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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Simplicity WealthLLC 89 *New 2024-03-31 34,804 $9,415,000 34,804
   Summit Global Investments 63 *New 2023-12-31 21,494 $5,389,000 21,494
   STAPP WEALTH MANAGEMENT PLLC 11 *New 2024-03-31 7,718 $2,088,000 7,718
   FLOW TRADERS U.S. LLC 205 *New 2023-12-31 8,213 $2,059,000 8,213
   CREDIT SUISSE/ 2116 *New 2023-12-31 5,100 $1,279,000 5,100
   Redhawk Wealth Advisors Inc. 117 *New 2023-12-31 3,318 $832,000 3,318
   PERSONAL CFO SOLUTIONS LLC 177 *New 2023-12-31 2,696 $676,000 2,696
   COLONY GROUP, LLC 526 *New 2023-12-31 2,652 $665,000 2,652
   LAKE STREET ADVISORS GROUP LLC 190 *New 2023-12-31 2,153 $540,000 2,153
   Ayalon Holdings Ltd. 60 *New 2024-03-31 1,880 $509,000 1,880
   Waterloo Capital L.P. 214 *New 2023-12-31 1,947 $488,000 1,947
   Rinkey Investments 47 *New 2023-12-31 1,886 $473,000 1,886
   Inspire Advisors LLC 203 *New 2023-12-31 1,800 $451,000 1,800
   QRG CAPITAL MANAGEMENT INC. 800 *New 2023-12-31 1,527 $383,000 1,527
   Steele Capital Management Inc. 125 *New 2024-03-31 1,260 $341,000 1,260
   Summit Financial LLC 310 *New 2024-03-31 1,261 $341,000 1,261
   Elm Partners Management LLC 45 *New 2023-12-31 1,325 $332,000 1,325
   Accurate Wealth Management LLC 199 *New 2024-03-31 1,256 $318,000 1,256
   Pensionmark Financial Group LLC 296 *New 2023-12-31 1,266 $317,000 1,266
   RSM US WEALTH MANAGEMENT LLC 536 *New 2023-12-31 1,016 $255,000 1,016
   Scissortail Wealth Management LLC 129 *New 2023-12-31 973 $250,000 973
   RAM Investment Partners LLC 53 *New 2023-12-31 999 $250,000 999
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 193 *New 2024-03-31 906 $245,000 906
   Quantinno Capital Management LP 1005 *New 2023-12-31 975 $244,000 975
   Stratos Wealth Advisors LLC 611 *New 2024-03-31 808 $219,000 808
   ETFIDEA LLC *New 2023-12-31 855 $214,000 855
   Evanson Asset Management LLC 284 *New 2024-03-31 784 $212,000 784
   ARGI INVESTMENT SERVICES, LLC 399 *New 2022-12-31 849 $211,000 849
   Ascent Wealth Partners LLC *New 2023-12-31 825 $207,000 825
   FIRST NATIONAL TRUST CO 364 *New 2024-03-31 761 $206,000 761
   A. D. BEADELL INVESTMENT COUNSEL, INC. 70 *New 2024-03-31 760 $205,000 760
   NWAM LLC 525 *New 2023-12-31 808 $203,000 808
   TCG Advisory Services LLC 368 *New 2023-12-31 804 $202,000 804
   BROOKMONT CAPITAL MANAGEMENT 51 *New 2024-03-31 747 $202,000 747
   Mystic Asset Management Inc. 157 *New 2023-12-31 802 $201,000 802
   Global Assets Advisory LLC 448 *New 2024-03-31 53,636 $200,000 53,636
   Cooper Financial Group 339 *New 2024-03-31 740 $200,000 740
   Resolute Partners Group 53 *New 2023-12-31 789 $198,000 789
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 242 *New 2024-03-31 526 $134,000 526
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 283 *New 2024-03-31 375 $101,000 375
   Dunhill Financial LLC 71 *New 2023-12-31 393 $99,000 393
   MITCHELL SINKLER & STARR/PA 180 *New 2023-12-31 390 $98,000 390
   Castleview Partners LLC 268 *New 2023-12-31 244 $61,000 244
   GABLES CAPITAL MANAGEMENT INC. 179 *New 2023-12-31 242 $61,000 242
   Ahrens Investment Partners LLC 377 *New 2023-03-31 146 $35,000 146
   MARYLAND CAPITAL ADVISORS INC. 131 *New 2024-03-31 115 $31,000 115
   Scarborough Advisors LLC 234 *New 2023-12-31 115 $29,000 115
   Sunbelt Securities Inc. 998 *New 2024-03-31 104 $28,000 104
   HORIZON FINANCIAL SERVICES LLC 115 *New 2024-03-31 61 $17,000 61
   BerganKDV Wealth Management LLC 507 *New 2023-06-30 65 $16,000 65
   Future Financial Wealth Managment LLC 391 *New 2024-03-31 46 $12,000 46
   MILESTONE GROUP INC 361 *New 2023-12-31 40 $10,000 40
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1391 *New 2023-12-31 35 $9,000 35
   Versant Capital Management Inc 954 *New 2024-03-31 24 $6,000 24
   QUADRANT CAPITAL GROUP LLC 2226 *New 2023-12-31 25 $6,000 25
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 544 *New 2024-03-31 11 $3,000 11
   FAIRFIELD RESEARCH CORP 467 *New 2023-12-31 3 $1,000 3
   FSA Wealth Management LLC 574 *New 2023-12-31 4 $1,000 4
  58 Records found
  1    
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