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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
   ARMSTRONG ADVISORY GROUP INC 12 - 2024-03-31 245,751 $28,931,000 0
   Harel Insurance Investments & Financial Services L 67 - 2023-12-31 102,700 $12,090,000 0
   Zurich Insurance Group Ltd/FI 123 - 2023-12-31 86,077 $10,234,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 17 - 2023-12-31 31,705 $3,732,000 0
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 36 - 2023-12-31 10,606 $1,249,000 0
   SPINNAKER TRUST 131 - 2023-12-31 10,182 $1,199,000 0
   Simmons Bank 187 - 2023-12-31 7,648 $900,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 87 - 2023-12-31 6,200 $730,000 0
   COUNTRY CLUB BANK /GFN - 2023-12-31 6,111 $724,000 0
   LPWM LLC 41 - 2024-03-31 5,212 $687,000 0
   BESSEMER GROUP INC 781 - 2023-12-31 5,000 $589,000 0
   AQR CAPITAL MANAGEMENT LLC 1864 - 2023-12-31 4,414 $520,000 0
   Evolution Wealth Advisors LLC 83 - 2024-03-31 3,603 $473,000 0
   WSFS CAPITAL MANAGEMENT LLC 286 - 2023-12-31 3,876 $456,000 0
   First Citizens Financial Corp 71 - 2023-12-31 3,600 $424,000 0
   INGALLS & SNYDER LLC 297 - 2023-12-31 3,351 $394,000 0
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 3,217 $379,000 0
   BROWN ADVISORY HOLDINGS INC 1000 - 2023-12-31 3,131 $369,000 0
   CAPITAL MANAGEMENT CORP /VA 56 - 2023-12-31 2,750 $324,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 398 - 2023-12-31 2,525 $297,000 0
   HANSON MCCLAIN, INC. - 2023-12-31 2,413 $284,000 0
   COMMERCE BANK N A/MO 1030 - 2023-12-31 2,401 $283,000 0
   McAdam LLC 220 - 2023-12-31 2,386 $281,000 0
   CAPROCK Group Inc. 553 - 2023-12-31 2,382 $280,000 0
   Yoder Wealth Management Inc. 76 - 2024-03-31 2,116 $278,000 0
   WATERS PARKERSON & CO INC 156 - 2023-12-31 2,291 $270,000 0
   Wealth Alliance 417 - 2023-12-31 2,269 $267,000 0
   GLENMEDE TRUST CO NA 1084 - 2023-12-31 2,134 $251,000 0
   Prestige Wealth Management Group LLC 128 - 2023-12-31 2,084 $245,000 0
   Abbot Financial Management Inc. 109 - 2023-12-31 2,075 $244,000 0
   Ariel Capital Advisors LLC 126 - 2023-12-31 2,070 $244,000 0
   Vontobel Holding Ltd. 997 - 2023-12-31 2,034 $239,000 0
   Ten Capital Wealth Advisors LLC 159 - 2023-06-30 1,309 $139,000 0
   UNION SAVINGS BANK 159 - 2023-12-31 1,012 $119,000 0
   First PREMIER Bank 179 - 2024-03-31 849 $111,000 0
   Tanglewood Legacy Advisors LLC 124 - 2024-03-31 730 $96,000 0
   Founders Financial Alliance LLC 300 - 2023-12-31 771 $91,000 0
   FTB Advisors Inc. 714 - 2023-12-31 702 $83,000 0
   MV Capital Management Inc. 269 - 2024-03-31 453 $59,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 289 - 2023-12-31 500 $59,000 0
   Lindbrook Capital LLC 739 - 2023-12-31 439 $52,000 0
   CAPITAL MANAGEMENT ASSOCIATES /NY/ 72 - 2023-12-31 420 $49,000 0
   GHP INVESTMENT ADVISORS INC - 2023-12-31 384 $45,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 329 $38,000 0
   City State Bank 350 - 2024-03-31 285 $37,000 0
   ATTICUS WEALTH MANAGEMENT LLC 278 - 2024-03-31 250 $33,000 0
   WHITTIER TRUST CO OF NEVADA INC 776 - 2023-12-31 232 $27,000 0
   Salomon & Ludwin LLC 378 - 2023-12-31 252 $27,000 0
   GRADIENT INVESTMENTS LLC 648 - 2023-12-31 219 $26,000 0
   Castleview Partners LLC 409 - 2023-12-31 206 $24,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 872 - 2023-12-31 200 $24,000 0
   Armor Investment Advisors LLC 143 - 2023-12-31 185 $22,000 0
   NBC SECURITIES INC. 1428 - 2024-03-31 157 $21,000 0
   DEUTSCHE BANK AG 3375 - 2023-12-31 180 $21,000 0
   Global Retirement Partners LLC 1730 - 2023-12-31 168 $20,000 0
   Key Financial Inc 590 - 2023-12-31 173 $20,000 0
   Northwest Capital Management Inc 310 - 2024-03-31 154 $20,000 0
   HOWE & RUSLING INC 312 - 2023-12-31 136 $16,000 0
   Luken Investment Analytics LLC 109 - 2023-12-31 120 $14,000 0
   Davis Capital Management 202 - 2024-03-31 108 $14,000 0
   Westside Investment Management Inc. 553 - 2024-03-31 100 $13,000 0
   Ronald Blue Trust Inc. 1503 - 2023-12-31 124 $13,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 298 - 2023-12-31 98 $12,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1469 - 2023-12-31 100 $12,000 0
   HighMark Wealth Management LLC - 2023-12-31 90 $11,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 488 - 2023-06-30 99 $11,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 361 - 2023-12-31 83 $10,000 0
   TD Waterhouse Canada Inc. 1312 - 2023-12-31 57 $7,000 0
   Venturi Wealth Management LLC - 2023-12-31 47 $6,000 0
   Mascoma Wealth Management LLC - 2023-12-31 39 $5,000 0
   McClarren Financial Advisors Inc. 301 - 2023-12-31 42 $5,000 0
   Lee Financial CORP 572 - 2023-12-31 31 $4,000 0
   Archer Investment Corp 774 - 2023-12-31 36 $4,000 0
   Sargent Bickham Lagudis LLC 806 - 2022-12-31 52 $4,000 0
   ALPHAMARK ADVISORS LLC 631 - 2024-03-31 23 $3,000 0
   EVENSKY & KATZ INC 87 - 2024-03-31 19 $2,000 0
   Pacifica Partners Inc. 458 - 2024-03-31 14 $2,000 0
   Hartland & Co. LLC 1327 - 2023-12-31 19 $2,000 0
   Sanctuary Wealth Management L.L.C. 247 - 2023-12-31 9 $1,000 0
   Cherry Tree Wealth Management LLC 533 - 2023-12-31 7 $1,000 0
   NATIONAL BANK OF CANADA /FI/ 2383 - 2023-12-31 10 $1,000 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 117 *New 2022-12-31 0 $0 0
   Concord Wealth Partners 796 - 2023-12-31 4 $0 0
   ANCORA ADVISORS, LLC 1661 - 2023-12-31 1 $0 0

  84 Records found
  1    
  Page 1 of 1
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