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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  
Free Registration Required For Full Results

            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
   BANK OF AMERICA CORP /DE/ 213 - 2023-12-31 10,017,288 $885,128,000 -343,046
   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
   ENVESTNET ASSET MANAGEMENT INC 204 - 2023-12-31 2,566,268 $226,755,000 -1,009,355
   State of Tennessee Treasury Department 24 - 2023-12-31 2,322,946 $205,256,000 -1,962,056
   BANK OF NEW YORK MELLON CORP 391 - 2024-03-31 2,228,359 $192,708,000 -481,267
   PNC FINANCIAL SERVICES GROUP INC 120 - 2023-12-31 1,962,139 $173,375,000 -218,989
   FIFTH THIRD BANCORP 36 - 2024-03-31 1,969,782 $170,347,000 -85,795
   UBS Group AG 302 - 2023-12-31 1,749,561 $154,591,000 -119,670
   GLENMEDE TRUST CO NA 26 - 2023-12-31 1,466,774 $129,604,000 -107,405
   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
   Advisor Group Holdings Inc. 118 - 2023-12-31 1,149,051 $101,547,000 -483,031
   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
   COMMONWEALTH EQUITY SERVICES LLC. 161 - 2023-12-31 772,070 $68,220,000 -24,475
   SAND HILL ADVISORS INC/CA 9 - 2023-12-31 744,109 $65,750,000 -149,153
   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
   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
   STIFEL FINANCIAL CORP 272 - 2023-12-31 594,615 $52,542,000 -138,538
   CITIZENS FINANCIAL GROUP INC/RI 12 - 2023-12-31 513,587 $45,381,000 -110,677
   EFFICIENT ADVISORS, LLC 11 - 2023-12-31 487,705 $43,094,000 -34,924
   M&T BANK CORP 125 - 2023-12-31 467,405 $41,300,000 -39,200
   RAYMOND JAMES & ASSOCIATES 500 - 2024-03-31 430,907 $37,265,000 -5,336
   BNP PARIBAS ARBITRAGE SA 318 - 2023-12-31 415,248 $36,691,000 -132,566
   VATERA HOLDINGS LLC 5 - 2023-12-31 373,921 $33,040,000 -5,310
   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
   CAPTRUST FINANCIAL ADVISORS 182 - 2023-12-31 314,726 $27,809,000 -20,327
   PEAPACK GLADSTONE FINANCIAL CORP 61 - 2023-12-31 303,261 $26,796,000 -6,842
   Cetera Investment Advisers 88 - 2023-12-31 287,282 $25,384,000 -125,690
   One Day In July LLC 8 - 2024-03-31 285,608 $24,699,000 -32,685
   ARGI INVESTMENT SERVICES, LLC 31 - 2022-12-31 251,995 $20,785,000 -14,051
   Whelan Financial 4 - 2024-03-31 239,819 $20,740,000 -1,427
   Atria Wealth Solutions Inc. 78 - 2023-12-31 233,089 $20,596,000 -2,004
   TIAA FSB 111 - 2023-06-30 242,556 $20,268,000 -39,138
   Wealthcare Advisory Partners LLC 32 - 2024-03-31 231,520 $20,022,000 -3,733
   PRINCIPAL FINANCIAL GROUP INC 889 - 2023-12-31 220,550 $19,488,000 -10,398
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 243 - 2023-12-31 218,400 $19,298,000 -261,600
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 212,443 $18,771,000 -17,095
   Sontag Advisory LLC 51 - 2023-12-31 201,235 $17,781,000 -14,943
   BANK OF MONTREAL /CAN/ 718 - 2023-12-31 198,038 $17,709,000 -15,540
   Glenview Trust Co 60 - 2023-12-31 195,277 $17,255,000 -53,474
   BLAIR WILLIAM & CO/IL 240 - 2023-12-31 178,501 $15,772,000 -11,764
   COMMERCE BANK N A/MO 152 - 2023-12-31 177,298 $15,666,000 -4,523
   Johnson Financial Group LLC 10 - 2023-12-31 176,633 $15,607,000 -39,793
