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Get Institutions for : 
Vanguard Energy VIPERS (VDE)  
$128.23 2.13 (1.63%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 587    14
Total shares held : 
 22,421,459  
% of shares held : 
 37.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 -1,985,565  
% of shares held change : 
   -3.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $124.15  
Last Quarter's Ending Price : 
 $117.28  
Last Quarter's Average Price : 
 $119.87  
Change from last quarter's     
avg. price to the last closing  : 
8.36 (6.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 261,683
 1.17%
 
Increased Positions :
201
 2,354,388
 10.5%
 
Unchanged Positions :
141
 713,696
 3.18%
 
Decreased Positions :
207
-4,230,098
-18.87%
 
Closed Positions :
52
-371,538
-1.66%
 
Guru Positions :
1
12,315
 0.05%
 
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
   Wealthfront Advisers LLC 26 - 2024-03-31 991,060 $130,523,000 -29,577
   WELLS FARGO & CO/MN 447 - 2023-12-31 864,981 $101,445,000 -107,948
   Main Management ETF Advisors LLC 8 - 2023-12-31 678,975 $79,630,000 -294,030
   LPL FINANCIAL CORP 441 - 2023-12-31 513,347 $60,205,000 -6,240
   SCS CAPITAL MANAGEMENT LLC 19 - 2023-12-31 405,122 $47,513,000 -752
   ENVESTNET ASSET MANAGEMENT INC 782 - 2023-12-31 285,276 $33,457,000 -774,499
   Advisor Group Holdings Inc. 348 - 2023-12-31 256,925 $30,150,000 -337,832
   AMERIPRISE FINANCIAL INC 1217 - 2023-12-31 183,461 $21,707,000 -32,146
   CI Private Wealth LLC 377 - 2023-12-31 179,636 $21,068,000 -3,951
   EVERGREEN CAPITAL MANAGEMENT LLC 24 - 2023-12-31 137,268 $16,099,000 -1,900
   COMMONWEALTH EQUITY SERVICES LLC. 533 - 2023-12-31 135,735 $15,919,000 -1,357
   Rockefeller Capital Management L.P. 354 - 2023-12-31 129,651 $15,206,000 -743
   CMH Wealth Management LLC 6 - 2024-03-31 109,977 $14,484,000 -3,477
   TrueWealth Financial Partners 3 - 2023-12-31 117,340 $13,762,000 -1,942
   ASSET MANAGEMENT INVESTORS LLC 23 - 2023-12-31 115,264 $13,518,000 -1,358
   FINANCIAL NETWORK 278 - 2023-12-31 113,677 $13,332,000 -80,468
   PNC FINANCIAL SERVICES GROUP INC 445 - 2023-12-31 112,254 $13,165,000 -9,139
   Atria Wealth Solutions Inc. 144 - 2023-12-31 106,667 $12,510,000 -926
   HPM Partners LLC - 2023-12-31 97,307 $11,412,000 -6,005
   DAVIDSON D A & CO 158 - 2023-12-31 90,741 $10,642,000 -12,868
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 52 - 2023-12-31 82,909 $9,724,000 -286
   Greenline Partners LLC 19 - 2023-12-31 80,130 $9,398,000 -379
   M&T BANK CORP 320 - 2023-12-31 76,433 $8,964,000 -1,603
   FIFTH THIRD BANCORP 260 - 2024-03-31 60,943 $8,026,000 -451
