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Get Institutions for : 
Vanguard Utilities VIPERS (VPU)  
$145.18 0.49 (0.34%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 465    12
Total shares held : 
 9,300,759  
% of shares held : 
 29.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -44  
Amount of shares held : 
 -2,045,542  
% of shares held change : 
   -6.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $121.65  
Last Quarter's Ending Price : 
 $137.07  
Last Quarter's Average Price : 
 $132.02  
Change from last quarter's     
avg. price to the last closing  : 
13.16 (9.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 226,781
 2.44%
 
Increased Positions :
144
 834,320
 8.97%
 
Unchanged Positions :
102
 292,121
 3.14%
 
Decreased Positions :
176
-2,795,759
-30.06%
 
Closed Positions :
55
-310,884
-3.34%
 
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
   Beacon Capital Management Inc. 8 - 2024-03-31 1,169,917 $165,871,000 1,129,186
   MORGAN STANLEY 969 - 2023-12-31 995,763 $136,489,000 189,863
   BANK OF AMERICA CORP /DE/ 761 - 2023-12-31 884,807 $121,281,000 115,709
   LPL FINANCIAL CORP 359 - 2023-12-31 567,687 $77,813,000 -31,259
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 161 - 2023-12-31 386,985 $53,045,000 10,286
   Personal Capital Advisors Corp 105 - 2022-12-31 293,686 $45,040,000 12,410
   Empower Advisory Group LLC 112 - 2023-12-31 326,908 $44,809,000 -18,574
   WELLS FARGO & CO/MN 740 - 2023-12-31 318,375 $43,640,000 35,520
   UBS Group AG 742 - 2023-12-31 311,149 $42,649,000 57,923
   HOUND PARTNERS LLC 3 - 2023-12-31 283,813 $38,902,000 -86,852
   Rockefeller Capital Management L.P. 195 - 2023-12-31 238,874 $32,742,000 -10,407
   ENVESTNET ASSET MANAGEMENT INC 817 - 2023-12-31 225,170 $30,864,000 -490,472
   COMMONWEALTH EQUITY SERVICES LLC. 398 - 2023-12-31 175,898 $24,110,000 -5,562
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 220 - 2023-12-31 150,923 $20,687,000 -5,257
   Advisor Group Holdings Inc. 474 - 2023-12-31 148,408 $20,357,000 -259,143
   CAPTRUST FINANCIAL ADVISORS 237 - 2023-12-31 146,562 $20,089,000 -10,951
   Allied Investment Advisors LLC 3 - 2024-03-31 126,907 $18,094,000 10,099
   CI Private Wealth LLC 419 - 2023-12-31 120,308 $16,491,000 -7,283
   AMERIPRISE FINANCIAL INC 1424 - 2023-12-31 110,910 $15,200,000 -55,217
   Patriot Investment Management Inc. 14 - 2024-03-31 102,825 $14,661,000 -3,310
   ROYAL BANK OF CANADA 1260 - 2023-12-31 104,655 $14,345,000 58,602
   JANNEY MONTGOMERY SCOTT LLC 429 - 2023-12-31 92,862 $12,729,000 7,190
   Unconventional Investor LLC 3 - 2023-12-31 85,745 $11,753,000 2,674
   PNC FINANCIAL SERVICES GROUP INC 512 - 2023-12-31 66,730 $9,147,000 -8,880
   Green Harvest Asset Management LLC 43 - 2023-12-31 65,755 $9,013,000 -3,153
   HPM Partners LLC - 2023-12-31 62,185 $8,524,000 -1,444
   AMERICAN INVESTMENT SERVICES INC. 19 - 2023-12-31 62,143 $8,518,000 -804
   BB&T CORP 680 - 2023-12-31 60,198 $8,251,000 3,947
   RAYMOND JAMES & ASSOCIATES 1225 - 2023-12-31 59,666 $8,178,000 -2,071
   MML INVESTORS SERVICES LLC 439 - 2023-12-31 59,244 $8,121,000 5,955
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 841 - 2023-12-31 58,396 $8,004,000 -164
   Pallas Capital Advisors LLC 52 - 2024-03-31 55,240 $7,876,000 13,236
   GAMBLE JONES MORPHY & BENT 40 - 2022-12-31 51,040 $7,828,000 -288
   STIFEL FINANCIAL CORP 885 - 2023-12-31 55,544 $7,613,000 14,475
   DAVIDSON INVESTMENT ADVISORS 78 - 2023-12-31 55,057 $7,547,000 49
   J P MORGAN CHASE & CO 2214 - 2023-12-31 53,859 $7,382,000 34,766
   FIRST NATIONAL CORP /MA/ /ADV 20 - 2024-03-31 52,804 $7,238,000 -183
   RIA Advisory Group LLC 4 *New 2023-12-31 29,209 $6,929,000 29,209
   GUNMA BANK,LTD. - 2023-12-31 49,000 $6,716,000 0
   Robbie L. Kennerson P.A. Inc. 3 - 2022-12-31 40,505 $6,212,000 0
   Private Advisor Group LLC 371 - 2023-12-31 43,547 $5,969,000 -4,403
   Atria Wealth Solutions Inc. 269 - 2023-12-31 42,567 $5,835,000 -39,979
   Nan Shan Life Insurance Co. Ltd. 83 - 2023-12-31 41,400 $5,675,000 0
   MERCER GLOBAL ADVISORS INC /ADV 433 - 2023-12-31 41,206 $5,648,000 -258
