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Get Institutions for : 
Vanguard REIT Index VIPERs (VNQ)  
$79.00 0.38 (0.48%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1554    2
Total shares held : 
 227,386,986  
% of shares held : 
 63.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -2,513,027  
% of shares held change : 
   -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $74.27  
Last Quarter's Ending Price : 
 $88.36  
Last Quarter's Average Price : 
 $79.25  
Change from last quarter's     
avg. price to the last closing  : 
0.25 (0.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
100
 3,603,551
 1.58%
 
Increased Positions :
594
 17,865,344
 7.86%
 
Unchanged Positions :
222
 5,358,046
 2.36%
 
Decreased Positions :
638
-20,679,801
-9.09%
 
Closed Positions :
98
-3,302,121
-1.45%
 
Guru Positions :
3
38,259
 0.02%
 
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
   CREATIVE PLANNING 8 - 2023-12-31 18,354,045 $1,621,763,000 -861,959
   MORGAN STANLEY 192 - 2023-12-31 12,843,926 $1,134,889,000 -2,819,643
   J P MORGAN CHASE & CO 204 - 2023-12-31 10,656,816 $941,636,000 26,258
   Empower Advisory Group LLC 5 - 2023-12-31 10,342,070 $913,825,000 87,076
   BANK OF AMERICA CORP /DE/ 213 - 2023-12-31 10,017,288 $885,128,000 -343,046
   GOLDMAN SACHS GROUP INC/ 97 - 2023-12-31 9,746,685 $861,217,000 4,547,414
   Personal Capital Advisors Corp 5 - 2022-12-31 8,694,759 $717,144,000 920,965
   Wealthfront Advisers LLC 10 - 2024-03-31 7,941,598 $686,789,000 271,179
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 - 2023-12-31 7,106,406 $627,989,000 -937,762
   WELLS FARGO & CO/MN 138 - 2023-12-31 6,246,293 $551,922,000 -874,028
   US BANCORP 28 - 2023-12-31 5,404,067 $477,504,000 -638,180
   PRUDENTIAL FINANCIAL INC 29 - 2023-12-31 4,236,611 $374,347,000 -174,414
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 3,654,504 $322,912,000 24,650
   FINANCIAL ENGINES ADVISORS L.L.C. 28 - 2023-12-31 3,475,779 $307,120,000 2,755
   BANK OF NEW YORK MELLON CORP 328 - 2023-12-31 2,709,626 $239,423,000 -145,181
   ENVESTNET ASSET MANAGEMENT INC 204 - 2023-12-31 2,566,268 $226,755,000 -1,009,355
   ROYAL BANK OF CANADA 303 - 2023-12-31 2,367,019 $209,149,000 778,136
   State of Tennessee Treasury Department 24 - 2023-12-31 2,322,946 $205,256,000 -1,962,056
   FIFTH THIRD BANCORP 27 - 2023-12-31 2,055,577 $181,631,000 -172,318
   MARINER WEALTH ADVISORS, LLC 49 - 2023-12-31 1,998,013 $176,544,000 51,601
   PNC FINANCIAL SERVICES GROUP INC 120 - 2023-12-31 1,962,139 $173,375,000 -218,989
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 375 - 2023-12-31 1,887,119 $166,746,000 705,607
   Beacon Capital Management Inc. 12 - 2024-03-31 1,857,598 $157,952,000 1,283,964
   UBS Group AG 302 - 2023-12-31 1,749,561 $154,591,000 -119,670
   BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN 2 *New 2023-12-31 1,699,905 $150,204,000 1,699,905
   GLENMEDE TRUST CO NA 26 - 2023-12-31 1,466,774 $129,604,000 -107,405
   LPL FINANCIAL CORP 227 - 2023-12-31 1,445,552 $127,729,000 27,270
   PURE FINANCIAL ADVISORS, INC. 6 - 2024-03-31 1,476,096 $127,653,000 64,052
   MANUFACTURERES LIFE INSURANCE CO 185 - 2023-12-31 1,340,985 $118,489,000 -68,114
   CI Private Wealth LLC 105 - 2023-12-31 1,339,289 $118,371,000 -189,056
   Vanderbilt University 1 - 2024-03-31 1,296,469 $112,119,000 -577,606
   GIBSON CAPITAL MANAGEMENT, LTD. 2 - 2024-03-31 1,226,535 $106,071,000 29,675
   STATE OF NEW JERSEY COMMON PENSION FUND D 43 - 2023-12-31 1,200,000 $106,032,000 0
   Advisor Group Holdings Inc. 118 - 2023-12-31 1,149,051 $101,547,000 -483,031
   VISTA CAPITAL PARTNERS, INC. 3 - 2023-12-31 1,136,734 $100,442,000 35,765
   BALLENTINE FINN & COMPANY INC 9 - 2024-03-31 1,097,780 $94,936,000 34,652
   HIGHTOWER ADVISORS, LLC 144 - 2023-12-31 1,013,309 $89,514,000 -33,857
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 32 - 2023-12-31 920,937 $81,374,000 -566,032
   Millburn Ridgefield Corp 13 - 2023-12-31 911,439 $80,535,000 -188,321
   CATALYST CAPITAL ADVISORS LLC 13 - 2023-12-31 911,439 $80,535,000 -188,321
   AMERIVEST INVESTMENT MANAGEMENT LLC 28 - 2023-06-30 906,111 $75,714,000 903,181
   REBALANCE LLC 6 - 2023-12-31 827,224 $73,093,000 38,622
   FINANCIAL NETWORK 47 - 2023-12-31 820,455 $72,495,000 82,100
   SEVEN POST INVESTMENT OFFICE LP 2 - 2023-12-31 776,794 $68,638,000 14,901
