Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$238.05 1.16 (0.49%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 253    18
Total shares held : 
 11,390,136  
% of shares held : 
 10.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 469,190  
% of shares held change : 
   0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $194.37  
Last Quarter's Ending Price : 
 $216.94  
Last Quarter's Average Price : 
 $202.59  
Change from last quarter's     
avg. price to the last closing  : 
35.46 (17.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 114,672
 1.01%
 
Increased Positions :
94
 832,113
 7.31%
 
Unchanged Positions :
57
 1,097,084
 9.63%
 
Decreased Positions :
76
-317,939
-2.79%
 
Closed Positions :
8
-159,656
-1.4%
 
Guru Positions :
0
 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
   RED CEDAR INVESTMENT MANAGEMENT LLC 1 - 2024-03-31 739,201 $176,166,000 5,992
   UBS Group AG 335 - 2023-12-31 629,237 $136,507,000 51,770
   BANK OF AMERICA CORP /DE/ 755 - 2023-12-31 563,604 $122,268,000 253,642
   MORGAN STANLEY 1135 - 2023-12-31 469,827 $101,925,000 72,806
   HPM Partners LLC - 2023-12-31 312,346 $67,761,000 6,410
   GOLDMAN SACHS GROUP INC/ 846 - 2023-12-31 298,934 $64,851,000 52,943
   BANK OF NEW YORK MELLON CORP 1012 - 2024-03-31 219,307 $52,265,000 5,897
   STIFEL FINANCIAL CORP 285 - 2023-12-31 231,041 $50,125,000 43,513
   Flower City Capital 1 - 2024-03-31 193,243 $46,054,000 20,472
   Hilltop Partners LLC 1 - 2023-12-31 211,402 $45,862,000 66,468
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 291 - 2024-03-31 177,091 $42,204,000 55,879
   WELLS FARGO & CO/MN 825 - 2024-03-31 155,928 $37,161,000 2,204
   MCCORMACK ADVISORS INTERNATIONAL 68 - 2024-03-31 126,067 $30,044,000 9,706
   HIGHTOWER ADVISORS, LLC 455 - 2024-03-31 87,641 $20,881,000 3,354
   Stegner Investment Associates Inc. 3 - 2024-03-31 62,283 $14,843,000 207
   Arbor Investment Advisors LLC 12 - 2024-03-31 56,165 $13,385,000 3,450
   PATHSTONE FAMILY OFFICE, LLC 138 - 2023-09-30 66,823 $13,008,000 60,845
   PARKSIDE FINANCIAL BANK & TRUST 10 - 2024-03-31 40,996 $9,770,000 10,462
   Global Retirement Partners LLC 60 - 2024-03-31 39,744 $9,472,000 3,796
   SAWGRASS ASSET MANAGEMENT LLC 43 - 2023-12-31 40,488 $8,783,000 3,388
   COLDSTREAM CAPITAL MANAGEMENT INC 58 - 2023-12-31 39,187 $8,501,000 3,021
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 424 - 2023-12-31 38,682 $8,392,000 3,555
   M&T BANK CORP 335 - 2024-03-31 34,408 $8,200,000 13,447
   VANGUARD GROUP INC 3074 - 2024-03-31 34,303 $8,175,000 1,144
   RSM US WEALTH MANAGEMENT LLC 77 - 2024-03-31 30,582 $7,288,000 9,111
   CREATIVE PLANNING 496 - 2023-12-31 30,032 $6,515,000 92
   CHERRYDALE WEALTH MANAGEMENT LLC 8 - 2024-03-31 27,116 $6,462,000 10,810
   COMERICA BANK 560 - 2023-12-31 29,529 $6,406,000 77
   J P MORGAN CHASE & CO 2324 - 2024-03-31 26,165 $6,236,000 4,143
   Aaron Wealth Advisors 18 - 2024-03-31 25,227 $6,012,000 1,487
   ROYAL BANK OF CANADA 1783 - 2023-12-31 27,259 $5,913,000 1,327
   H D Vest Advisory Services 285 - 2024-03-31 23,963 $5,711,000 266
   Stratos Wealth Advisors LLC 87 - 2024-03-31 19,902 $4,743,000 21
   FIRST MANHATTAN CO 219 - 2023-12-31 21,606 $4,687,000 1,161
   LPWM LLC 13 - 2024-03-31 19,638 $4,597,000 774
   MULTIFINANCIAL SECURITIES CORP 303 - 2023-12-31 20,914 $4,537,000 17,066
   Nova R Wealth Inc. 14 - 2024-03-31 18,446 $4,396,000 1,114
   Hapanowicz & Associates Financial Services Inc 8 - 2024-03-31 17,045 $4,062,000 249
   REGIONS FINANCIAL CORP 262 - 2024-03-31 16,698 $3,979,000 2,861
   AE Wealth Management LLC 682 - 2023-12-31 16,780 $3,724,000 684
   Zhang Financial LLC 51 - 2024-03-31 15,467 $3,686,000 2,351
