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Get Institutions for : 
Vanguard Dividend Appreciation ETF (VIG)  
$176.91 0.32 (0.18%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1876    33
Total shares held : 
 192,136,396  
% of shares held : 
 51.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   152  
Amount of shares held : 
 12,664,263  
% of shares held change : 
   3.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $154.90  
Last Quarter's Ending Price : 
 $170.40  
Last Quarter's Average Price : 
 $160.90  
Change from last quarter's     
avg. price to the last closing  : 
16.01 (9.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
78
 526,089
 0.27%
 
Increased Positions :
777
 16,152,151
 8.41%
 
Unchanged Positions :
363
 5,222,762
 2.72%
 
Decreased Positions :
658
-3,345,276
-1.74%
 
Closed Positions :
45
-668,701
-0.35%
 
Guru Positions :
4
70,618
 0.04%
 
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/ 36 - 2023-12-31 26,487,612 $4,513,489,000 3,436,566
   MORGAN STANLEY 110 - 2023-12-31 11,633,460 $1,982,342,000 308,074
   WELLS FARGO & CO/MN 42 - 2023-12-31 10,648,372 $1,814,483,000 293,336
   VANGUARD GROUP INC 533 - 2023-12-31 8,168,860 $1,391,974,000 302,701
   Wealthfront Advisers LLC 8 - 2024-03-31 6,943,479 $1,267,949,000 348,752
   UBS Group AG 42 - 2023-12-31 6,446,494 $1,098,483,000 253,148
   LPL FINANCIAL CORP 28 - 2023-12-31 5,297,764 $902,739,000 98,371
   HB Wealth Management LLC 2 - 2023-12-31 3,847,028 $655,534,000 254,175
   ROYAL BANK OF CANADA 120 - 2023-12-31 3,797,327 $647,064,000 190,846
   EVOKE WEALTH LLC 1 - 2023-12-31 3,039,793 $517,981,000 2,915,578
   J P MORGAN CHASE & CO 334 - 2023-12-31 2,870,677 $489,163,000 1,876,694
   COMMONWEALTH EQUITY SERVICES LLC. 15 - 2023-12-31 2,741,969 $467,232,000 87,225
   AMERIPRISE FINANCIAL INC 169 - 2023-12-31 2,610,914 $446,891,000 121,035
   RAYMOND JAMES & ASSOCIATES 61 - 2023-12-31 2,228,027 $379,656,000 89,008
   HIGHTOWER ADVISORS, LLC 23 - 2023-12-31 2,137,251 $364,207,000 116,835
   BANK OF NEW YORK MELLON CORP 248 - 2023-12-31 2,108,228 $359,242,000 -30,386
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 33 - 2023-12-31 1,992,041 $339,444,000 46,778
   ENVESTNET ASSET MANAGEMENT INC 137 - 2023-12-31 1,903,450 $324,348,000 35,549
   SIGNATUREFD, LLC 3 - 2023-12-31 1,857,887 $316,584,000 67,833
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 20 - 2023-09-30 1,952,910 $303,443,000 -282,895
   BB&T CORP 52 - 2023-12-31 1,570,153 $267,554,000 -110,301
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44 - 2023-12-31 1,522,764 $259,479,000 42,406
   TRUST POINT INC. 1 - 2024-03-31 1,283,644 $234,406,000 -26,810
   Advisor Group Holdings Inc. 36 - 2023-12-31 1,356,113 $231,137,000 -447,592
   MARINER WEALTH ADVISORS, LLC 37 - 2023-12-31 1,312,262 $223,609,000 -16,297
   CONSULTIVA WEALTH MANAGEMENT CORP. 3 - 2023-09-30 1,353 $210,363,000 306
   MANUFACTURERES LIFE INSURANCE CO 121 - 2023-12-31 1,218,711 $207,667,000 27,861
   MODERA WEALTH MANAGEMENT, LLC 3 - 2023-12-31 1,192,270 $203,163,000 80,580
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 318 - 2023-12-31 1,187,733 $202,193,000 240,572
   Joel Isaacson & Co. LLC - 2023-12-31 1,063,857 $181,281,000 25,686
   CAPTRUST FINANCIAL ADVISORS 27 - 2023-12-31 1,051,764 $179,221,000 -3,454
   CREATIVE PLANNING 48 - 2023-12-31 1,047,603 $178,511,000 76,214
   KOCHIS FITZ/QUINTILE LLC 5 - 2024-03-31 962,404 $175,753,000 -10,604
   CI Private Wealth LLC 67 - 2023-12-31 1,028,236 $175,212,000 8,996
   STIFEL FINANCIAL CORP 104 - 2023-12-31 1,027,486 $175,088,000 56,694
   ANNEX ADVISORY SERVICES, LLC 4 - 2024-03-31 898,754 $164,121,000 398,116
   BANK OF MONTREAL /CAN/ 195 - 2023-12-31 897,937 $153,251,000 -44,690
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 50 - 2024-03-31 811,425 $148,174,000 14,899
   BROWN ADVISORY HOLDINGS INC 91 - 2023-12-31 866,175 $147,596,000 -36,916
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 15 - 2023-12-31 862,597 $146,987,000 -26,030
   COLONY GROUP LLC 7 - 2023-09-30 854,648 $132,795,000 -11,360
   LINCOLN NATIONAL CORP 13 - 2023-12-31 757,582 $129,092,000 14,014
