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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$462.58 1.92 (0.41%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2481    50
Total shares held : 
 330,149,532  
% of shares held : 
 36.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   558  
Amount of shares held : 
 6,582,798  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $392.67  
Last Quarter's Ending Price : 
 $436.80  
Last Quarter's Average Price : 
 $409.40  
Change from last quarter's     
avg. price to the last closing  : 
53.18 (12.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
120
 3,068,827
 0.93%
 
Increased Positions :
1,240
 26,755,370
 8.1%
 
Unchanged Positions :
389
 19,704,690
 5.97%
 
Decreased Positions :
732
-20,889,669
-6.33%
 
Closed Positions :
70
-2,351,730
-0.71%
 
Guru Positions :
4
1,754,940
 0.53%
 
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
   RAYMOND JAMES & ASSOCIATES 1 - 2023-12-31 23,203,848 $10,135,441,000 383,340
   VANGUARD GROUP INC 80 - 2023-12-31 22,840,105 $9,976,558,000 1,233,726
   BANK OF AMERICA CORP /DE/ 10 - 2023-12-31 21,836,317 $9,538,103,000 -22,357
   MORGAN STANLEY 16 - 2023-12-31 18,104,178 $7,907,906,000 985,378
   GOLDMAN SACHS GROUP INC/ 7 - 2023-12-31 15,057,984 $6,577,327,000 3,938,441
   ENVESTNET ASSET MANAGEMENT INC 2 - 2023-12-31 12,567,649 $5,489,549,000 -944,571
   J P MORGAN CHASE & CO 40 - 2023-12-31 10,852,026 $4,740,165,000 -7,775,398
   Acorns Advisers LLC 1 - 2023-12-31 7,879,011 $3,441,552,000 82,119
   WELLS FARGO & CO/MN 40 - 2023-12-31 4,217,243 $1,842,092,000 383,000
   BANK OF NEW YORK MELLON CORP 54 - 2023-12-31 3,919,580 $1,712,073,000 39,335
   LPL FINANCIAL CORP 12 - 2023-12-31 3,900,211 $1,703,612,000 17,388
   AMERIPRISE FINANCIAL INC 33 - 2023-12-31 3,854,773 $1,683,874,000 54,006
   MERCER GLOBAL ADVISORS INC /ADV 3 - 2023-12-31 3,241,012 $1,415,674,000 383,345
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2 - 2023-12-31 3,105,727 $1,356,582,000 -4,374
   UBS Group AG 30 - 2023-12-31 3,073,578 $1,342,539,000 163,990
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3 - 2023-12-31 2,922,673 $1,276,624,000 -376,665
   ROYAL BANK OF CANADA 74 - 2023-12-31 2,910,244 $1,271,192,000 138,100
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 4 - 2023-12-31 2,827,650 $1,235,118,000 0
   HPM Partners LLC - 2023-12-31 8,877,995 $1,220,431,000 7,943,467
   BB&T CORP 7 - 2023-12-31 2,280,997 $996,340,000 60,167
   Envestnet Portfolio Solutions Inc. 3 - 2023-12-31 2,192,666 $957,757,000 -20,484
   E-L Financial Corp Ltd 1 - 2023-12-31 1,653,657 $953,962,000 -1
   FJ Investments LLC 1 - 2023-12-31 2,069,894 $904,130,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1 - 2023-12-31 2,021,264 $882,888,000 -1,939,542
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,969,349 $860,288,000 91,503
   Advisor Group Holdings Inc. 5 - 2023-12-31 1,900,258 $830,372,000 -589,450
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2 - 2023-12-31 1,899,966 $829,905,000 106,756
   HIGHTOWER ADVISORS, LLC 8 - 2023-12-31 1,788,757 $781,270,000 61,904
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 4 - 2023-09-30 1,972,787 $774,714,000 -137,213
   CITIGROUP INC 10 - 2023-12-31 1,666,855 $728,082,000 198,942
   WOLVERINE TRADING LLC 5 - 2023-12-31 1,589,139 $694,136,000 792,705
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 77 - 2023-12-31 1,562,859 $682,657,000 61,853
   STIFEL FINANCIAL CORP 18 - 2023-12-31 1,403,794 $613,195,000 42,455
   Pathstone Holdings LLC 5 - 2023-12-31 1,348,202 $588,894,000 0
   Gibson Wealth Advisors LLC 3 - 2022-12-31 1,638,171 $578,703,000 1,609,692
   JMG FINANCIAL GROUP, LTD. 1 - 2023-12-31 1,305,930 $570,430,000 22,422
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24 - 2023-12-31 1,304,791 $569,951,000 124,293
   GLENMEDE TRUST CO NA 4 - 2023-12-31 1,269,011 $554,304,000 94,435
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 26 - 2023-12-31 1,258,943 $549,906,000 -11,581
   COMMONWEALTH EQUITY SERVICES LLC. 13 - 2023-12-31 1,243,073 $542,974,000 44,210
   JONES FINANCIAL COMPANIES LLLP 27 - 2023-12-31 1,229,246 $536,935,000 6,125
   PATHSTONE FAMILY OFFICE, LLC 4 - 2023-09-30 1,323,617 $519,787,000 1,183,946
   CI Private Wealth LLC 13 - 2023-12-31 1,184,219 $517,267,000 -5,739
   ANGELES INVESTMENT ADVISORS, LLC 1 - 2023-12-31 1,162,919 $507,963,000 -288,729
