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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
   BANK OF AMERICA CORP /DE/ 15 - 2023-12-31 16,027,753 $7,757,433,000 -135,669
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 104 - 2023-12-31 725,779 $351,277,000 -79,857
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 71 - 2024-03-31 387,815 $203,347,000 -13,850
   RAYMOND JAMES & ASSOCIATES 134 - 2024-03-31 378,298 $198,357,000 -12,681
   Spire Wealth Management 3 - 2024-03-31 142,828 $182,273,000 -774
   Equitable Holdings Inc. 9 - 2023-12-31 366,364 $177,320,000 -3,746
   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
   PNC FINANCIAL SERVICES GROUP INC 130 - 2023-12-31 326,953 $158,245,000 -5,667
   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
   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
   FINANCIAL NETWORK 43 - 2023-12-31 152,194 $73,662,000 -14,161
   MANUFACTURERES LIFE INSURANCE CO 282 - 2023-12-31 128,528 $62,208,000 -4,906
   AGF MANAGEMENT LTD 89 - 2023-12-31 126,888 $61,414,000 -1,397
   NORTHERN TRUST CORP 893 - 2023-12-31 122,477 $59,279,000 -5,900
   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
   WAGNER CAPITAL MANAGEMENT CORP 1 - 2024-03-31 98,772 $51,790,000 -2,182
   CI Private Wealth LLC 274 - 2023-12-31 75,010 $36,305,000 -2,049
   PINNACLE ASSOCIATES LTD 44 - 2024-03-31 63,274 $33,177,000 -305
   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
   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
   Silicon Valley Capital Partners 6 - 2023-12-31 59,565 $28,830,000 -4,459
   Elwood & Goetz Wealth Advisory Group LLC 4 - 2024-03-31 53,415 $28,008,000 -681
   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
   FIRST MERCHANTS CORP 10 - 2024-03-31 50,325 $26,387,000 -1,232
   Portfolio Strategies Inc. 14 - 2023-12-31 53,737 $26,043,000 -739
   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
   Keebeck Wealth Management LLC 2 - 2023-12-31 46,295 $22,407,000 -45,736
   FIFTH THIRD BANCORP 178 - 2024-03-31 40,393 $21,180,000 -4,290
   TIAA FSB 106 - 2023-06-30 47,638 $21,064,000 -1,669
   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
   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
   BAKER ELLIS ASSET MANAGEMENT LLC 5 - 2024-03-31 35,347 $18,534,000 -1,134
   CALLAN CAPITAL, LLC 18 - 2023-12-31 36,840 $17,830,000 -2,521
   EXCHANGE CAPITAL MANAGEMENT INC 4 - 2024-03-31 33,245 $17,432,000 -595
   BLAIR WILLIAM & CO/IL 247 - 2023-12-31 31,870 $15,425,000 -134
   Cetera Investment Advisers 158 - 2023-12-31 30,927 $14,968,000 -22,606
   McMahon Financial Advisors LLC 7 - 2024-03-31 28,248 $14,811,000 -85
   KARPUS MANAGEMENT INC 48 - 2023-12-31 29,897 $14,470,000 -7,424
   WELCH CAPITAL PARTNERS LLC/NY 6 - 2023-12-31 28,062 $13,582,000 -7
   Relative Value Partners Group LLC 24 - 2023-12-31 27,851 $13,480,000 -1,213
   Brandywine Oak Private Wealth LLC 16 - 2023-12-31 27,488 $13,304,000 -1,425
   FIDUCIARY TRUST CO 74 - 2023-12-31 27,031 $13,083,000 -382
   Axiom Financial Strategies LLC 4 - 2024-03-31 24,910 $13,061,000 -1,580
