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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
   TAIYO LIFE INSURANCE CO - 2024-03-31 296,500 $155,467,000 0
   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
   Yarbrough Capital LLC 10 - 2024-03-31 90,675 $47,544,000 0
   Systematic Alpha Investments LLC 13 - 2023-12-31 82,300 $39,833,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 33,300 $17,461,000 0
   SCS CAPITAL MANAGEMENT LLC 37 - 2023-12-31 25,417 $12,302,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 3 - 2023-12-31 23,380 $11,316,000 0
   Crewe Advisors LLC 15 - 2023-12-31 22,642 $10,959,000 0
   Sage Mountain Advisors LLC 15 - 2024-03-31 19,227 $10,081,000 0
   NEVILLE RODIE & SHAW INC 50 - 2024-03-31 11,584 $6,074,000 0
   Security Financial Services INC. 23 - 2024-03-31 11,010 $5,773,000 0
   Proficio Capital Partners LLC 26 - 2023-12-31 11,759 $5,691,000 0
   INDEPENDENT ORDER OF FORESTERS 4 - 2023-12-31 9,116 $4,412,000 0
   MACQUARIE GROUP LTD 977 - 2023-12-31 9,116 $4,412,000 0
   BESSEMER GROUP INC 383 - 2023-12-31 8,986 $4,348,000 0
   Salomon & Ludwin LLC 45 - 2023-12-31 9,930 $4,120,000 0
   BARTLETT & CO. LLC 153 - 2023-12-31 8,052 $3,920,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 153 - 2023-12-31 8,052 $3,920,000 0
   Davis Investment Partners LLC 9 - 2024-03-31 7,379 $3,793,000 0
   Patriot Investment Management Inc. 47 - 2024-03-31 6,713 $3,520,000 0
   COMMERCE BANK N A/MO 372 - 2023-12-31 7,260 $3,514,000 0
   BABSON CAPITAL MANAGEMENT LLC 81 - 2023-12-31 6,917 $3,348,000 0
   Simmons Bank 96 - 2023-12-31 6,652 $3,220,000 0
   CORA CAPITAL ADVISORS LLC 20 - 2024-03-31 4,890 $2,564,000 0
   COZAD ASSET MANAGEMENT INC 96 - 2023-12-31 5,263 $2,548,000 0
   Houlihan Financial Resource Group Ltd. 29 - 2023-12-31 5,067 $2,452,000 0
   JNBA FINANCIAL ADVISORS 55 - 2024-03-31 4,619 $2,422,000 0
   Ayalon Holdings Ltd. 40 - 2024-03-31 4,246 $2,226,000 0
   TRUEPOINT, INC. 55 - 2023-12-31 4,391 $2,125,000 0
   PAPP L ROY & ASSOCIATES 67 - 2024-03-31 3,835 $2,011,000 0
   Gryphon Financial Partners LLC 44 - 2023-12-31 4,000 $1,936,000 0
   BUSEY TRUST CO 141 - 2024-03-31 3,491 $1,830,000 0
   Retirement Network 68 - 2023-12-31 3,655 $1,769,000 0
   CLIFFORD ASSOCIATES LLC 150 - 2024-03-31 3,358 $1,761,000 0
   LAZARD ASSET MANAGEMENT LLC 692 - 2023-12-31 3,600 $1,742,000 0
   LPWM LLC 29 - 2024-03-31 3,281 $1,687,000 0
   DEUTSCHE BANK AG 1736 - 2023-12-31 3,275 $1,585,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 181 - 2023-12-31 3,253 $1,574,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 37 - 2024-03-31 2,928 $1,535,000 0
   Northeast Financial Consultants Inc 113 - 2023-12-31 3,156 $1,528,000 0
   Pathway Financial Advisors LLC 34 - 2024-03-31 2,852 $1,495,000 0
   RAMSAY, STATTMAN, VELA & PRICE, INC. 58 - 2023-12-31 2,750 $1,331,000 0
   Affiance Financial LLC 42 - 2024-03-31 2,534 $1,329,000 0
   CRA Financial Services LLC 64 - 2024-03-31 2,527 $1,325,000 0
   UNION SAVINGS BANK 28 - 2023-12-31 2,726 $1,319,000 0
   Bay Harbor Wealth Management LLC 30 - 2024-03-31 2,495 $1,308,000 0
   Zullo Investment Group Inc. 44 - 2024-03-31 2,477 $1,299,000 0
   Autumn Glory Partners LLC - 2023-12-31 2,553 $1,232,000 0
   TRUST POINT INC. 125 - 2024-03-31 2,279 $1,195,000 0
   GATEWAY ADVISORY, LLC 41 - 2023-12-31 2,388 $1,156,000 0
