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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
   MORGAN STANLEY 931 - 2023-12-31 760,376 $145,202,000 -894
   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
   Morningstar Investment Management LLC 6 - 2023-12-31 211,385 $40,366,000 -24,858
   Advisor Group Holdings Inc. 277 - 2023-12-31 193,508 $36,985,000 -277,338
   AMERIPRISE FINANCIAL INC 947 - 2023-12-31 180,445 $34,456,000 -56,538
   ENVESTNET ASSET MANAGEMENT INC 828 - 2023-12-31 159,475 $30,453,000 -472,148
   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
   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
   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
   Sontag Advisory LLC 67 - 2023-12-31 55,206 $10,542,000 -4,134
   HIGHTOWER ADVISORS, LLC 722 - 2023-12-31 48,027 $9,175,000 -240
   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
   PNC FINANCIAL SERVICES GROUP INC 561 - 2023-12-31 37,652 $7,190,000 -5,300
   H D Vest Advisory Services 225 - 2023-12-31 35,050 $6,693,000 -13,348
   CITIGROUP INC 985 - 2023-12-31 34,540 $6,596,000 -1,761
   MULTIFINANCIAL SECURITIES CORP 219 - 2023-12-31 33,604 $6,417,000 -9,139
   MML INVESTORS SERVICES LLC 522 - 2023-12-31 32,396 $6,186,000 -2,845
   MARINER WEALTH ADVISORS, LLC 665 - 2023-12-31 27,496 $5,250,000 -645
   AE Wealth Management LLC 595 - 2023-12-31 25,250 $4,854,000 -27,768
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 686 - 2024-03-31 22,255 $4,543,000 -1,049
   Cetera Investment Advisers 475 - 2023-12-31 23,497 $4,487,000 -54,785
   Atria Wealth Solutions Inc. 348 - 2023-12-31 22,915 $4,376,000 -46,724
   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
   CALLAN CAPITAL, LLC 45 - 2023-12-31 20,911 $3,993,000 -6,197
   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
   BLAIR WILLIAM & CO/IL 549 - 2023-12-31 17,735 $3,387,000 -308
   Merit Financial Group LLC 135 - 2023-12-31 17,584 $3,358,000 -1,838
   Visionary Wealth Advisors 123 - 2023-12-31 14,985 $2,862,000 -5,085
   PRUDENTIAL FINANCIAL INC 1236 - 2023-12-31 14,426 $2,755,000 -12,656
   Cypress Wealth Services LLC 37 - 2024-03-31 13,171 $2,689,000 -527
   STELAC ADVISORY SERVICES LLC 20 - 2023-12-31 13,533 $2,585,000 -196
   Curran Financial Partners LLC 30 - 2023-12-31 13,449 $2,549,000 -848
   FFG RETIREMENT ADVISORS LLC 19 - 2023-12-31 13,098 $2,501,000 -2,293
   Wellspring Financial Advisors LLC 34 - 2023-12-31 797,240 $2,445,000 -405
   J.W. COLE ADVISORS INC. 168 - 2023-12-31 12,528 $2,392,000 -895
   ADVISORY SERVICES NETWORK, LLC 382 - 2023-12-31 12,431 $2,374,000 -52
   LINCOLN NATIONAL CORP 254 - 2023-12-31 12,373 $2,363,000 -885
   CIC Wealth LLC 35 - 2024-03-31 11,452 $2,338,000 -1,374
   MERCER GLOBAL ADVISORS INC /ADV 699 - 2023-12-31 12,081 $2,307,000 -1,419
   Phoenix Holdings Ltd. 179 - 2023-12-31 11,866 $2,266,000 -187
   Calton & Associates Inc. 19 - 2024-03-31 10,651 $2,174,000 -9,994
   FMR LLC 2147 - 2023-12-31 11,266 $2,151,000 -1,013
   PFG Advisors 156 - 2023-12-31 10,750 $2,053,000 -362
   MCKINLEY CARTER WEALTH SERVICES, INC. 112 - 2024-03-31 9,152 $1,868,000 -238
