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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  
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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/ 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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 191 - 2023-12-31 233,400 $44,568,000 2,070
   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
   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
   ROYAL BANK OF CANADA 852 - 2023-12-31 178,355 $34,058,000 66,087
   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
   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
   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
   KCM INVESTMENT ADVISORS LLC 55 - 2023-12-31 56,277 $10,747,000 8,988
   Blackston Financial Advisory Group LLC 6 - 2023-12-31 51,877 $9,906,000 366
   GOLDMAN SACHS GROUP INC/ 2135 - 2023-12-31 48,276 $9,219,000 31,285
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 397 - 2023-09-30 47,276 $8,636,000 2,126
   CAPTRUST FINANCIAL ADVISORS 442 - 2023-12-31 38,027 $7,262,000 14,030
   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
   Weitzel Financial Services Inc. 10 - 2024-03-31 32,557 $6,600,000 9,431
   INTL FCSTONE INC. 25 - 2023-12-31 32,473 $6,194,000 146
   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
   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
   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
   Greenline Partners LLC 35 - 2023-12-31 23,703 $4,525,000 1,027
   Brookstone Capital Management 229 - 2024-03-31 21,956 $4,482,000 779
   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
   David Kennon Inc - 2023-12-31 21,337 $4,075,000 332
   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
   Kellett Schaffner Wealth Advisors LLC 12 - 2024-03-31 16,617 $3,392,000 3,928
   BAILARD BIEHL & KAISER INC 171 - 2023-12-31 17,595 $3,360,000 130
   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
   Certified Advisory Corp 74 - 2023-12-31 14,951 $2,855,000 160
   CREATIVE PLANNING 764 - 2023-12-31 14,874 $2,840,000 413
   HC Advisors LLC - 2023-12-31 14,605 $2,789,000 290
   Axiom Financial Strategies LLC 17 - 2023-12-31 14,017 $2,677,000 18
   NOVARE CAPITAL MANAGEMENT LLC 79 - 2023-12-31 13,535 $2,585,000 6,005
   JANE STREET GROUP LLC 2180 - 2023-12-31 13,014 $2,485,000 10,656
   DAVIDSON D A & CO 449 - 2023-12-31 12,862 $2,456,000 89
   Main Street Financial Solutions LLC 77 - 2024-03-31 11,916 $2,433,000 2,329
   Keebeck Wealth Management LLC 69 - 2023-12-31 12,669 $2,419,000 172
   CIBC WORLD MARKETS INC. 498 - 2023-12-31 12,323 $2,353,000 70
   Equitable Holdings Inc. 387 - 2023-12-31 11,422 $2,181,000 1,420
   N.E.W. Advisory Services LLC 53 - 2024-03-31 10,561 $2,156,000 3,535
   KESTRA PRIVATE WEALTH SERVICES LLC 330 - 2023-12-31 11,261 $2,150,000 6,219
   HPM Partners LLC - 2023-12-31 11,087 $2,117,000 1,493
   IEQ CAPITAL LLC 282 - 2023-12-31 11,019 $2,104,000 252
   Sierra Capital LLC 43 - 2023-12-31 10,992 $2,099,000 7,181
   TRUST CO OF OKLAHOMA 33 - 2024-03-31 10,257 $2,094,000 262
   Westside Investment Management Inc. 49 - 2024-03-31 10,228 $2,087,000 520
   TRUE Private Wealth Advisors 62 - 2024-03-31 9,990 $2,039,000 151
   Financial Perspectives Inc 28 - 2024-03-31 9,619 $1,964,000 111
   PROEQUITIES INC. 158 - 2023-12-31 10,021 $1,914,000 3,359
   Wolff Financial Management LLC 24 - 2024-03-31 8,227 $1,679,000 26
   Laidlaw Wealth Management LLC 40 - 2023-12-31 8,727 $1,667,000 1,293
   Houlihan Financial Resource Group Ltd. 32 - 2023-12-31 8,500 $1,623,000 13
   Hartland & Co. LLC 167 - 2023-12-31 8,276 $1,580,000 5
   ARGI INVESTMENT SERVICES, LLC 192 - 2022-12-31 8,019 $1,536,000 409
   Trinity Legacy Partners LLC 55 - 2024-03-31 7,451 $1,521,000 2,337
   EUDAIMONIA ADVISORS LLC 35 - 2024-03-31 7,249 $1,480,000 5,121
   Joule Financial LLC 19 - 2023-12-31 7,677 $1,466,000 136
   TOWER RESEARCH CAPITAL LLC 652 - 2023-12-31 7,424 $1,418,000 998
   Gladstone Institutional Advisory LLC 250 - 2023-12-31 7,172 $1,369,000 87
   Marion Wealth Management 58 - 2024-03-31 6,659 $1,359,000 89
   Goss Wealth Management LLC 814 - 2023-12-31 6,793 $1,300,000 569
   ATLAS CAPITAL ADVISORS LLC 92 - 2024-03-31 6,272 $1,280,000 528
   One Charles Private Wealth Services LLC 32 - 2023-12-31 6,406 $1,223,000 5,036
   ADVISORS CAPITAL MANAGEMENT LLC 278 - 2023-12-31 5,891 $1,125,000 319
   MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS IN 38 - 2023-12-31 5,585 $1,067,000 2
   HRT FINANCIAL LLC 909 - 2023-12-31 5,306 $1,013,000 1,566
   RENAISSANCE TECHNOLOGIES LLC 2437 - 2023-12-31 5,000 $955,000 5,000
   SWEENEY & MICHEL LLC 34 - 2023-09-30 5,183 $944,000 12
   GYL Financial Synergies LLC 186 - 2023-12-31 4,921 $940,000 90
   Tower View Investment Management & Research LLC 43 - 2023-12-31 4,869 $930,000 51
   Kovack Advisors Inc. 153 - 2024-03-31 4,465 $912,000 165
   California Capital Advisors Inc. 31 - 2023-12-31 4,630 $884,000 2,261
   Berkeley Capital Partners LLC 75 - 2023-12-31 4,618 $882,000 29
   Snowden Capital Advisors LLC 466 - 2023-12-31 4,595 $877,000 1,477
   One Day In July LLC 65 - 2024-03-31 4,281 $874,000 194
   Sanctuary Wealth Management L.L.C. 20 - 2023-12-31 4,562 $871,000 915
   Eudaimonia Partners LLC 111 - 2024-03-31 4,103 $838,000 2,672
  100 Records found
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