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Get Institutions for : 
Vanguard I T VIPERS (VGT)  
$486.46 6.56 (1.37%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1305    33
Total shares held : 
 45,940,919  
% of shares held : 
 3.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   56  
Amount of shares held : 
 198,143  
% of shares held change : 
   0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $418.72  
Last Quarter's Ending Price : 
 $484.00  
Last Quarter's Average Price : 
 $445.71  
Change from last quarter's     
avg. price to the last closing  : 
40.75 (9.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 102,128
 0.22%
 
Increased Positions :
452
 1,757,725
 3.83%
 
Unchanged Positions :
335
 1,569,010
 3.42%
 
Decreased Positions :
429
-1,486,164
-3.23%
 
Closed Positions :
56
-175,546
-0.38%
 
Guru Positions :
1
725,779
 1.58%
 
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/ 15 - 2023-12-31 16,027,753 $7,757,433,000 -135,669
   J P MORGAN CHASE & CO 88 - 2023-12-31 5,148,116 $2,491,688,000 279,650
   MORGAN STANLEY 222 - 2023-12-31 1,938,623 $938,294,000 76,707
   UBS Group AG 58 - 2023-12-31 1,762,372 $852,988,000 31,323
   WELLS FARGO & CO/MN 116 - 2023-12-31 1,347,777 $652,324,000 1,205
   LPL FINANCIAL CORP 66 - 2023-12-31 1,068,374 $517,093,000 32,356
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 104 - 2023-12-31 725,779 $351,277,000 -79,857
   AMERIPRISE FINANCIAL INC 220 - 2023-12-31 692,620 $335,664,000 10,531
   ROYAL BANK OF CANADA 218 - 2023-12-31 681,254 $329,727,000 672
   Varma Mutual Pension Insurance Co 5 - 2023-12-31 655,300 $317,165,000 254,902
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46 - 2023-12-31 470,365 $227,672,000 128,656
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 68 - 2023-12-31 401,665 $194,406,000 -19,784
   RAYMOND JAMES & ASSOCIATES 132 - 2023-12-31 390,979 $189,234,000 -6,772
   Equitable Holdings Inc. 9 - 2023-12-31 366,364 $177,320,000 -3,746
   STIFEL FINANCIAL CORP 102 - 2023-12-31 362,743 $175,581,000 14,861
   ENVESTNET ASSET MANAGEMENT INC 275 - 2023-12-31 353,047 $170,875,000 -115,947
   HIGHTOWER ADVISORS, LLC 73 - 2023-12-31 352,042 $170,322,000 -4,664
   Beacon Capital Management Inc. 7 - 2024-03-31 317,241 $166,685,000 207,468
   PNC FINANCIAL SERVICES GROUP INC 130 - 2023-12-31 326,953 $158,245,000 -5,667
   TAIYO LIFE INSURANCE CO - 2023-12-31 296,500 $143,506,000 0
   Green Harvest Asset Management LLC 8 - 2023-12-31 287,831 $139,310,000 57,275
   HPM Partners LLC - 2023-12-31 253,661 $122,771,000 19,816
   JANNEY MONTGOMERY SCOTT LLC 54 - 2023-12-31 242,230 $117,240,000 2,911
   COMMONWEALTH EQUITY SERVICES LLC. 101 - 2023-12-31 219,779 $106,373,000 4,900
   Advisor Group Holdings Inc. 113 - 2023-12-31 219,101 $106,141,000 -121,826
   Rockefeller Capital Management L.P. 61 - 2023-12-31 218,635 $105,820,000 -5,914
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 23 - 2023-12-31 204,727 $99,088,000 0
   ARMSTRONG ADVISORY GROUP INC 2 - 2024-03-31 203,986 $98,729,000 0
   ANNEX ADVISORY SERVICES, LLC 9 - 2024-03-31 188,123 $98,640,000 -588
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 1 - 2024-03-31 186,385 $97,729,000 -2,436
   M&T BANK CORP 70 - 2023-12-31 189,853 $91,889,000 -5,743
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 104 - 2023-09-30 191,499 $79,453,000 -164
   BB&T CORP 167 - 2023-12-31 153,941 $74,508,000 26,794
   FINANCIAL NETWORK 43 - 2023-12-31 152,194 $73,662,000 -14,161
   Spire Wealth Management 6 - 2023-12-31 143,602 $71,755,000 15,165
   MANUFACTURERES LIFE INSURANCE CO 282 - 2023-12-31 128,528 $62,208,000 -4,906
   CREATIVE PLANNING 105 - 2023-12-31 128,019 $61,961,000 460
   AGF MANAGEMENT LTD 89 - 2023-12-31 126,888 $61,414,000 -1,397
   AE Wealth Management LLC 61 - 2023-12-31 121,810 $61,319,000 24,548
   FJ Investments LLC 7 - 2023-12-31 125,582 $60,782,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 72 - 2023-12-31 122,500 $59,290,000 4,903
   NORTHERN TRUST CORP 893 - 2023-12-31 122,477 $59,279,000 -5,900
   BARCLAYS PLC 448 - 2023-12-31 120,674 $58,406,000 118,189
