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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
   Harel Insurance Investments & Financial Services L 7 - 2023-12-31 759,229 $190,339,000 0
   ARMSTRONG ADVISORY GROUP INC 6 - 2024-03-31 184,028 $46,136,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 107 - 2023-12-31 51,503 $12,912,000 0
   HIKARI TSUSHIN, INC. 30 - 2023-12-31 16,343 $4,097,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 16 - 2023-12-31 16,000 $4,011,000 0
   MADISON ASSET MANAGEMENT LLC 216 - 2023-12-31 12,603 $3,160,000 0
   Cassaday & Co Wealth Management LLC 53 - 2023-12-31 8,998 $2,256,000 0
   Hikari Power Ltd 42 - 2023-12-31 8,740 $2,191,000 0
   NewEdge Wealth LLC 280 - 2023-12-31 8,698 $2,181,000 0
   HBW Advisory Services LLC 87 - 2024-03-31 7,842 $1,966,000 0
   Salomon & Ludwin LLC 64 - 2023-12-31 7,472 $1,757,000 0
   FINANCIAL ADVISORY PARTNERS LLC 49 - 2024-03-31 5,830 $1,577,000 0
   DORSEY & WHITNEY TRUST CO LLC 161 - 2023-12-31 6,241 $1,565,000 0
   PARAMETRICA MANAGEMENT LTD 15 - 2023-12-31 5,502 $1,380,000 0
   BARTLETT & CO. LLC 242 - 2023-12-31 5,405 $1,357,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 242 - 2023-12-31 5,405 $1,357,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 31 - 2023-12-31 5,342 $1,339,000 0
   MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS IN 37 - 2023-12-31 4,880 $1,223,000 0
   COUNTRY CLUB BANK /GFN 179 - 2024-03-31 4,415 $1,194,000 0
   PHILADELPHIA TRUST CO 110 - 2023-12-31 4,383 $1,099,000 0
   RATHBONE BROTHERS PLC 311 - 2023-12-31 4,113 $1,031,000 0
   BELLEVUE ASSET MANAGEMENT LLC 23 - 2024-03-31 3,802 $1,029,000 0
   COLLECTIVE FAMILY OFFICE LLC 74 - 2024-03-31 3,545 $959,000 0
   BigSur Wealth Management LLC 60 - 2023-12-31 3,700 $928,000 0
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 36 - 2024-03-31 3,202 $866,000 0
   REGIS MANAGEMENT CO LLC 24 - 2024-03-31 3,025 $818,000 0
   WHITTIER TRUST CO OF NEVADA INC 293 - 2023-12-31 3,226 $809,000 0
   Brown Miller Wealth Management LLC 63 - 2024-03-31 2,961 $801,000 0
   Accretive Wealth Partners LLC 80 - 2023-12-31 3,182 $798,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 43 - 2023-12-31 3,050 $765,000 0
   GRANDFIELD & DODD LLC 114 - 2023-12-31 3,045 $763,000 0
   BIP Wealth LLC 100 - 2023-12-31 2,494 $625,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 216 - 2024-03-31 2,283 $618,000 0
   James Hambro & Partners 38 - 2024-03-31 2,265 $613,000 0
   Simmons Bank 217 - 2023-12-31 2,436 $611,000 0
   MADISON WEALTH MANAGEMENT 105 - 2023-09-30 2,585 $608,000 0
   Graves-Light Private Wealth Management Inc. 98 - 2023-12-31 2,399 $601,000 0
   MATHER GROUP, INC. 300 - 2024-03-31 2,379 $596,000 0
   COREPATH WEALTH PARTNERS LLC 22 - 2023-12-31 2,320 $591,000 0
   Verdence Capital Advisors LLC 329 - 2024-03-31 2,128 $576,000 0
   HILTON CAPITAL MANAGEMENT, LLC 117 - 2023-12-31 2,225 $558,000 0
   PACIFIC SUN FINANCIAL CORP 93 - 2023-12-31 2,170 $544,000 0
   American Money Management LLC 89 - 2023-12-31 2,168 $544,000 0
   Values Added Financial LLC 49 - 2024-03-31 2,012 $544,000 0
   Venture Visionary Partners LLC 330 - 2023-12-31 2,081 $522,000 0
   NICOLET BANKSHARES INC 125 - 2023-12-31 2,078 $521,000 0
   WELCH & FORBES LLC 280 - 2023-12-31 2,080 $521,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 330 - 2023-12-31 2,048 $513,000 0
