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Get Institutions for : 
Vanguard Financial VIPERS (VFH)  
$97.76 0.10 (0.1%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 555    5
Total shares held : 
 57,232,874  
% of shares held : 
 57.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -53  
Amount of shares held : 
 -1,529,073  
% of shares held change : 
   -1.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $79.58  
Last Quarter's Ending Price : 
 $92.26  
Last Quarter's Average Price : 
 $84.04  
Change from last quarter's     
avg. price to the last closing  : 
13.72 (16.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 876,615
 1.53%
 
Increased Positions :
154
 2,629,343
 4.59%
 
Unchanged Positions :
147
 1,440,463
 2.52%
 
Decreased Positions :
212
-4,780,030
-8.35%
 
Closed Positions :
37
-255,001
-0.45%
 
Guru Positions :
2
177,223
 0.31%
 
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
   BANK OF AMERICA CORP /DE/ 91 - 2023-12-31 24,274,586 $2,239,573,000 1,508
   Varma Mutual Pension Insurance Co 3 - 2023-12-31 8,027,467 $740,614,000 1,196,096
   MORGAN STANLEY 674 - 2023-12-31 2,722,107 $251,142,000 41,658
   Beacon Capital Management Inc. 6 - 2024-03-31 1,671,708 $169,729,000 1,125,795
   UBS Group AG 293 - 2023-12-31 1,729,018 $159,519,000 -12,435
   WELLS FARGO & CO/MN 358 - 2023-12-31 1,437,889 $132,660,000 -191,923
   FMR LLC 993 - 2023-12-31 1,118,209 $103,166,000 -13,351
   MORNINGSTAR INVESTMENT SERVICES, INC. 63 - 2023-12-31 818,619 $75,861,000 313,649
   Advisors Preferred LLC *New 2023-12-31 645,013 $59,548,000 645,013
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 219 - 2024-03-31 575,085 $58,883,000 -659
   LPL FINANCIAL CORP 468 - 2023-12-31 598,467 $55,215,000 -2,158
   Green Harvest Asset Management LLC 14 - 2023-12-31 537,594 $49,598,000 67,530
   ROYAL BANK OF CANADA 706 - 2023-12-31 527,052 $48,625,000 22,115
   AMERIPRISE FINANCIAL INC 805 - 2023-12-31 507,224 $46,791,000 -12,743
   RAYMOND JAMES & ASSOCIATES 444 - 2024-03-31 431,234 $44,154,000 -17,769
   ENVESTNET ASSET MANAGEMENT INC 698 - 2023-12-31 439,155 $40,516,000 -884,311
   STIFEL FINANCIAL CORP 333 - 2023-12-31 420,779 $38,821,000 16,415
   M&T BANK CORP 132 - 2023-12-31 415,208 $38,307,000 -3,781
   Advisor Group Holdings Inc. 304 - 2023-12-31 366,949 $33,864,000 -433,052
   J P MORGAN CHASE & CO 1320 - 2023-12-31 345,529 $31,878,000 198,914
   KCM INVESTMENT ADVISORS LLC 19 - 2023-12-31 343,593 $31,700,000 18,003
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 271 - 2023-12-31 248,680 $22,943,000 6,031
   PNC FINANCIAL SERVICES GROUP INC 370 - 2023-12-31 240,722 $22,209,000 -15,512
   SYNOVUS FINANCIAL CORP 47 - 2023-12-31 228,236 $21,069,000 3,293
   TIFF ADVISORY SERVICES INC 4 - 2023-12-31 213,451 $19,693,000 0
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 41 - 2023-12-31 174,588 $16,107,000 0
   CAPTRUST FINANCIAL ADVISORS 275 - 2023-12-31 173,084 $15,969,000 -27,867
   Cedar Mountain Advisors LLC 10 - 2024-03-31 142,771 $14,618,000 -298
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 318 - 2023-09-30 180,388 $14,489,000 1,868
   Full Sail Capital LLC 35 - 2023-12-31 155,335 $14,331,000 -19,066
   COMMONWEALTH EQUITY SERVICES LLC. 570 - 2023-12-31 154,858 $14,287,000 -19,724
   TRUST CO OF OKLAHOMA 2 - 2024-03-31 138,011 $14,131,000 -2,915
   CI Private Wealth LLC 453 - 2023-12-31 152,597 $14,079,000 1,886
   BARCLAYS PLC 882 - 2023-12-31 150,725 $13,906,000 145,650
   CMH Wealth Management LLC 7 - 2024-03-31 135,523 $13,876,000 -9,455
   TD Waterhouse Canada Inc. 132 - 2023-12-31 147,090 $13,601,000 28,941
   H D Vest Advisory Services 123 - 2023-12-31 144,456 $13,328,000 -16,260
   Rockefeller Capital Management L.P. 386 - 2023-12-31 142,046 $13,105,000 861
   FINANCIAL NETWORK 283 - 2023-12-31 141,477 $13,053,000 -88,902
   WAGNER CAPITAL MANAGEMENT CORP 21 - 2024-03-31 119,916 $12,278,000 -653
   Ameritas Advisory Services LLC 43 - 2023-12-31 127,283 $11,751,000 114,570
   ESTATE COUNSELORS, LLC - 2023-12-31 126,280 $11,651,000 455
   Marmo Financial Group LLC 5 - 2024-03-31 112,930 $11,563,000 3,184