   BROWN ADVISORY HOLDINGS INC 189 - 2023-12-31 114,580 $55,457,000 3,360
   BAILARD BIEHL & KAISER INC 10 - 2023-12-31 114,326 $55,334,000 -1,825
   MADISON ASSET MANAGEMENT LLC 44 - 2023-12-31 111,680 $54,053,000 -685
   NORTHSTAR ASSET MANAGEMENT LLC 1 - 2023-12-31 107,786 $52,168,000 -770
   WAGNER CAPITAL MANAGEMENT CORP 1 - 2024-03-31 98,772 $51,790,000 -2,182
   Compass Financial Group INC/SD 3 - 2024-03-31 94,020 $49,299,000 7,380
   GOLDMAN SACHS GROUP INC/ 1003 - 2023-12-31 101,817 $49,279,000 6,336
   Yarbrough Capital LLC 10 - 2024-03-31 90,675 $47,544,000 0
   Gratus Capital LLC 7 - 2023-12-31 90,337 $43,723,000 77,189
   MARINER WEALTH ADVISORS, LLC 195 - 2023-12-31 85,702 $41,480,000 4,887
   Systematic Alpha Investments LLC 13 - 2023-12-31 82,300 $39,833,000 0
   KCM INVESTMENT ADVISORS LLC 14 - 2023-12-31 80,832 $39,123,000 2,016
   PEAPACK GLADSTONE FINANCIAL CORP 38 - 2023-12-31 79,348 $38,404,000 600
   CI Private Wealth LLC 274 - 2023-12-31 75,010 $36,305,000 -2,049
   Marotta Asset Management 2 - 2024-03-31 62,953 $33,009,000 -3,470
   PARK NATIONAL CORP /OH/ 23 - 2024-03-31 61,648 $32,325,000 -5,464
   COMERICA BANK 126 - 2023-12-31 66,065 $31,975,000 16,684
   TRUST CO OF OKLAHOMA 1 - 2024-03-31 59,877 $31,396,000 -383
   Stuart Chaussee & Associates Inc. 3 - 2023-12-31 64,481 $31,209,000 -1,578
   PINNACLE ASSOCIATES LTD 44 - 2023-12-31 63,579 $30,772,000 1,735
   GPS Wealth Strategies Group LLC 1 - 2023-12-31 63,446 $30,708,000 848
   MML INVESTORS SERVICES LLC 173 - 2023-12-31 60,441 $29,253,000 8,859
   Goss Wealth Management LLC 85 - 2023-12-31 57,781 $29,025,000 1,749
   Silicon Valley Capital Partners 6 - 2023-12-31 59,565 $28,830,000 -4,459
   Kestra Advisory Services LLC 85 - 2023-12-31 57,759 $27,955,000 4,656
   AMI INVESTMENT MANAGEMENT INC 2 - 2024-03-31 53,094 $27,839,000 2,548
   Full Sail Capital LLC 14 - 2023-12-31 56,926 $27,552,000 -10,966
   Private Advisor Group LLC 100 - 2023-12-31 56,333 $27,265,000 -1,167
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 259 - 2024-03-31 51,900 $27,213,000 8,707
   PRUDENTIAL FINANCIAL INC 354 - 2023-12-31 56,120 $27,162,000 11,119
   H D Vest Advisory Services 48 - 2023-12-31 55,932 $27,071,000 15,394
   Lido Advisors LLC 55 - 2023-12-31 54,895 $26,569,000 26,506
   CITIGROUP INC 495 - 2023-12-31 54,118 $26,193,000 4,103
   Elwood & Goetz Wealth Advisory Group LLC 6 - 2023-12-31 54,096 $26,182,000 -3,697
   Steel Peak Wealth Management LLC 16 - 2024-03-31 49,757 $26,090,000 45,589
   Portfolio Strategies Inc. 14 - 2023-12-31 53,737 $26,043,000 -739
   FMR LLC 1516 - 2023-12-31 52,335 $25,330,000 5,871
   FIRST MERCHANTS CORP - 2023-12-31 51,557 $24,954,000 -119
   Capital Advisors Wealth Management LLC 4 - 2024-03-31 46,378 $24,318,000 -19,377
   Mokosak Advisory Group LLC 6 - 2023-12-31 48,540 $23,521,000 -259
   MCCORMACK ADVISORS INTERNATIONAL 71 - 2023-12-31 48,264 $23,360,000 -415
   MERCER GLOBAL ADVISORS INC /ADV 176 - 2023-12-31 47,362 $22,923,000 -4,003
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 47,198 $22,844,000 122
   MASSMUTUAL TRUST CO FSB/ADV 40 - 2024-03-31 43,411 $22,762,000 575
   Keebeck Wealth Management LLC 2 - 2023-12-31 46,295 $22,407,000 -45,736
   BANK OF MONTREAL /CAN/ 646 - 2023-12-31 45,546 $22,189,000 5,889
   FIFTH THIRD BANCORP 170 - 2023-12-31 44,683 $21,627,000 8
   TIAA FSB 106 - 2023-06-30 47,638 $21,064,000 -1,669
   Steward Partners Investment Advisory LLC 71 - 2023-12-31 43,344 $20,978,000 648
   MONUMENTAL FINANCIAL GROUP INC. 3 - 2024-03-31 38,858 $20,375,000 3,071
   Pathstone Holdings LLC 129 - 2023-12-31 38,433 $20,340,000 0
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 1 - 2023-03-31 52,157 $20,105,000 -3,870
   Stratos Wealth Partners LTD. 56 - 2024-03-31 38,273 $20,068,000 -277
   Winthrop Capital Management LLC 1 - 2023-12-31 41,068 $19,877,000 0
   PATHSTONE FAMILY OFFICE, LLC 99 - 2023-09-30 44,055 $19,768,000 29,964
   Atria Wealth Solutions Inc. 87 - 2023-12-31 40,502 $19,603,000 -8,939
   White Lighthouse Investment Management Inc. - 2023-12-31 40,398 $19,553,000 -394
  100 Records found
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