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Get Institutions for : 
Vanguard REIT Index VIPERs (VNQ)  
$80.76 1.12 (1.41%) as of 4:30 Thu 5/2


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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  : 
1.51 (1.91%)  




 
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
   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
   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
   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
   ROYAL BANK OF CANADA 303 - 2023-12-31 2,367,019 $209,149,000 778,136
   MARINER WEALTH ADVISORS, LLC 49 - 2023-12-31 1,998,013 $176,544,000 51,601
   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
   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
   GIBSON CAPITAL MANAGEMENT, LTD. 2 - 2024-03-31 1,226,535 $106,071,000 29,675
   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
   CATALYST CAPITAL ADVISORS LLC 13 - 2024-03-31 1,072,790 $92,775,000 161,351
   Millburn Ridgefield Corp 13 - 2024-03-31 1,072,790 $92,775,000 161,351
   AMERIVEST INVESTMENT MANAGEMENT LLC 28 - 2023-06-30 906,111 $75,714,000 903,181
   REBALANCE LLC 6 - 2024-03-31 847,179 $73,264,000 19,955
   FINANCIAL NETWORK 47 - 2023-12-31 820,455 $72,495,000 82,100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 188 - 2024-03-31 809,811 $70,032,000 40,816
   SEVEN POST INVESTMENT OFFICE LP 2 - 2024-03-31 784,608 $67,853,000 7,814
   HPM Partners LLC - 2023-12-31 4,364,788 $67,000,000 3,742,702
   H D Vest Advisory Services 19 - 2023-12-31 742,694 $65,624,000 7,574
   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
   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
   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
   SUMITOMO LIFE INSURANCE CO 9 - 2024-03-31 556,530 $48,129,000 325,887
   First Command Advisory Services Inc. 14 - 2023-12-31 528,291 $46,680,000 11,657
   Passive Capital Management LLC. 1 - 2023-03-31 535,695 $44,484,000 908
   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
   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
   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
   OSBORNE PARTNERS CAPITAL MANAGEMENT 7 - 2024-03-31 386,168 $33,396,000 16,153
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 236 - 2024-03-31 369,605 $31,963,000 80,296
   Crestone Asset Management LLC 5 - 2024-03-31 369,576 $31,961,000 22,969
   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
   KWMG LLC 4 - 2024-03-31 320,244 $27,695,000 8,671
   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 191 - 2024-03-31 300,923 $26,024,000 6,335
   CAPITAL FUND MANAGEMENT S.A. 82 - 2023-12-31 292,513 $25,846,000 94,863
   Conservest Capital Advisors Inc. 12 - 2023-12-31 290,523 $25,671,000 432
   Spire Wealth Management 40 - 2024-03-31 58,950 $25,141,000 2,240
   D E SHAW & CO INC 427 - 2023-12-31 279,528 $24,699,000 137,128
   PACIFIC LIFE FUND ADVISORS LLC 13 - 2024-03-31 275,492 $23,825,000 103,855
   EVERGREEN CAPITAL MANAGEMENT LLC 12 - 2023-12-31 265,316 $23,443,000 6,687
   FOSTER & MOTLEY INC 11 - 2024-03-31 267,700 $23,151,000 21,304
   Falcon Wealth Planning 11 - 2024-03-31 257,027 $22,228,000 16,997
   Rockwood Wealth Management LLC 8 - 2024-03-31 251,459 $21,746,000 29,811
   JMG FINANCIAL GROUP, LTD. 18 - 2023-12-31 242,704 $21,445,000 28,515
   PACIFIC CAPITAL WEALTH ADVISORS INC 5 - 2023-12-31 241,613 $21,349,000 5,879
   Capital Investment Advisors LLC 55 - 2024-03-31 245,036 $21,191,000 7,591
   MASSMUTUAL TRUST CO FSB/ADV 45 - 2024-03-31 244,939 $21,182,000 6,982
   BB&T CORP 387 - 2023-12-31 238,189 $21,046,000 4,227
   BUCKINGHAM ASSET MANAGEMENT, LLC 57 - 2023-12-31 237,530 $20,988,000 5,696
   HHM Wealth Advisors LLC 7 - 2023-12-31 233,095 $20,596,000 8,014
   COMMUNITY TRUST & INVESTMENT CO 21 - 2023-12-31 214,572 $18,960,000 3,030
   BECKER CAPITAL MANAGEMENT INC 57 - 2023-12-31 201,999 $17,849,000 25,223
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 722 - 2024-03-31 203,299 $17,581,000 5,808
   MML INVESTORS SERVICES LLC 249 - 2023-12-31 197,753 $17,473,000 474
   Fairfield University 3 - 2023-12-31 197,617 $17,461,000 2,414
   LINCOLN NATIONAL CORP 51 - 2023-12-31 197,050 $17,411,000 17,584
   McIlrath & Eck LLC 10 - 2023-12-31 197,040 $17,410,000 5,871
   PHILLIPS FINANCIAL MANAGEMENT LLC 21 - 2024-03-31 199,924 $17,289,000 2,771
   Patriot Investment Management Inc. 11 - 2024-03-31 199,317 $17,237,000 2,505
   MOLLER FINANCIAL SERVICES 8 - 2024-03-31 196,487 $16,992,000 1,300
   Schoolcraft Capital LLC 9 - 2024-03-31 194,372 $16,809,000 1,426
   PARTNERS CAPITAL INVESTMENT GROUP LLP 38 - 2023-12-31 188,142 $16,624,000 1,822
   Kohmann Bosshard Financial Services LLC 11 - 2024-03-31 190,224 $16,451,000 610
   COHEN & STEERS INC 84 - 2023-12-31 184,870 $16,400,000 92,078
   JOHNSON FINANCIAL GROUP, INC. 24 - 2023-12-31 182,809 $16,153,000 151,381
   Rodgers & Associates LTD 14 - 2023-12-31 179,975 $15,903,000 2,678
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 70 - 2023-12-31 178,953 $15,812,000 729
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 7 - 2024-03-31 180,671 $15,624,000 24,273
   NORTHERN TRUST CORP 1790 - 2023-12-31 176,632 $15,607,000 14,794
   GLOBAL ENDOWMENT MANAGEMENT, LP 11 - 2023-12-31 164,413 $14,528,000 8,250
   DecisionPoint Financial LLC 6 - 2023-12-31 162,083 $14,322,000 15,924
   TECTONIC ADVISORS LLC 14 - 2023-12-31 162,041 $14,318,000 5,984
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 160,887 $14,216,000 934
   Firestone Capital Management 9 - 2023-12-31 157,126 $13,884,000 11,275
   Roble Belko & Company Inc 15 - 2024-03-31 160,258 $13,859,000 13,273
   TANGLEWOOD WEALTH MANAGEMENT, INC. 15 - 2023-12-31 156,382 $13,818,000 41,080
   Change Path LLC 23 - 2023-12-31 156,076 $13,791,000 11,318
   Austin Asset Management Co Inc 9 - 2024-03-31 158,811 $13,734,000 5,788
   Gilbert & Cook Inc. 9 - 2023-12-31 154,076 $13,614,000 12,632
   Ameritas Advisory Services LLC 32 - 2023-12-31 151,980 $13,402,000 116,667
  100 Records found
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