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Get Institutions for : 
Vanguard Mid Cap VIPERS (VO)  
$241.12 1.48 (0.62%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1696    25
Total shares held : 
 167,433,048  
% of shares held : 
 84.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   216  
Amount of shares held : 
 9,486,778  
% of shares held change : 
   4.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $205.80  
Last Quarter's Ending Price : 
 $232.64  
Last Quarter's Average Price : 
 $213.71  
Change from last quarter's     
avg. price to the last closing  : 
27.41 (12.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 661,914
 0.4%
 
Increased Positions :
749
 11,195,752
 6.69%
 
Unchanged Positions :
300
 2,371,245
 1.42%
 
Decreased Positions :
558
-2,186,252
-1.31%
 
Closed Positions :
64
-184,636
-0.11%
 
Guru Positions :
1
3,387
 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
   WELLS FARGO & CO/MN 5 - 2023-12-31 23,516,197 $5,470,808,000 45,732
   BANK OF AMERICA CORP /DE/ 53 - 2023-12-31 14,720,473 $3,424,571,000 -152,873
   JONES FINANCIAL COMPANIES LLLP 8 - 2023-12-31 10,063,640 $2,341,205,000 212,518
   CREATIVE PLANNING 1 - 2023-12-31 8,338,944 $1,939,972,000 60,455
   MORGAN STANLEY 130 - 2023-12-31 7,035,885 $1,636,829,000 372,359
   UBS Group AG 27 - 2023-12-31 5,862,225 $1,363,788,000 -31,390
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14 - 2023-12-31 5,134,672 $1,194,551,000 305,822
   RAYMOND JAMES & ASSOCIATES 22 - 2024-03-31 3,814,129 $952,998,000 4,977
   AMERIPRISE FINANCIAL INC 86 - 2023-12-31 3,587,959 $835,020,000 73,725
   LPL FINANCIAL CORP 44 - 2023-12-31 2,934,425 $682,664,000 126,736
   PNC FINANCIAL SERVICES GROUP INC 43 - 2023-12-31 2,503,877 $582,502,000 -63,584
   ENVESTNET ASSET MANAGEMENT INC 77 - 2023-12-31 2,477,028 $576,256,000 69,546
   J P MORGAN CHASE & CO 303 - 2023-12-31 2,433,404 $566,107,000 -31,593
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 17 - 2024-03-31 2,052,408 $512,815,000 -82,823
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,128,463 $495,166,000 -28,117
   TIAA FSB 12 - 2023-06-30 2,202,016 $484,796,000 -113,744
   BANK OF NEW YORK MELLON CORP 237 - 2024-03-31 1,586,724 $396,459,000 -470,747
   NATIXIS ASSET MANAGEMENT ADVISORS LP 14 - 2024-03-31 1,470,988 $367,541,000 221,222
   ROYAL BANK OF CANADA 214 - 2023-12-31 1,466,609 $341,193,000 50,605
   MORNINGSTAR INVESTMENT SERVICES, INC. 10 - 2023-12-31 1,356,291 $317,304,000 595,576
   HANSON MCCLAIN, INC. 8 - 2024-03-31 1,174,247 $293,397,000 38,674
   Border to Coast Pensions Partnership Ltd 2 - 2024-03-31 1,159,887 $289,591,000 0
   JMG FINANCIAL GROUP, LTD. 2 - 2023-12-31 1,188,345 $276,457,000 4,626
   Atlantic Trust Group LLC 50 - 2023-12-31 1,173,303 $272,957,000 65,612
   COMMONWEALTH EQUITY SERVICES LLC. 30 - 2023-12-31 1,167,519 $271,612,000 -3,876
   MARINER WEALTH ADVISORS, LLC 29 - 2023-12-31 1,063,534 $247,422,000 96,150
   FINANCIAL COUNSELORS INC - 2023-12-31 768,394 $178,759,000 31,583
   AMERIVEST INVESTMENT MANAGEMENT LLC 12 - 2023-06-30 800,144 $176,160,000 -45,850
   GOLDMAN SACHS GROUP INC/ 468 - 2023-12-31 746,351 $173,631,000 -3,279
   HIGHTOWER ADVISORS, LLC 70 - 2023-12-31 746,210 $173,549,000 95,751
   Advisor Group Holdings Inc. 69 - 2023-12-31 709,374 $165,076,000 -140,435
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 390 - 2023-12-31 673,874 $156,770,000 -63,790
   MANUFACTURERES LIFE INSURANCE CO 162 - 2023-12-31 609,855 $141,875,000 24,169
   Beacon Pointe Advisors LLC 6 - 2023-12-31 584,649 $136,017,000 -293,873
   Nicholas Hoffman & Company LLC. 3 - 2024-03-31 540,989 $135,172,000 93,931
   Pathstone Holdings LLC 22 - 2023-12-31 573,324 $132,881,000 0
   Sontag Advisory LLC 11 - 2023-12-31 557,877 $129,784,000 1,635
   STIFEL FINANCIAL CORP 148 - 2023-12-31 536,180 $124,741,000 -72,763
   BB&T CORP 108 - 2023-12-31 530,889 $123,506,000 -13,116
   PATHSTONE FAMILY OFFICE, LLC 18 - 2023-09-30 592,998 $123,457,000 310,376
   FIFTH THIRD BANCORP 56 - 2024-03-31 491,451 $122,794,000 2,649
   Cresset Asset Management LLC 23 - 2023-12-31 505,407 $117,578,000 110,505
   MASSMUTUAL TRUST CO FSB/ADV 3 - 2024-03-31 468,001 $116,935,000 2,562
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 109 - 2023-12-31 498,939 $116,073,000 -32,922
