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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
   MORNINGSTAR INVESTMENT SERVICES, INC. 63 - 2023-12-31 818,619 $75,861,000 313,649
   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
   STIFEL FINANCIAL CORP 333 - 2023-12-31 420,779 $38,821,000 16,415
   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
   SYNOVUS FINANCIAL CORP 47 - 2023-12-31 228,236 $21,069,000 3,293
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 318 - 2023-09-30 180,388 $14,489,000 1,868
   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
   TD Waterhouse Canada Inc. 132 - 2023-12-31 147,090 $13,601,000 28,941
   Rockefeller Capital Management L.P. 386 - 2023-12-31 142,046 $13,105,000 861
   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
   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
   BB&T CORP 672 - 2023-12-31 91,337 $8,427,000 12,241
   ATLAS CAPITAL ADVISORS LLC 18 - 2024-03-31 79,699 $8,160,000 11,853
   Wheelhouse Advisory Group LLC 10 - 2024-03-31 62,167 $6,365,000 2,752
   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
   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
   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
   THEORY FINANCIAL LLC 12 - 2023-12-31 44,899 $4,142,000 387
   COMERICA BANK 820 - 2023-12-31 41,905 $3,866,000 5,657
   NORTHSTAR ASSET MANAGEMENT LLC 27 - 2024-03-31 37,241 $3,813,000 450
   PENOBSCOT WEALTH MANAGEMENT 9 - 2023-12-31 39,142 $3,611,000 775
   Frank Rimerman Advisors LLC 20 - 2023-12-31 37,215 $3,433,000 857
   Foundations Investment Advisors LLC 184 - 2023-12-31 31,516 $2,963,000 1,792
   NORTHERN TRUST CORP 2823 - 2023-12-31 29,370 $2,710,000 1,140
   Trinity Legacy Partners LLC 49 - 2024-03-31 24,584 $2,517,000 20,004
   MILLENNIUM MANAGEMENT LLC 2238 - 2023-12-31 27,247 $2,514,000 20,935
   ADVISORS CAPITAL MANAGEMENT LLC 234 - 2023-12-31 26,386 $2,434,000 1,153
   IHT Wealth Management LLC 203 - 2023-12-31 24,698 $2,279,000 6,934
   Snowden Capital Advisors LLC 256 - 2023-12-31 24,638 $2,273,000 1,599
   Praetorian Wealth Management Inc. 31 - 2024-03-31 21,761 $2,228,000 4,535
   LMG Wealth Partners LLC - 2023-12-31 23,180 $2,139,000 2,702
   TRANSCEND WEALTH COLLECTIVE LLC 133 - 2023-12-31 21,443 $1,978,000 410
   Aevitas Wealth Management Inc. 25 - 2022-12-31 22,856 $1,891,000 93
   OPPENHEIMER & CO INC 518 - 2023-12-31 19,977 $1,843,000 727
   OROURKE & COMPANY Inc 25 - 2024-03-31 17,762 $1,819,000 856
   Terra Nova Asset Management LLC 34 - 2024-03-31 17,298 $1,771,000 305
   Aspen Grove Capital LLC 35 - 2023-12-31 19,038 $1,756,000 148
   Toroso Investments LLC 409 - 2023-12-31 18,397 $1,697,000 10,337
   Raab & Moskowitz Asset Management LLC 57 - 2023-12-31 17,580 $1,622,000 346
   PROEQUITIES INC. 188 - 2023-12-31 17,125 $1,580,000 5,431
   Apexium Financial LP 75 - 2024-03-31 14,742 $1,509,000 4,214
   Royal Fund Management LLC 151 - 2024-03-31 14,260 $1,463,000 1,209
   Sharper & Granite LLC 47 - 2024-03-31 13,680 $1,377,000 228
   GLENMEDE TRUST CO NA 628 - 2023-12-31 14,718 $1,358,000 998
   WOODWARD DIVERSIFIED CAPITAL LLC 23 - 2023-12-31 14,639 $1,351,000 4,620
   Krilogy Financial LLC 135 - 2024-03-31 13,181 $1,350,000 897
   ESSEX FINANCIAL SERVICES INC 168 - 2024-03-31 13,179 $1,349,000 25
   Rainsberger Wealth Advisors Inc. - 2023-12-31 14,595 $1,347,000 399
   Harrison & Co Wealth Management LLC 21 - 2022-12-31 15,451 $1,278,000 2,907
   Goss Wealth Management LLC 833 - 2023-12-31 13,296 $1,231,000 2,866
   Evolution Wealth Advisors LLC 55 - 2024-03-31 11,995 $1,228,000 45
   Resources Investment Advisors Inc. 411 - 2023-12-31 13,233 $1,221,000 2,277
   Cladis Investment Advisory LLC 29 - 2023-12-31 12,984 $1,198,000 140
   RBA Wealth Management LLC 50 - 2024-03-31 11,021 $1,128,000 11
   MANCHESTER CAPITAL MANAGEMENT LLC 95 - 2023-12-31 12,164 $1,122,000 2
   Private Wealth Advisors LLC - 2023-12-31 12,039 $1,111,000 96
   THRIVENT FINANCIAL FOR LUTHERANS 1718 - 2023-12-31 11,881 $1,096,000 865
   TRANSATLANTIQUE PRIVATE WEALTH LLC 61 - 2023-12-31 11,407 $1,052,000 1,642
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 144 - 2023-12-31 11,312 $1,044,000 22
   RETIREMENT PLANNING GROUP 94 - 2024-03-31 10,174 $1,042,000 386
   One Charles Private Wealth Services LLC 39 - 2023-12-31 11,030 $1,018,000 2,774
   Community Bank N.A. 133 - 2023-12-31 10,947 $1,010,000 1,122
   MISSION WEALTH MANAGEMENT LLC 230 - 2023-12-31 10,715 $989,000 288
   BAILARD BIEHL & KAISER INC 302 - 2023-12-31 10,536 $972,000 1,783
   Fifth Third Securities Inc. 165 - 2024-03-31 9,045 $926,000 398
   US BANCORP 1149 - 2023-12-31 10,002 $923,000 408
   Ascent Group LLC 275 - 2023-12-31 9,040 $862,000 218
   HPM Partners LLC - 2023-12-31 9,257 $854,000 2,101
   BLAIR WILLIAM & CO/IL 916 - 2023-12-31 8,932 $824,000 129
   Westside Investment Management Inc. 119 - 2024-03-31 7,493 $767,000 183
   GREAT VALLEY ADVISOR GROUP INC. 387 - 2023-12-31 7,955 $734,000 1,553
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 7,908 $730,000 14
   BANK OF MONTREAL /CAN/ 1818 - 2023-12-31 7,679 $712,000 677
   O SHAUGHNESSY ASSET MANAGEMENT LLC 871 - 2023-12-31 7,678 $708,000 1,317
   PEAPACK GLADSTONE FINANCIAL CORP 430 - 2023-12-31 7,545 $696,000 1,974
   Cornerstone Wealth Management LLC 262 - 2024-03-31 6,781 $694,000 401
   Dynamic Advisors Solutions LLC 533 - 2024-03-31 6,576 $673,000 183
   CENTAURUS FINANCIAL INC. 313 - 2023-12-31 7,040 $650,000 1,548
  100 Records found
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