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 402 - 2024-03-31 111,857 $11,453,000 5,346
   HIGHTOWER ADVISORS, LLC 649 - 2023-12-31 121,853 $11,246,000 2,683
   MARINER WEALTH ADVISORS, LLC 448 - 2023-12-31 119,180 $10,996,000 610
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 159 - 2023-12-31 116,904 $10,786,000 18,509
   MASSMUTUAL TRUST CO FSB/ADV 77 - 2024-03-31 100,985 $10,340,000 2,199
   FIFTH THIRD BANCORP 240 - 2024-03-31 96,221 $9,852,000 -854
   Northeast Financial Consultants Inc 29 - 2023-12-31 105,396 $9,724,000 -16,775
   Hamilton Wealth LLC 10 - 2023-12-31 105,390 $9,723,000 -2,854
   EXCHANGE CAPITAL MANAGEMENT INC 14 - 2024-03-31 94,135 $9,638,000 1,301
   QUANTITATIVE ADVANTAGE LLC 21 - 2023-03-31 123,683 $9,634,000 4,233
   Ayalon Holdings Ltd. 9 - 2024-03-31 92,129 $9,433,000 8,386
   Lido Advisors LLC 158 - 2023-12-31 100,295 $9,253,000 92,683
   Winthrop Capital Management LLC 9 - 2023-12-31 98,289 $9,068,000 0
   CREATIVE PLANNING 403 - 2023-12-31 97,522 $8,997,000 -4,712
   GOLDMAN SACHS GROUP INC/ 2165 - 2023-12-31 95,455 $8,807,000 -53,722
   PRINCIPAL SECURITIES INC. 64 - 2023-12-31 94,932 $8,758,000 0
   AE Wealth Management LLC 433 - 2023-12-31 90,906 $8,547,000 -31,976
   BB&T CORP 672 - 2023-12-31 91,337 $8,427,000 12,241
   Atria Wealth Solutions Inc. 193 - 2023-12-31 90,686 $8,367,000 -49,677
   JANNEY MONTGOMERY SCOTT LLC 558 - 2023-12-31 89,760 $8,281,000 -519
   ATLAS CAPITAL ADVISORS LLC 18 - 2024-03-31 79,699 $8,160,000 11,853
   WFA Asset Management Corp 8 - 2024-03-31 77,824 $7,968,000 -3,312
   Invst LLC 30 *New 2023-12-31 84,258 $7,918,000 84,258
   Cresset Asset Management LLC 249 - 2023-12-31 85,425 $7,881,000 -629
   Calton & Associates Inc. 4 - 2024-03-31 74,986 $7,678,000 -9,293
   CALLAN CAPITAL, LLC 35 - 2023-12-31 70,709 $6,524,000 -739
   Wheelhouse Advisory Group LLC 10 - 2024-03-31 62,167 $6,365,000 2,752
   Greytown Advisors Inc. 9 - 2023-12-31 66,961 $6,178,000 -8,809
   Cavalier Investments 9 - 2024-03-31 59,997 $6,143,000 3,341
   SABAL TRUST CO - 2023-12-31 62,517 $5,768,000 7,010
   Axiom Financial Strategies LLC 10 - 2023-12-31 61,485 $5,673,000 -239
   Keeley-Teton Advisors LLC 28 - 2023-12-31 61,085 $5,636,000 326
   TAP Consulting LLC 19 - 2024-03-31 54,164 $5,546,000 3,674
   Financial Freedom LLC 8 - 2024-03-31 54,010 $5,530,000 -396
   LCM Capital Management Inc 7 - 2023-12-31 57,372 $5,293,000 -884
   Curran Financial Partners LLC 16 - 2023-12-31 56,627 $5,283,000 -950
   SOL CAPITAL MANAGEMENT CO 37 - 2024-03-31 51,140 $5,236,000 -1,175
   EXCHANGE TRADED CONCEPTS LLC 159 - 2024-03-31 50,999 $5,222,000 23,474
   CHAI TRUST CO LLC 11 - 2023-12-31 54,368 $5,016,000 7,588
   Congress Wealth Management LLC / DE / 230 - 2024-03-31 47,090 $4,822,000 10,186
   Centered Wealth LLC dba Miller Equity Capital Advi 11 - 2023-12-31 50,190 $4,631,000 0
   Envestnet Portfolio Solutions Inc. 342 - 2023-12-31 49,840 $4,598,000 -58,826
   Cetera Investment Advisers 474 - 2023-12-31 48,677 $4,491,000 -116,381
   Concurrent Investment Advisors LLC 118 - 2023-12-31 46,040 $4,248,000 0
   THEORY FINANCIAL LLC 12 - 2023-12-31 44,899 $4,142,000 387
   ALLEN INVESTMENT MANAGEMENT LLC 91 - 2023-12-31 44,098 $4,068,000 0
   BARTLETT & CO. LLC 151 - 2023-12-31 42,926 $3,978,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 151 - 2023-12-31 42,926 $3,978,000 0
   MML INVESTORS SERVICES LLC 705 - 2023-12-31 42,808 $3,949,000 -16,066
   COMERICA BANK 820 - 2023-12-31 41,905 $3,866,000 5,657
   Integrated Wealth Concepts LLC 280 - 2023-12-31 41,568 $3,835,000 -1,694
   NORTHSTAR ASSET MANAGEMENT LLC 27 - 2024-03-31 37,241 $3,813,000 450
   PARK NATIONAL CORP /OH/ 100 - 2024-03-31 36,589 $3,746,000 -2,486
   JOHNSON INVESTMENT COUNSEL INC 175 - 2023-12-31 40,232 $3,712,000 -2,272
   Kinloch Capital LLC 9 *New 2023-12-31 40,063 $3,696,000 40,063
   Main Management LLC 33 - 2023-12-31 39,353 $3,631,000 0
   PENOBSCOT WEALTH MANAGEMENT 9 - 2023-12-31 39,142 $3,611,000 775
  100 Records found
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