   KCM INVESTMENT ADVISORS LLC 70 - 2023-12-31 67,614 $7,930,000 -6,157
   MONTAG A & ASSOCIATES INC 58 - 2023-12-31 65,184 $7,645,000 -4,678
   ROUNDVIEW CAPITAL LLC 35 - 2023-12-31 62,485 $7,328,000 -1,364
   H D Vest Advisory Services 230 - 2023-12-31 55,814 $6,546,000 -12,086
   GoalFusion Wealth Management LLC 7 - 2024-03-31 43,502 $5,729,000 -37
   GOLDMAN SACHS GROUP INC/ 2485 - 2023-12-31 46,861 $5,496,000 -49,487
   Regis Acquisition Inc. 13 - 2023-12-31 42,885 $5,030,000 -265
   MML INVESTORS SERVICES LLC 591 - 2023-12-31 42,881 $5,029,000 -15,839
   SYON CAPITAL LLC 38 - 2023-12-31 42,613 $4,998,000 -10,102
   Retireful LLC 7 - 2024-03-31 34,605 $4,557,000 -2,895
   Orion Portfolio Solutions LLC 348 - 2023-12-31 35,016 $4,093,000 -10,758
   Evolution Wealth Advisors LLC 29 - 2024-03-31 30,040 $3,956,000 -135
   RFG HOLDINGS INC. 10 - 2024-03-31 29,791 $3,927,000 -40,236
   ATLAS CAPITAL ADVISORS LLC 39 - 2024-03-31 29,450 $3,879,000 -2,436
   Foundations Investment Advisors LLC 145 - 2023-12-31 33,139 $3,852,000 -532
   Keudell/Morrison Wealth Management 15 - 2023-12-31 32,213 $3,778,000 -1,734
   Full Sail Capital LLC 63 - 2023-12-31 31,171 $3,656,000 -691
   Sawtooth Asset Management Inc. 187 - 2023-12-31 30,829 $3,616,000 -15,110
   Noble Family Wealth LLC 21 - 2024-03-31 27,153 $3,576,000 -873
   CALLAN CAPITAL, LLC 49 - 2023-12-31 30,345 $3,559,000 -863
   MERCER GLOBAL ADVISORS INC /ADV 559 - 2023-12-31 30,348 $3,559,000 -871
   CENTAURUS FINANCIAL INC. 88 - 2023-12-31 30,229 $3,545,000 -538
   CoreCap Advisors LLC 88 - 2023-12-31 30,127 $3,533,000 -1,400
   Bleakley Financial Group LLC - 2023-12-31 28,829 $3,381,000 -15,110
   Kestra Advisory Services LLC 595 - 2023-12-31 28,424 $3,334,000 -3,641
   MASSMUTUAL TRUST CO FSB/ADV 163 - 2024-03-31 24,819 $3,269,000 -67
   Cetera Investment Advisers 600 - 2023-12-31 27,495 $3,225,000 -97,993
   Parallel Advisors LLC 160 - 2023-12-31 27,267 $3,198,000 -632
   FRANKLIN RESOURCES INC 1187 - 2023-12-31 26,844 $3,148,000 -800
   AE Wealth Management LLC 743 - 2023-12-31 26,639 $3,135,000 -89,568
   MULTIFINANCIAL SECURITIES CORP 385 - 2023-12-31 26,096 $3,061,000 -8,890
   PRUDENTIAL FINANCIAL INC 1182 - 2023-12-31 25,781 $3,024,000 -4,431
   Goss Wealth Management LLC 517 - 2023-12-31 25,074 $2,907,000 -7,195
   Envestnet Portfolio Solutions Inc. 495 - 2023-12-31 24,255 $2,845,000 -44,405
   Private Advisor Group LLC 643 - 2023-12-31 23,398 $2,744,000 -12,313
   Congress Wealth Management LLC / DE / 283 - 2024-03-31 20,407 $2,688,000 -8,720
   SALEM INVESTMENT COUNSELORS INC 127 - 2024-03-31 20,391 $2,685,000 -790
   PARK NATIONAL CORP /OH/ 118 - 2024-03-31 18,841 $2,481,000 -1,885
