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Get Institutions for : 
Vanguard Telecom Services ETF (VOX)  
$129.24 3.74 (2.98%) as of 4:30 Fri 4/26


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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  : 
18.83 (17.05%)  




 
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
   Green Harvest Asset Management LLC 6 - 2023-12-31 1,558,692 $183,496,000 156,998
   Beacon Capital Management Inc. 5 - 2024-03-31 1,300,339 $171,450,000 851,313
   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
   AMERIPRISE FINANCIAL INC 901 - 2023-12-31 327,885 $38,385,000 120,129
   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
   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
   PARK NATIONAL CORP /OH/ 47 - 2024-03-31 138,253 $18,142,000 44,399
   ROYAL BANK OF CANADA 1167 - 2023-12-31 150,636 $17,734,000 36,271
   Ameritas Advisory Services LLC 37 - 2023-12-31 105,995 $12,484,000 99,258
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 349 - 2023-09-30 109,512 $11,520,000 5,336
   CI Private Wealth LLC 510 - 2023-12-31 87,584 $10,311,000 8,793
   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
   Aprio Wealth Management LLC 12 - 2024-03-31 65,897 $8,647,000 11,623
   TWO SIGMA ADVISERS, LLC 626 - 2023-12-31 67,100 $7,899,000 32,100
   Baird Financial Group Inc. 537 - 2023-12-31 65,001 $7,652,000 3,942
   ATLAS CAPITAL ADVISORS LLC 29 - 2024-03-31 45,686 $5,995,000 496
   AGF MANAGEMENT LTD 253 - 2023-12-31 50,846 $5,986,000 2,799
   Praetorian Wealth Management Inc. 17 - 2024-03-31 45,543 $5,976,000 262
   Rockefeller Capital Management L.P. 589 - 2023-12-31 50,669 $5,965,000 1,849
   EXCHANGE TRADED CONCEPTS LLC 156 - 2024-03-31 40,157 $5,269,000 17,662
   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
   We Are One Seven LLC 94 - 2023-12-31 36,908 $4,345,000 900
   COMMONWEALTH EQUITY SERVICES LLC. 1246 - 2023-12-31 32,278 $3,800,000 1,196
   CAPTRUST FINANCIAL ADVISORS 661 - 2023-12-31 31,742 $3,737,000 5,740
   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
   VISTA INVESTMENT MANAGEMENT 19 - 2023-12-31 24,260 $2,856,000 3,608
   SABAL TRUST CO - 2023-12-31 19,327 $2,275,000 5,153
   Elevated Capital Advisors LLC 50 - 2024-03-31 17,170 $2,253,000 6,211
   Campion Asset Management LLC 14 - 2023-12-31 18,940 $2,230,000 515
   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
   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
   Narus Financial Partners LLC 26 - 2024-03-31 13,188 $1,731,000 1,735
   JONES FINANCIAL COMPANIES LLLP 177 - 2023-12-31 14,277 $1,681,000 2,995
   Trinity Legacy Partners LLC 56 - 2023-12-31 14,015 $1,650,000 123
   TRUST CO OF OKLAHOMA 45 - 2024-03-31 12,346 $1,620,000 35
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 529 - 2023-12-31 13,190 $1,553,000 600
   FIFTH THIRD BANCORP 513 - 2023-12-31 12,588 $1,482,000 226
   Laidlaw Wealth Management LLC 52 - 2023-12-31 12,166 $1,432,000 112
   Kovack Advisors Inc. 120 - 2024-03-31 10,554 $1,385,000 96
   Snowden Capital Advisors LLC 373 - 2023-12-31 10,718 $1,262,000 458
