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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MODERA WEALTH MANAGEMENT, LLC 526 *Closed 2023-12-31 0 $0 -7,131
   Solitude Financial Services 37 *Closed 2024-03-31 0 $0 -34,117
   HORIZON INVESTMENT SERVICES LLC 109 *Closed 2023-12-31 0 $0 -1,700
   Meridian Wealth Management LLC 207 *Closed 2024-03-31 0 $0 -2,723
   RIA Advisory Group LLC 146 *Closed 2024-03-31 0 $0 -29,209
   Moss Adams Wealth Advisors LLC 140 *Closed 2023-12-31 0 $0 -20
   Safeguard Investment Advisory Group LLC *Closed 2023-12-31 0 $0 -1,620
   Aveo Capital Partners LLC 340 *Closed 2023-12-31 0 $0 -2,524
   GRADIENT INVESTMENTS LLC 1165 *Closed 2024-03-31 0 $0 -74
   Secure Asset Management LLC *Closed 2024-03-31 0 $0 -1,832
   VERITABLE LP 74 *Closed 2023-09-30 0 $0 -34,438
   Cutler Group LP 900 *Closed 2024-03-31 0 $0 -700
   TOWNSQUARE CAPITAL LLC 1161 *Closed 2023-12-31 0 $0 -2,014
   JANE STREET GROUP LLC 5439 *Closed 2023-12-31 0 $0 -2,823
   ATRIA INVESTMENTS LLC 907 *Closed 2023-12-31 0 $0 -39,498
   SPRINGBOK CAPITAL MANAGEMENT LLC 1122 *Closed 2023-12-31 0 $0 -12,074
   TWO SIGMA INVESTMENTS LLC 3120 *Closed 2023-12-31 0 $0 -28,400
   BROWN BROTHERS HARRIMAN & CO 1169 *Closed 2023-12-31 0 $0 -16
   Sawtooth Asset Management Inc. 1098 *Closed 2023-12-31 0 $0 -11,337
   GSA CAPITAL PARTNERS LLP 1781 *Closed 2024-03-31 0 $0 -7,400
   EUDAIMONIA ADVISORS LLC 165 *Closed 2024-03-31 0 $0 -2,154
   Larson Financial Group LLC *Closed 2024-03-31 0 $0 -900
   Full Sail Capital LLC 159 *Closed 2023-12-31 0 $0 -2,146
   Stonebridge Capital Advisors LLC 669 *Closed 2023-12-31 0 $0 -60
   Calton & Associates Inc. 199 *Closed 2024-03-31 0 $0 -11,552
   Headlands Technologies LLC 1177 *Closed 2023-12-31 0 $0 -109
   CYPRESS CAPITAL MANAGEMENT LLC 126 *Closed 2022-12-31 0 $0 -9,901
   BALLENTINE FINN & COMPANY INC 758 *Closed 2024-03-31 0 $0 -23,166
   DIVIDEND GROWTH ADVISORS LLC 439 *Closed 2023-12-31 0 $0 -21
   GOTHAM ASSET MANAGEMENT, LLC 1436 *Closed 2023-12-31 0 $0 -2,551
   Front Row Advisors LLC 645 *Closed 2023-12-31 0 $0 -1,725
   GLOBALT Investments LLC / GA 209 *Closed 2024-03-31 0 $0 -3,290
   GREAT VALLEY ADVISOR GROUP INC. 744 *Closed 2023-12-31 0 $0 -1,721
   Bleakley Financial Group LLC *Closed 2023-12-31 0 $0 -11,337
   Orion Portfolio Solutions LLC 1707 *Closed 2023-12-31 0 $0 -6,691
   Nemes Rush Group LLC 666 *Closed 2023-12-31 0 $0 -52
   Wedmont Private Capital 615 *Closed 2024-03-31 0 $0 -6,825
   LINCOLN CAPITAL CORP 86 *Closed 2024-03-31 0 $0 -11,938
   Joule Financial LLC 100 *Closed 2024-03-31 0 $0 -5,143
   Roberts Wealth Advisors LLC 98 *Closed 2024-03-31 0 $0 -12,662
   EVOKE WEALTH LLC 616 *Closed 2023-12-31 0 $0 -1,704
   HORIZON INVESTMENTS, LLC/SC 861 *Closed 2023-12-31 0 $0 -4,199
   LOGAN CAPITAL MANAGEMENT INC 514 *Closed 2023-12-31 0 $0 -240
   CHOATE INVESTMENT ADVISORS 436 *Closed 2023-12-31 0 $0 -1,033
   MANUFACTURERES LIFE INSURANCE CO 3032 *Closed 2023-12-31 0 $0 -1,772
   Shira Ridge Wealth Management 76 *Closed 2024-03-31 0 $0 -7,185
   Praetorian Wealth Management Inc. 52 *Closed 2024-03-31 0 $0 -2,547
   Buckingham Strategic Partners 471 *Closed 2023-12-31 0 $0 -1,744
   SYNOVUS FINANCIAL CORP 876 *Closed 2023-12-31 0 $0 -4,920
   HEAD & ASSOCIATES LLC 693 *Closed 2023-12-31 0 $0 -80
   Migdal Insurance & Financial Holdings Ltd. 526 *Closed 2024-03-31 0 $0 -645
   HILL ISLAND FINANCIAL LLC 75 *Closed 2023-12-31 0 $0 -1,756
   Y-Intercept (Hong Kong) Ltd 1683 *Closed 2023-12-31 0 $0 -10,083
   Balboa Wealth Partners 273 *Closed 2023-12-31 0 $0 -1,935
   CHEVY CHASE TRUST HOLDINGS, INC. *Closed 2024-03-31 0 $0 -38,386
   BLB&B ADVISORS LLC 282 *Closed 2024-03-31 0 $0 -2,718
   Tranquilli Financial Advisor LLC 109 *Closed 2023-12-31 0 $0 -25,378
   TAP Consulting LLC 154 *Closed 2024-03-31 0 $0 -2,793

  58 Records found
  1    
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