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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 NEW YORK MELLON CORP 254 - 2024-03-31 1,954,126 $356,843,000 -154,102
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 37 - 2024-03-31 1,943,697 $354,939,000 -48,344
   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
   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
   CAPTRUST FINANCIAL ADVISORS 27 - 2023-12-31 1,051,764 $179,221,000 -3,454
   KOCHIS FITZ/QUINTILE LLC 5 - 2024-03-31 962,404 $175,753,000 -10,604
   BANK OF MONTREAL /CAN/ 195 - 2023-12-31 897,937 $153,251,000 -44,690
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 16 - 2024-03-31 830,337 $151,628,000 -32,260
   COLONY GROUP LLC 7 - 2023-09-30 854,648 $132,795,000 -11,360
   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
   FIFTH THIRD BANCORP 63 - 2024-03-31 618,218 $112,893,000 -23,578
   Stokes Family Office LLC 1 - 2023-12-31 535,471 $91,244,000 -66,157
   JANNEY MONTGOMERY SCOTT LLC 65 - 2023-12-31 505,707 $86,172,000 -50,016
   FRANKLIN RESOURCES INC 393 - 2023-12-31 447,663 $76,282,000 -7,121
   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
   PARK AVENUE SECURITIES LLC 19 - 2024-03-31 323,913 $59,150,000 -67,854
   HUNTINGTON ASSET ADVISORS INC. 6 - 2024-03-31 320,269 $58,484,000 -36,935
   Berkshire Money Management Inc. 5 - 2023-12-31 312,190 $53,197,000 -38,288
   Beacon Pointe Advisors LLC 34 - 2023-12-31 296,884 $50,588,000 -47,014
   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
   PNC FINANCIAL SERVICES GROUP INC 276 - 2023-12-31 252,612 $43,045,000 -2,750
   Advisory Alpha LLC - 2023-12-31 240,040 $40,903,000 -2,948
   Kohmann Bosshard Financial Services LLC 3 - 2024-03-31 223,578 $40,828,000 -4,584
   US BANCORP 204 - 2023-12-31 227,691 $38,799,000 -2,452
   E&G Advisors LP 1 - 2024-03-31 210,368 $38,384,000 -2,036
   Mosaic Advisors LLC 1 - 2024-03-31 209,375 $38,234,000 -5,711
   BALLENTINE FINN & COMPANY INC 20 - 2024-03-31 200,546 $36,622,000 -1,099
   BerganKDV Wealth Management LLC 5 - 2023-06-30 219,181 $35,602,000 -1,865
   Connecticut Wealth Management LLC 12 - 2023-12-31 206,619 $35,208,000 -1,322
   TD CAPITAL MANAGEMENT LLC 7 - 2023-12-31 203,901 $34,745,000 -1,006
   Prime Capital Investment Advisors LLC - 2023-12-31 196,399 $33,466,000 -4,002
   JNBA FINANCIAL ADVISORS 7 - 2024-03-31 176,796 $32,285,000 -77,947
   HOWARD FINANCIAL SERVICES LTD. 4 - 2024-03-31 172,151 $31,436,000 -7,471
   AGF MANAGEMENT LTD 129 - 2023-12-31 184,478 $31,435,000 -5,142
   ECLECTIC ASSOCIATES INC /ADV 2 - 2024-03-31 171,841 $31,380,000 -5,975
   Strategic Financial Group LLC - 2023-12-31 177,294 $30,211,000 -2,658
   Capital Advisors Ltd. LLC 4 - 2024-03-31 163,846 $29,920,000 -2,728
   DIVERSIFIED TRUST CO 15 - 2024-03-31 161,232 $29,443,000 -4,717
   ANDERSON FISHER LLC 4 - 2024-03-31 152,984 $27,936,000 -2,649
   Edge Capital Group LLC 12 - 2023-12-31 163,486 $27,858,000 -10,571
   PFS INVESTMENTS INC. 67 - 2023-06-30 168,044 $27,295,000 -1,983
   Baron Silver Stevens Financial Advisors LLC 6 - 2023-12-31 158,752 $27,051,000 -3,356
   Graves-Light Private Wealth Management Inc. 8 - 2023-12-31 155,997 $26,582,000 -353
   Mutual Advisors LLC 12 - 2023-12-31 154,961 $26,405,000 -13,577
   Firestone Capital Management 1 - 2023-12-31 154,368 $26,304,000 -1,156
   STEPHENS INC /AR/ 52 - 2023-12-31 146,768 $25,009,000 -3,110
