Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard FTSE All-World ETF (VEU)  
$57.31 0.06 (0.1%) as of 4:30 Wed 4/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions:     0
Total shares held : 
 0  
% of shares held : 
 0%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 0  
% of shares held change : 
 0%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.25  
Last Quarter's Ending Price : 
 $56.14  
Last Quarter's Average Price : 
 $52.99  
Change from last quarter's     
avg. price to the last closing  : 
4.32 (8.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
1
7,883
 0%
 
            Charting Not Avaliable

  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 168 - 2023-12-31 22,816,824 $1,280,937,000 1,658,387
   BANK OF AMERICA CORP /DE/ 220 - 2023-12-31 15,073,204 $846,210,000 157,291
   ENVESTNET ASSET MANAGEMENT INC 72 - 2023-12-31 10,886,912 $611,191,000 1,245,802
   RAYMOND JAMES & ASSOCIATES 69 - 2024-03-31 6,326,829 $371,069,000 260,305
   BKD WEALTH ADVISORS LLC 2 - 2024-03-31 6,154,549 $360,964,000 200,712
   CIBC GLOBAL ASSET MANAGEMENT INC 20 - 2023-12-31 5,755,713 $323,126,000 42,006
   WESTEND ADVISORS LLC 3 - 2023-12-31 5,714,558 $320,815,000 24,031
   UBS Group AG 167 - 2023-12-31 5,531,928 $310,562,000 24,975
   Cresset Asset Management LLC 10 - 2023-12-31 4,918,134 $276,104,000 217,005
   CBIZ Investment Advisory Services LLC 2 - 2023-12-31 4,403,160 $247,193,000 169,592
   BB&T CORP 61 - 2023-12-31 3,834,700 $215,280,000 71,097
   DIVERSIFIED TRUST CO 2 - 2024-03-31 3,638,744 $213,412,000 175,093
   JANE STREET GROUP LLC 59 - 2023-12-31 3,705,079 $208,003,000 3,670,843
   Summit Financial LLC 2 - 2024-03-31 3,348,249 $196,375,000 35,180
   LINCOLN NATIONAL CORP 8 - 2023-12-31 2,994,112 $168,089,000 68,865
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 2,675,721 $150,215,000 14,982
   Allspring Global Investments Holdings LLC 107 - 2024-03-31 2,493,807 $146,262,000 26,387
   LPL FINANCIAL CORP 219 - 2023-12-31 2,357,024 $132,323,000 101,702
   Baird Financial Group Inc. 72 - 2023-12-31 2,261,793 $126,977,000 94,836
   OSBORNE PARTNERS CAPITAL MANAGEMENT 1 - 2024-03-31 1,971,885 $115,651,000 44,421
   BLAIR WILLIAM & CO/IL 66 - 2023-12-31 1,947,429 $109,329,000 120,523
   Gibson Wealth Advisors LLC 9 - 2022-12-31 2,082,583 $101,065,000 2,050,845
   HPM Partners LLC - 2023-12-31 2,507,680 $99,364,000 873,269
   WELLS FARGO & CO/MN 456 - 2023-12-31 1,706,288 $95,791,000 228,880
   Strid Group LLC 3 - 2024-03-31 1,564,288 $91,745,000 143,129
   JOHNSON INVESTMENT COUNSEL INC 29 - 2023-12-31 1,521,619 $85,424,000 26,943
   VANGUARD GROUP INC 1976 - 2023-12-31 1,417,026 $79,552,000 585,139
   Voya Financial Advisors Inc. 5 - 2023-12-31 1,288,373 $72,291,000 87,354
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 184 - 2024-03-31 1,205,419 $70,698,000 35,416
   UNITED SERVICES AUTOMOBILE ASSOCIATION 15 - 2023-12-31 1,256,682 $70,550,000 2,590
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 96 - 2023-12-31 1,105,256 $62,049,000 25,079
   CREATIVE PLANNING 107 - 2023-12-31 1,101,531 $61,840,000 39,798
   HB Wealth Management LLC 15 - 2023-12-31 1,095,585 $61,506,000 43,086
   J P MORGAN CHASE & CO 1027 - 2023-12-31 1,027,108 $57,662,000 602,130
   NATIONAL BANK OF CANADA /FI/ 194 - 2023-12-31 934,115 $51,852,000 88,778
   PINNACLE ASSOCIATES LTD 25 - 2024-03-31 851,014 $49,912,000 16,429
   Patriot Investment Management Inc. 5 - 2024-03-31 830,463 $48,707,000 179,762
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 62 - 2023-12-31 843,720 $47,366,000 9,100
   Nicholas Hoffman & Company LLC. 11 - 2024-03-31 791,994 $46,450,000 2,036
   Glassman Wealth Services 3 - 2023-12-31 823,329 $46,222,000 29,013
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 769,800 $43,217,000 7,900
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 204 - 2023-12-31 755,030 $42,387,000 54,165
   ACCREDITED INVESTORS INC. 14 - 2023-12-31 741,779 $41,643,000 729,406
   Lido Advisors LLC 35 - 2023-12-31 525,794 $41,454,000 525,794
   St. Louis Trust Co 5 - 2023-12-31 734,417 $41,230,000 7,012
