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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
   RAYMOND JAMES & ASSOCIATES 1 - 2024-03-31 23,007,404 $11,059,659,000 -196,444
   BANK OF AMERICA CORP /DE/ 10 - 2023-12-31 21,836,317 $9,538,103,000 -22,357
   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
   BANK OF NEW YORK MELLON CORP 50 - 2024-03-31 3,915,821 $1,882,335,000 -3,759
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2 - 2023-12-31 3,105,727 $1,356,582,000 -4,374
   Envestnet Portfolio Solutions Inc. 3 - 2023-12-31 2,192,666 $957,757,000 -20,484
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1 - 2023-12-31 2,021,264 $882,888,000 -1,939,542
   Advisor Group Holdings Inc. 5 - 2023-12-31 1,900,258 $830,372,000 -589,450
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 4 - 2023-09-30 1,972,787 $774,714,000 -137,213
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 26 - 2023-12-31 1,258,943 $549,906,000 -11,581
   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
   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
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1 - 2023-12-31 919,352 $401,573,000 -43,212
   FIFTH THIRD BANCORP 10 - 2024-03-31 815,646 $392,081,000 -18,692
   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
   TIAA FSB 18 - 2023-06-30 864,455 $352,075,000 -17,909
   TORCHMARK CORP 1 - 2023-12-31 723,183 $315,886,000 -15,000
   CREDIT SUISSE/ 61 - 2023-12-31 708,630 $309,530,000 -513,029
   MCF Advisors LLC 1 - 2024-03-31 590,185 $283,702,000 -25,673
   Merit Financial Group LLC 1 - 2023-12-31 597,315 $260,907,000 -25,647
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 1 - 2024-03-31 523,245 $251,524,000 -13,049
   GREEN SQUARE CAPITAL MANAGEMENT LLC 1 - 2023-12-31 541,423 $236,494,000 -52,593
   Liquid Strategies LLC 1 - 2023-12-31 515,967 $225,374,000 -76,675
   Beacon Pointe Advisors LLC 4 - 2023-12-31 511,218 $223,312,000 -116,137
   Stratos Wealth Partners LTD. 1 - 2024-03-31 457,422 $219,883,000 -3,052
   KARPUS MANAGEMENT INC 3 - 2023-12-31 429,547 $187,626,000 -37,493
   Ronald Blue Trust Inc. - 2024-03-31 383,707 $184,448,000 -69,907
   American Trust 1 - 2023-12-31 388,996 $169,914,000 -36,705
   WELCH CAPITAL PARTNERS LLC/NY 1 - 2023-12-31 364,666 $159,286,000 -25
   Fusion Family Wealth LLC 1 - 2023-12-31 333,874 $145,836,000 -3,006
   ALBION FINANCIAL GROUP /UT 1 - 2024-03-31 303,280 $145,787,000 -1,639
   Glassman Wealth Services 1 - 2024-03-31 286,351 $137,649,000 -19
   ALERUS FINANCIAL NA 1 - 2023-12-31 297,980 $130,158,000 -4,156
   OPUS CAPITAL GROUP LLC 1 - 2024-03-31 260,214 $125,085,000 -3,851
   SAVANT CAPITAL MANAGEMENT INC 12 - 2023-12-31 283,917 $124,015,000 -6,739
   Lutz Financial Services LLC - 2024-03-31 253,480 $121,848,000 -1,271
   Itau Unibanco Holding S.A. 7 - 2023-12-31 277,025 $121,005,000 -28,090
   COLDSTREAM CAPITAL MANAGEMENT INC 5 - 2023-12-31 273,810 $119,600,000 -5,006
   INTRUST BANK NA 1 - 2023-12-31 273,579 $119,499,000 -12,311
   Bogart Wealth LLC 2 - 2024-03-31 247,158 $118,809,000 -1,788
   Venturi Wealth Management LLC 2 - 2024-03-31 243,611 $117,104,000 -2,056
   TOEWS CORP /ADV 2 - 2024-03-31 232,840 $111,926,000 -7,800
   One Day In July LLC 1 - 2024-03-31 227,191 $109,211,000 -1,303
   Resources Investment Advisors Inc. 6 - 2023-12-31 248,336 $108,473,000 -899
   Betterment LLC 33 - 2023-12-31 223,437 $97,597,000 -14,679
   UNITED SERVICES AUTOMOBILE ASSOCIATION 7 - 2023-12-31 215,742 $94,236,000 -5,494
   PBWM Holdings LLC 1 - 2023-03-31 245,834 $92,451,000 -392
   ARROW FINANCIAL CORP 1 - 2023-12-31 211,261 $92,279,000 -3,179
