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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Systematic Alpha Investments LLC 6 - 2023-12-31 353,000 $60,151,000 0
   VPR Management LLC 4 - 2023-12-31 257,330 $43,849,000 0
   Levy Wealth Management Group LLC 3 - 2024-03-31 234,290 $39,923,000 0
   Ariston Services Group 1 - 2024-03-31 112,352 $20,517,000 0
   WHARTON BUSINESS GROUP, LLC 26 - 2023-12-31 113,088 $19,270,000 0
   MERCER INVESTMENT MANAGEMENT, INC. 3 - 2023-12-31 92,891 $15,846,000 0
   Employees Retirement Fund of the City of Fort Wort 7 - 2023-12-31 92,000 $15,677,000 0
   Garde Capital Inc. 23 - 2023-12-31 74,625 $12,716,000 0
   Jordan Park Group LLC 17 - 2023-12-31 69,822 $11,898,000 0
   Circle Wealth Management LLC 27 - 2023-12-31 63,000 $10,735,000 0
   StrongBox Wealth LLC 4 - 2024-03-31 39,626 $6,752,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 36 - 2023-12-31 39,067 $6,657,000 0
   Aberdeen Wealth Management LLC 2 - 2023-12-31 38,555 $6,570,000 0
   Stevard LLC 3 - 2023-12-31 37,274 $6,351,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 8 - 2024-03-31 29,752 $5,433,000 0
   W ADVISORS LLC 9 - 2024-03-31 23,899 $4,364,000 0
   Financial Insights Inc. 19 - 2024-03-31 23,234 $4,243,000 0
   S&CO INC 68 - 2023-12-31 24,316 $4,143,000 0
   Independent Family Office LLC 11 - 2023-12-31 24,248 $4,132,000 0
   KB FINANCIAL PARTNERS LLC 9 - 2023-09-30 25,427 $3,951,000 0
   Forza Wealth Management LLC 9 - 2024-03-31 21,252 $3,881,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 219 - 2024-03-31 21,204 $3,613,000 0
   St. Louis Trust Co 31 - 2023-12-31 19,220 $3,275,000 0
   Leeward Financial Partners LLC 31 - 2024-03-31 15,549 $2,839,000 0
   ARMSTRONG ADVISORY GROUP INC 36 - 2024-03-31 15,483 $2,638,000 0
   ADVISORY RESEARCH INC 68 - 2023-12-31 14,544 $2,478,000 0
   Rocky Mountain Advisers LLC 12 - 2024-03-31 13,491 $2,464,000 0
   FIDUCIARY TRUST CO 224 - 2023-12-31 13,904 $2,369,000 0
   Lion Street Advisors LLC 22 - 2024-03-31 12,877 $2,194,000 0
   CHILDRESS CAPITAL ADVISORS LLC 31 - 2024-03-31 11,686 $2,134,000 0
   MRM-HORIZON ADVISORS LLC 14 - 2024-03-31 10,052 $1,836,000 0
   ACIMA PRIVATE WEALTH LLC 32 - 2023-12-31 10,225 $1,742,000 0
   DF DENT & CO INC 125 - 2023-12-31 9,669 $1,648,000 0
   Birchcreek Wealth Management LLC 29 - 2023-12-31 8,651 $1,474,000 0
   BNC WEALTH MANAGEMENT LLC 43 - 2024-03-31 8,040 $1,468,000 0
   Integrys Wealth Advisors LLC 44 - 2024-03-31 7,995 $1,460,000 0
   Sepio Capital LLC 122 - 2023-12-31 8,508 $1,450,000 0
   NovaPoint Capital LLC 61 - 2024-03-31 7,760 $1,417,000 0
   Biltmore Family Office LLC 59 - 2023-12-31 8,209 $1,399,000 0
   Keeley-Teton Advisors LLC 178 - 2023-12-31 8,038 $1,370,000 0
   LOGAN CAPITAL MANAGEMENT INC 200 - 2023-12-31 7,622 $1,299,000 0
   Rappaport Reiches Capital Management LLC 36 - 2024-03-31 7,076 $1,292,000 0
   Community Bank N.A. 116 - 2023-12-31 7,540 $1,285,000 0
   NADLER FINANCIAL GROUP, INC. 42 - 2024-03-31 6,996 $1,278,000 0
   Versant Capital Management Inc 44 - 2024-03-31 6,940 $1,267,000 0
   Essex Savings Bank 66 - 2024-03-31 7,347 $1,252,000 0
   Alera Investment Advisors LLC - 2023-12-31 7,190 $1,225,000 0
   ROCKLAND TRUST CO 125 - 2024-03-31 6,608 $1,207,000 0
   WESCAP Management Group Inc. 50 - 2023-12-31 6,804 $1,159,000 0