   HM PAYSON & CO 194 - 2023-12-31 2,281 $1,104,000 0
   KENFARB & CO. 31 - 2023-09-30 2,622 $1,088,000 0
   HBW Advisory Services LLC 119 - 2024-03-31 2,200 $1,065,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 360 - 2023-12-31 2,192 $1,061,000 0
   SYM FINANCIAL CORPORATION 31 - 2023-12-31 2,191 $1,060,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 2,102 $1,017,000 0
   Rockwood Wealth Management LLC 32 - 2024-03-31 1,918 $1,006,000 0
   ROCKLAND TRUST CO 139 - 2024-03-31 1,909 $1,001,000 0
   BALLENTINE FINN & COMPANY INC 262 - 2024-03-31 1,828 $958,000 0
   Altus Wealth Management LLC 17 - 2024-03-31 1,797 $942,000 0
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 39 - 2024-03-31 1,700 $891,000 0
   Warwick Investment Management Inc. 38 - 2023-12-31 1,837 $889,000 0
   Key Financial Inc 82 - 2024-03-31 1,810 $876,000 0
   WETHERBY ASSET MANAGEMENT INC 381 - 2023-12-31 1,808 $875,000 0
   COOKSON PEIRCE & CO INC 117 - 2024-03-31 1,655 $868,000 0
   PRIVATE WEALTH PARTNERS LLC 92 - 2023-12-31 1,723 $834,000 0
   INGALLS & SNYDER LLC 225 - 2023-12-31 1,645 $796,000 0
   LUTS & GREENLEIGH GROUP INC 22 - 2023-12-31 1,607 $778,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 34 - 2023-12-31 1,553 $752,000 0
   Stevard LLC 22 - 2023-12-31 1,539 $745,000 0
   CAPITAL INSIGHT PARTNERS LLC 104 - 2024-03-31 1,420 $745,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 159 - 2023-12-31 1,521 $736,000 0
   HTLF Bank 110 - 2024-03-31 1,385 $726,000 0
   WATERS PARKERSON & CO INC 108 - 2023-12-31 1,491 $722,000 0
   Nilsine Partners LLC 200 - 2024-03-31 1,328 $696,000 0
   BIP Wealth LLC 93 - 2023-12-31 1,424 $689,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 100 - 2024-03-31 1,312 $688,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 209 - 2024-03-31 1,299 $681,000 0
   STATE BANK & TRUST 124 - 2024-03-31 1,281 $672,000 0
   Aurum Wealth Management Group LLC 146 - 2024-03-31 1,279 $671,000 0
   Wilson & Boucher Capital Management LLC 54 - 2023-12-31 1,375 $666,000 0
   SPEARS ABACUS ADVISORS LLC 121 - 2023-12-31 1,355 $656,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 1,330 $644,000 0
   Financial Guidance Group Inc. - 2023-12-31 1,328 $643,000 0
   Hillcrest Wealth Advisors - NY LLC 30 - 2024-03-31 1,225 $642,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 605 - 2024-03-31 1,201 $630,000 0
   HEAD & ASSOCIATES LLC 117 - 2023-12-31 1,270 $615,000 0
   CHARTER RESEARCH & INVESTMENT GROUP INC. 48 - 2023-12-31 1,220 $590,000 0
   BRYN MAWR TRUST CO/PA 231 - 2023-09-30 1,413 $586,000 0
   Grubman Wealth Management 48 - 2024-03-31 1,108 $581,000 0
   MPS Loria Financial Planners LLC 35 - 2024-03-31 1,100 $577,000 0
   DUBUQUE BANK & TRUST CO 123 - 2023-09-30 1,385 $575,000 0
   CLARET ASSET MANAGEMENT Corp 91 - 2024-03-31 1,088 $570,000 0
   ALBION FINANCIAL GROUP /UT 134 - 2024-03-31 1,063 $557,000 0
   McCollum Christoferson Group LLC 44 - 2024-03-31 1,054 $553,000 0
   PHYSICIANS FINANCIAL SERVICES INC. - 2023-12-31 1,135 $549,000 0
   CHEMUNG CANAL TRUST CO 88 - 2024-03-31 1,038 $544,000 0
   Lauterbach Financial Advisors LLC 31 - 2023-12-31 1,098 $531,000 0
   BECKER CAPITAL MANAGEMENT INC 194 - 2023-12-31 1,093 $529,000 0
  100 Records found
  1    
  Page 1 of 1
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