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Get Institutions for : 
Vanguard International Dividend Appreciation (VIGI)  
$79.96 0.17 (0.21%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 393    20
Total shares held : 
 36,103,673  
% of shares held : 
 78.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 2,455,828  
% of shares held change : 
   5.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.55  
Last Quarter's Ending Price : 
 $79.34  
Last Quarter's Average Price : 
 $73.71  
Change from last quarter's     
avg. price to the last closing  : 
6.25 (8.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 2,086,956
 5.78%
 
Increased Positions :
161
 2,697,751
 7.47%
 
Unchanged Positions :
61
 391,086
 1.08%
 
Decreased Positions :
135
-2,051,994
-5.68%
 
Closed Positions :
16
-276,885
-0.77%
 
Guru Positions :
0
 0%
 
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
   MORGAN STANLEY 456 - 2023-12-31 5,468,429 $433,865,000 265,527
   BANK OF AMERICA CORP /DE/ 485 - 2023-12-31 3,222,223 $255,651,000 19,202
   EP WEALTH ADVISORS, INC. 7 - 2023-12-31 2,159,836 $171,361,000 174,495
   Parcion Private Wealth LLC 1 - 2024-03-31 1,790,572 $145,985,000 297,626
   BANK OF NEW YORK MELLON CORP 546 *New 2024-03-31 1,562,136 $127,361,000 1,562,136
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 1,541,679 $125,693,000 628,997
   CITIGROUP INC 145 - 2023-12-31 1,387,922 $110,118,000 -16,988
   LPL FINANCIAL CORP 356 - 2023-12-31 984,749 $78,130,000 -2,877
   WELLS FARGO & CO/MN 533 - 2023-12-31 948,028 $75,217,000 45,303
   Edge Capital Group LLC 4 - 2023-12-31 946,908 $75,128,000 -20,336
   UBS Group AG 644 - 2023-12-31 680,247 $53,971,000 -54,381
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 244 - 2024-03-31 635,533 $51,815,000 -11,551
   ROYAL BANK OF CANADA 695 - 2023-12-31 635,124 $50,391,000 20,969
   AMERIPRISE FINANCIAL INC 773 - 2023-12-31 623,564 $49,444,000 -575,274
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 199 - 2023-12-31 545,818 $43,305,000 206,270
   COMMONWEALTH EQUITY SERVICES LLC. 267 - 2024-03-31 517,719 $42,210,000 95,551
   ESL Trust Services LLC 2 - 2023-12-31 492,154 $39,048,000 253
   Capital Advantage Inc. - 2023-12-31 429,382 $34,067,000 179
   American Financial Advisors LLC 7 - 2024-03-31 404,284 $32,961,000 1,975
   ENVESTNET ASSET MANAGEMENT INC 813 - 2023-12-31 391,356 $31,050,000 7,942
   Cresset Asset Management LLC 78 - 2023-12-31 390,083 $30,949,000 23,446
   JANE STREET GROUP LLC 383 - 2023-12-31 378,884 $30,061,000 378,884
   BB&T CORP 320 - 2023-12-31 374,799 $29,737,000 -49,345
   Sugarloaf Wealth Management LLC 4 - 2024-03-31 346,248 $28,230,000 45,713
   RAYMOND JAMES & ASSOCIATES 621 - 2024-03-31 344,362 $28,076,000 -3,896
   J P MORGAN CHASE & CO 1422 - 2023-12-31 328,083 $26,030,000 321,140
   BOSTON FINANCIAL MANGEMENT INC /MA 36 - 2023-12-31 324,620 $25,755,000 -360
   MARINER WEALTH ADVISORS, LLC 264 - 2023-12-31 305,260 $24,219,000 36,783
   Insight Wealth Strategies LLC 8 - 2024-03-31 291,170 $23,739,000 -573
   VeraBank N.A. - 2024-03-31 290,225 $23,662,000 -2,001
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 263 - 2023-09-30 312,151 $22,266,000 -8,362
   HIGHTOWER ADVISORS, LLC 450 - 2023-12-31 269,901 $21,421,000 3,219
   MERCER GLOBAL ADVISORS INC /ADV 192 - 2023-12-31 259,341 $20,576,000 -773
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 3 - 2024-03-31 246,624 $20,107,000 12,502
   JANNEY MONTGOMERY SCOTT LLC 325 - 2024-03-31 245,903 $20,049,000 6,131
   Goss Wealth Management LLC 115 - 2023-12-31 251,137 $19,925,000 -37,987
   Ackerman Capital Advisors LLC 4 - 2024-03-31 222,006 $18,100,000 -1,835
   American Trust 17 - 2023-12-31 226,096 $17,938,000 -14,276
   EASTERN BANK - 2023-12-31 224,999 $17,851,000 3,995
   RSM US WEALTH MANAGEMENT LLC 52 *New 2024-03-31 218,638 $17,826,000 218,638
   FINANCIAL NETWORK 214 - 2023-12-31 218,546 $17,339,000 21,142
   WEATHERLY ASSET MANAGEMENT LP 14 - 2024-03-31 203,516 $16,593,000 5,624
   Navalign LLC 6 - 2024-03-31 197,938 $16,138,000 8,949
   Focused Wealth Management Inc 10 - 2023-12-31 199,768 $15,850,000 36,673