   Callan Family Office LLC 42 - 2023-12-31 6,716 $1,144,000 0
   WEXFORD CAPITAL LLC 76 - 2023-12-31 6,524 $1,112,000 0
   Tenret Co LLC 18 - 2024-03-31 6,040 $1,103,000 0
   Syverson Strege & Co 22 - 2023-12-31 6,336 $1,080,000 0
   Nilsine Partners LLC 163 - 2024-03-31 5,886 $1,075,000 0
   Cranbrook Wealth Management LLC 48 - 2024-03-31 5,875 $1,073,000 0
   Vident Advisory LLC 542 - 2023-12-31 6,264 $1,067,000 0
   Northwest Bancshares Inc. 82 - 2024-03-31 5,822 $1,063,000 0
   Dempze Nancy E 32 - 2023-12-31 6,231 $1,062,000 0
   BANK OF THE WEST 136 - 2022-12-31 6,890 $1,046,000 0
   MOODY LYNN & CO/ 115 - 2024-03-31 5,636 $1,029,000 0
   BALDWIN BROTHERS INC/MA 106 - 2024-03-31 5,500 $1,004,000 0
   SUTTON PLACE INVESTORS LLC 64 - 2024-03-31 5,311 $970,000 0
   EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 40 - 2023-12-31 5,660 $964,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 59 - 2024-03-31 4,995 $912,000 0
   Wells Financial Advisors INC 25 - 2023-12-31 5,300 $903,000 0
   EMFO LLC 32 - 2023-12-31 5,256 $896,000 0
   SAWGRASS ASSET MANAGEMENT LLC 104 - 2023-12-31 5,238 $893,000 0
   Flagstone Financial Management - 2023-12-31 5,176 $882,000 0
   SAGE RHINO CAPITAL LLC 96 - 2024-03-31 4,620 $844,000 0
   FINANCIAL ADVISORY GROUP 49 - 2023-12-31 4,935 $841,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 83 - 2023-12-31 4,923 $839,000 0
   Fiduciary Group LLC 140 - 2023-12-31 4,797 $817,000 0
   YALE CAPITAL CORP 271 - 2023-12-31 4,791 $816,000 0
   Legacy Financial Strategies LLC 52 - 2024-03-31 4,199 $767,000 0
   Financial Enhancement Group LLC 84 - 2024-03-31 4,346 $763,000 0
   CAPITAL MANAGEMENT CORP /VA 50 - 2023-12-31 4,400 $750,000 0
   GERBER LLC 30 - 2024-03-31 3,992 $729,000 0
   BOLTWOOD CAPITAL MANAGEMENT 97 - 2024-03-31 3,829 $699,000 0
   CALLAN CAPITAL, LLC 110 - 2023-12-31 4,063 $692,000 0
   Wealthquest Corp 66 - 2023-12-31 4,007 $683,000 0
   Missouri Trust & Investment Co 72 - 2023-12-31 3,982 $679,000 0
   AM INVESTMENT STRATEGIES LLC 58 - 2023-12-31 3,943 $672,000 0
   RTD Financial Advisors Inc. 68 - 2024-03-31 3,655 $667,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 100 - 2023-12-31 3,900 $665,000 0
   Integris Wealth Management LLC 41 - 2023-12-31 3,896 $664,000 0
   NORTHWEST INVESTMENT COUNSELORS LLC 99 - 2024-03-31 3,635 $664,000 0
   Willow Creek Wealth Management Inc. 72 - 2023-12-31 3,836 $654,000 0
   DUBUQUE BANK & TRUST CO 113 - 2023-09-30 4,200 $653,000 0
   Sage Mountain Advisors LLC 127 - 2024-03-31 3,549 $648,000 0
   CITIZENS & NORTHERN CORP 79 - 2023-12-31 3,775 $643,000 0
   Lutz Financial Services LLC 64 - 2023-12-31 3,760 $641,000 0
   1776 WEALTH LLC 57 - 2023-12-31 3,660 $624,000 0
   VALLEY NATIONAL ADVISERS INC 148 - 2024-03-31 3,345 $610,000 0
   Montis Financial LLC 38 - 2024-03-31 3,332 $608,000 0
   Southland Equity Partners LLC 82 - 2024-03-31 3,298 $602,000 0
   TRUST CO OF OKLAHOMA 84 - 2024-03-31 3,275 $598,000 0
   HANSON INVESTMENT MANAGEMENT 103 - 2024-03-31 3,148 $575,000 0
   SMITHFIELD TRUST CO 192 - 2023-12-31 3,335 $567,000 0
   Heritage Financial Services LLC 55 - 2023-12-31 3,317 $565,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 155 - 2023-12-31 3,314 $565,000 0
  100 Records found
  1    
  Page 1 of 1
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