   COMMONWEALTH EQUITY SERVICES LLC. 161 - 2023-12-31 772,070 $68,220,000 -24,475
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 180 - 2023-12-31 768,995 $67,948,000 24,286
   HPM Partners LLC - 2023-12-31 4,364,788 $67,000,000 3,742,702
   SAND HILL ADVISORS INC/CA 9 - 2023-12-31 744,109 $65,750,000 -149,153
   H D Vest Advisory Services 19 - 2023-12-31 742,694 $65,624,000 7,574
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 90 - 2023-12-31 730,673 $64,562,000 -9,985
   EXCHANGE TRADED CONCEPTS LLC 4 - 2024-03-31 739,075 $63,915,000 -449,702
   Envestnet Portfolio Solutions Inc. 55 - 2023-12-31 719,396 $63,566,000 213,476
   FIRST CITIZENS BANK & TRUST CO 12 - 2024-03-31 697,411 $60,312,000 63,294
   RTD Financial Advisors Inc. 2 - 2024-03-31 694,322 $60,045,000 -14,407
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 136 - 2023-09-30 791,540 $59,888,000 -133,359
   AMERIPRISE FINANCIAL INC 716 - 2023-12-31 647,861 $57,252,000 -133,430
   MONETA GROUP INVESTMENT ADVISORS INC 24 - 2023-12-31 628,121 $55,501,000 -139,084
   LifeGuide Financial Advisors LLC 1 - 2024-03-31 620,534 $53,664,000 33,097
   EMPIRICAL FINANCIAL SERVICES, LLC 15 - 2023-12-31 600,634 $53,072,000 40,960
   STIFEL FINANCIAL CORP 272 - 2023-12-31 594,615 $52,542,000 -138,538
   LAKE STREET ADVISORS GROUP LLC 8 - 2023-12-31 574,384 $50,753,000 26,897
   FINANCIAL COUNSELORS INC - 2023-12-31 570,491 $50,409,000 21,277
   Squarepoint Ops LLC 117 - 2023-12-31 564,705 $49,897,000 564,705
   VICTORY CAPITAL MANAGEMENT INC 431 - 2023-12-31 549,944 $48,593,000 337,732
   Clal Insurance Enterprises Holdings Ltd 45 *New 2023-12-31 540,000 $47,714,000 540,000
   First Command Advisory Services Inc. 14 - 2023-12-31 528,291 $46,680,000 11,657
   CITIZENS FINANCIAL GROUP INC/RI 12 - 2023-12-31 513,587 $45,381,000 -110,677
   Passive Capital Management LLC. 1 - 2023-03-31 535,695 $44,484,000 908
   EFFICIENT ADVISORS, LLC 11 - 2023-12-31 487,705 $43,094,000 -34,924
   First Command Financial Services Inc. 10 - 2023-06-30 498,430 $41,649,000 20,709
   First Command Bank 10 - 2023-06-30 498,430 $41,649,000 20,709
   M&T BANK CORP 125 - 2023-12-31 467,405 $41,300,000 -39,200
   First Financial Bankshares Inc 34 - 2023-12-31 456,772 $40,360,000 0
   Comprehensive Financial Management LLC 7 - 2023-12-31 448,338 $39,615,000 0
   Rockefeller Capital Management L.P. 172 - 2023-12-31 445,790 $39,390,000 40,323
   Prime Capital Investment Advisors LLC - 2023-12-31 436,761 $38,592,000 81,923
   SCS CAPITAL MANAGEMENT LLC 22 - 2023-12-31 436,720 $38,589,000 11,029
   RAYMOND JAMES & ASSOCIATES 474 - 2023-12-31 436,243 $38,546,000 54,310
   BNP PARIBAS ARBITRAGE SA 318 - 2023-12-31 415,248 $36,691,000 -132,566
   Elm Partners Management LLC 11 - 2023-12-31 395,491 $34,946,000 310,883
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 249 - 2023-12-31 379,625 $33,544,000 160,037
   VATERA HOLDINGS LLC 5 - 2023-12-31 373,921 $33,040,000 -5,310
   OSBORNE PARTNERS CAPITAL MANAGEMENT - 2023-12-31 370,015 $32,695,000 12,730
   Pathstone Holdings LLC 87 - 2023-12-31 367,436 $32,467,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 236 - 2024-03-31 369,605 $31,963,000 80,296
   STATE STREET CORP 1929 - 2023-12-31 361,193 $31,915,000 -5,462
   Garde Capital Inc. 10 - 2023-12-31 352,482 $31,145,000 -4,930
   BARCLAYS PLC 636 - 2023-12-31 348,276 $30,773,000 -179,440
   Crestone Asset Management LLC 5 - 2023-12-31 346,607 $30,626,000 15,519
   Baird Financial Group Inc. 253 - 2023-12-31 335,499 $29,645,000 47,315
   Chandler Asset Management Inc. 6 - 2023-12-31 330,213 $29,178,000 6,918
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 221 - 2023-12-31 329,386 $29,105,000 3,309
   COMERICA BANK 143 - 2023-12-31 319,822 $28,259,000 98,055
   One Day In July LLC 8 - 2023-12-31 318,293 $28,124,000 -4,051
   CAPTRUST FINANCIAL ADVISORS 182 - 2023-12-31 314,726 $27,809,000 -20,327
   KWMG LLC 4 - 2024-03-31 320,244 $27,695,000 8,671
   PEAPACK GLADSTONE FINANCIAL CORP 61 - 2023-12-31 303,261 $26,796,000 -6,842
   PATHSTONE FAMILY OFFICE, LLC 74 - 2023-09-30 352,772 $26,691,000 177,775
   Disciplina Capital Management LLC 6 - 2023-12-31 301,647 $26,654,000 36
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 176 - 2023-12-31 294,588 $26,030,000 37,330
  100 Records found
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