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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
   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
   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
   STIFEL FINANCIAL CORP 102 - 2023-12-31 362,743 $175,581,000 14,861
   Beacon Capital Management Inc. 7 - 2024-03-31 317,241 $166,685,000 207,468
   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
   BB&T CORP 167 - 2023-12-31 153,941 $74,508,000 26,794
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 69 - 2024-03-31 126,720 $66,445,000 4,220
   CREATIVE PLANNING 105 - 2023-12-31 128,019 $61,961,000 460
   AE Wealth Management LLC 61 - 2023-12-31 121,810 $61,319,000 24,548
   BROWN ADVISORY HOLDINGS INC 181 - 2024-03-31 115,492 $60,557,000 912
   BARCLAYS PLC 448 - 2023-12-31 120,674 $58,406,000 118,189
   NORTHSTAR ASSET MANAGEMENT LLC 1 - 2024-03-31 109,201 $57,258,000 1,415
   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
   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
   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
   COMERICA BANK 126 - 2023-12-31 66,065 $31,975,000 16,684
   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
   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
   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
   Steel Peak Wealth Management LLC 16 - 2024-03-31 49,757 $26,090,000 45,589
   FMR LLC 1516 - 2023-12-31 52,335 $25,330,000 5,871
   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
   BANK OF MONTREAL /CAN/ 646 - 2023-12-31 45,546 $22,189,000 5,889
   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 FAMILY OFFICE, LLC 99 - 2023-09-30 44,055 $19,768,000 29,964
   CAPTRUST FINANCIAL ADVISORS 243 - 2023-12-31 40,073 $19,396,000 4,648
   CVA Family Office LLC 4 - 2024-03-31 36,723 $19,256,000 1,190
   Baird Financial Group Inc. 324 - 2023-12-31 39,106 $18,927,000 5,245
   Cresset Asset Management LLC 125 - 2023-12-31 38,933 $18,844,000 625
   SWAN Capital LLC 1 - 2023-12-31 38,731 $18,746,000 3,726
   ADVISORY SERVICES NETWORK, LLC 33 - 2023-12-31 37,712 $18,253,000 804
   XML Financial LLC 9 - 2023-12-31 35,135 $17,005,000 1,333
   IEQ CAPITAL LLC 56 - 2023-12-31 35,050 $16,964,000 2,007
   Ameritas Advisory Services LLC 21 - 2023-12-31 34,327 $16,760,000 26,072
   Eudaimonia Partners LLC 2 - 2024-03-31 30,028 $15,745,000 701
   Wiser Wealth Management Inc 7 - 2024-03-31 29,676 $15,560,000 1,144
   BBR PARTNERS, LLC 10 - 2023-12-31 32,042 $15,508,000 1,481
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 502 - 2023-12-31 30,316 $14,673,000 8,634
   Edge Capital Group LLC 30 - 2023-12-31 30,143 $14,589,000 2,200
   Advisors Preferred LLC - 2023-12-31 30,226 $14,245,000 30,226
   LOWE BROCKENBROUGH & CO INC 26 - 2023-12-31 28,587 $13,836,000 4,189
   HARBOUR INVESTMENTS INC. 30 - 2023-12-31 28,439 $13,764,000 1,137
   MY Wealth Management Inc. 3 - 2023-12-31 27,550 $13,334,000 6,620
   Cornerstone Advisory LLP 9 - 2023-12-31 27,253 $13,190,000 27
   NATIONAL ASSET MANAGEMENT, INC. 50 - 2023-12-31 27,010 $13,073,000 3,396
   Leeward Financial Partners LLC 4 - 2024-03-31 23,487 $12,315,000 1,209
   Sound View Wealth Advisors Group LLC 15 - 2023-12-31 24,799 $12,003,000 3,354
   Curran Financial Partners LLC 4 - 2023-12-31 22,523 $11,430,000 22,523
   ATLAS CAPITAL ADVISORS LLC 10 - 2024-03-31 20,635 $10,820,000 1,100
   FCA CORP /TX 1 - 2023-12-31 22,113 $10,703,000 97
   We Are One Seven LLC 27 - 2023-12-31 21,940 $10,619,000 2,020
   TRUE Private Wealth Advisors 15 - 2024-03-31 19,581 $10,267,000 1,272
   Wheelhouse Advisory Group LLC 7 - 2024-03-31 19,096 $10,013,000 1,373
   CoreCap Advisors LLC 35 - 2023-12-31 20,370 $9,859,000 195
   Praetorian Wealth Management Inc. 11 - 2024-03-31 18,740 $9,826,000 1,732
   Ratio Wealth Group 20 - 2023-12-31 20,251 $9,801,000 706
   First PREMIER Bank 5 - 2024-03-31 18,355 $9,624,000 444
   Wealthfront Advisers LLC 148 - 2024-03-31 18,264 $9,577,000 3,726
   WEDBUSH MORGAN SECURITIES INC 39 - 2023-12-31 19,090 $9,240,000 5,787
   SCOTIA CAPITAL INC. 170 - 2023-12-31 18,674 $9,038,000 559
   Snowden Capital Advisors LLC 61 - 2023-12-31 18,584 $8,994,000 351
   Eagle Strategies LLC 7 - 2024-03-31 16,472 $8,637,000 16,024
   LEAVELL T & ASSOCIATES INC 54 - 2024-03-31 16,392 $8,595,000 139
   ARKANSAS FINANCIAL GROUP INC. 16 - 2024-03-31 16,318 $8,556,000 256
   EVERGREEN CAPITAL MANAGEMENT LLC 88 - 2023-12-31 17,002 $8,229,000 436
   Olistico Wealth LLC 4 - 2024-03-31 15,496 $8,125,000 866
   Delta Financial Group Inc. 5 - 2023-12-31 16,469 $7,971,000 24
   GLENMEDE TRUST CO NA 380 - 2023-12-31 16,264 $7,872,000 943
   Fifth Third Securities Inc. 35 - 2024-03-31 14,844 $7,783,000 449
   ICA Group Wealth Management LLC 10 - 2023-12-31 15,969 $7,729,000 1,463
   OPPENHEIMER & CO INC 179 - 2023-12-31 15,215 $7,364,000 916
   Bristlecone Advisors LLC 33 - 2024-03-31 14,007 $7,345,000 1,197
   Strengthening Families & Communities LLC 5 - 2023-12-31 14,080 $6,815,000 623
   Perennial Investment Advisors LLC 20 - 2023-12-31 13,453 $6,512,000 430
   HB Wealth Management LLC 117 - 2023-12-31 13,399 $6,485,000 448
   Joule Financial LLC 8 - 2023-12-31 13,204 $6,391,000 10
   Western Wealth Management LLC 42 - 2023-12-31 13,030 $6,307,000 954
   NorthCrest Asset Manangement LLC 128 - 2024-03-31 11,944 $6,263,000 70
  100 Records found
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