   MCCORMACK ADVISORS INTERNATIONAL 7 - 2023-12-31 739,270 $125,972,000 35,627
   Nicholas Hoffman & Company LLC. 3 - 2023-12-31 723,070 $123,211,000 79,388
   RETIREMENT PLANNING GROUP 3 - 2024-03-31 666,701 $121,746,000 -4,747
   BLAIR WILLIAM & CO/IL 62 - 2023-12-31 697,480 $118,851,000 -8,439
   COLONY GROUP, LLC 9 - 2023-12-31 681,364 $116,104,000 673,789
   GOLDMAN SACHS GROUP INC/ 608 - 2023-12-31 671,939 $114,499,000 40,084
   GLENMEDE TRUST CO NA 34 - 2023-12-31 642,203 $109,431,000 47,395
   FIFTH THIRD BANCORP 59 - 2023-12-31 641,796 $109,362,000 -22,905
   Baird Financial Group Inc. 96 - 2023-12-31 621,457 $105,896,000 19,761
   Northeast Financial Consultants Inc 3 - 2023-12-31 620,169 $105,677,000 28,797
   Rockefeller Capital Management L.P. 63 - 2023-12-31 608,352 $103,663,000 56,985
   WARREN AVERETT ASSET MANAGEMENT, LLC 5 - 2023-12-31 558,992 $95,252,000 65,502
   Perfromance Wealth Partners LLC - 2023-12-31 551,701 $94,010,000 4,028
   Private Advisor Group LLC 23 - 2023-12-31 549,599 $93,652,000 8,061
   HPM Partners LLC - 2023-12-31 546,394 $93,105,000 43,061
   Stokes Family Office LLC 1 - 2023-12-31 535,471 $91,244,000 -66,157
   DAVENPORT & CO LLC - 2023-12-31 522,535 $89,040,000 26,840
   JANNEY MONTGOMERY SCOTT LLC 65 - 2023-12-31 505,707 $86,172,000 -50,016
   MML INVESTORS SERVICES LLC 47 - 2023-12-31 498,088 $84,874,000 36,285
   Cresset Asset Management LLC 29 - 2023-12-31 496,031 $84,524,000 47,205
   FRANKLIN RESOURCES INC 393 - 2023-12-31 447,663 $76,282,000 -7,121
   FINANCIAL NETWORK 46 - 2023-12-31 428,047 $72,939,000 3,866
   Confluence Wealth Services Inc. - 2023-12-31 398,995 $67,989,000 242,983
   JONES FINANCIAL COMPANIES LLLP 47 - 2023-12-31 390,923 $66,613,000 6,418
   Atria Wealth Solutions Inc. 15 - 2023-12-31 388,743 $66,242,000 14,159
   Hubbell Strickland Wealth Management LLC 1 - 2024-03-31 357,368 $65,254,000 -634
   PARAGON CAPITAL MANAGEMENT LTD 2 - 2024-03-31 345,927 $63,170,000 -674
   MERCER GLOBAL ADVISORS INC /ADV 85 - 2023-12-31 358,852 $61,148,000 -10,089
   HUNTINGTON ASSET ADVISORS INC. 5 - 2023-12-31 357,204 $60,868,000 -32,656
   Systematic Alpha Investments LLC 6 - 2023-12-31 353,000 $60,151,000 0
   PARK AVENUE SECURITIES LLC 19 - 2024-03-31 323,913 $59,150,000 -67,854
   Kestra Advisory Services LLC 27 - 2023-12-31 341,540 $58,198,000 13,570
   Brookstone Capital Management 19 - 2024-03-31 304,989 $55,694,000 34,255
   HAVERFORD TRUST CO 46 - 2023-12-31 316,177 $53,877,000 43,394
   Berkshire Money Management Inc. 5 - 2023-12-31 312,190 $53,197,000 -38,288
   Advisor OS LLC 3 - 2023-12-31 306,037 $52,149,000 35,716
   IEQ CAPITAL LLC 20 - 2023-12-31 305,145 $51,997,000 4,317
   360 Financial Inc. 1 - 2023-12-31 303,240 $51,672,000 951
   Beacon Pointe Advisors LLC 34 - 2023-12-31 296,884 $50,588,000 -47,014
   GLOBALT Investments LLC / GA 13 - 2023-12-31 292,860 $49,903,000 0
   Apollon Wealth Management LLC 7 - 2023-12-31 288,154 $49,101,000 53,852
   ZBN.A. 6 - 2023-12-31 281,397 $47,950,000 189,544
   EVENSKY & KATZ INC 12 - 2024-03-31 252,259 $46,065,000 1,483
   PLANNING ALTERNATIVES LTD /ADV 5 - 2024-03-31 252,261 $46,065,000 -492
   MJP ASSOCIATES INC /ADV 2 - 2024-03-31 249,931 $45,640,000 -2,635
   Goss Wealth Management LLC 48 - 2023-12-31 264,742 $45,497,000 34,895
   DAVIDSON D A & CO 45 - 2023-12-31 262,241 $44,686,000 374
   Family Investment Center Inc. 1 - 2023-12-31 261,981 $44,641,000 2,481
   Klaas Financial Asset Advisors LLC 3 - 2023-12-31 260,434 $44,378,000 -855
   Adroit Compliance LLC 2 - 2023-12-31 260,434 $44,378,000 0
   VPR Management LLC 4 - 2023-12-31 257,330 $43,849,000 0
   Principle Wealth Partners LLC 3 - 2023-12-31 256,539 $43,714,000 -1,734
   JNBA FINANCIAL ADVISORS 3 - 2023-12-31 254,743 $43,408,000 -8,648
   WMS PARTNERS, LLC 12 - 2023-12-31 253,281 $43,159,000 18,252
   PNC FINANCIAL SERVICES GROUP INC 276 - 2023-12-31 252,612 $43,045,000 -2,750
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 10 - 2023-12-31 250,581 $42,699,000 27,051
   Pathstone Holdings LLC 71 - 2023-12-31 248,108 $42,277,000 0
   Baltimore-Washington Financial Advisors Inc. 5 - 2023-12-31 248,010 $42,261,000 15,544
  100 Records found
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