   BAILARD BIEHL & KAISER INC 271 - 2023-12-31 10,164 $1,197,000 2,196
   RENAISSANCE TECHNOLOGIES LLC 2311 - 2023-12-31 9,800 $1,154,000 7,716
   White Lighthouse Investment Management Inc. - 2023-12-31 9,536 $1,123,000 590
   Checchi Capital Advisers LLC 179 - 2023-12-31 9,130 $1,075,000 782
   AE Wealth Management LLC 1120 - 2023-12-31 8,525 $1,069,000 355
   PENOBSCOT WEALTH MANAGEMENT 34 - 2023-12-31 8,189 $964,000 118
   CENTAURUS FINANCIAL INC. 252 - 2023-12-31 7,809 $919,000 98
   Goss Wealth Management LLC 961 - 2023-12-31 7,529 $913,000 5,993
   EQIS CAPITAL MANAGEMENT, INC. 278 - 2023-12-31 7,714 $908,000 953
   CREATIVE PLANNING 1311 - 2023-12-31 7,316 $861,000 1,303
   SCOTIA CAPITAL INC. 488 - 2023-12-31 7,071 $832,000 350
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1033 - 2023-12-31 6,937 $817,000 313
   One Charles Private Wealth Services LLC 51 - 2023-12-31 6,927 $815,000 2,002
   Cresset Asset Management LLC 989 - 2023-12-31 6,495 $765,000 6,495
   RBA Wealth Management LLC 59 - 2024-03-31 5,158 $677,000 22
   AUTUS ASSET MANAGEMENT, LLC 97 - 2022-12-31 7,826 $644,000 37
   PROEQUITIES INC. 379 - 2023-12-31 5,448 $641,000 1,935
   BAKER AVENUE ASSET MANAGEMENT, LP 246 - 2023-12-31 4,613 $543,000 258
   JOHNSON INVESTMENT COUNSEL INC 470 - 2023-12-31 4,538 $534,000 240
   MARINER WEALTH ADVISORS, LLC 1946 - 2023-12-31 4,103 $483,000 736
   TOWER RESEARCH CAPITAL LLC 1409 - 2023-12-31 4,010 $472,000 2,243
   AXXCESS WEALTH MANAGEMENT LLC 535 - 2023-12-31 3,905 $460,000 1,519
   COLONY GROUP LLC 570 - 2023-09-30 4,216 $443,000 868
   ADVISORS MANAGEMENT GROUP INC /ADV - 2023-12-31 3,555 $419,000 28
   TIEDEMANN WEALTH MANAGEMENT, LLC 184 - 2023-09-30 3,936 $415,000 10
   FMR LLC 2587 - 2023-12-31 3,494 $411,000 1,101
   BRAGG FINANCIAL ADVISORS INC 256 - 2023-12-31 3,416 $402,000 14
   ADVISOR PARTNERS II LLC 834 - 2023-09-30 3,678 $387,000 1,500
   SANDY SPRING BANK - 2023-12-31 3,164 $372,000 278
   Maltin Wealth Management Inc. 86 - 2024-03-31 2,780 $365,000 7
   PRUDENTIAL FINANCIAL INC 2267 - 2023-12-31 3,020 $355,000 222
   Grey Fox Wealth Advisors LLC 78 - 2024-03-31 2,298 $302,000 6
   PRW Wealth Management LLC 73 - 2023-09-30 2,874 $295,000 2,874
   Wealthfront Advisers LLC 810 - 2024-03-31 2,192 $288,000 103
   BLAIR WILLIAM & CO/IL 1275 - 2023-12-31 2,396 $282,000 39
   Carmichael Hill & Associates Inc. - 2023-12-31 2,355 $277,000 1,541
   MISSION CREEK CAPITAL PARTNERS INC 202 - 2023-12-31 2,307 $272,000 7
   BRIGHTON JONES LLC 472 - 2023-12-31 2,178 $256,000 2
   GRIMES & COMPANY INC 292 - 2024-03-31 1,921 $252,000 4
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 209 - 2023-12-31 2,133 $251,000 5
   CWM LLC 1427 - 2024-03-31 1,790 $235,000 826
   INTERACTIVE FINANCIAL ADVISORS 78 - 2023-12-31 3,032 $235,000 735
   RPG Investment Advisory LLC 85 - 2023-12-31 1,940 $228,000 1,940
   Patriot Financial Group Insurance Agency LLC 426 - 2023-12-31 1,722 $203,000 1,722
   BLACKROCK INC. 4304 - 2023-12-31 1,656 $195,000 1,392
   US BANCORP 2078 - 2023-12-31 1,448 $170,000 336
  100 Records found
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