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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   Centered Wealth LLC dba Miller Equity Capital Advi 11 - 2023-12-31 50,190 $4,631,000 0
   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
   Main Management LLC 33 - 2023-12-31 39,353 $3,631,000 0
   Ariel Capital Advisors LLC 36 - 2023-12-31 33,245 $3,067,000 0
   MACQUARIE GROUP LTD 1162 - 2023-12-31 23,170 $2,138,000 0
   INDEPENDENT ORDER OF FORESTERS 8 - 2023-12-31 23,170 $2,138,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 260 - 2023-12-31 21,701 $2,002,000 0
   HARBOUR INVESTMENT MANAGEMENT LLC 39 - 2023-12-31 19,208 $1,772,000 0
   BESSEMER GROUP INC 514 - 2023-12-31 19,168 $1,768,000 0
   DORSEY & WHITNEY TRUST CO LLC 191 - 2023-12-31 13,150 $1,213,000 0
   Hartland & Co. LLC 222 - 2023-12-31 11,165 $1,030,000 0
   Principle Wealth Partners LLC 162 - 2024-03-31 9,383 $961,000 0
   Granite Bay Wealth Management LLC 215 - 2023-12-31 9,639 $810,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 121 - 2024-03-31 7,810 $800,000 0
   Gryphon Financial Partners LLC 105 - 2023-12-31 8,555 $789,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 107 - 2023-12-31 7,250 $669,000 0
   Williams & Novak LLC 43 - 2024-03-31 6,115 $564,000 0
   Deschutes Portfolio Strategy LLC 118 - 2023-12-31 5,871 $542,000 0
   MAINSAIL ASSET MANAGEMENT LLC 27 - 2024-03-31 5,038 $516,000 0
   MORRIS FINANCIAL CONCEPTS INC. 59 - 2024-03-31 4,578 $469,000 0
   MAS Advisors LLC 36 - 2023-12-31 5,067 $467,000 0
   CAPROCK Group Inc. 412 - 2023-12-31 5,045 $465,000 0
   PETREDIS INVESTMENT ADVISORS LLC 93 - 2024-03-31 4,513 $462,000 0
   WATERS PARKERSON & CO INC 124 - 2023-12-31 4,700 $434,000 0
   Bogart Wealth LLC 154 - 2024-03-31 4,034 $413,000 0
   KEATING WEALTH MANAGEMENT LLC 30 - 2024-03-31 4,007 $410,000 0
   PURE FINANCIAL ADVISORS, INC. 222 - 2024-03-31 3,928 $402,000 0
   Simmons Bank 262 - 2023-12-31 4,350 $401,000 0
   HIRTLE CALLAGHAN & CO INC 73 - 2023-12-31 4,327 $399,000 0
   JNB Advisors LLC 309 - 2023-12-31 4,070 $375,000 0
   VISTA INVESTMENT MANAGEMENT 122 - 2023-12-31 3,947 $364,000 0
   FinTrust Capital Advisors LLC 204 - 2023-12-31 3,698 $341,000 0
   Amplius Wealth Advisors LLC 122 - 2024-03-31 3,093 $317,000 0
   Traverso Chambers Private Wealth Management LLC 101 - 2023-12-31 3,292 $304,000 0
   FAIRFIELD RESEARCH CORP 90 - 2023-12-31 3,192 $294,000 0
   Black Diamond Financial LLC 88 - 2023-12-31 3,150 $291,000 0
   Mustard Seed Financial LLC 64 - 2024-03-31 2,800 $287,000 0
   Jackson Hole Capital Partners LLC 169 - 2023-12-31 3,030 $280,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 205 - 2024-03-31 2,372 $243,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 161 - 2024-03-31 2,365 $242,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 218 - 2023-12-31 1,777 $164,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 454 - 2023-12-31 1,675 $154,000 0
   FTB Advisors Inc. 580 - 2024-03-31 1,451 $149,000 0
   JFS WEALTH ADVISORS, LLC 266 - 2023-12-31 1,491 $138,000 0
   PORTFOLIO 21 INVESTMENTS 54 - 2024-03-31 1,300 $133,000 0
   WHITTIER TRUST CO 721 - 2023-12-31 1,380 $127,000 0
   Viewpoint Capital Management LLC 107 - 2024-03-31 1,217 $125,000 0
