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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
   LPL FINANCIAL CORP 359 - 2023-12-31 567,687 $77,813,000 -31,259
   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. 439 - 2024-03-31 165,176 $23,551,000 -10,722
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 444 - 2024-03-31 90,601 $12,918,000 -2,261
   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
   RAYMOND JAMES & ASSOCIATES 1275 - 2024-03-31 57,160 $8,150,000 -2,506
   GAMBLE JONES MORPHY & BENT 40 - 2022-12-31 51,040 $7,828,000 -288
   FIRST NATIONAL CORP /MA/ /ADV 20 - 2024-03-31 52,804 $7,238,000 -183
   Atria Wealth Solutions Inc. 269 - 2023-12-31 42,567 $5,835,000 -39,979
   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
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 34,542 $4,925,000 -1,632
   Oakmont Partners LLC 161 - 2024-03-31 32,535 $4,639,000 -1,603
   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
   FINANCIAL NETWORK 659 - 2023-12-31 30,171 $4,136,000 -58,431
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 565 - 2023-09-30 29,890 $3,812,000 -1,160
   CITADEL ADVISORS LLC 1960 - 2023-12-31 22,414 $3,072,000 -25,591
   Cetera Investment Advisers 641 - 2023-12-31 20,966 $2,874,000 -64,993
   Sterling Investment Advisors Ltd. - 2024-03-31 19,570 $2,790,000 -75
   Shilanski & Associates Inc. 36 - 2024-03-31 18,679 $2,663,000 -202
   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
   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
   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
   FIFTH THIRD BANCORP 466 - 2024-03-31 13,621 $1,942,000 -402
   H D Vest Advisory Services 532 - 2023-12-31 13,259 $1,817,000 -7,556
   HIGHTOWER ADVISORS, LLC 1475 - 2023-12-31 12,930 $1,766,000 -1,595
   Heritage Trust Co 104 - 2023-12-31 12,687 $1,739,000 -353
   Kestra Advisory Services LLC 863 - 2023-12-31 12,386 $1,698,000 -94
   CREATIVE PLANNING 974 - 2023-12-31 12,351 $1,693,000 -1,814
   J.W. COLE ADVISORS INC. - 2024-03-31 11,732 $1,673,000 -5,061
   Kalos Management Inc. 6 - 2023-06-30 10,858 $1,544,000 -343
   CALLAN CAPITAL, LLC - 2024-03-31 10,300 $1,469,000 -39
   Guidance Point Advisors LLC 25 - 2023-12-31 10,270 $1,410,000 -1,489
   Castle Rock Wealth Management LLC 63 - 2023-12-31 9,940 $1,378,000 -487
   OLD SECOND NATIONAL BANK OF AURORA 71 - 2023-12-31 10,039 $1,376,000 -385
   Prime Capital Investment Advisors LLC - 2023-12-31 10,036 $1,376,000 -799
   MULTIFINANCIAL SECURITIES CORP 666 - 2023-12-31 9,585 $1,314,000 -8,406
   Curran Financial Partners LLC - 2024-03-31 8,914 $1,271,000 -29
   Compass Ion Advisors LLC 71 - 2024-03-31 8,548 $1,219,000 -146
   CENTAURUS FINANCIAL INC. 213 - 2023-12-31 8,673 $1,189,000 -308
   Charter Oak Capital Management LLC 63 - 2024-03-31 8,272 $1,179,000 -334
   Sovereign Financial Group Inc. 64 - 2024-03-31 8,185 $1,167,000 -119
   BAKER ELLIS ASSET MANAGEMENT LLC 108 - 2024-03-31 7,600 $1,084,000 -600
   Axiom Financial Strategies LLC 22 - 2024-03-31 7,214 $1,029,000 -124
   TIAA FSB 317 - 2023-06-30 7,127 $1,013,000 -695
   Asset Dedication LLC 165 - 2024-03-31 6,856 $974,000 -2,184
   Brookstone Capital Management 495 - 2024-03-31 6,709 $957,000 -290
   Guild Investment Management Inc. 25 - 2024-03-31 6,490 $925,000 -380
   PARK NATIONAL CORP /OH/ 170 - 2024-03-31 6,405 $913,000 -335
   COMERICA SECURITIESINC. 215 - 2023-09-30 7,045 $907,000 -12,278
   First Personal Financial Services 67 - 2024-03-31 6,303 $899,000 -255
   First National Bank 35 - 2024-03-31 6,257 $892,000 -55
   Founders Financial Alliance LLC 65 - 2023-12-31 6,480 $888,000 -498
   Equitable Holdings Inc. 623 - 2023-12-31 6,176 $847,000 -538
   InterOcean Capital Group LLC 214 - 2023-12-31 6,113 $838,000 -10
   Archford Capital Strategies LLC 134 - 2024-03-31 5,807 $828,000 -680
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 5,970 $818,000 -825
   Steele Capital Management Inc. 71 - 2024-03-31 5,644 $805,000 -897
   PFG Advisors 309 - 2023-12-31 5,699 $781,000 -685
   Mutual Advisors LLC - 2024-03-31 5,440 $776,000 -252
   FIRST FINANCIAL CORP /IN/ 63 - 2024-03-31 5,414 $772,000 -251
   PROSPERA FINANCIAL SERVICES 535 - 2023-12-31 5,598 $767,000 -978
   Spire Wealth Management 435 - 2024-03-31 5,076 $724,000 -177
   COMERICA BANK 1714 - 2023-12-31 5,065 $694,000 -1,074
   Executive Wealth Management LLC - 2023-12-31 4,981 $683,000 -2,242
   CoreCap Advisors LLC 297 - 2023-12-31 4,932 $676,000 -16,276
   WINDHAM CAPITAL MANAGEMENT, LLC 60 - 2023-12-31 4,878 $669,000 -576
   VALMARK ADVISERS INC 303 - 2023-12-31 4,870 $667,000 -52
   National Wealth Management Group LLC 41 - 2023-12-31 4,832 $662,000 -1,360
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3387 - 2023-12-31 4,793 $657,000 -8,800
   Baird Financial Group Inc. 1272 - 2023-12-31 4,790 $657,000 -453
   EP WEALTH ADVISORS, INC. 442 - 2023-12-31 4,701 $644,000 -1,406
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 4,452 $635,000 -90
   Stonebridge Financial Planning Group LLC 75 - 2023-12-31 4,500 $617,000 -5,801
   McAdam LLC 155 - 2024-03-31 4,198 $598,000 -769
   Consolidated Portfolio Review Corp 145 - 2024-03-31 4,047 $577,000 -7,980
   CWM LLC 1073 - 2024-03-31 3,980 $567,000 -1,809
   CVA Family Office LLC 128 - 2024-03-31 3,970 $566,000 -323
   LEAVELL T & ASSOCIATES INC 344 - 2024-03-31 3,605 $514,000 -804
   THRIVENT FINANCIAL FOR LUTHERANS 2134 - 2023-12-31 3,702 $507,000 -16
   BILLEAUD CAPITAL MANAGEMENT INC. 52 - 2024-03-31 3,452 $499,000 -297
   TILIA FIDUCIARY PARTNERS INC. 67 - 2024-03-31 3,488 $497,000 -117
   Cherry Tree Wealth Management LLC - 2024-03-31 3,397 $484,000 -381
  100 Records found
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