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Get Institutions for : 
Vanguard I T VIPERS (VGT)  
$509.46 13.40 (2.7%) as of 4:30 Fri 5/3


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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  : 
63.75 (14.3%)  




 
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
   TWO SIGMA INVESTMENTS LLC 548 *New 2023-12-31 23,000 $11,132,000 23,000
   Sierra Capital LLC 30 *New 2024-03-31 6,410 $3,361,000 6,410
   Simplicity WealthLLC 249 *New 2024-03-31 6,395 $3,353,000 6,395
   BAMCO INC /NY/ 294 *New 2023-12-31 3,396 $1,644,000 3,396
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 227 *New 2024-03-31 2,462 $1,292,000 2,462
   Unique Wealth Strategies LLC 41 *New 2024-03-31 2,239 $1,174,000 2,239
   HARTLINE INVESTMENT CORP/ 111 *New 2024-03-31 2,212 $1,160,000 2,212
   CUTLER INVESTMENT COUNSEL LLC 74 *New 2023-12-31 2,214 $1,071,000 2,214
   Waterloo Capital L.P. 139 *New 2023-12-31 1,979 $958,000 1,979
   Cadent Capital Advisors LLC 47 *New 2024-03-31 1,552 $814,000 1,552
   Redhawk Wealth Advisors Inc. 124 *New 2023-12-31 1,655 $801,000 1,655
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 46 *New 2024-03-31 1,450 $760,000 1,450
   SpiderRock Advisors LLC 336 *New 2024-03-31 1,378 $714,000 1,378
   Independent Advisor Alliance 399 *New 2023-12-31 1,270 $615,000 1,270
   RAM Investment Partners LLC 34 *New 2023-12-31 1,062 $514,000 1,062
   Ascent Wealth Partners LLC *New 2023-12-31 1,053 $510,000 1,053
   COLONY GROUP, LLC 579 *New 2023-12-31 1,050 $508,000 1,050
   Golden State Equity Partners 191 *New 2023-12-31 1,028 $498,000 1,028
   GenTrust LLC 99 *New 2024-03-31 936 $491,000 936
   CAMARDA FINANCIAL ADVISORS, LLC 64 *New 2023-12-31 910 $440,000 910
   Hamilton Capital Management Inc. 63 *New 2023-12-31 907 $439,000 907
   Cardinal Point Capital Management ULC 52 *New 2024-03-31 820 $430,000 820
   Wescott Financial Advisory Group LLC 118 *New 2023-12-31 767 $371,000 767
   Root Financial Partners LLC 69 *New 2024-03-31 647 $339,000 647
   GW HENSSLER & ASSOCIATES LTD *New 2023-12-31 663 $321,000 663
   17 CAPITAL PARTNERS LLC 99 *New 2024-03-31 611 $320,000 611
   DGS Capital Management LLC 207 *New 2024-03-31 582 $305,000 582
   JustInvest LLC 1201 *New 2023-12-31 623 $302,000 623
   Benchmark Investment Advisors LLC 247 *New 2023-12-31 619 $300,000 619
   HOWARD FINANCIAL SERVICES LTD. 124 *New 2024-03-31 572 $300,000 572
   SEABRIDGE INVESTMENT ADVISORS LLC *New 2023-12-31 617 $299,000 617
   Elm Partners Management LLC 48 *New 2023-12-31 613 $297,000 613
   Catalina Capital Group LLC 177 *New 2024-03-31 553 $290,000 553
   Betterment LLC 283 *New 2023-12-31 592 $287,000 592
   FULTON BREAKEFIELD BROENNIMAN LLC 152 *New 2024-03-31 513 $269,000 513
   Syntegra Private Wealth Group LLC 109 *New 2023-12-31 553 $268,000 553
   MY PURPOSEFUL WEALTH CORP. 46 *New 2023-12-31 548 $265,000 548
   Integrys Wealth Advisors LLC 123 *New 2024-03-31 503 $264,000 503
   AMERICAN INVESTMENT SERVICES INC. 131 *New 2023-12-31 532 $257,000 532
   GRIES FINANCIAL LLC 181 *New 2023-12-31 521 $252,000 521
   Cornerstone Wealth Group LLC 210 *New 2024-03-31 467 $245,000 467
   Tanager Wealth Management LLP 70 *New 2023-12-31 498 $241,000 498
   ATLAS BROWNINC 183 *New 2024-03-31 452 $237,000 452
   BCS Wealth Management 213 *New 2024-03-31 444 $233,000 444
   Norwood Financial Corp 66 *New 2024-03-31 434 $228,000 434
   Crown Wealth Group LLC *New 2023-12-31 470 $227,000 470
   NTV ASSET MANAGEMENT LLC 230 *New 2023-12-31 465 $225,000 465
   Connectus Wealth LLC 470 *New 2023-12-31 463 $224,000 463
