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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 53 - 2023-12-31 14,720,473 $3,424,571,000 -152,873
   UBS Group AG 27 - 2023-12-31 5,862,225 $1,363,788,000 -31,390
   PNC FINANCIAL SERVICES GROUP INC 43 - 2023-12-31 2,503,877 $582,502,000 -63,584
   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
   COMMONWEALTH EQUITY SERVICES LLC. 30 - 2023-12-31 1,167,519 $271,612,000 -3,876
   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
   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
   Beacon Pointe Advisors LLC 6 - 2023-12-31 584,649 $136,017,000 -293,873
   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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 109 - 2023-12-31 498,939 $116,073,000 -32,922
   CAPTRUST FINANCIAL ADVISORS 54 - 2023-12-31 465,978 $108,405,000 -43,388
   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
   MML INVESTORS SERVICES LLC 52 - 2023-12-31 337,332 $78,477,000 -21,699
   GUARANTY TRUST CO OF MISSOURI /MO/ 12 - 2024-03-31 274,291 $68,534,000 -1,821
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2 - 2023-12-31 281,437 $65,474,000 -8,206
   THRIVENT FINANCIAL FOR LUTHERANS 211 - 2023-12-31 274,651 $63,896,000 -22,157
   COLDSTREAM CAPITAL MANAGEMENT INC 14 - 2023-12-31 256,473 $59,666,000 -2,045
   Private Advisor Group LLC 41 - 2023-12-31 228,667 $53,197,000 -13,097
   PEAPACK GLADSTONE FINANCIAL CORP 25 - 2023-12-31 208,383 $48,478,000 -1,030
   GenTrust LLC 11 - 2024-03-31 183,074 $45,743,000 -2,237
   COUNTRY TRUST BANK 28 - 2024-03-31 174,380 $43,571,000 -15,245
   MILESTONE GROUP INC 10 - 2023-12-31 179,006 $41,644,000 -9,230
   TRUST CO OF VIRGINIA /VA 2 - 2024-03-31 161,900 $40,452,000 -1,982
   BESSEMER GROUP INC 203 - 2023-12-31 169,184 $39,359,000 -3,193
   TRUSTCORE FINANCIAL SERVICES LLC 6 - 2022-12-31 192,645 $39,263,000 -4,892
   Stephens Consulting LLC 2 - 2024-03-31 143,815 $35,934,000 -4,300
   Heartwood Wealth Advisors LLC 5 - 2024-03-31 137,623 $34,386,000 -482
   Bear Mountain Capital Inc. 1 - 2024-03-31 144,216 $33,943,000 -9,071
   ARROW FINANCIAL CORP 7 - 2023-12-31 137,099 $31,895,000 -3,169
   AE Wealth Management LLC 130 - 2023-12-31 137,620 $31,749,000 -63,745
   BLB&B ADVISORS LLC 15 - 2024-03-31 121,957 $30,472,000 -2,069
   Conrad Siegel Investment Advisors Inc. 4 - 2024-03-31 121,365 $30,324,000 -4,178
   Fidato Wealth LLC 2 - 2024-03-31 117,540 $29,369,000 -137
   PHILLIPS FINANCIAL MANAGEMENT LLC 13 - 2024-03-31 110,073 $27,503,000 -1,788
   Cetera Investment Advisers 85 - 2023-12-31 111,505 $25,941,000 -451
   Cranbrook Wealth Management LLC 5 - 2024-03-31 102,996 $25,735,000 -654
   Blankinship & Foster LLC 3 - 2023-12-31 109,993 $25,589,000 -5,789
   NICOLET ADVISORY SERVICES LLC 8 - 2023-12-31 106,555 $24,307,000 -1,359
   ST GERMAIN D J CO INC 18 - 2024-03-31 97,260 $24,301,000 -2,226
   CONSILIO WEALTH ADVISORS LLC 2 - 2024-03-31 95,732 $23,919,000 -732
   WHITTIER TRUST CO 63 - 2023-12-31 102,683 $23,888,000 -1,288
   Wolff Financial Management LLC 7 - 2024-03-31 92,942 $23,223,000 -384
   Axiom Financial Strategies LLC 1 - 2023-12-31 99,297 $23,100,000 -254
   PROEQUITIES INC. 6 - 2023-12-31 99,119 $23,059,000 -5,951
   Round Rock Advisors LLC 3 - 2024-03-31 88,700 $22,163,000 -2,075
   Empower Advisory Group LLC 124 - 2023-12-31 92,684 $21,562,000 -21
