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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Qube Research & Technologies Ltd 3487 *Closed 2023-12-31 0 $0 -4,688
   InterOcean Capital Group LLC 452 *Closed 2023-12-31 0 $0 -1,626
   SEGMENT WEALTH MANAGEMENT, LLC 251 *Closed 2024-03-31 0 $0 -3,774
   HOWE & RUSLING INC 376 *Closed 2023-12-31 0 $0 -357
   Moss Adams Wealth Advisors LLC 138 *Closed 2023-12-31 0 $0 -28
   HORIZON INVESTMENTS, LLC/SC 743 *Closed 2023-12-31 0 $0 -5,273
   Authentikos Wealth Advisory LLC 140 *Closed 2023-12-31 0 $0 -145
   McGlone Suttner Wealth Management Inc. 312 *Closed 2024-03-31 0 $0 -94
   Blue Chip Partners Inc. 188 *Closed 2024-03-31 0 $0 -2,995
   SIMPLEX TRADING LLC 2368 *Closed 2024-03-31 0 $0 -23
   BKM Wealth Management LLC 269 *Closed 2024-03-31 0 $0 -525
   BAKER AVENUE ASSET MANAGEMENT, LP 744 *Closed 2023-12-31 0 $0 -583
   Cutler Group LP 901 *Closed 2024-03-31 0 $0 -140
   Independent Wealth Network Inc. 51 *Closed 2024-03-31 0 $0 -3,136
   VERITABLE LP 158 *Closed 2023-09-30 0 $0 -53,515
   Kinloch Capital LLC 73 *Closed 2023-12-31 0 $0 -15,832
   CLARK CAPITAL MANAGEMENT GROUP INC 388 *Closed 2023-12-31 0 $0 -79,002
   J.W. COLE ADVISORS INC. 830 *Closed 2023-12-31 0 $0 -3,594
   Penserra Capital Management LLC 1284 *Closed 2023-12-31 0 $0 -58
   Headlands Technologies LLC 1023 *Closed 2023-12-31 0 $0 -418
   Compass Ion Advisors LLC 226 *Closed 2024-03-31 0 $0 -2,027
   YALE CAPITAL CORP 448 *Closed 2023-12-31 0 $0 -1,626
   Wilson & Boucher Capital Management LLC 106 *Closed 2023-12-31 0 $0 -1,650
   BROWN BROTHERS HARRIMAN & CO 1197 *Closed 2023-12-31 0 $0 -11
   HEAD & ASSOCIATES LLC 382 *Closed 2023-12-31 0 $0 -1,000
   Briaud Financial Planning Inc 156 *Closed 2023-12-31 0 $0 -155
   MORRIS FINANCIAL CONCEPTS INC. 172 *Closed 2024-03-31 0 $0 -51
   Bridgeworth LLC *Closed 2023-12-31 0 $0 -1,678
   Private Advisory Group LLC 216 *Closed 2023-12-31 0 $0 -2,431
   WNY Asset Management LLC 218 *Closed 2023-12-31 0 $0 -2,261
   Concord Wealth Partners 971 *Closed 2023-12-31 0 $0 -5
   Ardent Capital Management Inc. 46 *Closed 2023-12-31 0 $0 -2,326
   GRADIENT INVESTMENTS LLC 1681 *Closed 2024-03-31 0 $0 -100
   Streettalk Advisors LLC 424 *Closed 2023-12-31 0 $0 -1,649
   EWG Elevate Inc. 132 *Closed 2024-03-31 0 $0 -60,184
   Stonebridge Capital Advisors LLC 845 *Closed 2023-12-31 0 $0 -156
   SYM FINANCIAL CORPORATION 193 *Closed 2023-12-31 0 $0 -29
   B.O.S.S. Retirement Advisors LLC 263 *Closed 2023-12-31 0 $0 -1,882
   Your Advocates Ltd. LLP 268 *Closed 2023-12-31 0 $0 -16
   BERKSHIRE ASSET MANAGEMENT INC/PA 227 *Closed 2023-12-31 0 $0 -2,000
   Oakworth Capital Inc. 696 *Closed 2024-03-31 0 $0 -197
   One Capital Management LLC 293 *Closed 2023-12-31 0 $0 -8,859
   Advisor Resource Council 394 *Closed 2024-03-31 0 $0 -16,483
   Forum Financial Management LP 723 *Closed 2023-12-31 0 $0 -1,883
   Fiduciary Planning LLC *Closed 2023-12-31 0 $0 -1,661
   Cooksen Wealth LLC 69 *Closed 2024-03-31 0 $0 -71
   BOSTON FAMILY OFFICE LLC 263 *Closed 2023-12-31 0 $0 -1,699
   Private Ocean LLC 518 *Closed 2024-03-31 0 $0 -183
   Planning Capital Management Corp 698 *Closed 2024-03-31 0 $0 -69
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1103 *Closed 2024-03-31 0 $0 -539
   Curran Financial Partners LLC 87 *Closed 2023-12-31 0 $0 -13,457
   TRITONPOINT WEALTH LLC 325 *Closed 2024-03-31 0 $0 -3,756

  52 Records found
  1    
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