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 187,438 $15,282,000 56,737
   OLD MISSION CAPITAL LLC 37 - 2023-12-31 191,263 $15,175,000 70,870
   Kohmann Bosshard Financial Services LLC 15 - 2024-03-31 176,312 $14,375,000 -12,261
   HOWARD FINANCIAL SERVICES LTD. 14 - 2024-03-31 176,285 $14,373,000 2,651
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 384 - 2024-03-31 175,230 $14,286,000 -7,040
   JNBA FINANCIAL ADVISORS 20 - 2024-03-31 165,842 $13,521,000 -67,690
   JONES FINANCIAL COMPANIES LLLP 86 - 2023-12-31 168,967 $13,406,000 25,279
   EisnerAmper Wealth Management Corporate Benefits L 5 *New 2023-12-31 162,939 $12,928,000 162,939
   Rockefeller Capital Management L.P. 389 - 2023-12-31 162,583 $12,899,000 43,464
   STIFEL FINANCIAL CORP 691 - 2023-12-31 158,431 $12,570,000 16,665
   MML INVESTORS SERVICES LLC 319 - 2023-12-31 153,529 $12,181,000 -31,645
   Resonant Capital Advisors LLC - 2024-03-31 148,281 $12,089,000 4,942
   Private Advisor Group LLC - 2024-03-31 146,830 $11,971,000 10,452
   Advisor Group Holdings Inc. 728 - 2023-12-31 142,141 $11,281,000 -127,693
   ANDERSON FISHER LLC 15 - 2024-03-31 126,238 $10,292,000 -332
   Revisor Wealth Management LLC 3 - 2024-03-31 123,076 $9,900,000 67,067
   TANGLEWOOD WEALTH MANAGEMENT, INC. 16 - 2023-12-31 124,033 $9,841,000 47,416
   RTD Financial Advisors Inc. 23 - 2024-03-31 114,944 $9,371,000 -326
   LEAVELL T & ASSOCIATES INC 50 - 2024-03-31 114,532 $9,338,000 2,467
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 113,697 $9,270,000 -2,315
   MONTECITO BANK & TRUST 11 - 2024-03-31 112,932 $9,207,000 -7,486
   BCGM Wealth Management LLC 5 - 2023-12-31 111,804 $8,871,000 -2,800
   PERRITT CAPITAL MANAGEMENT INC 3 - 2023-12-31 110,373 $8,757,000 558
   New England Private Wealth Advisors LLC 17 - 2023-12-31 108,661 $8,620,000 -3,958
   CI Private Wealth LLC 550 - 2023-12-31 108,604 $8,617,000 100,473
   DAVIDSON D A & CO 187 - 2023-12-31 108,551 $8,612,000 -1,446
   Compass Financial Group INC/SD 9 - 2024-03-31 104,587 $8,527,000 15,973
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 802 - 2023-12-31 103,091 $8,179,000 103,091
   Kestra Advisory Services LLC 324 - 2023-12-31 100,920 $8,007,000 32,454
   Financial Perspectives Inc 9 - 2024-03-31 96,594 $7,875,000 2,642
   Wedmont Private Capital 30 - 2024-03-31 96,453 $7,769,000 3,878
   RWM Asset Management LLC 28 - 2024-03-31 93,877 $7,654,000 -13,145
   Windsor Group LTD 22 - 2023-09-30 103,509 $7,383,000 5,435
   SMITH MOORE & CO. 20 - 2023-12-31 90,142 $7,152,000 -1,160
   Landmark Wealth Management LLC 4 - 2024-03-31 86,029 $7,014,000 1,845
   Per Stirling Capital Management LLC. 26 - 2023-12-31 85,453 $6,780,000 13,668
   Archford Capital Strategies LLC 19 - 2024-03-31 82,908 $6,760,000 1,242
   Ariston Services Group 6 - 2024-03-31 81,423 $6,638,000 0
   BLAIR WILLIAM & CO/IL 395 - 2023-12-31 83,537 $6,628,000 13,971
   Betterment LLC 90 - 2023-12-31 80,612 $6,396,000 7,228
   Advisors Preferred LLC - 2023-12-31 79,018 $6,189,000 60,457
   SWEENEY & MICHEL LLC 8 - 2023-09-30 84,716 $6,108,000 -112,026
   WMS PARTNERS, LLC 31 - 2023-12-31 76,933 $6,104,000 -22,527
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 71,401 $5,821,000 13,523
   BFSG LLC 40 - 2024-03-31 69,700 $5,683,000 1,140
   AMERIVEST INVESTMENT MANAGEMENT LLC 76 - 2023-06-30 75,629 $5,679,000 -19,967
   AUTUS ASSET MANAGEMENT, LLC 40 - 2022-12-31 81,378 $5,666,000 -5,734
   Parallel Advisors LLC 108 - 2023-12-31 70,905 $5,626,000 -1,681
   UMB BANK N A/MO 156 - 2024-03-31 68,845 $5,613,000 8,788
   STUDIO INVESTMENT MANAGEMENT LLC 18 - 2023-12-31 68,367 $5,424,000 57,396
   Stokes Family Office LLC 34 - 2023-12-31 66,707 $5,293,000 -11,104
   Triad Wealth Partners LLC 9 - 2024-03-31 63,395 $5,169,000 0
   Equitable Holdings Inc. 223 - 2023-12-31 63,399 $5,030,000 8,693
   Tobias Financial Advisors Inc. - 2024-03-31 61,483 $5,013,000 -303
   Cornerstone Wealth Management LLC 60 - 2024-03-31 60,639 $4,944,000 1,555
   Kathleen S. Wright Associates Inc. 10 - 2024-03-31 60,271 $4,910,000 215
  100 Records found
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