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Get Institutions for : 
Vanguard Telecom Services ETF (VOX)  
$131.42 0.64 (0.49%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 365    8
Total shares held : 
16,920,726  
% of shares held : 
62.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-2,248,131  
% of shares held change : 
  -8.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$105.81  
Last Quarter's Ending Price : 
$117.72  
Last Quarter's Average Price
$110.41  
Change from last quarter's     
avg. price to the last closing  : 
21.01 (19.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 292,167
 1.73%
 
Increased Positions :
109
 1,162,047
 6.87%
 
Unchanged Positions :
84
 446,625
 2.64%
 
Decreased Positions :
132
-3,534,575
-20.89%
 
Closed Positions :
32
-167,770
-0.99%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 449 - 2023-12-31 2,605,883 $306,776,000 9,564
   BANK OF AMERICA CORP /DE/ 522 - 2023-12-31 1,899,542 $223,622,000 -31,721
   Green Harvest Asset Management LLC 6 - 2023-12-31 1,558,692 $183,496,000 156,998
   MORGAN STANLEY 1021 - 2023-12-31 1,052,163 $123,865,000 86,845
   UBS Group AG 430 - 2023-12-31 796,193 $93,731,000 19,045
   MORNINGSTAR INVESTMENT SERVICES, INC. 62 - 2023-12-31 644,572 $76,324,000 314,172
   WELLS FARGO & CO/MN 555 - 2023-12-31 601,450 $70,805,000 -93,849
   Beacon Capital Management Inc. 7 - 2023-12-31 449,026 $52,861,000 -1,470,245
   ENVESTNET ASSET MANAGEMENT INC 605 - 2023-12-31 438,328 $51,602,000 -652,011
   AMERIPRISE FINANCIAL INC 901 - 2023-12-31 327,885 $38,385,000 120,129
   Empower Advisory Group LLC 119 - 2023-12-31 307,358 $36,184,000 -1,014
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 310 - 2023-12-31 302,293 $35,587,000 27,450
   KCM INVESTMENT ADVISORS LLC 22 - 2023-12-31 248,291 $29,230,000 10,125
   ARMSTRONG ADVISORY GROUP INC 12 - 2023-12-31 245,751 $28,931,000 -1,185
   STIFEL FINANCIAL CORP 464 - 2023-12-31 193,237 $22,750,000 10,108
   LPL FINANCIAL CORP 835 - 2023-12-31 185,478 $21,835,000 23,596
   BB&T CORP 376 - 2023-12-31 184,626 $21,735,000 2,947
   Personal Capital Advisors Corp 131 - 2022-12-31 241,600 $19,872,000 36,338
   ALTFEST L J & CO INC 7 - 2023-12-31 156,359 $18,407,000 -6,855
   ROYAL BANK OF CANADA 1167 - 2023-12-31 150,636 $17,734,000 36,271
   Advisor Group Holdings Inc. 521 - 2023-12-31 149,823 $17,644,000 -313,259
   M&T BANK CORP 239 - 2023-12-31 142,901 $16,823,000 -3,794
   Full Sail Capital LLC 28 - 2023-12-31 137,919 $16,236,000 -75,755
   JANNEY MONTGOMERY SCOTT LLC 426 - 2023-12-31 109,047 $12,838,000 -5,683
   Ameritas Advisory Services LLC 37 - 2023-12-31 105,995 $12,484,000 99,258
   SURIENCE PRIVATE WEALTH LLC 1 *New 2023-12-31 105,676 $12,441,000 105,676
   Harel Insurance Investments & Financial Services L 67 - 2023-12-31 102,700 $12,090,000 0
   GOLDMAN SACHS GROUP INC/ 1945 - 2023-12-31 99,261 $11,685,000 -113,859
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 349 - 2023-09-30 109,512 $11,520,000 5,336
   PARK NATIONAL CORP /OH/ 60 - 2023-12-31 93,854 $11,049,000 -19,488
   CI Private Wealth LLC 510 - 2023-12-31 87,584 $10,311,000 8,793
   Zurich Insurance Group Ltd/FI 123 - 2023-12-31 86,077 $10,234,000 0
   FINANCIAL NETWORK 351 - 2023-12-31 83,284 $9,805,000 -72,851
   PRINCIPAL SECURITIES INC. 60 - 2023-12-31 81,111 $9,549,000 0
   TWO SIGMA INVESTMENTS LLC 629 - 2023-12-31 77,700 $9,147,000 18,800
   HIGHTOWER ADVISORS, LLC 727 - 2023-12-31 75,011 $8,843,000 3,366
   Invst LLC 26 - 2023-12-31 67,083 $8,519,000 -21,014
   Conservest Capital Advisors Inc. 18 - 2023-12-31 69,182 $8,144,000 -308
   TWO SIGMA ADVISERS, LLC 626 - 2023-12-31 67,100 $7,899,000 32,100
   RAYMOND JAMES & ASSOCIATES 1253 - 2023-12-31 66,268 $7,801,000 -3,863
   Baird Financial Group Inc. 537 - 2023-12-31 65,001 $7,652,000 3,942
   CALLAN CAPITAL, LLC 28 - 2023-12-31 63,761 $7,506,000 -863
   Aprio Wealth Management LLC 18 - 2023-12-31 54,274 $6,389,000 3,984
   EXCHANGE CAPITAL MANAGEMENT INC 26 - 2023-12-31 53,380 $6,284,000 2,122
   AGF MANAGEMENT LTD 253 - 2023-12-31 50,846 $5,986,000 2,799
