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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
   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
   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
   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
   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
   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
   HIGHTOWER ADVISORS, LLC 356 - 2023-12-31 121,430 $30,470,000 -23,798
   FINANCIAL NETWORK 130 - 2023-12-31 113,883 $28,551,000 -22,023
   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
   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
   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
   Marotta Asset Management 8 - 2024-03-31 70,299 $19,017,000 -2,111
   H D Vest Advisory Services 95 - 2023-12-31 70,348 $17,636,000 -2,222
   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
   Integrated Wealth Concepts LLC 108 - 2023-12-31 52,457 $13,151,000 -750
   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
   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
   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
   Private Advisor Group LLC 263 - 2023-12-31 38,034 $9,535,000 -4,858
   Laurel Wealth Advisors Inc. 19 - 2022-12-31 37,915 $9,405,000 -103
   GOLDMAN SACHS GROUP INC/ 2155 - 2023-12-31 35,723 $8,956,000 -6,694
   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
   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
   Cornerstone Advisory LLP 21 - 2023-12-31 31,502 $7,898,000 -2,765
   Goepper Burkhardt LLC 9 - 2023-12-31 28,603 $7,536,000 -5,359
   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
   FIFTH THIRD BANCORP 273 - 2024-03-31 26,840 $7,261,000 -3,171
   CITIGROUP INC 949 - 2023-12-31 28,847 $7,232,000 -1,894
   Bleakley Financial Group LLC - 2023-12-31 28,580 $7,165,000 -7,354
   Sawtooth Asset Management Inc. 90 - 2023-12-31 28,580 $7,165,000 -7,354
   PARK NATIONAL CORP /OH/ 79 - 2024-03-31 26,200 $7,088,000 -872
   TRUST CO OF OKLAHOMA 8 - 2024-03-31 25,959 $7,022,000 -56
   White Lighthouse Investment Management Inc. - 2023-12-31 27,404 $6,870,000 -1,344
   WEALTH MANAGEMENT RESOURCES INC. 15 - 2024-03-31 24,338 $6,584,000 -171
   DAVIDSON D A & CO 227 - 2023-12-31 26,182 $6,564,000 -16,067
   TIAA FSB 194 - 2023-06-30 26,293 $6,437,000 -1,611
   SAGE RHINO CAPITAL LLC 21 - 2024-03-31 23,034 $6,231,000 -61
   MERCER GLOBAL ADVISORS INC /ADV 418 - 2023-12-31 24,240 $6,077,000 -2,049
   BROWN ADVISORY HOLDINGS INC 468 - 2024-03-31 22,168 $5,997,000 -1,146
   Orion Portfolio Solutions LLC 268 - 2023-12-31 23,111 $5,950,000 -5,831
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 23,623 $5,922,000 -1,485
   Curran Financial Partners LLC 12 - 2023-12-31 23,191 $5,892,000 -1,286
   First PREMIER Bank 20 - 2024-03-31 20,020 $5,416,000 -191
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 290 - 2023-12-31 20,887 $5,237,000 -601
   JANE STREET GROUP LLC 1462 - 2023-12-31 20,403 $5,115,000 -10,378
   WEBSTER BANK 45 - 2024-03-31 18,544 $5,017,000 -16
   JOHNSON INVESTMENT COUNSEL INC 153 - 2023-12-31 20,006 $5,015,000 -132
   Visionary Wealth Advisors 77 - 2023-12-31 19,672 $4,932,000 -2,115
   Hartland & Co. LLC 82 - 2023-12-31 19,311 $4,841,000 -129
   WESCAP Management Group Inc. 20 - 2023-12-31 18,668 $4,680,000 -712
   Steward Partners Investment Advisory LLC 298 - 2023-12-31 18,569 $4,655,000 -513
   PRUDENTIAL FINANCIAL INC 971 - 2023-12-31 18,177 $4,557,000 -1,488
   TWIN FOCUS CAPITAL PARTNERS, LLC 31 - 2023-12-31 17,875 $4,481,000 -25
   YCMNET ADVISORS INC 96 - 2023-12-31 17,802 $4,463,000 -56
   COMERICA SECURITIESINC. 80 - 2023-09-30 17,644 $4,164,000 -34,675
   Baron Financial Group LLC - 2023-12-31 16,151 $4,049,000 -325
   CORA CAPITAL ADVISORS LLC 11 - 2024-03-31 14,870 $4,023,000 -762
   BLAIR WILLIAM & CO/IL 510 - 2023-12-31 16,045 $4,022,000 -855
   Moser Wealth Advisors LLC 11 - 2023-12-31 16,039 $4,021,000 -83
   AMERIVEST INVESTMENT MANAGEMENT LLC 83 - 2023-06-30 16,415 $4,019,000 -487
   Praetorian Wealth Management Inc. 25 - 2024-03-31 14,825 $4,010,000 -7
   Keebeck Wealth Management LLC 41 - 2023-12-31 15,414 $3,864,000 -2,354
   US BANCORP 643 - 2023-12-31 14,358 $3,600,000 -536
   FIRST FINANCIAL CORP /IN/ 7 - 2024-03-31 13,194 $3,569,000 -473
   BAKER ELLIS ASSET MANAGEMENT LLC 59 - 2024-03-31 12,977 $3,511,000 -8
   WCG Wealth Advisors LLC 92 - 2023-12-31 13,899 $3,484,000 -163
   Pariax LLC 6 - 2023-12-31 13,303 $3,335,000 -1,404
   Gladstone Institutional Advisory LLC 142 - 2023-12-31 13,193 $3,308,000 -233
   NATIONAL ASSET MANAGEMENT, INC. 236 - 2023-12-31 13,152 $3,297,000 -1,132
   ASB Consultores LLC 17 - 2023-12-31 12,861 $3,224,000 -19,692
   Capital Analysts Inc. 114 - 2023-12-31 12,384 $3,105,000 -3,262
   PENOBSCOT WEALTH MANAGEMENT 14 - 2023-12-31 11,538 $2,893,000 -286
   Fortis Advisors LLC 15 - 2023-12-31 11,345 $2,844,000 -44
   Financial Freedom LLC 17 - 2024-03-31 9,964 $2,696,000 -181
   Resources Investment Advisors Inc. 263 - 2023-12-31 10,552 $2,645,000 -1,805
  100 Records found
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