   MA Private Wealth 1 - 2024-03-31 189,261 $90,978,000 -2,309
   INTL FCSTONE INC. 1 - 2024-03-31 181,138 $87,073,000 -23,796
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3 - 2023-12-31 193,300 $84,433,000 -216
   Charles Schwab Trust Co 2 - 2024-03-31 174,045 $83,664,000 -5,252
   Sweet Financial Partners LLC 1 - 2024-03-31 173,367 $83,337,000 -5,231
   EFFICIENT ADVISORS, LLC 7 - 2023-12-31 189,007 $82,558,000 -22,247
   FINANCIAL ADVISORY GROUP 1 - 2023-12-31 179,092 $78,227,000 -3,336
   Sepio Capital LLC 1 - 2023-12-31 173,626 $75,840,000 -23,383
   MCMORGAN & CO LLC 3 - 2023-12-31 172,715 $75,442,000 -8,264
   Cambridge Advisors Inc. 1 - 2024-03-31 155,721 $74,855,000 -3,901
   Taddei Ludwig & Associates Inc. 1 - 2024-03-31 154,761 $74,394,000 -1,492
   Perigon Wealth Management LLC - 2024-03-31 153,543 $73,808,000 -4,896
   KOCHIS FITZ/QUINTILE LLC 7 - 2024-03-31 151,668 $72,929,000 -421
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1 - 2023-12-31 148,889 $65,034,000 -7,540
   AYRSHIRE ASSOCIATES INC 2 - 2023-12-31 142,438 $62,217,000 -3,925
   LAKE STREET ADVISORS GROUP LLC 5 - 2023-12-31 141,115 $61,639,000 -24,156
   Franklin Parlapiano Turner & Welch LLC 1 - 2024-03-31 128,199 $61,626,000 -1,304
   Stephens Consulting LLC 1 - 2024-03-31 127,821 $61,444,000 -4,339
   Column Capital Advisors LLC 1 - 2023-09-30 933,578 $61,148,000 -319,918
   Salomon & Ludwin LLC - 2024-03-31 124,921 $60,051,000 -3,256
   Oldfather Financial Services LLC 1 - 2024-03-31 124,639 $59,914,000 -655
   HIRTLE CALLAGHAN & CO INC 7 - 2023-12-31 135,210 $59,060,000 -9,680
   GREAT WEST LIFE ASSURANCE CO /CAN/ 167 - 2023-12-31 127,785 $55,353,000 -2,387
   Empire Life Investments Inc. 4 - 2024-03-31 113,311 $54,469,000 -6,330
   Sawtooth Asset Management Inc. 13 - 2023-12-31 123,474 $53,933,000 -364
   Fidato Wealth LLC 1 - 2024-03-31 111,671 $53,680,000 -2,543
   DiMeo Schneider & Associates L.L.C. 2 - 2023-12-31 120,851 $52,788,000 -2,039,510
   OAK HILL INVESTMENT MANAGEMENT, L.P. 10 - 2023-12-31 119,489 $52,193,000 -8,531
   BALLENTINE FINN & COMPANY INC 16 - 2024-03-31 107,898 $51,867,000 -1,154
   Brio Consultants LLC 2 - 2024-03-31 107,516 $51,683,000 -1,802
   Fragasso Group Inc. 5 - 2024-03-31 107,439 $51,646,000 -73
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 1 - 2024-03-31 104,078 $50,031,000 -3,245
   BCK Partners Inc. - 2024-03-31 102,726 $49,380,000 -1,888
   CoreCap Advisors LLC 5 - 2023-12-31 111,155 $48,552,000 -3,860
   TWELE CAPITAL MANAGEMENT, INC. 2 - 2024-03-31 96,942 $46,600,000 -3,825
   Level Financial Advisors Inc. 1 - 2024-03-31 96,424 $46,351,000 -1,538
   Performa Ltd (US) LLC 2 - 2023-12-31 106,026 $46,312,000 -6,995
   NEW YORK LIFE INSURANCE CO 2 - 2023-12-31 103,229 $45,090,000 -626,509
   Investment Research & Advisory Group Inc. 1 - 2024-03-31 93,215 $44,808,000 -5,878
   RATHBONE BROTHERS PLC 85 - 2023-12-31 102,428 $44,741,000 -2,846
   Proficio Capital Partners LLC - 2024-03-31 92,512 $44,459,000 -48,827
   Fifth Third Securities Inc. 4 - 2024-03-31 91,942 $44,196,000 -420
   Crestmont Private Wealth LLC 2 - 2024-03-31 91,039 $43,763,000 -5,802
   FINANCIAL COUNSELORS INC 40 - 2024-03-31 90,588 $43,546,000 -21,758
   Sage Mountain Advisors LLC 5 - 2024-03-31 90,565 $43,535,000 -75
   Hillcrest Wealth Advisors - NY LLC 1 - 2024-03-31 90,441 $43,475,000 -3,810
   Advanced Asset Management Advisors Inc 1 - 2024-03-31 88,179 $42,387,000 -200
   Sierra Capital LLC 1 - 2024-03-31 87,075 $41,857,000 -4,255
  100 Records found
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