   HARBOUR INVESTMENTS INC. 241 - 2023-12-31 9,407 $1,796,000 -1,114
   Accel Wealth Management 39 - 2024-03-31 8,709 $1,778,000 -326
   Arkadios Wealth Advisors - 2023-12-31 9,176 $1,752,000 -1,067
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2068 - 2023-12-31 8,783 $1,677,000 -7,617
   GSA CAPITAL PARTNERS LLP 185 - 2023-12-31 8,691 $1,660,000 -3,033
   Prime Capital Investment Advisors LLC - 2023-12-31 8,421 $1,608,000 -744
   Gray Wealth Management Inc. 31 - 2023-12-31 8,265 $1,578,000 -867
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2023-12-31 8,150 $1,556,000 -172
   PARK NATIONAL CORP /OH/ 145 - 2024-03-31 7,293 $1,489,000 -896
   Mutual Advisors LLC 346 - 2023-12-31 7,547 $1,441,000 -2,529
   LexAurum Advisors LLC 59 - 2024-03-31 6,830 $1,394,000 -61
   Asset Dedication LLC 136 - 2024-03-31 7,003 $1,384,000 -5,050
   CENTAURUS FINANCIAL INC. 186 - 2023-12-31 7,102 $1,356,000 -80
   AMERIVEST INVESTMENT MANAGEMENT LLC 103 - 2023-06-30 6,941 $1,350,000 -642
   Gerber Kawasaki Wealth & Investment Management 120 - 2023-12-31 6,946 $1,327,000 -3,767
   Independent Family Office LLC 28 - 2023-12-31 6,909 $1,319,000 -820
   Wealthfront Advisers LLC 565 - 2024-03-31 6,329 $1,292,000 -1,333
   NOMURA ASSET MANAGEMENT CO LTD 767 - 2023-12-31 6,717 $1,283,000 -4,600
   FIRST FINANCIAL CORP /IN/ 35 - 2024-03-31 5,804 $1,185,000 -559
   RAYMOND JAMES TRUST CO 437 - 2024-03-31 5,520 $1,127,000 -119
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2791 - 2023-12-31 5,813 $1,110,000 -1,113
   GSB Wealth Management LLC 93 - 2023-12-31 5,696 $1,088,000 -572
   Congress Wealth Management LLC / DE / 367 - 2024-03-31 5,322 $1,086,000 -238
   Northstar Group Inc. 58 - 2024-03-31 5,290 $1,080,000 -99
   Safeguard Investment Advisory Group LLC - 2023-12-31 5,476 $1,046,000 -1,222
   Beacon Capital Management LLC 25 - 2023-12-31 5,576 $1,019,000 -1,457
   WINDHAM CAPITAL MANAGEMENT, LLC 55 - 2023-12-31 5,269 $1,006,000 -684
   Ariel Capital Advisors LLC 77 - 2023-12-31 5,171 $987,000 -15
   KINGSWOOD WEALTH ADVISORS LLC 218 - 2024-03-31 4,560 $931,000 -2,341
   Envestnet Portfolio Solutions Inc. 825 - 2023-12-31 4,586 $876,000 -39,490
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 483 - 2023-12-31 4,569 $872,000 -20
   CREATIVE FINANCIAL DESIGNS INC /ADV 178 - 2023-12-31 4,484 $856,000 -1,019
   COMERICA SECURITIESINC. 220 - 2023-09-30 4,640 $852,000 -7,047
   Parallel Advisors LLC 369 - 2023-12-31 4,368 $834,000 -23
   Garden State Investment Advisory Services LLC 71 - 2023-12-31 4,177 $798,000 -532
   COMERICA BANK 1660 - 2023-12-31 4,022 $768,000 -3,878
   Birchcreek Wealth Management LLC 54 - 2023-12-31 3,963 $757,000 -183
   TRANSATLANTIQUE PRIVATE WEALTH LLC 103 - 2023-12-31 3,771 $720,000 -3,839
   LEAVELL T & ASSOCIATES INC 302 - 2024-03-31 3,523 $719,000 -420
   SEAMOUNT FINANCIAL GROUP INC 43 - 2024-03-31 3,513 $717,000 -65
   MCCORMACK ADVISORS INTERNATIONAL 540 - 2023-12-31 3,658 $698,000 -73
   Cresset Asset Management LLC 1035 - 2023-12-31 3,616 $690,000 -35
  100 Records found
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