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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
   Green Harvest Asset Management LLC 5 - 2023-12-31 1,000,899 $250,926,000 66,340
   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
   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
   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
   HPM Partners LLC - 2023-12-31 116,112 $29,109,000 112,195
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 229 - 2023-09-30 121,024 $28,453,000 3,287
   FIRST MANHATTAN CO 86 - 2023-12-31 97,048 $24,332,000 9,503
   Aprio Wealth Management LLC 4 - 2024-03-31 82,753 $22,386,000 18,908
   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
   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
   CREATIVE PLANNING 272 - 2023-12-31 68,579 $17,193,000 2,811
   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
   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
   ATLAS CAPITAL ADVISORS LLC 11 - 2024-03-31 39,867 $10,785,000 5,485
   NATIONAL BANK OF CANADA /FI/ 476 - 2023-12-31 42,028 $10,695,000 2
   MASSMUTUAL TRUST CO FSB/ADV 78 - 2024-03-31 37,999 $10,279,000 17
   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
   Lido Advisors LLC 148 - 2023-12-31 39,564 $9,675,000 34,515
   Royal Fund Management LLC 20 - 2024-03-31 32,700 $8,863,000 723
   ASSET PLANNING CORPORATION 5 - 2023-12-31 34,991 $8,772,000 1,121
   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
   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
   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
   EXCHANGE CAPITAL MANAGEMENT INC 21 - 2024-03-31 27,485 $7,435,000 138
   BAILARD BIEHL & KAISER INC 98 - 2023-12-31 29,642 $7,431,000 205
   Sharper & Granite LLC 5 - 2024-03-31 27,959 $7,336,000 311
   Circle Wealth Management LLC 33 - 2023-12-31 28,418 $7,124,000 982
   Axiom Financial Strategies LLC 8 - 2023-12-31 27,430 $6,877,000 20
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 593 - 2024-03-31 24,754 $6,696,000 615
   SP Asset Management LLC 35 - 2023-12-31 26,587 $6,665,000 4,559
   QUANTITATIVE ADVANTAGE LLC 34 - 2023-03-31 26,199 $6,247,000 293
   Quaker Wealth Management LLC 14 - 2023-12-31 24,377 $6,111,000 406
   MORNINGSTAR INVESTMENT SERVICES, INC. 154 - 2023-12-31 24,127 $6,058,000 11,792
   NORTHERN TRUST CORP 2381 - 2023-12-31 24,022 $6,022,000 1,075
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 997 - 2023-12-31 24,017 $6,021,000 14,325
   EP WEALTH ADVISORS, INC. 140 - 2023-12-31 23,772 $5,960,000 43
   Wealthcare Advisory Partners LLC 92 - 2024-03-31 21,354 $5,777,000 13,119
   TAP Consulting LLC 16 - 2024-03-31 21,212 $5,738,000 2,176
   Summit Wealth Group LLC 7 - 2023-12-31 22,332 $5,599,000 1,303
   HANSON MCCLAIN, INC. 190 - 2024-03-31 20,313 $5,495,000 7,481
   BANK OF MONTREAL /CAN/ 1026 - 2023-12-31 21,462 $5,396,000 7,185
   Safeguard Investment Advisory Group LLC - 2023-12-31 20,546 $5,156,000 780
   Gray Wealth Management Inc. 11 - 2023-12-31 20,206 $5,066,000 1,604
   MADDEN ADVISORY SERVICES, INC. 10 - 2023-12-31 19,814 $4,967,000 4,343
   EXCHANGE TRADED CONCEPTS LLC 166 - 2024-03-31 18,273 $4,943,000 18,273
   Trinity Legacy Partners LLC 27 - 2024-03-31 17,815 $4,819,000 4,412
   Calton & Associates Inc. 9 - 2024-03-31 17,640 $4,772,000 430
   Equitable Holdings Inc. 231 - 2023-12-31 18,689 $4,685,000 799
   Financial Futures Ltd Liability Co. - 2023-12-31 18,527 $4,645,000 333
   HARBOUR INVESTMENTS INC. 98 - 2023-12-31 18,281 $4,583,000 434
   Nvest Financial LLC 10 - 2024-03-31 15,880 $4,296,000 3,019
   Eagle Strategies LLC 25 - 2024-03-31 15,308 $4,141,000 9,621
   Acorn Wealth Advisors LLC 10 - 2024-03-31 15,289 $4,136,000 879
   WINDHAM CAPITAL MANAGEMENT, LLC 15 - 2023-12-31 16,244 $4,072,000 1,315
   Sequoia Financial Advisors LLC - 2023-12-31 16,155 $4,050,000 1,496
   CITADEL ADVISORS LLC 1720 - 2023-12-31 16,019 $4,016,000 5,142
   Greytown Advisors Inc. 12 - 2023-12-31 15,679 $3,931,000 629
   JANUS HENDERSON GROUP PLC 913 - 2023-12-31 15,669 $3,928,000 14,340
   GSA CAPITAL PARTNERS LLP 10 - 2023-12-31 15,509 $3,888,000 15,509
   SCOTIA CAPITAL INC. 276 - 2023-12-31 15,356 $3,850,000 2,864
   Paradigm Capital Management LLC/NV 5 - 2022-12-31 15,161 $3,761,000 114
   JMAC ENTERPRISES LLC - 2023-12-31 14,715 $3,689,000 1,412
   Fifth Third Securities Inc. 71 - 2024-03-31 13,630 $3,687,000 140
   TITLEIST ASSET MANAGEMENT LLC 36 - 2023-12-31 14,626 $3,667,000 1,191
   Sound View Wealth Advisors Group LLC 58 - 2023-12-31 14,554 $3,649,000 1,534
   Aevitas Wealth Management Inc. 12 - 2022-12-31 14,664 $3,637,000 32
   PROEQUITIES INC. 89 - 2023-12-31 14,445 $3,621,000 3,166
   AE Wealth Management LLC 694 - 2023-12-31 14,168 $3,613,000 178
   TRUE Private Wealth Advisors 42 - 2024-03-31 13,224 $3,577,000 51
   ADVISORY SERVICES NETWORK, LLC 266 - 2023-12-31 14,013 $3,513,000 33
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 30 - 2023-12-31 13,767 $3,452,000 88
   Bluesphere Advisors LLC 10 - 2024-03-31 12,271 $3,320,000 546
   IHT Wealth Management LLC 144 - 2023-12-31 12,999 $3,259,000 3,637
   Cedar Mountain Advisors LLC 17 - 2024-03-31 12,035 $3,256,000 60
   Carmichael Hill & Associates Inc. 18 - 2024-03-31 11,761 $3,182,000 77
   Adviser Investments LLC 178 - 2023-12-31 12,550 $3,146,000 1,449
   Brookstone Capital Management 287 - 2024-03-31 11,506 $3,113,000 744
   HB Wealth Management LLC 175 - 2023-12-31 12,142 $3,044,000 227
  100 Records found
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