   WAGNER CAPITAL MANAGEMENT CORP 81 - 2024-03-31 17,052 $2,246,000 -138
   NORTH STAR ASSET MANAGEMENT INC 124 - 2023-12-31 18,980 $2,226,000 -30
   SINECERA CAPITAL LLC 7 - 2024-03-31 16,159 $2,208,000 -2,431
   ATRIA INVESTMENTS LLC 589 - 2023-12-31 17,363 $2,036,000 -53,065
   Newport Capital Group LLC 14 - 2023-09-30 15,479 $1,962,000 -619
   JANNEY MONTGOMERY SCOTT LLC 1103 - 2023-12-31 16,721 $1,961,000 -3,698
   Fifth Third Securities Inc. 111 - 2024-03-31 14,756 $1,943,000 -5,913
   Ackerman Capital Advisors LLC 30 - 2024-03-31 14,658 $1,930,000 -16,206
   ESSEX FINANCIAL SERVICES INC 115 - 2024-03-31 14,498 $1,909,000 -708
   FIDUCIARY TRUST CO 248 - 2023-12-31 16,231 $1,904,000 -158
   HC Advisors LLC - 2023-12-31 15,920 $1,867,000 -1,530
   Tranquilli Financial Advisor LLC 20 - 2023-12-31 15,626 $1,833,000 -27,129
   TCI Wealth Advisors Inc. 49 - 2023-12-31 15,182 $1,781,000 -1,000
   Private Wealth Advisors LLC - 2023-12-31 14,623 $1,715,000 -504
   FCA CORP /TX 58 - 2023-12-31 14,377 $1,686,000 -25
   TRUST CO OF OKLAHOMA 43 - 2024-03-31 12,798 $1,685,000 -345
   Gray Wealth Management Inc. 29 - 2023-12-31 14,347 $1,683,000 -628
   CUTTER & CO BROKERAGE INC 44 - 2023-12-31 14,130 $1,657,000 -1,601
   Prime Capital Investment Advisors LLC - 2023-12-31 13,808 $1,619,000 -472
   Sharper & Granite LLC 38 - 2024-03-31 11,774 $1,610,000 -602
   CX Institutional 216 - 2024-03-31 11,822 $1,557,000 -961
   LINCOLN NATIONAL CORP 343 - 2023-12-31 13,142 $1,541,000 -753
   Rather & Kittrell Inc. 30 - 2024-03-31 10,445 $1,376,000 -50
   PEAPACK GLADSTONE FINANCIAL CORP 366 - 2023-12-31 11,467 $1,344,000 -800
   M Financial Asset Management Inc. 5 - 2023-12-31 11,249 $1,319,000 -174
   FIRST TRUST ADVISORS LP 1895 - 2023-12-31 11,187 $1,312,000 -462
   FIRST FINANCIAL CORP /IN/ 33 - 2024-03-31 9,648 $1,271,000 -889
   Valeo Financial Advisors LLC 199 - 2024-03-31 9,315 $1,247,000 -3,510
   LOWE BROCKENBROUGH & CO INC 162 - 2023-12-31 10,067 $1,181,000 -1,215
   WARNER FINANCIAL INC 39 - 2024-03-31 8,963 $1,180,000 -46
   ASSET MANAGEMENT GROUP, INC. 79 - 2023-12-31 9,938 $1,166,000 -454
   Calton & Associates Inc. 44 - 2024-03-31 8,808 $1,160,000 -1,802
   WOODWARD DIVERSIFIED CAPITAL LLC 38 - 2023-12-31 9,468 $1,110,000 -515
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2803 - 2023-12-31 9,069 $1,064,000 -2,108
   Fee-Only Financial Planning L.C. 16 - 2024-03-31 7,900 $1,040,000 -200
   PHILLIPS FINANCIAL MANAGEMENT LLC 102 - 2024-03-31 7,853 $1,034,000 -447
   Retirement Group LLC 36 - 2023-12-31 8,741 $1,025,000 -70
   Checchi Capital Advisers LLC 192 - 2024-03-31 7,695 $1,013,000 -651
  100 Records found
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