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Get Institutions for : 
Vanguard Utilities VIPERS (VPU)  
$151.04 1.53 (1.02%) as of 4:30 Tue 5/7


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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  : 
19.02 (14.41%)  




 
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
   Nan Shan Life Insurance Co. Ltd. 83 - 2023-12-31 41,400 $5,675,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 295 - 2024-03-31 8,726 $1,244,000 0
   NEUBERGER BERMAN GROUP LLC 1224 - 2023-12-31 8,648 $1,185,000 0
   BESSEMER GROUP INC 657 - 2023-12-31 7,350 $1,007,000 0
   Independent Family Office LLC 40 - 2024-03-31 6,116 $872,000 0
   Altiora Financial Group LLC 43 - 2024-03-31 5,650 $806,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi - 2024-03-31 5,105 $728,000 0
   Navis Wealth Advisors LLC - 2024-03-31 4,751 $677,000 0
   ESSEX FINANCIAL SERVICES INC 294 - 2024-03-31 4,136 $590,000 0
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 74 - 2024-03-31 4,108 $586,000 0
   COUNTRY CLUB BANK /GFN 232 - 2024-03-31 4,007 $571,000 0
   HANCOCK HOLDING CO 413 - 2023-12-31 4,064 $557,000 0
   BARTLETT & CO. LLC 331 - 2023-12-31 3,902 $536,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 331 - 2023-12-31 3,902 $536,000 0
   Private Wealth Group LLC 43 - 2024-03-31 3,595 $513,000 0
   Van Hulzen Asset Management LLC 223 - 2023-12-31 3,581 $491,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 125 - 2023-12-31 3,434 $471,000 0
   ROTHSCHILD INVESTMENT CORP /IL 269 - 2023-09-30 3,581 $457,000 0
   ANCORA ADVISORS, LLC 496 - 2023-12-31 3,223 $442,000 0
   Cross Staff Investments Inc 75 - 2024-03-31 2,994 $427,000 0
   Northstar Group Inc. 94 - 2024-03-31 2,920 $416,000 0
   AJ WEALTH STRATEGIES LLC 201 - 2023-06-30 2,898 $412,000 0
   WEALTH EFFECTS LLC 124 - 2024-03-31 2,877 $410,000 0
   BCJ Capital Management LLC 212 - 2023-12-31 2,913 $399,000 0
   Flagship Private Wealth LLC - 2024-03-31 2,756 $393,000 0
   ROMAN BUTLER FULLERTON & CO 154 - 2024-03-31 2,663 $381,000 0
   PATTON ALBERTSON & MILLER, LLC 156 - 2024-03-31 2,624 $374,000 0
   NORTHEAST INVESTMENT MANAGEMENT - 2024-03-31 2,498 $356,000 0
   CORA CAPITAL ADVISORS LLC 63 - 2024-03-31 2,492 $355,000 0
   SNS Financial Group LLC 137 - 2024-03-31 2,420 $345,000 0
   Chemistry Wealth Management LLC 131 - 2024-03-31 2,337 $333,000 0
   Mill Creek Capital Advisors LLC 189 - 2023-12-31 2,245 $308,000 0
   BASSO CAPITAL MANAGEMENT LP 36 - 2023-12-31 2,210 $303,000 0
   RAYMOND JAMES TRUST CO 976 - 2024-03-31 2,111 $301,000 0
   Fulcrum Capital LLC 92 - 2024-03-31 2,050 $292,000 0
   Simmons Bank 295 - 2023-12-31 2,080 $285,000 0
   CARDIFF PARK ADVISORS LLC 190 - 2023-12-31 2,022 $277,000 0
   Aspen Wealth Strategies LLC 67 - 2023-12-31 1,972 $270,000 0
   Poehling Capital Management LLC 110 - 2023-12-31 1,950 $267,000 0
   MATHER GROUP, INC. 471 - 2024-03-31 1,865 $256,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC - 2024-03-31 1,778 $253,000 0
   Tyche Wealth Partners LLC 227 - 2024-03-31 1,725 $246,000 0
   HERITAGE WEALTH MANAGEMENT LLC 147 - 2024-03-31 1,700 $242,000 0
   Summit Financial Strategies Inc. 128 - 2023-12-31 1,653 $227,000 0
   GLENMEDE TRUST CO NA 1114 - 2023-12-31 1,645 $225,000 0
   Curtis Advisory Group LLC - 2024-03-31 1,502 $214,000 0
   Capital Financial Planning LLC 80 - 2023-09-30 1,655 $211,000 0
