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Get Institutions for : 
Vanguard Utilities VIPERS (VPU)  
$149.51 0.83 (0.56%) as of 4:30 Mon 5/6


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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  : 
17.49 (13.25%)  




 
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  
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            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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 161 - 2023-12-31 386,985 $53,045,000 10,286
   Empower Advisory Group LLC 112 - 2024-03-31 366,691 $52,283,000 39,783
   Personal Capital Advisors Corp 105 - 2022-12-31 293,686 $45,040,000 12,410
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 228 - 2024-03-31 155,778 $22,211,000 4,855
   Allied Investment Advisors LLC 3 - 2024-03-31 126,907 $18,094,000 10,099
   ROYAL BANK OF CANADA 1260 - 2023-12-31 104,655 $14,345,000 58,602
   Unconventional Investor LLC 3 - 2023-12-31 85,745 $11,753,000 2,674
   GUNMA BANK,LTD. 11 - 2024-03-31 69,000 $9,838,000 20,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 831 - 2024-03-31 65,228 $9,300,000 6,832
   BB&T CORP 680 - 2023-12-31 60,198 $8,251,000 3,947
   MML INVESTORS SERVICES LLC 439 - 2023-12-31 59,244 $8,121,000 5,955
   Pallas Capital Advisors LLC 52 - 2024-03-31 55,240 $7,876,000 13,236
   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
   Private Advisor Group LLC - 2024-03-31 44,914 $6,404,000 1,367
   KCM INVESTMENT ADVISORS LLC 104 - 2023-12-31 32,201 $4,414,000 10,097
   Blume Capital Management Inc. - 2024-03-31 30,062 $4,286,000 420
   Greenline Partners LLC 37 - 2023-12-31 30,822 $4,223,000 839
   EXCHANGE TRADED CONCEPTS LLC 187 - 2024-03-31 28,614 $4,080,000 28,614
   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
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 26,580 $3,790,000 658
   Stratos Wealth Advisors LLC 116 - 2024-03-31 25,162 $3,588,000 4,174
   Ameritas Advisory Services LLC 122 - 2023-12-31 22,620 $3,084,000 11,531
   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
   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
   Proficio Capital Partners LLC - 2024-03-31 18,955 $2,703,000 1,515
   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
   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
   SWAN Capital LLC - 2024-03-31 15,542 $2,216,000 4,162
   STAPP WEALTH MANAGEMENT PLLC 10 - 2024-03-31 15,232 $2,172,000 3,709
   Glassy Mountain Advisors Inc. 38 - 2024-03-31 13,820 $1,970,000 554
   RENAISSANCE TECHNOLOGIES LLC 1965 - 2023-12-31 14,100 $1,933,000 14,100
   CITIGROUP INC 1626 - 2023-12-31 13,964 $1,914,000 1,695
   Capital Investment Advisory Services LLC 113 - 2024-03-31 13,156 $1,876,000 252
   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
   Delta Financial Group Inc. 37 - 2024-03-31 12,314 $1,756,000 3,521
   MASSMUTUAL TRUST CO FSB/ADV 200 - 2024-03-31 12,268 $1,749,000 269
   SIGNATURE SECURITIES GROUP CORPORATION 53 - 2024-03-31 11,993 $1,710,000 1,785
   MADDEN ADVISORY SERVICES, INC. - 2024-03-31 11,453 $1,633,000 499