   Baird Financial Group Inc. 82 - 2023-12-31 498,025 $115,861,000 109,315
   HPM Partners LLC - 2023-12-31 6,250,591 $112,095,000 5,837,958
   MONETA GROUP INVESTMENT ADVISORS INC 11 - 2023-12-31 477,350 $111,051,000 28,905
   CAPTRUST FINANCIAL ADVISORS 54 - 2023-12-31 465,978 $108,405,000 -43,388
   BANK OF MONTREAL /CAN/ 255 - 2023-12-31 459,649 $107,535,000 148,542
   First Command Advisory Services Inc. 7 - 2023-12-31 449,847 $104,652,000 13,773
   CBIZ Investment Advisory Services LLC 5 - 2023-12-31 436,007 $101,433,000 13,756
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 89 - 2023-09-30 473,427 $98,587,000 -76,186
   CULLEN FROST BANKERS INC 7 - 2023-12-31 416,954 $97,000,000 -510
   CATALYST CAPITAL ADVISORS LLC 12 - 2024-03-31 386,008 $96,448,000 18,566
   Millburn Ridgefield Corp 12 - 2024-03-31 386,008 $96,448,000 18,566
   First Command Financial Services Inc. 3 - 2023-06-30 428,464 $94,330,000 17,134
   First Command Bank 3 - 2023-06-30 428,464 $94,330,000 17,134
   JANNEY MONTGOMERY SCOTT LLC 62 - 2023-12-31 389,362 $90,581,000 1,544
   Larson Financial Group LLC 1 - 2023-12-31 380,897 $88,612,000 7,088
   Simplicity WealthLLC 7 - 2024-03-31 354,400 $88,550,000 353,063
   MERCER GLOBAL ADVISORS INC /ADV 67 - 2023-12-31 376,446 $87,576,000 58,940
   Rockefeller Capital Management L.P. 83 - 2023-12-31 365,503 $85,031,000 78,030
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6 - 2023-12-31 359,338 $83,596,000 21,610
   Financial Synergies Wealth Advisors Inc. 3 - 2024-03-31 329,509 $82,331,000 168,307
   Sawtooth Asset Management Inc. 8 - 2023-12-31 340,242 $79,154,000 9,647
   Bleakley Financial Group LLC - 2023-12-31 337,696 $78,562,000 9,732
   MML INVESTORS SERVICES LLC 52 - 2023-12-31 337,332 $78,477,000 -21,699
   INVICTUS PRIVATE WEALTH LLC 4 - 2023-12-31 336,509 $78,286,000 10,403
   FMR LLC 1117 - 2023-12-31 328,825 $76,498,000 19,860
   Joel Isaacson & Co. LLC - 2023-12-31 324,663 $75,530,000 5,384
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 60 - 2024-03-31 301,411 $75,310,000 1,597
   Chicago Partners Investment Group LLC 2 - 2024-03-31 310,439 $74,161,000 20,437
   FINANCIAL NETWORK 45 - 2023-12-31 316,123 $73,543,000 10,616
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 74 - 2023-12-31 309,681 $72,044,000 3,507
   American Trust 5 - 2023-12-31 297,472 $69,204,000 10,824
   GUARANTY TRUST CO OF MISSOURI /MO/ 12 - 2024-03-31 274,291 $68,534,000 -1,821
   SMITHFIELD TRUST CO 5 - 2023-12-31 284,441 $66,100,000 1,062
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2 - 2023-12-31 281,437 $65,474,000 -8,206
   NADLER FINANCIAL GROUP, INC. 3 - 2024-03-31 256,035 $63,973,000 173
   THRIVENT FINANCIAL FOR LUTHERANS 211 - 2023-12-31 274,651 $63,896,000 -22,157
   CI Private Wealth LLC 182 - 2023-12-31 270,884 $63,019,000 18,864
   OPPENHEIMER ASSET MANAGEMENT INC 16 *New 2023-12-31 268,028 $62,354,000 268,028
   Hartland & Co. LLC 4 - 2023-12-31 267,808 $62,303,000 16,735
   COLDSTREAM CAPITAL MANAGEMENT INC 14 - 2023-12-31 256,473 $59,666,000 -2,045
   MULTIFINANCIAL SECURITIES CORP 13 - 2023-12-31 246,246 $57,287,000 7,358
   Capital Asset Advisory Services LLC 5 - 2024-03-31 230,779 $56,748,000 3,472
   PITTENGER & ANDERSON INC 4 - 2023-12-31 241,118 $56,094,000 5,306
   Northwest Quadrant Wealth Management LLC 2 - 2024-03-31 223,572 $55,862,000 220
   AXXCESS WEALTH MANAGEMENT LLC 9 - 2023-12-31 239,758 $55,777,000 6,379
   Equitable Holdings Inc. 32 - 2023-12-31 237,553 $55,264,000 3,713
   Goss Wealth Management LLC 31 - 2023-12-31 235,796 $54,528,000 9,255
   Private Advisor Group LLC 41 - 2023-12-31 228,667 $53,197,000 -13,097
   Kestra Advisory Services LLC 36 - 2023-12-31 208,514 $48,509,000 66,407
   PEAPACK GLADSTONE FINANCIAL CORP 25 - 2023-12-31 208,383 $48,478,000 -1,030
   Connecticut Wealth Management LLC 8 - 2023-12-31 205,545 $47,818,000 14,565
   COMERICA BANK 83 - 2023-12-31 200,524 $46,650,000 11,558
   GenTrust LLC 11 - 2024-03-31 183,074 $45,743,000 -2,237
   US BANCORP 190 - 2023-12-31 195,986 $45,595,000 5,634
   McIlrath & Eck LLC 3 - 2023-12-31 190,674 $44,358,000 4,281
   SilverOak Wealth Management LLC 3 - 2023-12-31 187,839 $43,699,000 0
  100 Records found
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