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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
   SELDON CAPITAL LP 4 - 2023-12-31 49,593 $9,470,000 0
   EXCHANGE CAPITAL MANAGEMENT INC 65 - 2024-03-31 14,674 $2,996,000 0
   Zurich Insurance Group Ltd/FI 150 - 2023-12-31 14,867 $2,869,000 0
   BARTLETT & CO. LLC 179 - 2023-12-31 13,764 $2,627,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 179 - 2023-12-31 13,764 $2,627,000 0
   WAGNER CAPITAL MANAGEMENT CORP 77 - 2024-03-31 11,625 $2,373,000 0
   BALLENTINE FINN & COMPANY INC 170 - 2024-03-31 8,431 $1,721,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 35 - 2023-12-31 7,560 $1,444,000 0
   DORSEY & WHITNEY TRUST CO LLC 188 - 2023-12-31 6,450 $1,232,000 0
   CVA Family Office LLC 77 - 2024-03-31 5,873 $1,199,000 0
   Pariax LLC 11 - 2023-12-31 5,328 $1,017,000 0
   GLENMEDE TRUST CO NA 698 - 2023-12-31 5,057 $966,000 0
   CWA Asset Management Group LLC 178 - 2023-12-31 4,612 $881,000 0
   Salomon & Ludwin LLC 91 - 2023-12-31 4,270 $780,000 0
   First National Bank 39 - 2024-03-31 3,745 $765,000 0
   Principle Wealth Partners LLC 181 - 2024-03-31 3,528 $720,000 0
   TD Waterhouse Canada Inc. 472 - 2023-12-31 3,381 $714,000 0
   Retirement Network 97 - 2023-12-31 3,532 $674,000 0
   SHEETS SMITH & ASSOCIATES INC 176 - 2023-09-30 3,414 $624,000 0
   Wilson & Boucher Capital Management LLC 62 - 2023-12-31 2,923 $558,000 0
   NCM Capital Management LLC 77 - 2023-12-31 2,905 $555,000 0
   NORTHERN TRUST CORP 3501 - 2023-12-31 2,891 $552,000 0
   COMMERCE BANK N A/MO 846 - 2023-12-31 2,647 $505,000 0
   Northeast Financial Consultants Inc 185 - 2023-12-31 2,596 $496,000 0
   Olistico Wealth LLC 61 - 2024-03-31 2,431 $496,000 0
   Fulcrum Capital LLC 67 - 2024-03-31 2,420 $494,000 0
   PHILADELPHIA TRUST CO 148 - 2023-12-31 2,580 $493,000 0
   MERITAGE PORTFOLIO MANAGEMENT 254 - 2023-12-31 2,485 $475,000 0
   Simmons Bank 250 - 2023-12-31 2,415 $461,000 0
   BILLEAUD CAPITAL MANAGEMENT INC. 54 - 2024-03-31 2,268 $458,000 0
   Optas LLC 103 - 2024-03-31 2,220 $453,000 0
   Armbruster Capital Management Inc. 78 - 2023-12-31 2,213 $423,000 0
   VAN STRUM & TOWNE INC 69 - 2023-12-31 2,169 $414,000 0
   Lion Street Advisors LLC 133 - 2024-03-31 2,164 $413,000 0
   MATHER GROUP, INC. 380 - 2024-03-31 2,094 $400,000 0
   First PREMIER Bank 116 - 2024-03-31 1,832 $374,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 269 - 2023-12-31 1,948 $372,000 0
   Vertex Planning Partners LLC 105 - 2023-12-31 1,950 $372,000 0
   HYMAN CHARLES D 191 - 2023-12-31 1,826 $349,000 0
   MAINSAIL ASSET MANAGEMENT LLC 36 - 2024-03-31 1,691 $345,000 0
   Biltmore Family Office LLC 140 - 2023-12-31 1,801 $344,000 0
   Charter Oak Capital Management LLC 144 - 2024-03-31 1,588 $324,000 0
   Hillcrest Wealth Advisors - NY LLC 39 - 2024-03-31 1,500 $306,000 0
   Archford Capital Strategies LLC 214 - 2024-03-31 1,466 $299,000 0
   WATERS PARKERSON & CO INC 150 - 2023-12-31 1,476 $282,000 0
   HM PAYSON & CO 337 - 2023-12-31 1,475 $282,000 0
   HERITAGE WEALTH MANAGEMENT LLC 130 - 2024-03-31 1,375 $281,000 0
   SPEARS ABACUS ADVISORS LLC 176 - 2023-12-31 1,434 $274,000 0
   NORTHWEST INVESTMENT COUNSELORS LLC 134 - 2024-03-31 1,338 $273,000 0
