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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
   KPP Advisory Services LLC 142 *Closed 2023-12-31 0 $0 -5,029
   Praetorian Wealth Management Inc. 37 *Closed 2024-03-31 0 $0 -2,879
   WOLVERINE TRADING LLC 1334 *Closed 2023-12-31 0 $0 -5,687
   Catalyst Wealth Management LLC 121 *Closed 2023-03-31 0 $0 -1,366
   HOWE & RUSLING INC 379 *Closed 2023-12-31 0 $0 -1,472
   4Thought Financial Group Inc. 104 *Closed 2024-03-31 0 $0 -480
   Briaud Financial Planning Inc 34 *Closed 2023-12-31 0 $0 -745
   TL Private Wealth 43 *Closed 2024-03-31 0 $0 -1,233
   RENAISSANCE TECHNOLOGIES LLC 3897 *Closed 2023-12-31 0 $0 -18,300
   LVW Advisors LLC 288 *Closed 2024-03-31 0 $0 -1,200
   Hudson Value Partners LLC 95 *Closed 2023-12-31 0 $0 -1,775
   Flaharty Asset Management LLC 246 *Closed 2023-12-31 0 $0 -290
   SIMPLEX TRADING LLC 2415 *Closed 2024-03-31 0 $0 -19,906
   HALBERT, HARGROVE/RUSSELL LLC 94 *Closed 2024-03-31 0 $0 -2,059
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 102 *Closed 2023-12-31 0 $0 -4,658
   Cable Hill Partners LLC 153 *Closed 2023-12-31 0 $0 -5,826
   Level Financial Advisors Inc. 105 *Closed 2024-03-31 0 $0 -23
   ARLINGTON PARTNERS LLC 80 *Closed 2024-03-31 0 $0 -188,496
   Heirloom Wealth Management 50 *Closed 2024-03-31 0 $0 -1,981
   WoodTrust Financial Corp 154 *Closed 2024-03-31 0 $0 -1,832
   V Wealth ManagementLLC 240 *Closed 2023-09-30 0 $0 -19,372
   CANTOR FITZGERALD L. P. 312 *Closed 2023-12-31 0 $0 -6,290
   Iron Horse Wealth Management LLC 431 *Closed 2024-03-31 0 $0 -63
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 932 *Closed 2023-12-31 0 $0 -2
   Meridian Wealth Management LLC 324 *Closed 2024-03-31 0 $0 -28,254
   KARPUS MANAGEMENT INC 268 *Closed 2023-12-31 0 $0 -30,540
   Trellis Advisors LLC 18 *Closed 2023-12-31 0 $0 -1,750
   Capital Financial Services LLC 80 *Closed 2022-12-31 0 $0 -2,047
   Alpha Financial Advisors LLC 41 *Closed 2023-12-31 0 $0 -1,614
   ISLAY CAPITAL MANAGEMENT LLC 239 *Closed 2023-12-31 0 $0 -88
   Constant Guidance Financial LLC 29 *Closed 2023-12-31 0 $0 -3,703
   Independent Wealth Network Inc. 94 *Closed 2024-03-31 0 $0 -4,710
   DAGCO INC. 265 *Closed 2023-12-31 0 $0 -1,580
   SUNCOAST EQUITY MANAGEMENT 75 *Closed 2023-12-31 0 $0 -1,707
   Strategic Investment Advisors / MI 255 *Closed 2024-03-31 0 $0 -1,184
   BANK OF THE OZARKS 148 *Closed 2023-12-31 0 $0 -1,351
   Curtis Advisory Group LLC 95 *Closed 2023-12-31 0 $0 -10,078
   Carolina Wealth Advisors LLC 233 *Closed 2024-03-31 0 $0 -425
   BOURGEON CAPITAL MANAGEMENT LLC 319 *Closed 2024-03-31 0 $0 -118
   VERITY & VERITY, LLC 169 *Closed 2024-03-31 0 $0 -8,487
   Sollinda Capital Management LLC 95 *Closed 2024-03-31 0 $0 -2,615
   Sawyer & Company Inc 182 *Closed 2024-03-31 0 $0 -12
   Vident Investment Advisory LLC 850 *Closed 2023-09-30 0 $0 -3,070
   Paladin Advisory Group LLC 240 *Closed 2023-12-31 0 $0 -61
   Curated Wealth Partners LLC 115 *Closed 2024-03-31 0 $0 -6,382
   VERITABLE LP 785 *Closed 2023-09-30 0 $0 -29,665
   Headlands Technologies LLC 1327 *Closed 2023-12-31 0 $0 -1,063
   Gordian Advisors LLC 31 *Closed 2024-03-31 0 $0 -1,750
   SMI Advisory Services LLC 73 *Closed 2024-03-31 0 $0 -1,279
   Hibernia Wealth Partners LLC 351 *Closed 2023-12-31 0 $0 -1,039
   Cooksen Wealth LLC 87 *Closed 2024-03-31 0 $0 -771
   Horizon Family Wealth Inc. 110 *Closed 2023-12-31 0 $0 -302,289
   James J. Burns & Company LLC 101 *Closed 2024-03-31 0 $0 -2,566
   MACQUARIE GROUP LTD 1649 *Closed 2023-12-31 0 $0 -89
   Ford Financial Group Inc. 75 *Closed 2023-03-31 0 $0 -6,322
   Valence8 US LP 14 *Closed 2023-12-31 0 $0 -215,549
   Trivant Custom Portfolio Group LLC 208 *Closed 2024-03-31 0 $0 -105
   OAK HILL WEALTH ADVISORS LLC 104 *Closed 2024-03-31 0 $0 -195,057
   WALLEYE TRADING LLC 2027 *Closed 2023-12-31 0 $0 -2,871
   Goldstein Advisors LLC 154 *Closed 2023-12-31 0 $0 -1,400
   SENTINEL PENSION ADVISORS INC 105 *Closed 2023-12-31 0 $0 -14,046
   OKABENA INVESTMENT SERVICES INC 143 *Closed 2023-12-31 0 $0 -8,471
   LWM Advisory Services LLC 153 *Closed 2023-12-31 0 $0 -60
   CFS Investment Advisory Services LLC 150 *Closed 2023-12-31 0 $0 -2,473
   STRATEGY ASSET MANAGERS LLC 245 *Closed 2024-03-31 0 $0 -1,556
  65 Records found
  1    
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