   Washington Trust Advisors Inc. 193 - 2023-12-31 1,495 $205,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 650 - 2023-12-31 1,494 $205,000 0
   First PREMIER Bank 151 - 2024-03-31 1,425 $203,000 0
   Norwood Financial Corp 80 - 2024-03-31 1,216 $173,000 0
   BerganKDV Wealth Management LLC 238 - 2023-06-30 1,200 $171,000 0
   Tortoise Investment Management LLC 237 - 2023-12-31 1,100 $151,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 1,015 $145,000 0
   WHITTIER TRUST CO - 2024-03-31 1,000 $143,000 0
   Ulland Investment Advisors LLC 75 - 2024-03-31 938 $134,000 0
   Pacific Center for Financial Services 111 - 2023-12-31 918 $126,000 0
   Financial Perspectives Inc 185 - 2024-03-31 828 $118,000 0
   Annapolis Financial Services LLC 111 - 2024-03-31 750 $107,000 0
   Colony Family Offices LLC - 2024-03-31 740 $106,000 0
   PORTFOLIO 21 INVESTMENTS 56 - 2024-03-31 700 $100,000 0
   Capital Advisors Ltd. LLC 346 - 2024-03-31 666 $95,000 0
   Laurel Wealth Advisors LLC 235 - 2023-12-31 650 $89,000 0
   Clear Perspectives Financial Planning LLC 54 - 2023-03-31 600 $89,000 0
   Hartland & Co. LLC 607 - 2023-12-31 648 $89,000 0
   BELLEVUE ASSET MANAGEMENT LLC 116 - 2024-03-31 525 $75,000 0
   BDO Wealth Advisors LLC 389 - 2023-06-30 450 $64,000 0
   Bogart Wealth LLC 342 - 2024-03-31 448 $64,000 0
   Community Bank N.A. 260 - 2023-12-31 465 $64,000 0
   CITY HOLDING CO 304 - 2024-03-31 423 $60,000 0
   Crewe Advisors LLC 121 - 2023-12-31 433 $59,000 0
   NATIONAL BANK OF CANADA /FI/ 1550 - 2023-12-31 427 $59,000 0
   Colonial Trust Co / SC 481 - 2023-12-31 420 $58,000 0
   Ramirez Asset Management Inc. 298 - 2023-12-31 420 $58,000 0
   Davis Capital Management 124 - 2024-03-31 375 $53,000 0
   Center for Financial Planning Inc. 229 - 2024-03-31 375 $53,000 0
   Paladin Advisory Group LLC 140 - 2023-12-31 380 $52,000 0
   ARMSTRONG ADVISORY GROUP INC 343 - 2024-03-31 365 $50,000 0
   True Wealth Design LLC 152 - 2023-12-31 348 $48,000 0
   SMITHFIELD TRUST CO 568 - 2023-12-31 325 $45,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 273 $39,000 0
   SOA Wealth Advisors LLC. 349 - 2024-03-31 250 $36,000 0
   United Community Bank - 2024-03-31 190 $27,000 0
   First National Bank of South Miami 199 - 2023-06-30 190 $27,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 188 $27,000 0
   Sargent Bickham Lagudis LLC 593 - 2022-12-31 128 $20,000 0
   SUMMIT INVESTMENT ADVISORS INC 2632 - 2023-12-31 125 $17,000 0
   Atlantic Trust LLC 312 - 2023-12-31 106 $15,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 496 - 2023-12-31 107 $15,000 0
   HANSON INVESTMENT MANAGEMENT 381 - 2024-03-31 108 $15,000 0
   BFSG LLC 456 - 2024-03-31 100 $14,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 181 - 2023-09-30 105 $14,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 361 - 2023-12-31 101 $14,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1448 - 2023-12-31 100 $14,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 90 $13,000 0
   Key Financial Inc 686 - 2024-03-31 89 $12,000 0
   Jackson Hole Capital Partners LLC 246 - 2023-12-31 88 $12,000 0
   Tower View Investment Management & Research LLC 130 - 2024-03-31 77 $11,000 0
   Independence Bank of Kentucky 439 - 2024-03-31 70 $10,000 0
   Addison Advisors LLC 507 - 2023-12-31 75 $10,000 0
  100 Records found
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