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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$474.72 4.74 (1.01%) as of 4:30 Mon 5/6


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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  : 
65.32 (15.96%)  




 
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
   VANGUARD GROUP INC 80 - 2023-12-31 22,840,105 $9,976,558,000 1,233,726
   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
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3 - 2024-03-31 3,021,932 $1,452,643,000 99,259
   MERCER GLOBAL ADVISORS INC /ADV 3 - 2023-12-31 3,241,012 $1,415,674,000 383,345
   UBS Group AG 30 - 2023-12-31 3,073,578 $1,342,539,000 163,990
   ROYAL BANK OF CANADA 74 - 2023-12-31 2,910,244 $1,271,192,000 138,100
   HPM Partners LLC - 2023-12-31 8,877,995 $1,220,431,000 7,943,467
   E-L Financial Corp Ltd - 2024-03-31 1,654,272 $1,076,468,000 615
   BB&T CORP 7 - 2023-12-31 2,280,997 $996,340,000 60,167
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 5 - 2024-03-31 2,046,764 $983,879,000 77,415
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1 - 2024-03-31 1,927,563 $926,580,000 27,597
   HIGHTOWER ADVISORS, LLC 8 - 2023-12-31 1,788,757 $781,270,000 61,904
   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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 1,371,080 $659,078,000 221,382
   JMG FINANCIAL GROUP, LTD. - 2024-03-31 1,319,172 $634,126,000 13,242
   COMMONWEALTH EQUITY SERVICES LLC. 12 - 2024-03-31 1,291,642 $620,893,000 48,569
   STIFEL FINANCIAL CORP 18 - 2023-12-31 1,403,794 $613,195,000 42,455
   Gibson Wealth Advisors LLC 3 - 2022-12-31 1,638,171 $578,703,000 1,609,692
   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
   FFT WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,121,847 $539,272,000 853,635
   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
   Sontag Advisory LLC 2 - 2023-12-31 1,143,640 $499,542,000 28,938
   SCHRODER INVESTMENT MANAGEMENT GROUP 32 - 2023-12-31 1,099,748 $480,370,000 111,539
   CREATIVE PLANNING 28 - 2023-12-31 1,088,010 $475,243,000 179,723
   CAPTRUST FINANCIAL ADVISORS 10 - 2023-12-31 926,153 $404,544,000 472,899
   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
   Summit Trail Advisors LLC 2 - 2024-03-31 815,493 $392,008,000 77,804
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 1 - 2023-12-31 874,787 $382,107,000 28,839
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 869,028 $379,592,000 3,494
   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
   Nicholas Hoffman & Company LLC. 1 - 2024-03-31 737,599 $354,564,000 145,880
   Rockefeller Capital Management L.P. 8 - 2023-12-31 808,951 $353,351,000 181,660
   CIBC GLOBAL ASSET MANAGEMENT INC 18 - 2023-12-31 794,749 $347,146,000 16,853
   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
   HOLLENCREST SECURITIES LLC - 2024-03-31 646,330 $310,691,000 505,545
   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
   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
   FIERA SCEPTRE INC. 35 - 2024-03-31 534,883 $257,118,000 5,891
   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
   Center for Financial Planning Inc. 1 - 2024-03-31 505,287 $242,892,000 55,181
   KEYBANK NATIONAL ASSOCIATION/OH 17 - 2023-12-31 554,405 $242,164,000 26,909
   SAND HILL ADVISORS INC/CA 1 - 2023-12-31 542,662 $237,035,000 108,111
   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
   OLD NATIONAL BANCORP /IN/ 2 - 2024-03-31 468,102 $225,017,000 14,253
   LGL PARTNERS LLC 1 - 2024-03-31 463,113 $222,619,000 356,390
   US BANCORP 64 - 2023-12-31 505,301 $220,716,000 10,993
   BARCLAYS PLC 192 - 2023-12-31 483,833 $211,340,000 10,535
   JANUS HENDERSON GROUP PLC 176 - 2023-12-31 478,835 $209,155,000 102,109
   CITIZENS FINANCIAL GROUP INC/RI 1 - 2023-12-31 470,753 $205,625,000 3,872
   MILESTONE GROUP INC - 2024-03-31 409,778 $196,980,000 38,083
   SMITHFIELD TRUST CO 1 - 2023-12-31 446,208 $194,831,000 5,067
   Kestra Advisory Services LLC 6 - 2023-12-31 434,178 $189,649,000 240,677
   Hartland & Co. LLC 1 - 2023-12-31 433,835 $189,499,000 17,143
   Goss Wealth Management LLC 5 - 2023-12-31 423,646 $187,218,000 20,226
   Edgehill Endowment Partners LLC 2 - 2023-12-31 424,817 $185,560,000 3,366
   PARTNERS CAPITAL INVESTMENT GROUP LLP 5 - 2023-12-31 401,704 $175,464,000 7,232
   PINNACLE FINANCIAL PARTNERS INC - 2024-03-31 364,135 $175,040,000 391
   FIRST MANHATTAN CO 31 - 2023-12-31 398,116 $173,910,000 48,289
   AXIS CAPITAL HOLDINGS LTD - 2024-03-31 360,441 $173,264,000 105,837
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 40 - 2024-03-31 357,433 $171,818,000 66,126
   TRB ADVISORS LP 1 - 2024-03-31 350,000 $168,245,000 300,000
   MONETA GROUP INVESTMENT ADVISORS INC 8 - 2023-12-31 385,140 $168,229,000 16,212
   Prime Capital Investment Advisors LLC - 2023-12-31 361,890 $158,073,000 348,377
   NORTHERN TRUST CORP 484 - 2023-12-31 360,927 $157,653,000 17,239
   AJ WEALTH STRATEGIES LLC 2 - 2023-06-30 376,933 $153,517,000 134,693
   JANNEY MONTGOMERY SCOTT LLC 42 - 2024-03-31 316,632 $152,205,000 106
   NATIXIS ASSET MANAGEMENT ADVISORS LP 58 - 2024-03-31 313,129 $150,521,000 49,556
   INVICTUS PRIVATE WEALTH LLC 1 - 2023-12-31 337,572 $147,451,000 8,881
   ALLIANZ ASSET MANAGEMENT AG 78 - 2023-12-31 331,190 $144,664,000 5,100
   THRIVENT FINANCIAL FOR LUTHERANS 71 - 2023-12-31 318,319 $139,042,000 4,848
   BLUE CREEK INVESTMENT PARTNERS LLC 1 - 2024-03-31 289,099 $138,970,000 37,908
   Northeast Financial Consultants Inc 2 - 2023-12-31 316,378 $138,194,000 47,450
   Private Advisor Group LLC - 2024-03-31 285,049 $137,023,000 2,367
   Hardy Reed LLC - 2024-03-31 275,184 $132,281,000 2,190
   FIRST WESTERN TRUST BANK 2 - 2023-12-31 300,901 $131,434,000 12,093
   ANDERSON FISHER LLC 1 - 2024-03-31 266,764 $128,234,000 7,126
   ALLIANCEBERNSTEIN L.P. 331 - 2023-12-31 289,869 $126,615,000 10,136
   BROWN ADVISORY HOLDINGS INC 110 - 2024-03-31 261,808 $125,851,000 16,800
   CATALYST CAPITAL ADVISORS LLC 8 - 2024-03-31 253,480 $121,848,000 15,277
  100 Records found
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