   ARGI INVESTMENT SERVICES, LLC 179 - 2022-12-31 10,632 $1,630,000 1,527
   SILVER OAK SECURITIES Inc 108 - 2023-12-31 11,580 $1,587,000 9,567
   Steward Partners Investment Advisory LLC 569 - 2023-12-31 11,536 $1,581,000 280
   Sharper & Granite LLC 41 - 2024-03-31 10,850 $1,537,000 1,130
   Visionary Wealth Advisors 187 - 2023-12-31 11,045 $1,514,000 8,753
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 10,497 $1,497,000 400
   Royal Fund Management LLC 149 - 2024-03-31 10,373 $1,484,000 1,282
   Cresset Asset Management LLC 711 - 2023-12-31 10,672 $1,463,000 274
   PROEQUITIES INC. - 2024-03-31 10,185 $1,452,000 410
   BAILARD BIEHL & KAISER INC 248 - 2023-12-31 10,106 $1,385,000 1,890
   MARINER WEALTH ADVISORS, LLC 1241 - 2023-12-31 9,940 $1,362,000 2,007
   BANK OF MONTREAL /CAN/ 1507 - 2023-12-31 9,734 $1,344,000 6,214
   Trinity Legacy Partners LLC 59 - 2024-03-31 8,888 $1,267,000 3,221
   BARCLAYS PLC 2382 - 2023-12-31 9,228 $1,265,000 2,467
   Csenge Advisory Group - 2024-03-31 8,827 $1,259,000 223
   CX Institutional 256 - 2024-03-31 8,303 $1,184,000 1,026
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 185 - 2024-03-31 7,977 $1,131,000 5,191
   Glass Jacobson Investment Advisors llc 75 - 2024-03-31 7,882 $1,124,000 339
   Raab & Moskowitz Asset Management LLC 78 - 2023-12-31 7,568 $1,037,000 2,381
   KENNEDY INVESTMENT GROUP 49 - 2024-03-31 7,155 $1,020,000 157
   Tranquility Partners LLC 68 - 2023-12-31 7,414 $1,016,000 1,027
   Resources Investment Advisors Inc. 494 - 2023-12-31 7,008 $961,000 2,510
   Private Portfolio Partners LLC 84 - 2023-12-31 6,965 $955,000 3,183
   Main Street Financial Solutions LLC 194 - 2024-03-31 6,589 $939,000 1,866
   Accel Wealth Management 65 - 2024-03-31 6,576 $938,000 655
   Summit Financial LLC 194 - 2024-03-31 6,497 $926,000 4,043
   Sigma Planning Corp - 2024-03-31 6,247 $891,000 3,997
   Gray Wealth Management Inc. - 2024-03-31 6,166 $879,000 325
   Total Clarity Wealth Management Inc. 98 - 2024-03-31 5,757 $821,000 392
   Banque Cantonale Vaudoise 379 - 2024-03-31 5,692 $812,000 5,000
   Kellett Schaffner Wealth Advisors LLC 30 - 2024-03-31 5,694 $812,000 50
   Foster Group Inc. 95 - 2024-03-31 5,674 $809,000 303
   Piscataqua Savings Bank 42 - 2024-03-31 5,649 $805,000 5,647
   ADVISORY SERVICES NETWORK, LLC 725 - 2023-12-31 5,743 $787,000 1,411
   City State Bank 68 - 2024-03-31 5,461 $779,000 595
   FMR LLC 2391 - 2023-12-31 5,675 $778,000 53
   FLAGSHIP HARBOR ADVISORS LLC 286 - 2024-03-31 5,418 $772,000 386
   SAX WEALTH ADVISORS LLC 89 - 2023-12-31 5,298 $726,000 77
   IHT Wealth Management LLC 494 - 2023-12-31 5,172 $709,000 555
   Clear Creek Financial Management LLC 195 - 2024-03-31 4,903 $699,000 16
   INTERACTIVE FINANCIAL ADVISORS 46 - 2024-03-31 4,758 $678,000 104
   My Personal CFO LLC 53 - 2024-03-31 4,666 $665,000 642
   Goss Wealth Management LLC 1146 - 2023-12-31 4,804 $641,000 238
   Lakeview Capital Partners LLC 200 - 2023-12-31 4,592 $629,000 378
   SWEENEY & MICHEL LLC 51 - 2023-09-30 4,576 $600,000 21
   River Street Advisors LLC 72 - 2024-03-31 4,116 $587,000 241
  100 Records found
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