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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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 77 - 2023-12-31 2,477,028 $576,256,000 69,546
   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
   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
   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
   HIGHTOWER ADVISORS, LLC 70 - 2023-12-31 746,210 $173,549,000 95,751
   MANUFACTURERES LIFE INSURANCE CO 162 - 2023-12-31 609,855 $141,875,000 24,169
   Nicholas Hoffman & Company LLC. 3 - 2024-03-31 540,989 $135,172,000 93,931
   Sontag Advisory LLC 11 - 2023-12-31 557,877 $129,784,000 1,635
   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
   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
   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
   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
   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
   SMITHFIELD TRUST CO 5 - 2023-12-31 284,441 $66,100,000 1,062
   NADLER FINANCIAL GROUP, INC. 3 - 2024-03-31 256,035 $63,973,000 173
   CI Private Wealth LLC 182 - 2023-12-31 270,884 $63,019,000 18,864
   Hartland & Co. LLC 4 - 2023-12-31 267,808 $62,303,000 16,735
   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
   Kestra Advisory Services LLC 36 - 2023-12-31 208,514 $48,509,000 66,407
   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
   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
   Venture Visionary Partners LLC 5 - 2023-12-31 184,432 $42,906,000 9,423
   ARKANSAS FINANCIAL GROUP INC. 4 - 2024-03-31 171,146 $42,763,000 1,926
   Fulcrum Capital LLC 1 - 2024-03-31 167,249 $41,789,000 6,463
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 39 - 2023-12-31 175,705 $40,876,000 54,313
   LEAVELL T & ASSOCIATES INC 4 - 2024-03-31 162,700 $40,652,000 2,838
   New Hampshire Trust 1 - 2024-03-31 153,413 $38,332,000 2
   Schneider Downs Wealth Management Advisors LP 2 - 2023-12-31 161,000 $37,455,000 2,412
   NewEdge Wealth LLC 21 - 2023-12-31 160,868 $37,424,000 28,577
   Riverpoint Wealth Management Holdings LLC 4 - 2023-12-31 157,742 $36,697,000 1,372
   CX Institutional 8 - 2024-03-31 137,426 $34,337,000 558
   REGIONS FINANCIAL CORP 99 - 2024-03-31 136,532 $34,114,000 887
   Perkins Coie Trust Co 1 - 2024-03-31 127,610 $31,884,000 7,224
   TL Private Wealth 3 - 2024-03-31 124,578 $30,819,000 2,549
   Ellevest Inc. 10 - 2023-12-31 131,802 $30,663,000 4,130
   Ballast Inc. 1 - 2023-12-31 130,421 $30,341,000 5,093
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 246 - 2024-03-31 119,258 $29,798,000 14,545
   MARQUETTE ASSET MANAGEMENT INC. 8 - 2023-12-31 126,477 $29,424,000 17,534
   AGF MANAGEMENT LTD 136 - 2023-12-31 123,445 $28,718,000 1,844
   GLENMEDE TRUST CO NA 149 - 2023-12-31 118,617 $27,595,000 9,414
   Bouchey Financial Group Ltd 11 - 2024-03-31 110,414 $27,588,000 3,490
   BCK Partners Inc. - 2023-12-31 118,003 $27,452,000 453
   ASSOCIATED BANC-CORP 28 - 2023-12-31 116,991 $27,217,000 6,341
   Dechtman Wealth Management LLC 5 - 2024-03-31 105,305 $26,311,000 2,698
   Atria Wealth Solutions Inc. 53 - 2023-12-31 113,035 $26,297,000 3,663
   SP Asset Management LLC 10 - 2023-12-31 112,993 $26,287,000 21,217
   SRS Capital Advisors Inc. 6 - 2023-12-31 112,595 $26,194,000 2,328
   FIRST MANHATTAN CO 85 - 2023-12-31 109,819 $25,549,000 8,896
   CUTLER INVESTMENT COUNSEL LLC 3 - 2023-12-31 105,509 $24,546,000 475
   Wealthquest Corp 13 - 2023-12-31 105,488 $24,541,000 3,480
   HB Wealth Management LLC 32 - 2023-12-31 102,752 $23,904,000 1,760
   H D Vest Advisory Services 60 - 2023-12-31 102,652 $23,881,000 2,291
   PURE FINANCIAL ADVISORS, INC. 30 - 2024-03-31 95,122 $23,767,000 651
  100 Records found
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