   JTC Employer Solutions Trusteee Ltd 181 - 2024-03-31 1,148 $117,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 331 - 2022-12-31 1,389 $115,000 0
   Ramirez Asset Management Inc. 258 - 2023-12-31 1,210 $112,000 0
   Koesten Hirschmann & Crabtree INC. 44 - 2023-12-31 1,150 $106,000 0
   ARMSTRONG ADVISORY GROUP INC 244 - 2024-03-31 1,140 $105,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 265 - 2023-06-30 1,285 $104,000 0
   Cherry Tree Wealth Management LLC 191 - 2023-12-31 1,103 $102,000 0
   SCBT FINANCIAL CORP 285 - 2023-12-31 1,090 $101,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 352 - 2024-03-31 936 $96,000 0
   Laurel Wealth Advisors LLC 231 - 2023-12-31 1,015 $94,000 0
   Colonial Trust Co / SC 410 - 2023-12-31 1,000 $92,000 0
   Lindbrook Capital LLC 638 - 2024-03-31 721 $74,000 0
   HOWE & RUSLING INC 264 - 2023-12-31 800 $74,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 780 $71,000 0
   Pacific Center for Financial Services 147 - 2023-12-31 758 $70,000 0
   DIVIDEND GROWTH ADVISORS LLC 212 - 2023-12-31 763 $70,000 0
   Sargent Bickham Lagudis LLC 378 - 2022-12-31 805 $67,000 0
   SYM FINANCIAL CORPORATION 126 - 2023-12-31 703 $65,000 0
   FIRST MANHATTAN CO 820 - 2023-12-31 673 $62,000 0
   HARBOR INVESTMENT ADVISORY LLC 540 - 2024-03-31 608 $62,000 0
   Pflug Koory LLC 213 - 2024-03-31 585 $60,000 0
   CVA Family Office LLC 466 - 2024-03-31 560 $57,000 0
   AllSquare Wealth Management LLC 199 - 2023-12-31 593 $55,000 0
   HANSON INVESTMENT MANAGEMENT 296 - 2024-03-31 526 $54,000 0
   Operose Advisors LLC 234 - 2023-12-31 490 $45,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 334 - 2023-12-31 476 $44,000 0
   BFSG LLC 384 - 2024-03-31 427 $44,000 0
   MARYLAND CAPITAL ADVISORS INC. 115 - 2024-03-31 424 $43,000 0
   Paladin Advisory Group LLC 154 - 2023-12-31 444 $41,000 0
   Princeton Global Asset Management LLC - 2023-12-31 399 $37,000 0
   Salomon & Ludwin LLC 342 - 2023-12-31 451 $36,000 0
   MCF Advisors LLC 435 - 2024-03-31 331 $34,000 0
   Column Capital Advisors LLC 374 - 2023-09-30 408 $33,000 0
   DEUTSCHE BANK AG 3351 - 2023-12-31 345 $32,000 0
   AdvisorNet Financial Inc 946 - 2024-03-31 305 $31,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 894 - 2024-03-31 287 $29,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1234 - 2023-12-31 300 $28,000 0
   WETZEL INVESTMENT ADVISORS INC. 321 - 2024-03-31 267 $26,000 0
   Capital Investment Advisory Services LLC 736 - 2024-03-31 250 $26,000 0
   PSI Advisors LLC 358 - 2024-03-31 238 $24,000 0
   Sunbelt Securities Inc. 1043 - 2024-03-31 223 $23,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 251 $23,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 194 - 2023-09-30 288 $23,000 0
   SIGNATUREFD, LLC 1912 - 2023-12-31 217 $20,000 0
   Costello Asset Management INC 125 - 2024-03-31 192 $20,000 0
   CITY HOLDING CO 379 - 2024-03-31 200 $20,000 0
   GPS Wealth Strategies Group LLC 706 - 2023-12-31 208 $19,000 0
   PIN OAK INVESTMENT ADVISORS INC 276 - 2023-12-31 200 $18,000 0
   TOTH FINANCIAL ADVISORY CORP 399 - 2024-03-31 162 $17,000 0
  100 Records found
  1    
  Page 1 of 1
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