   Capital Advisors Wealth Management LLC 5 - 2024-03-31 132,057 $24,115,000 -649
   HANSON MCCLAIN, INC. 61 - 2024-03-31 130,557 $23,841,000 -7,081
   Gray Wealth Management Inc. 1 - 2023-12-31 135,901 $23,158,000 -1,825
   Smith Anglin Financial LLC 13 - 2024-03-31 123,496 $22,552,000 -10,162
   VALMARK ADVISERS INC 39 - 2023-12-31 131,843 $22,466,000 -936
   STUDIO INVESTMENT MANAGEMENT LLC 3 - 2023-12-31 131,661 $22,435,000 -11,569
   EWA LLC 1 - 2023-12-31 126,103 $21,987,000 -37,215
   GUARANTY TRUST CO OF MISSOURI /MO/ 42 - 2024-03-31 116,978 $21,361,000 -1,391
   CAROLINAS WEALTH CONSULTING LLC 5 - 2023-12-31 121,287 $20,667,000 -3,465
   OHE FINANCIAL INC 5 - 2023-12-31 119,201 $20,312,000 -546
   ROOF EIDAM & MAYCOCK/ADV 3 - 2023-12-31 115,300 $19,647,000 -1,000
   MONTAG A & ASSOCIATES INC 18 - 2023-12-31 111,904 $19,068,000 -1,069
   BUCKINGHAM ASSET MANAGEMENT, LLC 61 - 2023-12-31 110,312 $18,797,000 -3,067
   Taylor Cottrill Erickson & Associates Inc. 6 - 2023-12-31 109,614 $18,678,000 -104
   Resources Investment Advisors Inc. 66 - 2023-12-31 109,270 $18,620,000 -10,196
   Family CFO Inc 2 - 2024-03-31 96,392 $17,602,000 -1,095
   DAN L DUNCAN FOUNDATION 2 - 2023-12-31 102,815 $17,520,000 -2,331
   CWM LLC 211 - 2024-03-31 95,157 $17,377,000 -374
   CRA Financial Services LLC 5 - 2024-03-31 94,949 $17,339,000 -1,670
   Jackson Grant Investment Advisers Inc. 4 - 2023-12-31 100,349 $17,100,000 -653
   Fusion Capital LLC - 2023-12-31 99,987 $17,038,000 -973
   FLAGSHIP HARBOR ADVISORS LLC 18 - 2024-03-31 93,274 $17,033,000 -3,529
   DDFG Inc 7 - 2023-12-31 96,288 $16,407,000 -1,050
   ADVISORY SERVICES NETWORK, LLC 42 - 2023-12-31 93,554 $15,942,000 -14,928
   FAMILY MANAGEMENT CORP 7 - 2023-12-31 93,227 $15,886,000 -12,743
   SMITH MOORE & CO. 10 - 2023-12-31 88,952 $15,157,000 -5,679
   Wealthcare Advisory Partners LLC 44 - 2024-03-31 82,551 $15,075,000 -22,943
   FORBES J M & CO LLP 19 - 2024-03-31 82,316 $15,032,000 -24,215
   Ameritas Advisory Services LLC 26 - 2023-12-31 86,778 $14,851,000 -80,114
   Visionary Wealth Advisors 18 - 2023-12-31 86,604 $14,757,000 -15,382
   PLANNING DIRECTIONS INC 3 - 2023-12-31 83,930 $14,302,000 -5,341
   Miracle Mile Advisors LLC 59 - 2024-03-31 77,775 $14,202,000 -2,681
   COZAD ASSET MANAGEMENT INC 8 - 2023-12-31 83,095 $14,159,000 -434
   Family Investment Center Inc. 9 - 2024-03-31 77,066 $14,073,000 -184,915
   HBK SORCE ADVISORY LLC - 2023-12-31 82,355 $14,033,000 -4,425
   RMB CAPITAL MANAGEMENT LLC 71 - 2023-12-31 81,821 $13,942,000 -998
   Oak Harvest Investment Services 7 - 2024-03-31 76,002 $13,879,000 -2,843
   Atlantic Trust Group LLC 285 - 2023-12-31 81,055 $13,812,000 -1,271
   ASSET MANAGEMENT GROUP, INC. 11 - 2023-12-31 80,936 $13,792,000 -756
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 5 - 2023-12-31 78,669 $13,405,000 -32,886
   WSFS CAPITAL MANAGEMENT LLC 24 - 2023-12-31 78,175 $13,321,000 -1,214
   Snowden Capital Advisors LLC 26 - 2023-12-31 77,630 $13,228,000 -1,817
   Strategies Wealth Advisors LLC 12 - 2024-03-31 69,603 $12,710,000 -388
   REGAL INVESTMENT ADVISORS, LLC 16 - 2023-12-31 73,708 $12,560,000 -2,885
   Integrated Advisors Network LLC 19 - 2023-12-31 73,682 $12,555,000 -1,081
   Patriot Investment Management Inc. 17 - 2024-03-31 67,858 $12,391,000 -16,010
   Blackston Financial Advisory Group LLC 4 - 2023-12-31 72,520 $12,357,000 -496
  100 Records found
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