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Get Institutions for : 
Vanguard Pacific Stock Vipers (VPL)  
$72.02 0.68 (0.94%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 322    5
Total shares held : 
 66,463,969  
% of shares held : 
 74.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 8,536,520  
% of shares held change : 
   9.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $66.16  
Last Quarter's Ending Price : 
 $72.03  
Last Quarter's Average Price : 
 $67.92  
Change from last quarter's     
avg. price to the last closing  : 
4.10 (6.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 250,373
 0.38%
 
Increased Positions :
116
 10,652,123
 16.03%
 
Unchanged Positions :
78
 2,253,688
 3.39%
 
Decreased Positions :
104
-2,071,718
-3.12%
 
Closed Positions :
29
-294,258
-0.44%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 383 - 2023-12-31 5,187,154 $373,631,000 58,945
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 201 - 2023-12-31 4,733,875 $340,981,000 -1,026,547
   MATHER GROUP, INC. 4 - 2024-03-31 4,500,523 $324,173,000 -15,906
   JANNEY MONTGOMERY SCOTT LLC 10 - 2023-12-31 4,190,204 $301,820,000 -74,186
   WESTEND ADVISORS LLC 4 - 2023-12-31 3,808,132 $274,300,000 -1,115
   ENVESTNET ASSET MANAGEMENT INC 177 - 2023-12-31 3,712,231 $267,392,000 106,242
   RAYMOND JAMES & ASSOCIATES 92 - 2023-12-31 3,620,607 $260,792,000 43,994
   BB&T CORP 89 - 2023-12-31 2,240,146 $161,358,000 -24,777
   MORGAN STANLEY 880 - 2023-12-31 2,197,392 $158,278,000 21,460
   JANE STREET GROUP LLC 127 - 2023-12-31 1,318,026 $94,937,000 1,233,640
   VICTORY CAPITAL MANAGEMENT INC 269 - 2023-12-31 1,231,046 $88,672,000 42,762
   FLOW TRADERS U.S. LLC 5 - 2023-12-31 1,229,213 $88,540,000 1,225,366
   LINCOLN NATIONAL CORP 15 - 2023-12-31 1,194,174 $86,016,000 25,994
   GenTrust LLC 5 - 2024-03-31 1,019,168 $77,487,000 -213,956
   Harel Insurance Investments & Financial Services L 25 - 2023-12-31 1,059,053 $76,280,000 0
   HAVERFORD TRUST CO 40 - 2023-12-31 1,018,310 $73,349,000 -2,741
   HIGHTOWER ADVISORS, LLC 192 - 2023-12-31 947,374 $68,251,000 -18,549
   UBS Group AG 555 - 2023-12-31 928,027 $66,846,000 37,360
   Prime Capital Investment Advisors LLC - 2023-12-31 786,669 $56,664,000 -13,069
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 112 - 2023-12-31 743,179 $53,531,000 23,870
   Elm Partners Management LLC 9 - 2023-12-31 717,372 $51,672,000 25,454
   Garde Capital Inc. 7 - 2023-12-31 627,503 $45,199,000 -19,803
   SMITHFIELD TRUST CO 11 - 2023-12-31 616,598 $44,375,000 -749
   WELLS FARGO & CO/MN 771 - 2023-12-31 560,334 $40,361,000 -38,390
   ROYAL BANK OF CANADA 799 - 2023-12-31 534,788 $38,521,000 163,110
   Willis Johnson & Associates Inc. 8 - 2024-03-31 497,255 $37,806,000 16,836
   EFFICIENT ADVISORS, LLC 17 - 2023-12-31 488,447 $35,183,000 -48,443
   KARPUS MANAGEMENT INC 28 - 2023-12-31 383,832 $27,647,000 -47,598
   BALLENTINE FINN & COMPANY INC 28 - 2024-03-31 346,829 $26,369,000 8,004
   University of Maryland Foundation Inc. 2 - 2023-12-31 355,846 $25,632,000 0
   ICONIQ CAPITAL, LLC 16 - 2023-12-31 344,527 $24,816,000 5,932
   FACTORY MUTUAL INSURANCE CO 94 - 2024-03-31 325,000 $24,710,000 0
   GOLDMAN SACHS GROUP INC/ 1488 - 2023-12-31 298,100 $21,472,000 111,586
   Ameraudi Asset Management Inc. 2 - 2023-12-31 283,824 $20,444,000 -6,201
   LPL FINANCIAL CORP 890 - 2023-12-31 270,246 $19,466,000 -32,623
   J P MORGAN CHASE & CO 1618 - 2023-12-31 267,896 $19,297,000 19,123
   PRESILIUM PRIVATE WEALTH LLC 7 - 2023-12-31 263,013 $18,945,000 -30,280
   Greenline Partners LLC 6 - 2023-12-31 263,117 $18,943,000 17,458
   Sawtooth Asset Management Inc. 35 - 2023-12-31 243,610 $17,547,000 222,033
   Bleakley Financial Group LLC - 2023-12-31 243,610 $17,547,000 222,033
   CREATIVE PLANNING 293 - 2023-12-31 218,244 $15,720,000 790
   PNC FINANCIAL SERVICES GROUP INC 423 - 2023-12-31 215,518 $15,524,000 -6,216
   Tanager Wealth Management LLP 9 - 2023-12-31 207,394 $14,939,000 4,011
   Private Wealth Advisors LLC - 2023-12-31 206,639 $14,884,000 -52,081