   Envestnet Portfolio Solutions Inc. 467 - 2024-03-31 15,355 $3,659,000 1,114
   Baird Financial Group Inc. 795 - 2023-12-31 14,916 $3,236,000 13,414
   Advisor Group Holdings Inc. 1409 - 2024-03-31 12,390 $2,953,000 4,937
   Endowment Wealth Management Inc. 12 - 2024-03-31 10,968 $2,614,000 1,717
   BB&T CORP 1172 - 2023-12-31 10,877 $2,360,000 697
   RENAISSANCE TECHNOLOGIES LLC 1881 - 2023-12-31 10,300 $2,234,000 4,100
   JONES FINANCIAL COMPANIES LLLP 167 - 2023-12-31 9,690 $2,102,000 1,200
   NADLER FINANCIAL GROUP, INC. 34 - 2024-03-31 8,685 $2,070,000 1,265
   COMMERCE BANK N A/MO 495 - 2024-03-31 7,594 $1,810,000 952
   FLAGSHIP HARBOR ADVISORS LLC 172 - 2024-03-31 7,480 $1,783,000 1,005
   Bleakley Financial Group LLC 319 - 2024-03-31 7,137 $1,701,000 670
   Relative Value Partners Group LLC 117 - 2023-12-31 7,731 $1,677,000 55
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1389 - 2024-03-31 6,854 $1,633,000 1,598
   LINCOLN NATIONAL CORP 392 - 2024-03-31 6,535 $1,558,000 794
   FourThought Financial Partners LLC 100 - 2023-12-31 6,888 $1,494,000 714
   GLENMEDE TRUST CO NA 611 - 2023-12-31 6,880 $1,493,000 1,850
   Sontag Advisory LLC 275 - 2024-03-31 5,362 $1,278,000 467
   BANK OF MONTREAL /CAN/ 1539 - 2023-12-31 5,664 $1,235,000 3,726
   AdvisorNet Financial Inc 192 - 2024-03-31 4,684 $1,116,000 1,357
   American Capital Advisory LLC 30 - 2024-03-31 5,519 $1,028,000 3,721
   Keystone Financial Group 109 - 2024-03-31 4,132 $985,000 1,395
   PINNACLE FINANCIAL PARTNERS INC 276 - 2024-03-31 3,901 $930,000 118
   AMERICAN INVESTMENT SERVICES INC. 78 - 2023-12-31 4,246 $921,000 528
   Goss Wealth Management LLC 964 - 2023-12-31 4,199 $911,000 637
   Source Financial Advisors LLC 49 - 2024-03-31 3,505 $835,000 9
   PARSONS CAPITAL MANAGEMENT INC/RI 284 - 2024-03-31 2,790 $665,000 575
   MADDEN ADVISORY SERVICES, INC. 53 - 2024-03-31 2,694 $642,000 2
   SageView Advisory Group LLC 280 - 2024-03-31 10,520 $616,000 3,546
   JOHNSON INVESTMENT COUNSEL INC 463 - 2024-03-31 2,578 $614,000 3
   Continuum Advisory LLC 253 - 2023-12-31 2,730 $592,000 491
   RETIREMENT FINANCIAL SOLUTIONS LLC 29 - 2024-03-31 2,428 $579,000 8
   Bromfield Sneider Wealth Advisors 29 - 2024-03-31 2,354 $561,000 1,287
   Steward Partners Investment Advisory LLC 977 - 2023-12-31 2,408 $522,000 266
   KESTRA PRIVATE WEALTH SERVICES LLC 793 - 2024-03-31 2,094 $499,000 177
   PARK AVENUE SECURITIES LLC 943 - 2024-03-31 2,093 $499,000 78
   DELAP WEALTH ADVISORY LLC 53 - 2023-12-31 2,260 $490,000 668
   Emerald Investment Partners LLC 197 - 2024-03-31 2,004 $478,000 13
   Sigma Planning Corp 775 - 2024-03-31 2,005 $478,000 2,005
   Twelve Points Wealth Management LLC 117 - 2024-03-31 1,991 $475,000 5
   RETIREMENT CAPITAL STRATEGIES 58 - 2023-12-31 1,749 $379,000 108
   Red Tortoise LLC 64 - 2024-03-31 1,362 $324,000 5
   Capital Investment Advisory Services LLC 388 - 2024-03-31 1,306 $311,000 59
   Buckingham Strategic Partners 338 - 2023-12-31 1,256 $273,000 5
   MONTICELLO WEALTH MANAGEMENT LLC 206 - 2024-03-31 1,104 $263,000 25
   EPIQ Capital Group LLC 45 - 2023-12-31 1,131 $245,000 5
   Global Strategic Investment Solutions LLC 139 - 2024-03-31 1,021 $243,000 2
   CAROLINAS WEALTH CONSULTING LLC 146 - 2023-12-31 1,044 $226,000 104
   Dynamic Advisors Solutions LLC 839 - 2024-03-31 915 $218,000 915
   ODell Group LLC 83 - 2024-03-31 888 $212,000 3
   US BANCORP 2062 - 2024-03-31 743 $177,000 45
   IFP Advisors Inc 1173 - 2023-12-31 514 $112,000 2
   TOWER RESEARCH CAPITAL LLC 3432 - 2023-12-31 135 $29,000 82
   HARBOUR INVESTMENTS INC. 1908 - 2023-12-31 84 $18,000 37
   SIGNATUREFD, LLC 2214 - 2024-03-31 50 $12,000 25
  95 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us