   Sontag Advisory LLC 34 - 2023-12-31 702,232 $39,423,000 26,831
   DT INVESTMENT PARTNERS, LLC 5 - 2023-12-31 673,633 $37,393,000 18,354
   PBWM Holdings LLC 2 - 2023-03-31 696,388 $37,236,000 7,388
   CULLEN FROST BANKERS INC 41 - 2023-12-31 658,216 $36,952,000 240,298
   Independent Advisor Alliance 11 - 2023-12-31 670,432 $36,206,000 335,120
   FTB Advisors Inc. 17 - 2024-03-31 612,568 $35,927,000 26,624
   Flower City Capital 2 - 2024-03-31 608,677 $35,699,000 58,520
   Cardinal Point Capital Management ULC 4 - 2024-03-31 587,671 $34,467,000 24,645
   CFG ASSET MANAGEMENT LLC 3 - 2023-12-31 634,635 $34,349,000 75,762
   MEANS INVESTMENT CO. INC. 7 - 2024-03-31 584,364 $34,273,000 102,561
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 228 - 2024-03-31 565,264 $33,153,000 4,433
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 4 - 2024-03-31 564,414 $33,103,000 14,146
   McCarthy Grittinger Financial Group LLC 3 - 2024-03-31 551,520 $32,347,000 624
   CWM LLC 141 - 2024-03-31 518,375 $30,403,000 41,875
   Standpoint Asset Management LLC 6 - 2023-12-31 541,400 $30,394,000 12,500
   Cardinal Point Wealth Management Partners LLC 3 - 2023-03-31 549,451 $29,379,000 37,073
   VALMARK ADVISERS INC 34 - 2023-12-31 519,318 $29,155,000 4,842
   BIP Wealth LLC 8 - 2023-12-31 511,394 $28,710,000 21,940
   TORONTO DOMINION BANK 262 - 2023-12-31 507,500 $28,491,000 244,581
   BANK OF MONTREAL /CAN/ 589 - 2023-12-31 486,788 $27,357,000 14,537
   THRIVENT FINANCIAL FOR LUTHERANS 371 - 2023-12-31 457,444 $25,681,000 17,200
   Wealthcare Advisory Partners LLC 25 - 2024-03-31 427,459 $25,070,000 29,764
   QUANTITATIVE ADVANTAGE LLC 5 - 2023-03-31 448,686 $23,991,000 15,824
   GREENLEAF TRUST 31 - 2023-12-31 407,142 $22,857,000 12,204
   FC Advisory LLC 3 - 2024-03-31 374,556 $21,968,000 3,224
   Empower Advisory Group LLC 122 - 2023-12-31 388,722 $21,823,000 91,936
   Personal Capital Advisors Corp 129 - 2022-12-31 433,323 $21,727,000 82,265
   Industrial Alliance Investment Management Inc. 3 - 2023-12-31 379,033 $21,279,000 51,922
   BLUESTEM FINANCIAL ADVISORS LLC 4 - 2024-03-31 362,674 $21,271,000 43,784
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 242 - 2024-03-31 360,828 $21,163,000 17,178
   WHITTIER TRUST CO 73 - 2023-12-31 364,933 $20,484,000 4,102
   VAN CLEEF ASSET MANAGEMENT,INC 8 - 2023-12-31 362,709 $20,362,000 5,556
   Fullen Financial Group 2 - 2023-03-31 367,455 $20,019,000 33,664
   Archvest Wealth Advisors Inc. 2 - 2023-12-31 354,315 $19,891,000 91,226
   Fundamentun LLC 11 - 2024-03-31 337,176 $19,775,000 24,609
   River Wealth Advisors LLC 6 - 2023-12-31 352,181 $19,771,000 5,146
   Sweet Financial Partners LLC 4 - 2024-03-31 334,164 $19,599,000 20,521
   KOCHIS FITZ/QUINTILE LLC 23 - 2024-03-31 325,969 $19,118,000 2,836
   Badgley Phelps Wealth Managers LLC 63 - 2023-12-31 328,270 $18,429,000 183,397
   Tolleson Wealth Management Inc. 6 - 2023-12-31 321,516 $18,050,000 33,753
   OPPENHEIMER ASSET MANAGEMENT INC 97 - 2023-12-31 312,069 $17,520,000 312,069
   TELOS CAPITAL MANAGEMENT, INC. 7 - 2024-03-31 298,487 $17,506,000 2,458
   Resources Investment Advisors Inc. 72 - 2023-12-31 310,217 $17,416,000 12,872
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 40 - 2023-12-31 292,761 $16,436,000 14,665
   Sage Financial Management Group Inc. 5 - 2023-12-31 288,604 $16,202,000 16,125
   TL Private Wealth 5 - 2024-03-31 263,800 $15,490,000 8,698
   Executive Wealth Management LLC - 2023-12-31 274,891 $15,432,000 14,635
   Apollon Wealth Management LLC 40 - 2023-12-31 267,398 $15,012,000 56,805
   Boston Standard Wealth Management LLC 9 - 2024-03-31 249,561 $14,637,000 7,054
   ZBN.A. 14 - 2023-12-31 256,921 $14,424,000 184,921
   STEPHENS INC /AR/ 100 - 2023-12-31 250,451 $14,060,000 6,683
   Ballast Inc. 5 - 2023-12-31 239,647 $13,454,000 23,493
   COMERICA BANK 317 - 2023-12-31 236,298 $13,266,000 14,179
   Beacon Wealthcare LLC 4 - 2024-03-31 224,148 $13,146,000 3,743
   Sargent Bickham Lagudis LLC 21 - 2022-12-31 255,175 $12,794,000 10,371
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us