   TILIA FIDUCIARY PARTNERS INC. 93 *New 2024-03-31 425 $223,000 425
   AAFMAA Wealth Management & Trust LLC 61 *New 2024-03-31 421 $221,000 421
   Carl P. Sherr & Co. LLC 108 *New 2023-12-31 454 $220,000 454
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 272 *New 2023-12-31 454 $220,000 454
   HOWLAND CAPITAL MANAGEMENT INC *New 2023-12-31 450 $218,000 450
   Sheaff Brock Investment Advisors LLC 397 *New 2023-12-31 447 $216,000 447
   New Hampshire Trust 163 *New 2024-03-31 412 $216,000 412
   DIVERSIFIED TRUST CO 720 *New 2024-03-31 410 $215,000 410
   Van Leeuwen & Company LLC 83 *New 2023-12-31 445 $215,000 445
   PERSONAL CFO SOLUTIONS LLC 473 *New 2023-12-31 442 $214,000 442
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 490 *New 2023-12-31 441 $213,000 441
   SAX WEALTH ADVISORS LLC 180 *New 2023-12-31 440 $213,000 440
   Riverview Capital Advisers LLC 77 *New 2023-12-31 440 $213,000 440
   HILL ISLAND FINANCIAL LLC 71 *New 2023-12-31 437 $212,000 437
   Aprio Wealth Management LLC 210 *New 2024-03-31 404 $212,000 404
   SEARCY FINANCIAL SERVICES INC /ADV 25 *New 2024-03-31 404 $212,000 404
   HORIZON FINANCIAL SERVICES LLC 49 *New 2024-03-31 402 $211,000 402
   CALLAHAN LEIGHTON & CO LLC 139 *New 2024-03-31 400 $210,000 400
   Court Place Advisors LLC 150 *New 2024-03-31 400 $210,000 400
   TKG Advisors LLC 94 *New 2023-12-31 433 $210,000 433
   ICAPITAL WEALTH LLC 82 *New 2023-12-31 431 $209,000 431
   WAYNE HUMMER INVESTMENTS L.L.C. 423 *New 2023-12-31 431 $208,000 431
   R. W. Roge & Company Inc. 46 *New 2024-03-31 391 $206,000 391
   Morton Capital Management LLC/CA 98 *New 2024-03-31 392 $206,000 392
   RFG HOLDINGS INC. 41 *New 2024-03-31 389 $205,000 389
   IRONWOOD INVESTMENT COUNSEL LLC 244 *New 2023-12-31 421 $204,000 421
   First National Advisers LLC 154 *New 2023-12-31 419 $203,000 419
   MAIRS & POWER INC 221 *New 2023-12-31 420 $203,000 420
   TOCQUEVILLE ASSET MANAGEMENT LP 491 *New 2023-12-31 420 $203,000 420
   My Personal CFO LLC 96 *New 2024-03-31 385 $202,000 385
   Spectrum Wealth Advisory Group LLC 31 *New 2024-03-31 383 $201,000 383
   Gilbert & Cook Inc. 216 *New 2024-03-31 383 $201,000 383
   D.B. Root & Company LLC 173 *New 2024-03-31 382 $200,000 382
   Ahrens Investment Partners LLC 150 *New 2023-03-31 502 $194,000 502
   MA GREENWOOD & ASSOCIATES INC 96 *New 2023-12-31 390 $189,000 390
   GABLES CAPITAL MANAGEMENT INC. 134 *New 2023-12-31 285 $138,000 285
   Future Financial Wealth Managment LLC 179 *New 2024-03-31 180 $94,000 180
   Gibson Wealth Advisors LLC 89 *New 2022-12-31 270 $90,000 270
   WOODMONT INVESTMENT COUNSEL LLC 287 *New 2024-03-31 127 $67,000 127
   Castleview Partners LLC 260 *New 2023-12-31 130 $63,000 130
   MATRIX PRIVATE CAPITAL GROUP LLC 120 *New 2023-12-31 115 $56,000 115
   FSA Wealth Management LLC 135 *New 2023-12-31 110 $53,000 110
   Scarborough Advisors LLC 164 *New 2023-12-31 107 $52,000 107
   Dunhill Financial LLC 102 *New 2023-12-31 100 $48,000 100
   Compagnie Lombard Odier SCA 375 *New 2024-03-31 70 $37,000 70
   MTM Investment Management LLC 230 *New 2024-03-31 66 $35,000 66
   Opal Wealth Advisors LLC 219 *New 2024-03-31 64 $34,000 64
   OLD SECOND NATIONAL BANK OF AURORA 231 *New 2023-12-31 60 $29,000 60
   Richardson Capital Management LLC 84 *New 2024-03-31 56 $29,000 56
   Global Assets Advisory LLC 546 *New 2024-03-31 14,712 $28,000 14,712
   First Capital Advisors Group LLC. 390 *New 2023-06-30 57 $25,000 57
   LifeSteps Financial Inc. 239 *New 2024-03-31 33 $17,000 33
  100 Records found
  1    
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