   ROUNDVIEW CAPITAL LLC 246 - 2023-12-31 2,008 $503,000 0
   Optas LLC 89 - 2024-03-31 1,854 $502,000 0
   Analyst IMS Investment Management Services Ltd. 79 - 2023-12-31 1,980 $496,000 0
   MAINSAIL ASSET MANAGEMENT LLC 30 - 2024-03-31 1,811 $490,000 0
   Arlington Trust Co LLC 91 - 2024-03-31 1,783 $482,000 0
   Round Rock Advisors LLC 122 - 2024-03-31 1,692 $458,000 0
   Athena Investment Management 80 - 2023-12-31 1,738 $436,000 0
   SPC FINANCIAL, INC. 159 - 2023-12-31 1,700 $426,000 0
   Birchcreek Wealth Management LLC 85 - 2023-12-31 1,696 $425,000 0
   HAVERFORD TRUST CO 293 - 2023-12-31 1,666 $418,000 0
   ARTHUR M. COHEN & ASSOCIATES LLC 90 - 2024-03-31 1,524 $412,000 0
   BESSEMER GROUP INC 877 - 2023-12-31 1,616 $405,000 0
   WATERS PARKERSON & CO INC 131 - 2023-12-31 1,525 $382,000 0
   Garde Capital Inc. 137 - 2023-12-31 1,502 $377,000 0
   Chemistry Wealth Management LLC 114 - 2024-03-31 1,383 $374,000 0
   FIERA SCEPTRE INC. 463 - 2023-12-31 1,455 $365,000 0
   ADVISORS MANAGEMENT GROUP INC /ADV 113 - 2024-03-31 1,324 $358,000 0
   Wealthquest Corp 91 - 2023-12-31 1,404 $352,000 0
   LifeSteps Financial Inc. 57 - 2024-03-31 1,297 $351,000 0
   Grant/GrossMendelsohn LLC 94 - 2024-03-31 1,300 $342,000 0
   HHM Wealth Advisors LLC 90 - 2023-12-31 1,365 $342,000 0
   First National Bank 85 - 2024-03-31 1,250 $338,000 0
   Vertex Planning Partners LLC 113 - 2023-12-31 1,339 $336,000 0
   DCM Advisors LLC 98 - 2023-12-31 1,322 $331,000 0
   Shepherd Financial Partners LLC 177 - 2024-03-31 1,201 $325,000 0
   LEDYARD NATIONAL BANK 170 - 2023-12-31 1,298 $325,000 0
   HANSON INVESTMENT MANAGEMENT 149 - 2024-03-31 1,123 $304,000 0
   DF DENT & CO INC 221 - 2023-12-31 1,204 $302,000 0
   Red Door Wealth Management LLC 160 - 2024-03-31 1,114 $301,000 0
   Aurum Wealth Management Group LLC 273 - 2024-03-31 1,085 $294,000 0
   ROCKLAND TRUST CO 251 - 2024-03-31 1,082 $293,000 0
   WEATHERLY ASSET MANAGEMENT LP 154 - 2024-03-31 1,076 $291,000 0
   Westshore Wealth LLC 60 - 2023-12-31 1,150 $288,000 0
   FREESTONE CAPITAL HOLDINGS, LLC 334 - 2023-12-31 1,132 $284,000 0
   BUSEY TRUST CO 295 - 2024-03-31 1,020 $276,000 0
   U.S. Capital Wealth Advisors LLC 569 - 2023-12-31 1,087 $273,000 0
   PEREGRINE ASSET ADVISERS, INC. 129 - 2023-12-31 1,062 $266,000 0
   IEQ CAPITAL LLC 765 - 2023-12-31 1,049 $263,000 0
   AMERICAN NATIONAL BANK 175 - 2024-03-31 971 $263,000 0
   CALAMOS WEALTH MANAGEMENT LLC 225 - 2023-12-31 1,039 $260,000 0
   FINANCIAL ARCHITECTS INC 283 - 2023-06-30 1,053 $258,000 0
   Canvas Wealth Advisors LLC 121 - 2024-03-31 1,005 $254,000 0
   BILLEAUD CAPITAL MANAGEMENT INC. 59 - 2024-03-31 988 $254,000 0
   D.B. Root & Company LLC 159 - 2024-03-31 932 $252,000 0
   Orion Capital Management LLC 101 - 2023-12-31 1,000 $251,000 0
   Wilson & Boucher Capital Management LLC 96 - 2023-12-31 1,000 $251,000 0
   Sheaff Brock Investment Advisors LLC 373 - 2023-12-31 996 $250,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 164 - 2024-03-31 914 $247,000 0
   Bristlecone Advisors LLC 258 - 2024-03-31 895 $242,000 0
   BASSO CAPITAL MANAGEMENT LP 39 - 2023-12-31 966 $242,000 0
   Planned Solutions Inc. 76 - 2024-03-31 895 $242,000 0
   SNS Financial Group LLC 166 - 2024-03-31 886 $240,000 0
  100 Records found
  1    
  Page 1 of 1
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