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Get Institutions for : 
Vanguard Dividend Appreciation ETF (VIG)  
$176.94 1.72 (0.98%) as of 4:30 Fri 5/3


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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  : 
16.04 (9.97%)  




 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 34 *New 2024-03-31 174,199 $31,811,000 174,199
   California Capital Advisors Inc. 2 *New 2023-12-31 83,566 $14,240,000 83,566
   BANK OF NOVA SCOTIA / 449 *New 2023-12-31 42,200 $7,164,000 42,200
   ZEKE CAPITAL ADVISORS, LLC 38 *New 2022-12-31 30,586 $4,644,000 30,586
   FEDERATED INVESTORS INC /PA/ 769 *New 2023-12-31 24,016 $4,092,000 24,016
   MILLER INVESTMENT MANAGEMENT LP 26 *New 2023-12-31 23,831 $4,061,000 23,831
   CAPITAL PERFORMANCE ADVISORS LLP 13 *New 2024-03-31 21,093 $3,852,000 21,093
   Vantage Financial Partners LLC 20 *New 2023-12-31 21,120 $3,599,000 21,120
   White Wing Wealth Management 9 *New 2024-03-31 17,013 $3,088,000 17,013
   Eldridge Investment Advisors Inc. 46 *New 2023-12-31 11,665 $1,988,000 11,665
   FIS GROUP INC. 477 *New 2023-12-31 11,650 $1,985,000 11,650
   Howard Capital Management Inc. 36 *New 2023-12-31 8,857 $1,509,000 8,857
   Cutler Group LP 52 *New 2024-03-31 5,647 $1,031,000 5,647
   LAKE STREET ADVISORS GROUP LLC 146 *New 2023-12-31 4,726 $805,000 4,726
   FIRST LONG ISLAND INVESTORS, LLC 51 *New 2023-12-31 4,346 $741,000 4,346
   Ronna Sue Cohen 62 *New 2024-03-31 3,729 $681,000 3,729
   HOEY INVESTMENTS INC 46 *New 2023-12-31 3,896 $664,000 3,896
   Selective Wealth Management 46 *New 2024-03-31 3,719 $660,000 3,719
   Ballast Inc. 71 *New 2023-12-31 3,096 $528,000 3,096
   REGIMEN WEALTH LLC 40 *New 2023-12-31 3,041 $518,000 3,041
   Gryphon Financial Partners LLC 146 *New 2023-12-31 2,949 $503,000 2,949
   Next Capital Management LLC 74 *New 2023-12-31 2,942 $501,000 2,942
   Proquility Private Wealth Partners LLC 81 *New 2023-12-31 2,715 $463,000 2,715
   NORDEN GROUP LLC 611 *New 2024-03-31 2,310 $422,000 2,310
   Grey Fox Wealth Advisors LLC 66 *New 2024-03-31 2,215 $405,000 2,215
   FORTE CAPITAL LLC /ADV 167 *New 2023-12-31 2,231 $380,000 2,231
   GILMAN HILL ASSET MANAGEMENT, LLC 153 *New 2024-03-31 2,070 $378,000 2,070
   VALICENTI ADVISORY SERVICES INC 74 *New 2024-03-31 2,000 $365,000 2,000
   Innova Wealth Partners 44 *New 2023-12-31 2,134 $364,000 2,134
   Traynor Capital Management Inc. 154 *New 2024-03-31 1,880 $343,000 1,880
   DELAP WEALTH ADVISORY LLC 65 *New 2023-12-31 2,008 $342,000 2,008
   BAKER TILLY FINANCIAL LLC 377 *New 2023-12-31 1,826 $311,000 1,826
   Trueblood Wealth Management LLC 155 *New 2024-03-31 1,657 $303,000 1,657
   Mirador Capital Partners LP 157 *New 2024-03-31 1,641 $300,000 1,641
   Bordeaux Wealth Advisors LLC 84 *New 2023-12-31 1,722 $293,000 1,722
   Lineweaver Wealth Advisors LLC 113 *New 2023-12-31 1,697 $289,000 1,697
   INSIGNEO ADVISORY SERVICES LLC 333 *New 2023-12-31 1,687 $288,000 1,687
   Watchman Group Inc. 73 *New 2023-12-31 1,610 $274,000 1,610
   Global Assets Advisory LLC 414 *New 2024-03-31 49,558 $273,000 49,558
   Howard Capital Management Group LLC 103 *New 2024-03-31 1,495 $273,000 1,495
   River Wealth Advisors LLC 181 *New 2023-12-31 1,561 $266,000 1,561
   Truadvice LLC 189 *New 2023-09-30 1,632 $260,000 1,632
   Charles Schwab Trust Co 139 *New 2024-03-31 1,414 $258,000 1,414
   ForthRight Wealth Management LLC 55 *New 2024-03-31 1,398 $255,000 1,398
   G2 CAPITAL MANAGEMENT LLC / OH 55 *New 2023-12-31 1,481 $252,000 1,481
   SATHER FINANCIAL GROUP INC *New 2023-12-31 1,476 $252,000 1,476