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1 - 2023-12-31 1,149,698 $502,188,000 48,010
   Sontag Advisory LLC 2 - 2023-12-31 1,143,640 $499,542,000 28,938
   Systematic Alpha Investments LLC 1 - 2023-12-31 1,132,544 $494,695,000 0
   SCHRODER INVESTMENT MANAGEMENT GROUP 32 - 2023-12-31 1,099,748 $480,370,000 111,539
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 1 - 2023-12-31 1,088,100 $475,282,000 0
   CREATIVE PLANNING 28 - 2023-12-31 1,088,010 $475,243,000 179,723
   Call To Action Foundation 1 - 2023-12-31 996,271 $435,171,000 0
   CHURCHILL MANAGEMENT GROUP /CA/ 6 - 2024-03-31 875,536 $420,870,000 -9,872
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 1 - 2023-12-31 937,900 $409,675,000 -247,300
   MEITAV DASH INVESTMENTS LTD 1 - 2023-12-31 936,409 $408,835,000 -30,467
   CAPTRUST FINANCIAL ADVISORS 10 - 2023-12-31 926,153 $404,544,000 472,899
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1 - 2023-12-31 919,352 $401,573,000 -43,212
   Kensington Asset Management LLC - 2023-12-31 912,170 $398,436,000 172,170
   AE Wealth Management LLC 4 - 2023-12-31 879,230 $394,097,000 115,399
   MANUFACTURERES LIFE INSURANCE CO 57 - 2023-12-31 897,731 $392,129,000 10,648
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 1 - 2023-12-31 874,787 $382,107,000 28,839
   COLONY GROUP, LLC 1 *New 2023-12-31 870,444 $380,210,000 870,444
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 869,028 $379,592,000 3,494
   BESSEMER GROUP INC 29 - 2023-12-31 851,783 $372,059,000 -5,603
   Baird Financial Group Inc. 19 - 2023-12-31 842,383 $367,953,000 -1,352
   FIFTH THIRD BANCORP 10 - 2023-12-31 834,338 $364,439,000 843
   GELLER FAMILY OFFICE SERVICES LLC 1 - 2023-12-31 833,962 $364,274,000 53,950
   DIVERSIFIED TRUST CO 1 - 2024-03-31 757,526 $364,143,000 49,799
   BANK OF MONTREAL /CAN/ 101 - 2023-12-31 829,443 $363,371,000 98,842
   Rockefeller Capital Management L.P. 8 - 2023-12-31 808,951 $353,351,000 181,660
   TIAA FSB 18 - 2023-06-30 864,455 $352,075,000 -17,909
   CIBC GLOBAL ASSET MANAGEMENT INC 18 - 2023-12-31 794,749 $347,146,000 16,853
   Summit Trail Advisors LLC 2 - 2023-12-31 737,689 $322,223,000 59,925
   BALYASNY ASSET MANAGEMENT LLC 9 *New 2023-12-31 723,305 $315,940,000 723,305
   TORCHMARK CORP 1 - 2023-12-31 723,183 $315,886,000 -15,000
   NEUBERGER BERMAN GROUP LLC 85 - 2023-12-31 721,968 $315,355,000 76,813
   Analyst IMS Investment Management Services Ltd. 3 - 2023-12-31 716,984 $313,178,000 34,337
   GenTrust LLC 1 - 2024-03-31 646,405 $310,727,000 81,195
   CREDIT SUISSE/ 61 - 2023-12-31 708,630 $309,530,000 -513,029
   TEACHER RETIREMENT SYSTEM OF TEXAS 5 - 2023-12-31 704,609 $307,773,000 0
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 9 - 2023-12-31 686,520 $299,872,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1 - 2023-12-31 683,184 $298,415,000 35,367
   Atlantic Trust Group LLC 40 - 2023-12-31 675,290 $294,967,000 56,075
   COLONY GROUP LLC 2 - 2023-09-30 749,280 $294,242,000 20,083
   MCF Advisors LLC 1 - 2024-03-31 590,185 $283,702,000 -25,673
   FINANCIAL NETWORK 5 - 2023-12-31 648,059 $283,072,000 21,864
   WEDBUSH MORGAN SECURITIES INC 1 - 2023-12-31 635,696 $277,672,000 99,426
   MARINER WEALTH ADVISORS, LLC 26 - 2023-12-31 620,234 $270,918,000 36,592
   Wealthfront Advisers LLC 20 - 2024-03-31 555,170 $266,870,000 48,616
   Merit Financial Group LLC 1 - 2023-12-31 597,315 $260,907,000 -25,647
   Nicholas Hoffman & Company LLC. 1 - 2023-12-31 591,719 $258,463,000 99,831
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 1 - 2024-03-31 523,245 $251,524,000 -13,049
   VALMARK ADVISERS INC 5 - 2023-12-31 573,141 $250,348,000 4,624
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 1 - 2023-12-31 562,357 $245,638,000 118,639
   KEYBANK NATIONAL ASSOCIATION/OH 17 - 2023-12-31 554,405 $242,164,000 26,909
   State of Tennessee Treasury Department 19 - 2023-12-31 543,639 $237,462,000 0
   SAND HILL ADVISORS INC/CA 1 - 2023-12-31 542,662 $237,035,000 108,111
   GREEN SQUARE CAPITAL MANAGEMENT LLC 1 - 2023-12-31 541,423 $236,494,000 -52,593
   M&T BANK CORP 20 - 2023-12-31 537,933 $234,969,000 23,294
   MML INVESTORS SERVICES LLC 10 - 2023-12-31 536,287 $234,250,000 69,619
   FIERA SCEPTRE INC. 38 - 2023-12-31 528,992 $231,064,000 17,984
  100 Records found
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