   Carlson Capital Management 13 - 2024-03-31 179,250 $15,502,000 -9,341
   TRUST CO OF VIRGINIA /VA 22 - 2024-03-31 177,244 $15,328,000 -3,224
   Private Advisor Group LLC 162 - 2023-12-31 173,449 $15,326,000 -12,426
   AE Wealth Management LLC 291 - 2023-12-31 177,573 $15,083,000 -18,427
   ALTFEST L J & CO INC 13 - 2024-03-31 173,994 $15,047,000 -11,559
   MA GREENWOOD & ASSOCIATES INC 21 - 2023-12-31 161,325 $14,255,000 -3,395
   Pacific Center for Financial Services 7 - 2023-12-31 160,491 $14,181,000 -1,172
   VALMARK ADVISERS INC 51 - 2023-12-31 160,074 $14,144,000 -5,468
   Efficient Wealth Management LLC - 2023-12-31 158,755 $14,028,000 -13,087
   AWM CAPITAL LLC 13 - 2024-03-31 161,070 $13,929,000 -2,310
   CRESTWOOD ADVISORS LLC 70 - 2023-12-31 156,589 $13,836,000 -14,567
   NEUBERGER BERMAN GROUP LLC 715 - 2023-12-31 151,688 $13,403,000 -225
   SUMMIT INVESTMENT ADVISORS INC 27 - 2023-12-31 151,191 $13,359,000 -1,861
   PARK NATIONAL CORP /OH/ 55 - 2024-03-31 154,452 $13,357,000 -1,332
   Integrated Wealth Concepts LLC 107 - 2023-12-31 150,197 $13,271,000 -3,548
   ALLIANCEBERNSTEIN L.P. 1020 - 2023-12-31 149,152 $13,179,000 -12,437
   BAILARD BIEHL & KAISER INC 59 - 2023-12-31 146,076 $12,907,000 -70,447
   Enterprise Bank & Trust Co 5 - 2024-03-31 149,172 $12,900,000 -4,361
   Ronald Blue Trust Inc. 38 - 2023-12-31 170,210 $12,877,000 -8,410
   REDW Stanley Financial Advisors LLC - 2023-12-31 144,861 $12,800,000 -16,150
   NewEdge Wealth LLC 86 - 2023-12-31 140,708 $12,433,000 -7,188
   ASSOCIATED BANC-CORP 68 - 2023-12-31 137,667 $12,164,000 -495
   Lido Advisors LLC 122 - 2023-12-31 136,917 $12,098,000 -10,861
   PRESILIUM PRIVATE WEALTH LLC 11 - 2023-12-31 135,517 $11,974,000 -54,147
   ING INVESTMENT MANAGEMENT LLC 552 - 2023-12-31 134,232 $11,861,000 -13,091
   Green Harvest Asset Management LLC 39 - 2023-12-31 133,471 $11,794,000 -404,978
   MAS Advisors LLC 1 - 2023-12-31 132,023 $11,666,000 -10,384
   CAPITAL ADVISORS INC/OK 90 - 2023-12-31 125,503 $11,089,000 -7,402
   ANCORA ADVISORS, LLC 75 - 2023-12-31 123,219 $10,888,000 -1,021
   DAVIDSON D A & CO 156 - 2023-12-31 121,375 $10,725,000 -11,449
   Navalign LLC 10 - 2024-03-31 120,708 $10,439,000 -45,610
   Adaptive Financial Consulting LLC 9 - 2023-12-31 112,628 $9,952,000 -5,610
   Beacon Pointe Advisors LLC 172 - 2023-12-31 108,530 $9,591,000 -2,021
   TRANSAMERICA FINANCIAL ADVISORS, INC. 16 - 2023-12-31 105,346 $9,309,000 -2,444
   MISSION WEALTH MANAGEMENT LLC 45 - 2023-12-31 104,271 $9,213,000 -6,133
   CARDIFF PARK ADVISORS LLC 20 - 2023-12-31 102,705 $9,075,000 -28,038
   Chicago Partners Investment Group LLC 59 - 2024-03-31 111,405 $8,960,000 -3,319
   Regis Acquisition Inc. 8 - 2023-12-31 101,098 $8,933,000 -30,188
   KCM INVESTMENT ADVISORS LLC 68 - 2023-12-31 94,861 $8,382,000 -8,351
   Northwest Quadrant Wealth Management LLC 9 - 2024-03-31 96,479 $8,343,000 -8,529
   Kestra Advisory Services LLC 312 - 2023-12-31 94,171 $8,321,000 -16,379
   Parallel Advisors LLC 78 - 2023-12-31 92,772 $8,197,000 -4,188
   TIEDEMANN WEALTH MANAGEMENT, LLC 33 - 2023-09-30 105,976 $8,095,000 -3,638
   MERCER GLOBAL ADVISORS INC /ADV 362 - 2023-12-31 88,365 $7,808,000 -13,465
  100 Records found
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