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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
   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
   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
   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
   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
   PNC FINANCIAL SERVICES GROUP INC 370 - 2023-12-31 240,722 $22,209,000 -15,512
   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
   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
   CMH Wealth Management LLC 7 - 2024-03-31 135,523 $13,876,000 -9,455
   H D Vest Advisory Services 123 - 2023-12-31 144,456 $13,328,000 -16,260
   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
   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
   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
   AE Wealth Management LLC 433 - 2023-12-31 90,906 $8,547,000 -31,976
   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
   WFA Asset Management Corp 8 - 2024-03-31 77,824 $7,968,000 -3,312
   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
   Greytown Advisors Inc. 9 - 2023-12-31 66,961 $6,178,000 -8,809
   Axiom Financial Strategies LLC 10 - 2023-12-31 61,485 $5,673,000 -239
   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
   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
   MML INVESTORS SERVICES LLC 705 - 2023-12-31 42,808 $3,949,000 -16,066
   Integrated Wealth Concepts LLC 280 - 2023-12-31 41,568 $3,835,000 -1,694
   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
   RETIREMENT CAPITAL STRATEGIES 17 - 2023-12-31 38,816 $3,581,000 -4,648
   CITADEL ADVISORS LLC 1859 - 2023-12-31 37,658 $3,474,000 -50,381
   Matthew Goff Investment Advisor LLC 35 - 2024-03-31 32,476 $3,325,000 -1,087
   Zurich Insurance Group Ltd/FI 144 - 2023-12-31 35,732 $3,271,000 -8,383
   JANE STREET GROUP LLC 1947 - 2023-12-31 33,635 $3,103,000 -22,921
   City State Bank 17 - 2024-03-31 29,215 $2,991,000 -428
   STAPP WEALTH MANAGEMENT PLLC 7 - 2024-03-31 29,102 $2,980,000 -507
   Ratio Wealth Group 32 - 2023-12-31 32,259 $2,976,000 -70,320
   FIRST FINANCIAL CORP /IN/ 11 - 2024-03-31 26,570 $2,720,000 -1,719
   Gladstone Institutional Advisory LLC 170 - 2023-12-31 29,306 $2,704,000 -87
   Equitable Holdings Inc. 342 - 2023-12-31 28,048 $2,588,000 -4,481
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 308 - 2023-12-31 27,703 $2,556,000 -390
   MERCER GLOBAL ADVISORS INC /ADV 663 - 2023-12-31 27,298 $2,519,000 -5,311
   Baird Financial Group Inc. 871 - 2023-12-31 27,085 $2,499,000 -227
   AMERIVEST INVESTMENT MANAGEMENT LLC 91 - 2023-06-30 29,412 $2,389,000 -1,630
   NOVARE CAPITAL MANAGEMENT LLC 82 - 2023-12-31 25,815 $2,382,000 -743
   ATRIA INVESTMENTS LLC 537 - 2023-12-31 25,435 $2,347,000 -57,590
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1737 - 2023-12-31 25,390 $2,342,000 -5,536
   Private Advisor Group LLC 698 - 2023-12-31 25,319 $2,336,000 -13,510
   Beacon Pointe Advisors LLC 438 - 2023-12-31 25,128 $2,318,000 -1,310
   KISTLERTIFFANY COMPANIES, LLC 53 - 2023-06-30 28,024 $2,277,000 -234
   Joule Financial LLC 11 - 2023-12-31 24,352 $2,247,000 -701
   LEVEL FOUR ADVISORY SERVICES LLC 182 - 2023-12-31 23,987 $2,213,000 -3,889
   Efficient Wealth Management LLC - 2023-12-31 23,805 $2,196,000 -1,119
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2619 - 2023-12-31 21,642 $1,997,000 -6,224
   NorthCrest Asset Manangement LLC 202 - 2024-03-31 19,130 $1,959,000 -602
   Tranquilli Financial Advisor LLC 17 - 2023-12-31 21,158 $1,952,000 -44,720
   Gray Wealth Management Inc. 24 - 2023-12-31 20,105 $1,855,000 -2,329
   Prime Capital Investment Advisors LLC - 2023-12-31 20,026 $1,848,000 -1,447
   Robertson Stephens Wealth Management LLC 147 - 2023-12-31 19,876 $1,834,000 -309
   ADVISORY SERVICES NETWORK, LLC 448 - 2023-12-31 19,802 $1,827,000 -1,334
   Kestra Advisory Services LLC 847 - 2023-12-31 19,009 $1,754,000 -1,267
   GARRISON FINANCIAL CORP 44 - 2023-12-31 17,651 $1,628,000 -248
   DAVIDSON D A & CO 572 - 2023-12-31 16,878 $1,557,000 -124
   CITIGROUP INC 1773 - 2023-12-31 16,766 $1,547,000 -1,450
   Laidlaw Wealth Management LLC 46 - 2023-12-31 16,755 $1,546,000 -1,545
   FIDUCIARY TRUST CO 277 - 2023-12-31 16,491 $1,521,000 -593
   KENNICOTT CAPITAL MANAGEMENT LLC 19 - 2024-03-31 14,510 $1,486,000 -27
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1082 - 2024-03-31 14,211 $1,455,000 -1,761
   Evanson Asset Management LLC 95 - 2024-03-31 13,354 $1,367,000 -566
   Parallel Advisors LLC 279 - 2023-12-31 14,687 $1,355,000 -461
   Keebeck Wealth Management LLC 113 - 2023-12-31 14,270 $1,317,000 -20
   EVOKE WEALTH LLC 305 - 2023-12-31 13,577 $1,253,000 -1,588
   Bank of Marin 22 - 2023-12-31 13,334 $1,230,000 -1,895
   INGALLS & SNYDER LLC 191 - 2023-12-31 13,074 $1,206,000 -63
   Western Wealth Management LLC 246 - 2023-12-31 12,886 $1,189,000 -332
   Idaho Trust Bank 40 - 2023-12-31 12,172 $1,123,000 -5,057
   LIBERTY WEALTH MANAGEMENT LLC 60 - 2023-12-31 36 $1,090,000 -10,418
   Wealth Alliance 134 - 2023-12-31 11,615 $1,072,000 -39
   Stratos Wealth Advisors LLC 314 - 2024-03-31 10,453 $1,070,000 -100
   Magnus Financial Group LLC 118 - 2023-12-31 11,553 $1,066,000 -706
   NEUBERGER BERMAN GROUP LLC 1258 - 2023-12-31 11,257 $1,039,000 -673
   MULTIFINANCIAL SECURITIES CORP 765 - 2023-12-31 11,042 $1,019,000 -12,306
   Consolidated Portfolio Review Corp 110 - 2023-12-31 10,964 $1,011,000 -10,105
   Steward Partners Investment Advisory LLC 725 - 2023-12-31 10,757 $992,000 -1,314
   BRIGHTON JONES LLC 207 - 2023-12-31 10,567 $975,000 -545
  100 Records found
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