   DiMeo Schneider & Associates L.L.C. 10 - 2023-12-31 90,773 $21,118,000 -480
   BROWN ADVISORY HOLDINGS INC 320 - 2024-03-31 83,994 $20,987,000 -5,184
   Simmons Bank 9 - 2023-12-31 86,155 $20,043,000 -5,693
   WHITTIER TRUST CO OF NEVADA INC 36 - 2023-12-31 85,494 $19,889,000 -120
   CONDOR CAPITAL MANAGEMENT 9 - 2023-12-31 84,508 $19,660,000 -8,700
   AJ WEALTH STRATEGIES LLC 26 - 2023-06-30 88,300 $19,440,000 -4,452
   FOUNDERS FINANCIAL SECURITIES LLC 8 - 2024-03-31 74,464 $18,606,000 -7,778
   Envestnet Portfolio Solutions Inc. 128 - 2023-12-31 78,292 $18,214,000 -723
   STEPHENS INC /AR/ 80 - 2023-12-31 77,778 $18,094,000 -4,824
   Integrated Wealth Concepts LLC 76 - 2023-12-31 77,603 $18,053,000 -571
   FTB Advisors Inc. 62 - 2024-03-31 69,882 $17,461,000 -1,220
   Praetorian Wealth Management Inc. 6 - 2024-03-31 69,657 $17,404,000 -461
   BURNS WEALTH MANAGEMENT, INC. 40 - 2023-12-31 73,071 $16,999,000 -18
   HERITAGE INVESTORS MANAGEMENT CORP 59 - 2023-12-31 69,477 $16,163,000 -212
   SAGE RHINO CAPITAL LLC 2 - 2024-03-31 63,941 $15,976,000 -209
   Single Point Partners LLC 6 - 2024-03-31 63,041 $15,752,000 -603
   TWELE CAPITAL MANAGEMENT, INC. 12 - 2024-03-31 62,857 $15,705,000 -16
   Patriot Investment Management Inc. 13 - 2024-03-31 62,242 $15,552,000 -13,281
   Tarbox Group Inc. 9 - 2024-03-31 61,765 $15,433,000 -148
   Lido Advisors LLC 104 - 2023-12-31 63,629 $14,803,000 -1,984
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 12 - 2024-03-31 58,911 $14,720,000 -2,845
   NORTHSTAR ASSET MANAGEMENT LLC 4 - 2024-03-31 58,499 $14,617,000 -305
   Parallel Advisors LLC 45 - 2023-12-31 62,655 $14,576,000 -1,328
   MCCORMACK ADVISORS INTERNATIONAL 104 - 2023-12-31 61,937 $14,409,000 -2,165
   MERIDIAN MANAGEMENT CO 7 - 2023-12-31 61,409 $14,394,000 -25,960
   Annapolis Financial Services LLC 5 - 2024-03-31 56,001 $13,992,000 -9,920
   Streettalk Advisors LLC 26 - 2023-12-31 57,325 $13,336,000 -17,478
   Fee-Only Financial Planning L.C. 3 - 2024-03-31 53,298 $13,317,000 -567
   EXCHANGE TRADED CONCEPTS LLC 88 - 2024-03-31 53,286 $13,314,000 -48,669
   BENJAMIN F. EDWARDS & COMPANY INC. 105 - 2023-12-31 56,681 $13,187,000 -2,097
   Towneley Capital Management Inc / DE 12 - 2024-03-31 52,368 $13,085,000 -137
   Ameritas Advisory Services LLC 39 - 2023-12-31 52,845 $12,319,000 -2,574
   GREAT VALLEY ADVISOR GROUP INC. 62 - 2023-12-31 52,453 $12,202,000 -3,456
   Whelan Financial 8 - 2024-03-31 48,208 $12,045,000 -1,603
   jvl associates llc 6 - 2024-03-31 48,183 $12,039,000 -17
   Stratos Wealth Partners LTD. 107 - 2024-03-31 48,167 $12,035,000 -6,737
   Gemmer Asset Management LLC 21 - 2024-03-31 47,818 $11,948,000 -470
   CoreCap Advisors LLC 26 - 2023-12-31 51,016 $11,868,000 -648
   ALLIANCEBERNSTEIN L.P. 1072 - 2023-12-31 50,512 $11,751,000 -15,515
   Jackson Grant Investment Advisers Inc. 5 - 2023-12-31 50,467 $11,741,000 -344
   SHUFRO ROSE & CO LLC 25 - 2023-12-31 56,186 $11,700,000 -478
   Noble Family Wealth LLC 10 - 2024-03-31 46,084 $11,515,000 -3,315
   LBMC INVESTMENT ADVISORS, LLC 16 - 2024-03-31 45,689 $11,416,000 -1,601
   Dynamic Advisors Solutions LLC 61 - 2024-03-31 45,221 $11,299,000 -371
   ANDERSON HOAGLAND & CO 22 - 2024-03-31 46,023 $11,216,000 -942
   Bank of New Hampshire 4 - 2024-03-31 44,372 $11,087,000 -249
  100 Records found
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