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Get Institutions for : 
Vanguard Health Care Vipers (VHT)  
$255.32 0.08 (0.03%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 913    9
Total shares held : 
 21,943,736  
% of shares held : 
 38.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -1,941,026  
% of shares held change : 
   -3.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $234.28  
Last Quarter's Ending Price : 
 $250.70  
Last Quarter's Average Price : 
 $236.83  
Change from last quarter's     
avg. price to the last closing  : 
18.49 (7.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
56
 111,242
 0.51%
 
Increased Positions :
301
 1,010,673
 4.61%
 
Unchanged Positions :
216
 1,402,823
 6.39%
 
Decreased Positions :
340
-2,411,755
-10.99%
 
Closed Positions :
65
-651,186
-2.97%
 
Guru Positions :
2
6,299
 0.03%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 338 - 2023-12-31 1,778,619 $445,900,000 176,092
   MORGAN STANLEY 440 - 2023-12-31 1,773,466 $444,608,000 -7,793
   UBS Group AG 159 - 2023-12-31 1,289,929 $323,385,000 -100,247
   Green Harvest Asset Management LLC 5 - 2023-12-31 1,000,899 $250,926,000 66,340
   WELLS FARGO & CO/MN 268 - 2023-12-31 850,546 $213,232,000 -46,929
   EVERETT HARRIS & CO /CA/ 8 - 2024-03-31 751,489 $203,293,000 -3,402
   Harel Insurance Investments & Financial Services L 7 - 2023-12-31 759,229 $190,339,000 0
   LPL FINANCIAL CORP 180 - 2023-12-31 673,909 $168,949,000 24,414
   Beacon Capital Management Inc. 10 - 2024-03-31 605,763 $162,454,000 582,503
   AMERIPRISE FINANCIAL INC 393 - 2023-12-31 598,355 $149,700,000 11,768
   ROYAL BANK OF CANADA 405 - 2023-12-31 506,750 $127,041,000 -278,297
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 84 - 2023-12-31 442,702 $110,998,000 -28,485
   J P MORGAN CHASE & CO 879 - 2023-12-31 347,113 $87,021,000 133,197
   Morningstar Investment Management LLC 3 - 2023-12-31 342,511 $85,868,000 2,190
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 166 - 2024-03-31 302,359 $81,794,000 22,630
   COMMONWEALTH EQUITY SERVICES LLC. 136 - 2023-12-31 325,727 $81,660,000 1,917
   MANUFACTURERES LIFE INSURANCE CO 245 - 2023-12-31 307,806 $77,167,000 18,371
   JANNEY MONTGOMERY SCOTT LLC 87 - 2023-12-31 294,428 $73,813,000 -864
   Advisor Group Holdings Inc. 171 - 2023-12-31 260,508 $65,343,000 -210,811
   ENVESTNET ASSET MANAGEMENT INC 569 - 2023-12-31 225,011 $56,410,000 -307,880
   PNC FINANCIAL SERVICES GROUP INC 261 - 2023-12-31 190,093 $47,656,000 -1,346
   RAYMOND JAMES & ASSOCIATES 429 - 2024-03-31 173,823 $47,022,000 -11,822
   ARMSTRONG ADVISORY GROUP INC 6 - 2024-03-31 184,028 $46,136,000 0
   STIFEL FINANCIAL CORP 301 - 2023-12-31 181,875 $45,599,000 -279
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 110 - 2024-03-31 163,626 $44,264,000 -5,536
   M&T BANK CORP 122 - 2023-12-31 172,950 $43,359,000 -6,433
   MARINER WEALTH ADVISORS, LLC 212 - 2023-12-31 142,999 $35,850,000 -18,517
   Allied Investment Advisors LLC 1 - 2024-03-31 131,267 $35,510,000 4,009
   INVICTUS PRIVATE WEALTH LLC 8 - 2023-12-31 141,506 $35,476,000 6,409
   CAPTRUST FINANCIAL ADVISORS 152 - 2023-12-31 138,767 $34,789,000 38,992
   AGF MANAGEMENT LTD 122 - 2023-12-31 138,506 $34,723,000 172
   MML INVESTORS SERVICES LLC 159 - 2023-12-31 126,815 $31,792,000 891
   HIGHTOWER ADVISORS, LLC 356 - 2023-12-31 121,430 $30,470,000 -23,798
   HPM Partners LLC - 2023-12-31 116,112 $29,109,000 112,195
   FINANCIAL NETWORK 130 - 2023-12-31 113,883 $28,551,000 -22,023
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 229 - 2023-09-30 121,024 $28,453,000 3,287
   PEAPACK GLADSTONE FINANCIAL CORP 60 - 2023-12-31 107,203 $26,875,000 -1,033
   KCM INVESTMENT ADVISORS LLC 28 - 2023-12-31 103,838 $26,032,000 -3,074
   FIRST MANHATTAN CO 86 - 2023-12-31 97,048 $24,332,000 9,503
   Capital Advantage Inc. - 2023-12-31 93,908 $23,543,000 -7,490
   Rockefeller Capital Management L.P. 265 - 2023-12-31 90,515 $22,692,000 -2,846
   Kestra Advisory Services LLC 108 - 2023-12-31 89,624 $22,469,000 -3,908