   STATE STREET CORP 2366 - 2023-12-31 175,395 $12,634,000 171,834
   BBJS FINANCIAL ADVISORS LLC 7 - 2023-12-31 162,830 $11,729,000 554
   Blue Edge Capital LLC 13 - 2023-12-31 161,730 $11,649,000 -2,946
   AGF MANAGEMENT LTD 194 - 2023-12-31 154,194 $11,107,000 -2,358
   STIFEL FINANCIAL CORP 746 - 2023-12-31 149,602 $10,776,000 11,270
   RATHBONE BROTHERS PLC 143 - 2023-12-31 148,427 $10,691,000 6,748
   HARRELL INVESTMENT PARTNERS LLC - 2023-12-31 130,024 $9,366,000 -2,439
   Addis & Hill Inc 3 - 2023-12-31 120,668 $9,069,000 0
   ATLAS CAPITAL ADVISORS LLC 17 - 2024-03-31 111,914 $8,509,000 4,788
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 217 - 2023-12-31 115,320 $8,307,000 -242,563
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 501 - 2023-12-31 108,699 $7,830,000 14,454
   MOLLER FINANCIAL SERVICES 17 - 2024-03-31 102,233 $7,773,000 -1,508
   Latigo Investments LLC 11 - 2023-12-31 105,646 $7,610,000 854
   Integris Wealth Management LLC 15 - 2023-12-31 104,972 $7,561,000 -6,648
   Advisor Group Holdings Inc. 953 - 2023-12-31 104,442 $7,523,000 -8,346
   MONTICELLO WEALTH MANAGEMENT LLC 33 - 2023-12-31 99,961 $7,200,000 4,420
   Zeit Capital LLC 5 - 2023-12-31 95,184 $6,856,000 -263
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 94,000 $6,771,000 0
   TrinityPoint Wealth LLC 18 - 2023-12-31 93,112 $6,707,000 3,414
   LEDYARD NATIONAL BANK 51 - 2023-12-31 90,102 $6,490,000 990
   LEVEL FOUR ADVISORY SERVICES LLC 58 - 2023-12-31 88,890 $6,403,000 3,335
   DAVENPORT & CO LLC - 2023-12-31 87,763 $6,322,000 -8,653
   MGO Private Wealth LLC 8 - 2024-03-31 81,216 $6,175,000 -13,185
   Ratio Wealth Group 26 - 2023-12-31 85,473 $6,157,000 28,804
   SCHRODER INVESTMENT MANAGEMENT GROUP 687 - 2023-12-31 84,870 $6,113,000 32,352
   Walkner Condon Financial Advisors LLC - 2023-12-31 83,880 $6,042,000 -7,508
   Ronald Blue Trust Inc. 50 - 2023-12-31 86,937 $5,814,000 9,500
   ATRIA INVESTMENTS LLC 267 - 2023-12-31 77,750 $5,600,000 -3
   TBH Global Asset Management LLC 16 *New 2023-12-31 77,704 $5,597,000 77,704
   GRAYHAWK INVESTMENT STRATEGIES INC. 9 - 2023-12-31 76,600 $5,517,000 -5,900
   TRANSCEND WEALTH COLLECTIVE LLC 42 - 2023-12-31 72,571 $5,227,000 845
   Rockefeller Capital Management L.P. 628 - 2023-12-31 70,148 $5,053,000 10,469
   EDMOND DE ROTHSCHILD HOLDING S.A. 159 - 2023-12-31 68,051 $4,902,000 35
   GeoWealth Management LLC 66 - 2023-12-31 65,605 $4,726,000 -707
   Access Investment Management LLC 19 - 2023-12-31 63,795 $4,595,000 0
   CITADEL ADVISORS LLC 1655 - 2023-12-31 61,893 $4,458,000 40,939
   Cetera Investment Advisers 478 - 2023-12-31 61,556 $4,434,000 -37
   Equitable Holdings Inc. 245 - 2023-12-31 60,855 $4,383,000 0
   NATIONAL BANK OF CANADA /FI/ 702 - 2023-12-31 61,193 $4,366,000 -206
   COMERICA BANK 784 - 2023-12-31 57,459 $4,139,000 -2,144
   NORTHERN TRUST CORP 2618 - 2023-12-31 56,432 $4,065,000 -3,795
   AMERIPRISE FINANCIAL INC 2441 - 2023-12-31 56,025 $4,036,000 31,069
   Rothschild & Co Wealth Management UK Ltd 20 - 2023-12-31 54,030 $3,892,000 0
   ROBERTS GLORE & CO INC /IL/ 19 - 2023-12-31 52,237 $3,763,000 -1,357
   Dynamic Advisors Solutions LLC 202 - 2024-03-31 48,161 $3,662,000 -2,287
   BHK Investment Advisors LLC 11 - 2023-12-31 49,993 $3,601,000 -10,428
   HARBOUR INVESTMENTS INC. 132 - 2023-12-31 49,472 $3,563,000 3,731
   TD Waterhouse Canada Inc. 255 - 2023-12-31 44,596 $3,540,000 7,801
   First Bank & Trust 30 - 2024-03-31 43,465 $3,305,000 0
   Meridian Wealth Management LLC 113 *New 2023-12-31 44,160 $3,181,000 44,160
   HB Wealth Management LLC 170 - 2023-12-31 44,112 $3,177,000 -1,890
   CI Private Wealth LLC 873 - 2023-12-31 37,802 $2,723,000 4,624
   CARDIFF PARK ADVISORS LLC 53 - 2023-12-31 37,474 $2,699,000 222
   HPM Partners LLC - 2023-12-31 6,336,715 $2,674,000 6,215,366
   Oliver Luxxe Assets LLC 61 - 2024-03-31 33,715 $2,563,000 -274
   PARTNERS CAPITAL INVESTMENT GROUP LLP 112 - 2023-12-31 34,103 $2,456,000 19,660
  100 Records found
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