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Get Institutions for : 
Vanguard Industrials ETF (VIS)  
$233.21 0.84 (0.36%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 403    3
Total shares held : 
 10,661,458  
% of shares held : 
 48.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -2,019,734  
% of shares held change : 
   -9.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $193.08  
Last Quarter's Ending Price : 
 $220.43  
Last Quarter's Average Price : 
 $201.54  
Change from last quarter's     
avg. price to the last closing  : 
31.67 (15.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 151,256
 1.42%
 
Increased Positions :
109
 388,365
 3.64%
 
Unchanged Positions :
116
 331,061
 3.11%
 
Decreased Positions :
145
-2,509,968
-23.54%
 
Closed Positions :
30
-49,387
-0.46%
 
Guru Positions :
1
7,980
 0.07%
 
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
   Beacon Capital Management Inc. 3 - 2024-03-31 713,788 $172,787,000 484,087
   MORGAN STANLEY 1064 - 2023-12-31 525,438 $115,823,000 35,061
   UBS Group AG 463 - 2023-12-31 394,512 $86,962,000 12,791
   J P MORGAN CHASE & CO 1234 - 2023-12-31 170,503 $37,584,000 78,058
   LPL FINANCIAL CORP 622 - 2023-12-31 158,788 $35,002,000 4,462
   STIFEL FINANCIAL CORP 374 - 2023-12-31 145,990 $32,184,000 2,200
   Compass Financial Group INC/SD 5 - 2024-03-31 130,729 $31,917,000 5,009
   RAYMOND JAMES & ASSOCIATES 724 - 2024-03-31 92,641 $22,618,000 5,881
   HIGHTOWER ADVISORS, LLC 501 - 2023-12-31 80,760 $17,792,000 34,254
   COMMONWEALTH EQUITY SERVICES LLC. 497 - 2023-12-31 79,586 $17,543,000 184
   Empower Advisory Group LLC 135 - 2023-12-31 77,891 $17,170,000 58
   Personal Capital Advisors Corp 152 - 2022-12-31 74,295 $13,569,000 3,432
   Ameritas Advisory Services LLC 34 - 2023-12-31 57,410 $12,658,000 53,418
   Cadent Capital Advisors LLC 3 - 2024-03-31 49,887 $12,180,000 19,911
   MinichMacGregor Wealth Management LLC 6 - 2024-03-31 48,242 $11,678,000 29,916
   Trinity Legacy Partners LLC 8 - 2024-03-31 35,517 $8,671,000 19,559
   Berkeley Capital Partners LLC 7 - 2023-12-31 38,732 $8,538,000 731
   Proquility Private Wealth Partners LLC 6 - 2023-12-31 38,130 $8,405,000 1,295
   MASSMUTUAL TRUST CO FSB/ADV 90 - 2024-03-31 33,099 $8,081,000 486
   CI Private Wealth LLC 576 - 2023-12-31 35,630 $7,854,000 236
   CAPTRUST FINANCIAL ADVISORS 422 - 2023-12-31 34,794 $7,670,000 26,688
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 460 - 2023-12-31 32,063 $7,070,000 328
   Lido Advisors LLC 204 - 2023-12-31 31,213 $6,880,000 26,688
   Sharper & Granite LLC 7 - 2024-03-31 25,652 $6,238,000 819
   EXCHANGE CAPITAL MANAGEMENT INC 29 - 2024-03-31 24,606 $6,008,000 204
   Strengthening Families & Communities LLC 7 - 2023-12-31 25,869 $5,702,000 1,156
   EXCHANGE TRADED CONCEPTS LLC 155 - 2024-03-31 21,611 $5,276,000 10,151
   JANNEY MONTGOMERY SCOTT LLC 708 - 2023-12-31 23,602 $5,203,000 255
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 733 - 2024-03-31 20,646 $5,041,000 7,036
   Steward Partners Investment Advisory LLC 292 - 2023-12-31 21,991 $4,848,000 2,171
   Kellett Schaffner Wealth Advisors LLC 10 - 2024-03-31 18,692 $4,564,000 3,405
   Aspire Capital Advisors LLC 16 - 2023-12-31 19,072 $4,204,000 1,273
   CREATIVE PLANNING 645 - 2023-12-31 17,477 $3,852,000 308
   Maltin Wealth Management Inc. 9 - 2024-03-31 15,417 $3,764,000 508
   MARINER WEALTH ADVISORS, LLC 819 - 2023-12-31 15,644 $3,448,000 2,401
   NATIONAL BANK OF CANADA /FI/ 795 - 2023-12-31 14,015 $3,056,000 126
   Foundations Investment Advisors LLC 187 - 2023-12-31 13,022 $2,887,000 957
   BANK OF MONTREAL /CAN/ 1212 - 2023-12-31 12,992 $2,877,000 9,919
   GOLDMAN SACHS GROUP INC/ 2959 - 2023-12-31 12,064 $2,659,000 1,335
   KISTLERTIFFANY COMPANIES, LLC 54 - 2023-06-30 10,855 $2,231,000 65
   FMR LLC 2156 - 2023-12-31 9,445 $2,082,000 368
   CIBC WORLD MARKETS INC. 533 - 2023-12-31 9,335 $2,058,000 1,948