   Stratos Wealth Advisors LLC 572 - 2024-03-31 1,291 $264,000 0
   Essential Planning LLC. 54 - 2023-12-31 1,353 $258,000 0
   Heartwood Wealth Advisors LLC 126 - 2024-03-31 1,261 $257,000 0
   CEERA INVESTMENTS LLC 74 - 2023-12-31 1,342 $256,000 0
   Comprehensive Portfolio Management LLC 689 - 2024-03-31 1,218 $249,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 132 - 2023-12-31 1,300 $248,000 0
   Evolution Wealth Advisors LLC 113 - 2024-03-31 1,206 $246,000 0
   Private Wealth Group LLC 59 - 2024-03-31 1,157 $236,000 0
   Autumn Glory Partners LLC - 2023-12-31 1,212 $233,000 0
   AMG NATIONAL TRUST BANK 402 - 2023-12-31 1,185 $226,000 0
   TRUEPOINT, INC. 214 - 2023-12-31 1,157 $221,000 0
   FIDUCIARY TRUST CO 596 - 2023-12-31 1,120 $214,000 0
   City State Bank 188 - 2024-03-31 893 $182,000 0
   Harel Insurance Investments & Financial Services L 301 - 2023-12-31 839 $160,000 0
   Colonial Trust Co / SC 321 - 2023-12-31 775 $148,000 0
   AdvisorNet Financial Inc 540 - 2024-03-31 690 $141,000 0
   First National Bank of South Miami 146 - 2023-06-30 710 $138,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 462 - 2023-12-31 725 $138,000 0
   Laurel Wealth Advisors LLC 198 - 2023-12-31 711 $136,000 0
   United Community Bank 220 - 2023-12-31 710 $136,000 0
   PORTFOLIO 21 INVESTMENTS 55 - 2024-03-31 600 $122,000 0
   Banque Cantonale Vaudoise 651 - 2024-03-31 535 $109,000 0
   Resurgent Financial Advisors LLC 248 - 2023-12-31 508 $97,000 0
   ATTICUS WEALTH MANAGEMENT LLC 182 - 2024-03-31 434 $89,000 0
   SALEM INVESTMENT COUNSELORS INC 465 - 2024-03-31 432 $88,000 0
   ALBION FINANCIAL GROUP /UT 214 - 2024-03-31 332 $68,000 0
   Ramirez Asset Management Inc. 291 - 2023-12-31 345 $66,000 0
   Davis Capital Management 114 - 2024-03-31 310 $63,000 0
   ARMSTRONG ADVISORY GROUP INC 336 - 2024-03-31 272 $52,000 0
   EPG Wealth Management LLC 304 - 2023-12-31 264 $51,000 0
   CNB Bank 253 - 2023-12-31 243 $46,000 0
   Archer Investment Corp 392 - 2023-12-31 236 $45,000 0
   Ronald Blue Trust Inc. 985 - 2023-12-31 241 $44,000 0
   OPTIMUM INVESTMENT ADVISORS 387 - 2024-03-31 196 $40,000 0
   Bank of New Hampshire 335 - 2024-03-31 165 $34,000 0
   Cherry Tree Wealth Management LLC 285 - 2023-12-31 125 $24,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 264 - 2023-12-31 116 $22,000 0
   JOHNSON FINANCIAL GROUP, INC. 538 - 2023-12-31 113 $22,000 0
   ZRC WEALTH MANAGEMENT LLC 293 - 2024-03-31 102 $21,000 0
   AllSquare Wealth Management LLC 295 - 2023-12-31 105 $20,000 0
   Park Place Capital Corp 542 - 2024-03-31 100 $20,000 0
   Game Plan Financial Advisors LLC 154 - 2024-03-31 99 $20,000 0
   Bradley & Co. Private Wealth Management LLC 99 - 2023-12-31 91 $17,000 0
   ANCORA ADVISORS, LLC 1165 - 2023-12-31 71 $14,000 0
   BARRETT & COMPANY INC. 396 - 2024-03-31 69 $14,000 0
   MONETARY MANAGEMENT GROUP INC 306 - 2023-12-31 70 $13,000 0
   Morton Brown Family Wealth LLC 144 - 2024-03-31 60 $12,000 0
   WETZEL INVESTMENT ADVISORS INC. 478 - 2024-03-31 59 $12,000 0
   SOA Wealth Advisors LLC. 516 - 2024-03-31 61 $12,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 289 - 2023-12-31 58 $11,000 0
   ALPHAMARK ADVISORS LLC 528 - 2024-03-31 50 $10,000 0
  100 Records found
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