   Rockefeller Capital Management L.P. 589 - 2023-12-31 50,669 $5,965,000 1,849
   MASSMUTUAL TRUST CO FSB/ADV 111 - 2023-12-31 50,274 $5,918,000 1,053
   Lido Advisors LLC 222 *New 2023-12-31 50,153 $5,904,000 50,153
   Atria Wealth Solutions Inc. 276 - 2023-12-31 47,881 $5,637,000 -44,479
   Praetorian Wealth Management Inc. 16 - 2023-12-31 45,281 $5,331,000 -560
   ATLAS CAPITAL ADVISORS LLC 35 - 2023-12-31 45,190 $5,320,000 1,287
   Astor Investment Management LLC 15 - 2023-12-31 44,142 $5,197,000 15,637
   Crown Wealth Group LLC - 2023-12-31 43,036 $5,066,000 3,231
   PEAPACK GLADSTONE FINANCIAL CORP 213 - 2023-12-31 41,003 $4,826,000 -2,210
   PNC FINANCIAL SERVICES GROUP INC 664 - 2023-12-31 39,239 $4,619,000 -5,569
   Envestnet Portfolio Solutions Inc. 345 - 2023-12-31 38,811 $4,569,000 -44,323
   Sharper & Granite LLC 13 - 2023-12-31 38,500 $4,532,000 -3,105
   We Are One Seven LLC 94 - 2023-12-31 36,908 $4,345,000 900
   ATRIA INVESTMENTS LLC 342 - 2023-12-31 35,681 $4,201,000 -40,450
   Axiom Financial Strategies LLC 15 - 2023-12-31 32,851 $3,867,000 -246
   COMMONWEALTH EQUITY SERVICES LLC. 1246 - 2023-12-31 32,278 $3,800,000 1,196
   WAGNER CAPITAL MANAGEMENT CORP 58 - 2023-12-31 32,269 $3,799,000 47
   CAPTRUST FINANCIAL ADVISORS 661 - 2023-12-31 31,742 $3,737,000 5,740
   Centered Wealth LLC dba Miller Equity Capital Advi 17 - 2023-12-31 31,705 $3,732,000 0
   Royal Fund Management LLC 68 - 2023-12-31 31,452 $3,707,000 -1,720
   Curran Financial Partners LLC 26 - 2023-12-31 29,813 $3,667,000 -1,507
   Greytown Advisors Inc. 13 - 2023-12-31 29,996 $3,531,000 -556
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 33 - 2023-12-31 28,679 $3,376,000 -2,809
   NORTHSTAR ASSET MANAGEMENT LLC 31 - 2023-12-31 26,620 $3,134,000 -775
   TOCQUEVILLE ASSET MANAGEMENT LP 218 *New 2023-12-31 26,377 $3,105,000 26,377
   Absolute Capital Management LLC 8 - 2023-12-31 25,306 $2,979,000 11,623
   Kellett Schaffner Wealth Advisors LLC 12 - 2023-12-31 24,535 $2,888,000 21,074
   EA Series Trust 290 - 2023-06-30 26,959 $2,866,000 0
   VISTA INVESTMENT MANAGEMENT 19 - 2023-12-31 24,260 $2,856,000 3,608
   PINNACLE ASSOCIATES LTD 312 - 2023-12-31 23,673 $2,787,000 -149
   EXCHANGE TRADED CONCEPTS LLC 213 - 2023-12-31 22,495 $2,648,000 -22,716
   PICTET ASSET MANAGEMENT SA 874 - 2023-06-30 24,415 $2,596,000 -19,835
   Oakmont Partners LLC 190 - 2023-12-31 21,966 $2,586,000 -64
   DUMONT & BLAKE INVESTMENT ADVISORS LLC - 2023-12-31 21,366 $2,515,000 -570
   FIDUCIARY TRUST CO 225 - 2023-12-31 20,107 $2,367,000 -575
   Kinloch Capital LLC 38 - 2023-12-31 20,099 $2,366,000 -10,358
   FIRST FINANCIAL CORP /IN/ 14 - 2023-12-31 19,422 $2,286,000 -240
   SABAL TRUST CO - 2023-12-31 19,327 $2,275,000 5,153
   STAPP WEALTH MANAGEMENT PLLC - 2023-12-31 19,160 $2,256,000 -1,320
   Campion Asset Management LLC 14 - 2023-12-31 18,940 $2,230,000 515
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 73 - 2023-03-31 22,979 $2,221,000 -1,186
   COMERICA BANK 1114 - 2023-12-31 18,581 $2,187,000 -2,346
   Tranquilli Financial Advisor LLC 15 - 2023-12-31 18,424 $2,169,000 -32,267
   H D Vest Advisory Services 477 - 2023-12-31 18,414 $2,168,000 -13,641
   HARBOUR INVESTMENTS INC. 216 - 2023-12-31 18,087 $2,129,000 934
   ADVISORS CAPITAL MANAGEMENT LLC 249 - 2023-12-31 18,061 $2,126,000 689
   CITADEL ADVISORS LLC 2280 - 2023-12-31 17,595 $2,071,000 6,300
   GREAT VALLEY ADVISOR GROUP INC. 236 - 2023-12-31 17,572 $2,069,000 49
   MARSHALL WACE LLP 994 *New 2023-12-31 16,856 $1,984,000 16,856
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1205 - 2023-12-31 16,562 $1,950,000 -9,490
   Joule Financial LLC 13 - 2023-12-31 16,270 $1,915,000 617
   Prime Capital Investment Advisors LLC - 2023-12-31 15,725 $1,851,000 820
   DORSEY & WHITNEY TRUST CO LLC 146 - 2023-12-31 15,232 $1,793,000 -500
   Advisor Resource Council 120 - 2023-12-31 14,954 $1,760,000 11,628
   GSA CAPITAL PARTNERS LLP 167 *New 2023-12-31 14,646 $1,724,000 14,646

  100 Records found
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