   EQIS CAPITAL MANAGEMENT, INC. 41 - 2023-12-31 40,084 $5,494,000 -13,533
   VESTOR CAPITAL CORP 52 - 2023-12-31 38,915 $5,334,000 -82
   CHEVY CHASE TRUST HOLDINGS, INC. *New 2023-12-31 38,386 $5,262,000 38,386
   WSFS CAPITAL MANAGEMENT LLC 82 - 2023-12-31 36,174 $4,958,000 19,487
   Pathstone Holdings LLC 447 - 2023-12-31 34,815 $4,772,000 0
   Oakmont Partners LLC 132 - 2023-12-31 34,138 $4,679,000 -2,838
   Solitude Financial Services 14 - 2023-12-31 34,117 $4,676,000 -2,374
   Hamilton Wealth LLC 22 *New 2023-12-31 33,996 $4,660,000 33,996
   NELSON ROBERTS INVESTMENT ADVISORS, LLC - 2023-12-31 33,513 $4,594,000 -3,881
   M&T BANK CORP 439 - 2023-12-31 32,375 $4,437,000 -2,633
   PATHSTONE FAMILY OFFICE, LLC 293 *New 2023-09-30 34,632 $4,417,000 34,632
   KCM INVESTMENT ADVISORS LLC 104 - 2023-12-31 32,201 $4,414,000 10,097
   Greenline Partners LLC 37 - 2023-12-31 30,822 $4,223,000 839
   FINANCIAL NETWORK 659 - 2023-12-31 30,171 $4,136,000 -58,431
   EXCHANGE TRADED CONCEPTS LLC 187 - 2024-03-31 28,614 $4,080,000 28,614
   Blume Capital Management Inc. 37 - 2023-12-31 29,642 $4,063,000 8,227
   Matrix Trust Co 16 - 2023-12-31 29,194 $4,002,000 26,381
   IFG Advisory LLC 100 - 2023-12-31 27,854 $3,818,000 92
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 565 - 2023-09-30 29,890 $3,812,000 -1,160
   Stratos Wealth Advisors LLC 116 - 2024-03-31 25,162 $3,588,000 4,174
   FFG RETIREMENT ADVISORS LLC 14 - 2023-12-31 25,922 $3,553,000 -1,288
   Ameritas Advisory Services LLC 122 - 2023-12-31 22,620 $3,084,000 11,531
   CITADEL ADVISORS LLC 1960 - 2023-12-31 22,414 $3,072,000 -25,591
   PRUDENTIAL FINANCIAL INC 1181 - 2023-12-31 22,316 $3,059,000 87
   Stratos Wealth Partners LTD. 331 - 2024-03-31 21,300 $3,037,000 14,617
   Foundations Investment Advisors LLC 179 - 2023-12-31 22,156 $2,996,000 4,654
   GOLDMAN SACHS GROUP INC/ 2899 - 2023-12-31 21,403 $2,934,000 328
   Cetera Investment Advisers 641 - 2023-12-31 20,966 $2,874,000 -64,993
   EXCHANGE CAPITAL MANAGEMENT INC 71 - 2024-03-31 19,584 $2,792,000 218
   Lido Advisors LLC 326 - 2023-12-31 20,048 $2,748,000 8,058
   Sterling Investment Advisors Ltd. 41 - 2023-12-31 19,645 $2,693,000 11,730
   Shilanski & Associates Inc. 36 - 2024-03-31 18,679 $2,663,000 -202
   HARBOUR INVESTMENTS INC. 182 - 2023-12-31 19,013 $2,606,000 5,494
   DHK Financial Advisors Inc. 14 - 2023-12-31 18,577 $2,546,000 357
   FIDUCIARY TRUST CO 217 - 2023-12-31 18,553 $2,543,000 -625
   Ariston Services Group 12 - 2024-03-31 17,114 $2,440,000 -162
   Fifth Third Securities Inc. 98 - 2024-03-31 16,787 $2,393,000 -5,721
   Proficio Capital Partners LLC 50 *New 2023-12-31 17,440 $2,391,000 17,440
   Sontag Advisory LLC 169 - 2023-12-31 17,274 $2,368,000 20
   NATIONAL ASSET MANAGEMENT, INC. 322 - 2023-12-31 17,004 $2,331,000 1,542
   AE Wealth Management LLC 847 - 2023-12-31 17,432 $2,304,000 3,326
   J.W. COLE ADVISORS INC. 173 - 2023-12-31 16,793 $2,302,000 -4,218
   Dynamic Advisors Solutions LLC 280 - 2024-03-31 15,706 $2,239,000 -807
   BOS Asset Management LLC 15 - 2023-12-31 16,073 $2,203,000 -2,669
   STAPP WEALTH MANAGEMENT PLLC 10 - 2024-03-31 15,232 $2,172,000 3,709
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 409 - 2023-12-31 15,475 $2,121,000 -54
   WAGNER CAPITAL MANAGEMENT CORP 88 - 2024-03-31 14,413 $2,055,000 -617
   Integrated Wealth Concepts LLC 474 - 2023-12-31 14,692 $2,014,000 -339
   RENAISSANCE TECHNOLOGIES LLC 1965 - 2023-12-31 14,100 $1,933,000 14,100
   FIFTH THIRD BANCORP 454 - 2023-12-31 14,023 $1,922,000 1,101
   CITIGROUP INC 1626 - 2023-12-31 13,964 $1,914,000 1,695
   Strengthening Families & Communities LLC 25 - 2023-12-31 13,655 $1,872,000 1,245
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 47 - 2024-03-31 13,125 $1,871,000 120
   Glassy Mountain Advisors Inc. 39 - 2023-12-31 13,266 $1,818,000 1,845
   H D Vest Advisory Services 532 - 2023-12-31 13,259 $1,817,000 -7,556
   Capital Investment Advisory Services LLC 111 - 2023-12-31 12,904 $1,769,000 1,060
  100 Records found
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