL CORP 537 - 2023-12-31 96,941 $18,513,000 536
   Blankinship & Foster LLC 8 - 2023-12-31 89,754 $17,139,000 168
   Royal Fund Management LLC 5 - 2024-03-31 83,005 $16,951,000 -697
   Patriot Investment Management Inc. 12 - 2024-03-31 82,628 $16,868,000 -5,887
   JANNEY MONTGOMERY SCOTT LLC 350 - 2023-12-31 86,892 $16,593,000 1,735
   Rockefeller Capital Management L.P. 331 - 2023-12-31 86,630 $16,543,000 1,476
   Kestra Advisory Services LLC 187 - 2023-12-31 76,470 $14,603,000 3,382
   RAYMOND JAMES & ASSOCIATES 966 - 2024-03-31 68,440 $13,971,000 -18,685
   FINANCIAL NETWORK 270 - 2023-12-31 70,890 $13,537,000 -41,225
   Elwood & Goetz Wealth Advisory Group LLC 11 - 2024-03-31 61,783 $12,612,000 -57,805
   Systelligence LLC 13 - 2024-03-31 61,245 $12,503,000 -471
   CMH Wealth Management LLC 9 - 2024-03-31 55,894 $11,410,000 -4,327
   M&T BANK CORP 292 - 2023-12-31 58,832 $11,235,000 -762
   Full Sail Capital LLC 41 - 2023-12-31 56,852 $10,856,000 -61,011
   KCM INVESTMENT ADVISORS LLC 55 - 2023-12-31 56,277 $10,747,000 8,988
   Sontag Advisory LLC 67 - 2023-12-31 55,206 $10,542,000 -4,134
   Blackston Financial Advisory Group LLC 6 - 2023-12-31 51,877 $9,906,000 366
   SELDON CAPITAL LP 4 - 2023-12-31 49,593 $9,470,000 0
   GOLDMAN SACHS GROUP INC/ 2135 - 2023-12-31 48,276 $9,219,000 31,285
   HIGHTOWER ADVISORS, LLC 722 - 2023-12-31 48,027 $9,175,000 -240
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 397 - 2023-09-30 47,276 $8,636,000 2,126
   Private Advisor Group LLC 310 - 2023-12-31 40,274 $7,691,000 -7,132
   Consolidated Portfolio Review Corp 10 - 2023-12-31 39,757 $7,592,000 -5,152
   CAPTRUST FINANCIAL ADVISORS 442 - 2023-12-31 38,027 $7,262,000 14,030
   PNC FINANCIAL SERVICES GROUP INC 561 - 2023-12-31 37,652 $7,190,000 -5,300
   Milestone Advisory Partners 3 - 2023-09-30 37,822 $6,909,000 3,609
   Stratos Wealth Partners LTD. 179 - 2024-03-31 33,801 $6,900,000 4,549
   First Personal Financial Services 27 - 2024-03-31 33,155 $6,768,000 166
   H D Vest Advisory Services 225 - 2023-12-31 35,050 $6,693,000 -13,348
   Weitzel Financial Services Inc. 10 - 2024-03-31 32,557 $6,600,000 9,431
   CITIGROUP INC 985 - 2023-12-31 34,540 $6,596,000 -1,761
   PFG Investments LLC 45 *New 2024-03-31 31,787 $6,489,000 31,787
   MULTIFINANCIAL SECURITIES CORP 219 - 2023-12-31 33,604 $6,417,000 -9,139
   PRINCIPAL SECURITIES INC. 89 - 2023-12-31 32,455 $6,198,000 0
   INTL FCSTONE INC. 25 - 2023-12-31 32,473 $6,194,000 146
   MML INVESTORS SERVICES LLC 522 - 2023-12-31 32,396 $6,186,000 -2,845
   MONUMENTAL FINANCIAL GROUP INC. 11 - 2024-03-31 28,231 $5,763,000 1,141
   Sharper & Granite LLC 10 - 2024-03-31 27,846 $5,528,000 478
   US BANCORP 546 - 2023-12-31 28,312 $5,407,000 11,509
