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Get Institutions for : 
Vanguard Health Care Vipers (VHT)  
$270.52 0.02 (0.01%) as of 4:30 Thu 3/28


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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  : 
33.69 (14.23%)  




 
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  
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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/ 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
   Harel Insurance Investments & Financial Services L 7 - 2023-12-31 759,229 $190,339,000 0
   EVERETT HARRIS & CO /CA/ 8 - 2023-12-31 754,891 $189,251,000 5,552
   LPL FINANCIAL CORP 180 - 2023-12-31 673,909 $168,949,000 24,414
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 174 - 2023-12-31 279,729 $70,128,000 -17,344
   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 408 - 2023-12-31 185,645 $46,541,000 23,901
   ARMSTRONG ADVISORY GROUP INC 6 - 2023-12-31 184,028 $46,136,000 -2,083
   STIFEL FINANCIAL CORP 301 - 2023-12-31 181,875 $45,599,000 -279
   M&T BANK CORP 122 - 2023-12-31 172,950 $43,359,000 -6,433
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 97 - 2023-12-31 169,162 $42,409,000 -32,639
   MARINER WEALTH ADVISORS, LLC 212 - 2023-12-31 142,999 $35,850,000 -18,517
   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
   Allied Investment Advisors LLC 1 - 2023-12-31 127,258 $31,904,000 2,662
   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
   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
   BB&T CORP 402 - 2023-12-31 79,525 $19,937,000 -804
   WAGNER CAPITAL MANAGEMENT CORP 8 - 2023-12-31 76,839 $19,263,000 1,722
   MCCORMACK ADVISORS INTERNATIONAL 81 - 2023-12-31 75,909 $19,031,000 17,886
   EverSource Wealth Advisors LLC 9 - 2023-12-31 73,927 $18,533,000 1,404
   Marotta Asset Management 8 - 2023-12-31 72,410 $18,153,000 -82
   Stratos Wealth Partners LTD. - 2023-12-31 70,658 $17,714,000 793
   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
   Aprio Wealth Management LLC 7 - 2023-12-31 63,845 $16,006,000 4,295
   Bulltick Wealth Management LLC 4 - 2023-12-31 61,791 $15,491,000 0
   Full Sail Capital LLC 33 - 2023-12-31 59,793 $14,990,000 -11,241
   STRATEGIC POINT INVESTMENT ADVISORS LLC 14 - 2023-12-31 56,077 $14,059,000 -522
   Oakmont Partners LLC 44 - 2023-12-31 54,914 $13,767,000 2,640
   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
   Wheelhouse Advisory Group LLC 2 - 2023-12-31 48,853 $12,247,000 0
   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
   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
   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
   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
   MASSMUTUAL TRUST CO FSB/ADV 75 - 2023-12-31 37,982 $9,522,000 576
   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
   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
   ATLAS CAPITAL ADVISORS LLC 15 - 2023-12-31 34,382 $8,620,000 -2,858
   AMI INVESTMENT MANAGEMENT INC 7 - 2023-12-31 34,367 $8,616,000 -3,252
   FINANCIAL MANAGEMENT NETWORK INC - 2023-12-31 33,508 $8,533,000 -1,536
   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
   Royal Fund Management LLC 23 - 2023-12-31 31,977 $8,033,000 644
   FMR LLC 1844 - 2023-12-31 31,935 $8,006,000 775
   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
   Ballast Inc. 13 - 2023-12-31 30,164 $7,562,000 727
   Goepper Burkhardt LLC 9 - 2023-12-31 28,603 $7,536,000 -5,359
   FIFTH THIRD BANCORP 264 - 2023-12-31 30,011 $7,524,000 -2,887
   BAILARD BIEHL & KAISER INC 98 - 2023-12-31 29,642 $7,431,000 205
   GYL Financial Synergies LLC 41 - 2023-12-31 29,622 $7,426,000 -7,550
   CALLAN CAPITAL, LLC 29 - 2023-12-31 29,399 $7,370,000 -6,568
   PRINCIPAL SECURITIES INC. 73 - 2023-12-31 29,275 $7,339,000 0

  100 Records found
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