   Joule Financial LLC 12 - 2023-12-31 8,842 $1,949,000 427
   PROEQUITIES INC. 156 - 2023-12-31 8,746 $1,928,000 3,030
   FIRST FINANCIAL CORP /IN/ 21 - 2024-03-31 7,541 $1,841,000 598
   ADVISORS CAPITAL MANAGEMENT LLC 258 - 2023-12-31 7,933 $1,749,000 327
   MML INVESTORS SERVICES LLC 1093 - 2023-12-31 7,616 $1,679,000 915
   Riverview Capital Advisers LLC 37 - 2023-12-31 7,501 $1,654,000 10
   USAdvisors Wealth Management LLC 46 - 2023-12-31 7,150 $1,576,000 177
   Royal Fund Management LLC 145 - 2024-03-31 6,355 $1,560,000 621
   TD Waterhouse Canada Inc. 363 - 2023-12-31 7,066 $1,523,000 64
   Koshinski Asset Management Inc. 120 - 2023-12-31 6,564 $1,447,000 3,156
   Cresset Asset Management LLC 718 - 2023-12-31 6,558 $1,446,000 43
   DAVIDSON D A & CO 607 - 2023-12-31 6,333 $1,396,000 297
   Equitable Holdings Inc. 512 - 2023-12-31 6,054 $1,334,000 1,964
   MERCER GLOBAL ADVISORS INC /ADV 866 - 2023-12-31 6,047 $1,333,000 676
   Integrated Advisors Network LLC 259 - 2023-12-31 5,625 $1,240,000 1,659
   BRIGHTON JONES LLC 180 - 2023-12-31 5,438 $1,199,000 62
   PROSPERA FINANCIAL SERVICES 443 - 2023-12-31 4,943 $1,090,000 2,191
   COLLECTIVE FAMILY OFFICE LLC 69 - 2024-03-31 4,365 $1,066,000 925
   Delta Financial Group Inc. 61 - 2023-12-31 4,430 $976,000 14
   One Charles Private Wealth Services LLC 41 - 2023-12-31 4,334 $955,000 756
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1279 - 2024-03-31 3,660 $894,000 181
   Apexium Financial LP 103 - 2024-03-31 3,646 $890,000 12
   CENTAURUS FINANCIAL INC. 258 - 2023-12-31 3,968 $875,000 2
   Western Wealth Management LLC 302 - 2023-12-31 3,914 $863,000 4
   RBA Wealth Management LLC 57 - 2024-03-31 3,378 $825,000 35
   BAROMETER CAPITAL MANAGEMENT INC. 72 - 2023-12-31 3,717 $819,000 517
   Northstar Group Inc. 70 - 2024-03-31 3,312 $809,000 24
   Resources Investment Advisors Inc. 562 - 2023-12-31 3,471 $765,000 717
   HARBOUR INVESTMENTS INC. 449 - 2023-12-31 3,131 $690,000 1,672
   NORTHSTAR ASSET MANAGEMENT LLC 80 - 2024-03-31 2,810 $686,000 410
   AE Wealth Management LLC 1322 - 2023-12-31 2,831 $619,000 232
   Stratos Wealth Partners LTD. 806 - 2024-03-31 2,498 $610,000 109
   BROWN ADVISORY HOLDINGS INC 898 - 2024-03-31 2,389 $583,000 189
   Wealthcare Advisory Partners LLC 508 - 2024-03-31 2,337 $571,000 53
   LEAVELL T & ASSOCIATES INC 330 - 2024-03-31 2,303 $562,000 100
   Kestra Advisory Services LLC 1461 - 2023-12-31 2,494 $550,000 190
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,342 $516,000 199
   FOUNDERS FINANCIAL SECURITIES LLC 260 - 2024-03-31 2,070 $505,000 213
   MISSION WEALTH MANAGEMENT LLC 364 - 2023-12-31 2,174 $479,000 121
   BRAGG FINANCIAL ADVISORS INC 241 - 2023-12-31 2,172 $479,000 93
   Ascent Group LLC 356 - 2023-12-31 2,081 $472,000 92
   BANK OF NEW YORK MELLON CORP 3516 - 2024-03-31 1,830 $447,000 720
   TIAA FSB 419 - 2023-06-30 2,143 $440,000 87
   ATLAS CAPITAL ADVISORS LLC 237 - 2024-03-31 1,745 $426,000 191
   Meridian Wealth Advisors LLC 122 - 2023-12-31 1,884 $415,000 2
   PRW Wealth Management LLC 53 - 2023-09-30 2,201 $409,000 2,201
   Wealthfront Advisers LLC 767 - 2024-03-31 1,585 $387,000 77
   KEYBANK NATIONAL ASSOCIATION/OH 872 - 2023-12-31 1,628 $359,000 264
   MISSION CREEK CAPITAL PARTNERS INC 176 - 2023-12-31 1,613 $356,000 25
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1159 - 2023-12-31 1,561 $344,000 185
   Redwood Financial Network Corp 96 - 2023-12-31 1,558 $343,000 38
   LAKE STREET FINANCIAL LLC 255 - 2024-03-31 1,351 $330,000 2
   Bluesphere Advisors LLC 72 - 2024-03-31 1,351 $330,000 4
   IFP Advisors Inc 798 - 2023-12-31 1,242 $274,000 140
   GREAT VALLEY ADVISOR GROUP INC. 603 - 2023-12-31 1,245 $274,000 211
   Winch Advisory Services LLC 74 - 2023-12-31 1,087 $240,000 9
   Global Retirement Partners LLC 736 - 2024-03-31 946 $231,000 58
   IEQ CAPITAL LLC 803 - 2023-12-31 1,045 $230,000 1,045
  100 Records found
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