   Lido Advisors LLC 233 - 2023-12-31 27,809 $5,310,000 14,328
   MARINER WEALTH ADVISORS, LLC 665 - 2023-12-31 27,496 $5,250,000 -645
   MADDEN ADVISORY SERVICES, INC. 9 - 2023-12-31 27,396 $5,231,000 2,163
   EXCHANGE TRADED CONCEPTS LLC 165 - 2024-03-31 24,317 $4,964,000 24,317
   AE Wealth Management LLC 595 - 2023-12-31 25,250 $4,854,000 -27,768
   TBH Global Asset Management LLC 22 *New 2023-12-31 24,877 $4,750,000 24,877
   MASSMUTUAL TRUST CO FSB/ADV 139 - 2024-03-31 22,617 $4,617,000 291
   Select Asset Management & Trust 11 - 2023-12-31 23,910 $4,566,000 743
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 686 - 2024-03-31 22,255 $4,543,000 -1,049
   Greenline Partners LLC 35 - 2023-12-31 23,703 $4,525,000 1,027
   Cetera Investment Advisers 475 - 2023-12-31 23,497 $4,487,000 -54,785
   Brookstone Capital Management 229 - 2024-03-31 21,956 $4,482,000 779
   Atria Wealth Solutions Inc. 348 - 2023-12-31 22,915 $4,376,000 -46,724
   Steward Partners Investment Advisory LLC 316 - 2023-12-31 22,095 $4,219,000 2,166
   SYON CAPITAL LLC 44 - 2023-12-31 21,738 $4,151,000 52
   Strengthening Families & Communities LLC 8 - 2023-12-31 21,642 $4,133,000 1,345
   CI Private Wealth LLC 746 - 2023-12-31 21,583 $4,121,000 2,023
   FINANCIAL ADVISORY PARTNERS LLC 18 - 2024-03-31 20,132 $4,110,000 -2,849
   Proquility Private Wealth Partners LLC 20 - 2023-12-31 21,421 $4,091,000 -2,941
   David Kennon Inc - 2023-12-31 21,337 $4,075,000 332
   CALLAN CAPITAL, LLC 45 - 2023-12-31 20,911 $3,993,000 -6,197
   Ameritas Advisory Services LLC 98 - 2023-12-31 20,512 $3,924,000 10,427
   TOCQUEVILLE ASSET MANAGEMENT LP 196 - 2023-12-31 20,386 $3,893,000 1,106
   CITADEL ADVISORS LLC 1803 - 2023-12-31 19,340 $3,693,000 1,674
   JOHNSON INVESTMENT COUNSEL INC 177 - 2023-12-31 19,302 $3,686,000 -2,258
   Matthew Goff Investment Advisor LLC 32 - 2024-03-31 17,120 $3,495,000 -25
   Stonebridge Financial Planning Group LLC 9 - 2023-12-31 17,885 $3,415,000 -1,564
   Kellett Schaffner Wealth Advisors LLC 12 - 2024-03-31 16,617 $3,392,000 3,928
   BLAIR WILLIAM & CO/IL 549 - 2023-12-31 17,735 $3,387,000 -308
   BAILARD BIEHL & KAISER INC 171 - 2023-12-31 17,595 $3,360,000 130
   Merit Financial Group LLC 135 - 2023-12-31 17,584 $3,358,000 -1,838
   EXCHANGE CAPITAL MANAGEMENT INC 65 - 2024-03-31 14,674 $2,996,000 0
   Conservest Capital Advisors Inc. 34 - 2023-12-31 15,260 $2,914,000 6,475
   RETIREMENT PLANNING GROUP 51 - 2024-03-31 14,253 $2,910,000 8,076
   Zurich Insurance Group Ltd/FI 150 - 2023-12-31 14,867 $2,869,000 0
   Visionary Wealth Advisors 123 - 2023-12-31 14,985 $2,862,000 -5,085
   Certified Advisory Corp 74 - 2023-12-31 14,951 $2,855,000 160
  100 Records found
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