   Financial Perspectives Inc 4 - 2024-03-31 24,508 $12,850,000 -899
   JOHNSON INVESTMENT COUNSEL INC 96 - 2023-12-31 26,144 $12,654,000 -627
   RMB CAPITAL MANAGEMENT LLC 80 - 2023-12-31 26,024 $12,596,000 -507
   KWMG LLC 20 - 2024-03-31 23,996 $12,582,000 -406
   Proquility Private Wealth Partners LLC 3 - 2023-12-31 25,045 $12,122,000 -2,315
   BerganKDV Wealth Management LLC 19 - 2023-06-30 26,473 $11,705,000 -816
   MADDEN ADVISORY SERVICES, INC. 3 - 2023-12-31 24,054 $11,642,000 -1,173
   TRIANGLE SECURITIES WEALTH MANAGEMENT 3 - 2024-03-31 22,050 $11,562,000 -665
   KOCHIS FITZ/QUINTILE LLC 33 - 2024-03-31 21,553 $11,301,000 -290
   Insight Financial Services 4 - 2024-03-31 21,493 $11,270,000 -571
   Royal Fund Management LLC 13 - 2024-03-31 21,230 $11,170,000 -245
   Curtis Advisory Group LLC 3 - 2023-12-31 23,030 $11,147,000 -44,950
   JMAC ENTERPRISES LLC - 2023-12-31 22,899 $11,083,000 -184
   Capital Planning LLC 8 - 2024-03-31 21,027 $11,026,000 -306
   CHATHAM CAPITAL GROUP INC 8 - 2024-03-31 20,963 $10,992,000 -1,484
   DORSEY & WHITNEY TRUST CO LLC 31 - 2023-12-31 22,578 $10,928,000 -1,617
   Hobart Private Capital LLC 6 - 2024-03-31 20,532 $10,766,000 -948
   Hall Private Wealth Advisors 4 - 2023-09-30 25,367 $10,525,000 -682
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 103 - 2023-12-31 21,508 $10,410,000 -438
   Principle Wealth Partners LLC 29 - 2024-03-31 19,689 $10,324,000 -318
   Certified Advisory Corp 12 - 2023-12-31 21,001 $10,164,000 -154
   GRAYHAWK INVESTMENT STRATEGIES INC. 3 - 2023-12-31 20,406 $9,877,000 -2,500
   WSFS CAPITAL MANAGEMENT LLC 43 - 2023-12-31 19,842 $9,604,000 -517
   FIRST FINANCIAL CORP /IN/ 3 - 2024-03-31 18,267 $9,578,000 -177
   Bouchey Financial Group Ltd 23 - 2024-03-31 17,850 $9,360,000 -198
   SUMITOMO MITSUI FINANCIAL GROUP INC. 42 - 2023-12-31 18,662 $9,032,000 -525
   Integrated Wealth Concepts LLC 156 - 2023-12-31 18,360 $8,886,000 -972
   Invst LLC 23 - 2023-12-31 17,153 $8,654,000 -5,360
   Delta Financial Group Inc. 5 - 2024-03-31 16,212 $8,501,000 -257
   NewEdge Wealth LLC 108 - 2023-12-31 17,535 $8,487,000 -20
   Financial Freedom LLC 3 - 2024-03-31 15,804 $8,287,000 -118
   Beacon Pointe Advisors LLC 185 - 2023-12-31 17,096 $8,275,000 -1,256
   Focused Wealth Management Inc 17 - 2023-12-31 17,085 $8,269,000 -446
   Cornerstone Advisors LLC 75 - 2023-12-31 17,000 $8,228,000 -2,377
   Magnolia Wealth Management LLC 5 - 2023-12-31 16,864 $8,162,000 -1,312
   Kinloch Capital LLC 1 - 2023-12-31 16,560 $8,015,000 -7,666
   PRUDENTIAL CORP PLC 153 - 2023-12-31 16,557 $8,014,000 -1,185
   HANSON MCCLAIN, INC. 138 - 2024-03-31 14,951 $7,839,000 -309
   Quaker Wealth Management LLC 9 - 2023-12-31 15,832 $7,663,000 -170
   PATTON ALBERTSON & MILLER, LLC 28 - 2024-03-31 14,187 $7,439,000 -540
   Atlantic Trust Group LLC 348 - 2023-12-31 15,153 $7,334,000 -2,339
   IFG Advisory LLC 34 - 2023-12-31 14,986 $7,253,000 -113
   CULBERTSON A N & CO INC 24 - 2023-12-31 14,930 $7,226,000 -122

  100 Records found
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