   Aprio Wealth Management LLC 4 - 2024-03-31 82,753 $22,386,000 18,908
   MULTIFINANCIAL SECURITIES CORP 75 - 2023-12-31 83,901 $21,034,000 -5,502
   Main Management LLC 17 - 2023-12-31 82,656 $20,722,000 880
   Stratos Wealth Partners LTD. 51 - 2024-03-31 76,208 $20,616,000 5,550
   WAGNER CAPITAL MANAGEMENT CORP 8 - 2024-03-31 75,249 $20,356,000 -1,590
   BB&T CORP 402 - 2023-12-31 79,525 $19,937,000 -804
   MCCORMACK ADVISORS INTERNATIONAL 81 - 2023-12-31 75,909 $19,031,000 17,886
   Marotta Asset Management 8 - 2024-03-31 70,299 $19,017,000 -2,111
   EverSource Wealth Advisors LLC 9 - 2023-12-31 73,927 $18,533,000 1,404
   H D Vest Advisory Services 95 - 2023-12-31 70,348 $17,636,000 -2,222
   CREATIVE PLANNING 272 - 2023-12-31 68,579 $17,193,000 2,811
   Bulltick Wealth Management LLC 4 - 2023-12-31 61,791 $15,491,000 -2,155
   Full Sail Capital LLC 33 - 2023-12-31 59,793 $14,990,000 -11,241
   Oakmont Partners LLC 58 - 2024-03-31 54,782 $14,819,000 -132
   STRATEGIC POINT INVESTMENT ADVISORS LLC 14 - 2023-12-31 56,077 $14,059,000 -522
   Wheelhouse Advisory Group LLC 2 - 2024-03-31 51,687 $13,982,000 2,834
   CHAI TRUST CO LLC 10 - 2023-12-31 54,153 $13,576,000 2,554
   Integrated Wealth Concepts LLC 108 - 2023-12-31 52,457 $13,151,000 -750
   EDMOND DE ROTHSCHILD HOLDING S.A. 107 - 2023-12-31 51,503 $12,912,000 0
   CI Private Wealth LLC 470 - 2023-12-31 51,435 $12,895,000 2,647
   BANK OF NOVA SCOTIA / 383 - 2023-12-31 46,292 $11,604,000 37,475
   Baird Financial Group Inc. 428 - 2023-12-31 45,668 $11,449,000 -12,096
   Wealth Management Solutions LLC 4 - 2023-09-30 47,169 $11,089,000 -1,826
   ATLAS CAPITAL ADVISORS LLC 11 - 2024-03-31 39,867 $10,785,000 5,485
   Connectus Wealth LLC 100 - 2023-12-31 42,806 $10,731,000 -846
   NATIONAL BANK OF CANADA /FI/ 476 - 2023-12-31 42,028 $10,695,000 2
   Ratio Wealth Group 18 - 2023-12-31 41,082 $10,299,000 -14,493
   MASSMUTUAL TRUST CO FSB/ADV 78 - 2024-03-31 37,999 $10,279,000 17
   New England Private Wealth Advisors LLC 14 - 2023-12-31 40,439 $10,138,000 -161
   Zurich Insurance Group Ltd/FI 125 - 2023-12-31 38,963 $10,021,000 1,490
   PFG Investments LLC 22 - 2024-03-31 36,826 $9,962,000 33,379
   Consolidated Portfolio Review Corp 4 - 2023-12-31 39,702 $9,953,000 -7,075
   Adaptive Financial Consulting LLC 10 - 2023-12-31 39,299 $9,852,000 -22
   Lido Advisors LLC 148 - 2023-12-31 39,564 $9,675,000 34,515
   Private Advisor Group LLC 263 - 2023-12-31 38,034 $9,535,000 -4,858
   Simplicity WealthLLC 89 *New 2024-03-31 34,804 $9,415,000 34,804
   Laurel Wealth Advisors Inc. 19 - 2022-12-31 37,915 $9,405,000 -103
   LM Advisors LLC 10 - 2023-12-31 36,518 $9,155,000 0
   GOLDMAN SACHS GROUP INC/ 2155 - 2023-12-31 35,723 $8,956,000 -6,694
   FOCUS FINANCIAL NETWORK INC /ADV 66 - 2023-12-31 35,498 $8,899,000 0
   Royal Fund Management LLC 20 - 2024-03-31 32,700 $8,863,000 723
   Focus Financial Network Inc. 46 - 2024-03-31 34,845 $8,810,000 0
   ASSET PLANNING CORPORATION 5 - 2023-12-31 34,991 $8,772,000 1,121
   Atria Wealth Solutions Inc. 188 - 2023-12-31 34,786 $8,721,000 -24,924
   Cetera Investment Advisers 257 - 2023-12-31 34,776 $8,718,000 -41,792
   EVERGREEN CAPITAL MANAGEMENT LLC 82 - 2023-12-31 34,537 $8,658,000 618
   COMERICA BANK 440 - 2023-12-31 34,382 $8,620,000 1,154
   FINANCIAL MANAGEMENT NETWORK INC 12 - 2024-03-31 33,105 $8,615,000 -403
   AMI INVESTMENT MANAGEMENT INC 8 - 2024-03-31 31,585 $8,544,000 -2,782
   TD Waterhouse Canada Inc. 168 - 2023-12-31 32,070 $8,273,000 -5,608
   Invst LLC 29 - 2023-12-31 30,879 $8,126,000 30,879
   Onyx Bridge Wealth Group LLC 20 - 2023-12-31 32,075 $8,041,000 82
   FMR LLC 1844 - 2023-12-31 31,935 $8,006,000 775
   CVA Family Office LLC 17 - 2024-03-31 29,482 $7,975,000 321
   Ameritas Advisory Services LLC 52 - 2023-12-31 30,868 $7,939,000 11,088
   Cornerstone Advisory LLP 21 - 2023-12-31 31,502 $7,898,000 -2,765
   PARAGON FINANCIAL PARTNERS INC. 5 - 2024-03-31 29,102 $7,873,000 1,853
   Ballast Inc. 13 - 2023-12-31 30,164 $7,562,000 727
  100 Records found
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