   WHITENER CAPITAL MANAGEMENT INC. 137 *New 2024-03-31 1,364 $249,000 1,364
   Lodestone Wealth Management LLC *New 2023-12-31 1,451 $247,000 1,451
   Curi Capital 132 *New 2023-12-31 1,446 $246,000 1,446
   Triumph Capital Management 188 *New 2024-03-31 1,352 $245,000 1,352
   Granite Harbor Advisors Inc. 62 *New 2023-12-31 1,407 $240,000 1,407
   Accurate Wealth Management LLC 252 *New 2024-03-31 1,338 $233,000 1,338
   Executive Wealth Management LLC *New 2023-12-31 1,369 $233,000 1,369
   Wallace Advisory Group LLC 145 *New 2024-03-31 1,323 $225,000 1,323
   Aveo Capital Partners LLC 314 *New 2023-12-31 1,274 $217,000 1,274
   Financial Partners Group LLC 93 *New 2024-03-31 1,179 $215,000 1,179
   Clarity Financial LLC 108 *New 2024-03-31 1,175 $215,000 1,175
   CONDOR CAPITAL MANAGEMENT 175 *New 2023-12-31 1,251 $213,000 1,251
   Crestone Asset Management LLC 95 *New 2024-03-31 1,168 $213,000 1,168
   Next Level Private LLC 122 *New 2024-03-31 1,156 $211,000 1,156
   Waterfront Wealth Inc. 236 *New 2023-12-31 1,237 $211,000 1,237
   AF Advisors Inc. 20 *New 2024-03-31 1,150 $210,000 1,150
   MARATHON CAPITAL MANAGEMENT 134 *New 2023-12-31 1,219 $208,000 1,219
   TWO SIGMA SECURITIES LLC 856 *New 2023-12-31 1,222 $208,000 1,222
   BetterWealth LLC 59 *New 2024-03-31 1,133 $207,000 1,133
   KFA Private Wealth Group LLC 82 *New 2023-12-31 1,215 $207,000 1,215
   ISTHMUS PARTNERS LLC 194 *New 2023-12-31 1,211 $206,000 1,211
   Live Oak Private Wealth LLC 159 *New 2024-03-31 1,115 $204,000 1,115
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 120 *New 2023-12-31 1,200 $204,000 1,200
   High Falls Advisors Inc 106 *New 2023-12-31 1,195 $204,000 1,195
   FINANCEWARE, INC. 80 *New 2024-03-31 1,113 $203,000 1,113
   One Wealth Advisors LLC 238 *New 2024-03-31 1,110 $203,000 1,110
   Triton Wealth Management PLLC 67 *New 2024-03-31 1,150 $203,000 1,150
   CFO4Life L.P. 162 *New 2022-12-31 1,330 $202,000 1,330
   Brainard Capital Management LLC 83 *New 2023-03-31 1,314 $202,000 1,314
   Aprio Wealth Management LLC 227 *New 2024-03-31 1,102 $201,000 1,102
   Bernardo Wealth Planning LLC *New 2023-12-31 1,180 $201,000 1,180
   First Capital Advisors Group LLC. 158 *New 2023-06-30 1,094 $178,000 1,094
   PACIFIC CAPITAL WEALTH ADVISORS INC 83 *New 2023-12-31 746 $127,000 746
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 251 *New 2024-03-31 635 $112,000 635
   CLEAR INVESTMENT RESEARCH LLC 80 *New 2023-12-31 518 $88,000 518
   LifeSteps Financial Inc. 114 *New 2024-03-31 467 $85,000 467
   CHILTON CAPITAL MANAGEMENT LLC 305 *New 2023-12-31 482 $82,000 482
   HORIZON FINANCIAL SERVICES LLC 78 *New 2024-03-31 318 $58,000 318
   FSA Wealth Management LLC 129 *New 2023-12-31 337 $57,000 337
   Opal Wealth Advisors LLC 220 *New 2024-03-31 185 $34,000 185
   Davidson Capital Management Inc. 55 *New 2023-12-31 180 $31,000 180
   Scarborough Advisors LLC 281 *New 2023-12-31 119 $20,000 119
   EDMOND DE ROTHSCHILD HOLDING S.A. 565 *New 2023-12-31 120 $20,000 120
   Tacita Capital Inc 179 *New 2023-12-31 114 $19,000 114
   MA GREENWOOD & ASSOCIATES INC 212 *New 2023-12-31 85 $14,000 85
   CENTRAL BANK & TRUST CO 298 *New 2024-03-31 47 $9,000 47
   HighMark Wealth Management LLC *New 2023-12-31 39 $7,000 39
   Steward Financial Group LLC 508 *New 2023-09-30 50 $7,000 50
   Raleigh Capital Management Inc. 755 *New 2023-12-31 24 $4,000 24
   Evolution Advisers Inc. 189 *New 2023-12-31 10 $2,000 10
   Quent Capital LLC 1371 *New 2023-12-31 0 $0 0
  97 Records found
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