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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
   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
   RAYMOND JAMES & ASSOCIATES 43 - 2024-03-31 3,537,699 $646,019,000 1,309,672
   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
   HIGHTOWER ADVISORS, LLC 23 - 2023-12-31 2,137,251 $364,207,000 116,835
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44 - 2023-12-31 1,522,764 $259,479,000 42,406
   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
   CREATIVE PLANNING 48 - 2023-12-31 1,047,603 $178,511,000 76,214
   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
   BROWN ADVISORY HOLDINGS INC 86 - 2024-03-31 879,038 $160,521,000 12,863
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 50 - 2024-03-31 811,425 $148,174,000 14,899
   Nicholas Hoffman & Company LLC. 4 - 2024-03-31 732,370 $133,738,000 9,300
   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
   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
   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
   DAVENPORT & CO LLC - 2023-12-31 522,535 $89,040,000 26,840
   Confluence Wealth Services Inc. 2 - 2024-03-31 474,402 $86,630,000 75,407
   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
   FINANCIAL NETWORK 46 - 2023-12-31 428,047 $72,939,000 3,866
   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
   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
   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
   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
   Klaas Financial Asset Advisors LLC 3 - 2024-03-31 260,510 $47,572,000 76
   Principle Wealth Partners LLC 3 - 2024-03-31 257,438 $47,011,000 899
   EVENSKY & KATZ INC 12 - 2024-03-31 252,259 $46,065,000 1,483
   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
   WMS PARTNERS, LLC 12 - 2023-12-31 253,281 $43,159,000 18,252
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 10 - 2023-12-31 250,581 $42,699,000 27,051
   Baltimore-Washington Financial Advisors Inc. 5 - 2023-12-31 248,010 $42,261,000 15,544
   FMR LLC 1352 - 2023-12-31 244,502 $41,663,000 18,972
   PDS Planning Inc 7 - 2023-12-31 242,224 $41,275,000 7,277
   Wealth Architects LLC 4 - 2023-12-31 235,886 $40,195,000 1,020
   New England Private Wealth Advisors LLC 1 - 2023-12-31 234,601 $39,975,000 3,428
   American Financial Advisors LLC 2 - 2024-03-31 218,906 $39,974,000 288
   PATHSTONE FAMILY OFFICE, LLC 55 - 2023-09-30 248,418 $38,600,000 26,484
   Resonant Capital Advisors LLC 4 - 2023-12-31 226,173 $38,540,000 1,960
   Steward Partners Investment Advisory LLC 34 - 2023-12-31 224,980 $38,337,000 13,708
   MULTIFINANCIAL SECURITIES CORP 35 - 2023-12-31 215,053 $36,645,000 18,489
   Noble Family Wealth LLC 1 - 2024-03-31 195,680 $35,733,000 11,908
   Transparent Wealth Partners LLC 1 - 2023-03-31 231,183 $35,604,000 2,476
   CITIGROUP INC 417 - 2023-12-31 198,285 $33,788,000 21,672
   NORTHERN TRUST CORP 1278 - 2023-12-31 198,093 $33,755,000 1,857
   Equitable Holdings Inc. 54 - 2023-12-31 197,167 $33,597,000 11,386
   PROVISE MANAGEMENT GROUP LLC 3 - 2023-12-31 195,656 $33,340,000 62
   Edmonds Duncan Registered Investment Advisors LLC 2 - 2024-03-31 171,779 $31,369,000 583
   M&T BANK CORP 150 - 2023-12-31 182,022 $31,017,000 4,278
   Arlington Trust Co LLC 3 - 2024-03-31 164,655 $30,068,000 2,038
   FIDELIS iM LLC 2 - 2024-03-31 161,841 $29,553,000 426
   Laurel Wealth Advisors LLC 1 - 2023-12-31 164,398 $28,013,000 8,266
   NATIONAL BANK OF CANADA /FI/ 284 - 2023-12-31 161,729 $27,479,000 5,973
   COLDSTREAM CAPITAL MANAGEMENT INC 23 - 2023-12-31 153,480 $26,153,000 21,072
   FIRST MANHATTAN CO 84 - 2023-12-31 151,416 $25,801,000 22,439
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 1 - 2024-03-31 139,197 $25,419,000 514
   AJ WEALTH STRATEGIES LLC 22 - 2023-06-30 155,143 $25,200,000 14,500
   H D Vest Advisory Services 57 - 2023-12-31 143,635 $24,475,000 12,114
   SCOTIA CAPITAL INC. 92 - 2023-12-31 142,123 $24,217,000 15,591
   SEARCY FINANCIAL SERVICES INC /ADV 1 - 2024-03-31 128,837 $23,527,000 1,018
   Compton Wealth Advisory Group LLC 3 - 2024-03-31 126,128 $23,032,000 9,024
   Cetera Investment Advisers 103 - 2023-12-31 134,283 $22,882,000 689
   McCarthy Asset Management Inc. 3 - 2023-12-31 133,607 $22,767,000 120
   Crane Advisory LLC 8 - 2024-03-31 126,513 $22,527,000 12,570
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 5 - 2024-03-31 122,527 $22,375,000 3,064
   Ratio Wealth Group 5 - 2023-12-31 130,442 $22,227,000 5,658
   Adviser Investments LLC 47 - 2023-12-31 129,516 $22,070,000 19,399
  100 Records found
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