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Get Institutions for : 
Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS)  
$114.68 0.08 (0.07%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 564    8
Total shares held : 
44,429,532  
% of shares held : 
9.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  78  
Amount of shares held : 
-3,945,456  
% of shares held change : 
  -0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$104.46  
Last Quarter's Ending Price : 
$115.03  
Last Quarter's Average Price
$107.47  
Change from last quarter's     
avg. price to the last closing  : 
7.21 (6.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 176,826
 0.4%
 
Increased Positions :
242
 8,128,281
 18.29%
 
Unchanged Positions :
113
 2,797,605
 6.3%
 
Decreased Positions :
172
-12,172,617
-27.4%
 
Closed Positions :
29
-77,946
-0.18%
 
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
   Empower Advisory Group LLC 13 - 2023-12-31 4,064,573 $467,548,000 94,172
   Personal Capital Advisors Corp 13 - 2022-12-31 3,676,746 $378,006,000 174,927
   JANE STREET GROUP LLC 34 - 2023-12-31 3,096,358 $356,174,000 3,091,202
   MANUFACTURERES LIFE INSURANCE CO 70 - 2023-12-31 2,989,775 $343,913,000 155,333
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 39 - 2023-12-31 1,775,704 $204,259,000 102,467
   BESSEMER GROUP INC 87 - 2023-12-31 1,445,008 $166,219,000 491,654
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 92 - 2023-12-31 1,249,603 $143,742,000 628,889
   COMMONWEALTH EQUITY SERVICES LLC. 75 - 2023-12-31 1,175,503 $135,218,000 28,532
   ENVESTNET ASSET MANAGEMENT INC 339 - 2023-12-31 1,120,414 $128,881,000 86,397
   FMR LLC 921 - 2023-12-31 1,100,699 $126,613,000 1,061,199
   US BANCORP 130 - 2023-12-31 819,044 $94,215,000 787,704
   CLARK CAPITAL MANAGEMENT GROUP INC 23 - 2023-12-31 800,101 $92,036,000 55,235
   UBS Group AG 568 - 2023-12-31 555,293 $63,875,000 6,027
   WADDELL & ASSOCIATES LLC 6 - 2023-12-31 446,921 $51,410,000 410,621
   PNC FINANCIAL SERVICES GROUP INC 269 - 2023-12-31 400,053 $46,018,000 6,871
   BANK OF MONTREAL /CAN/ 472 - 2023-12-31 375,618 $43,316,000 94,288
   CREATIVE PLANNING 148 - 2023-12-31 353,028 $40,609,000 19,103
   WELLS FARGO & CO/MN 778 - 2023-12-31 348,803 $40,123,000 23,133
   Full Sail Capital LLC 10 - 2023-12-31 287,720 $33,096,000 22,816
   ARGI INVESTMENT SERVICES, LLC 24 - 2022-12-31 320,193 $32,919,000 5,241
   Apella Capital LLC 16 - 2024-03-31 267,590 $31,474,000 6,108
   LINCOLN NATIONAL CORP 31 - 2023-12-31 268,848 $30,926,000 9,404
   BLACKROCK INC. 2746 - 2023-12-31 246,380 $28,341,000 13,683
   PrairieView Partners LLC - 2023-12-31 217,332 $25,000,000 7,713
   HIGHTOWER ADVISORS, LLC 434 - 2023-12-31 196,315 $22,572,000 15,308
   Beaird Harris Wealth Management LLC 17 - 2023-12-31 195,672 $22,508,000 10,831
   HPM Partners LLC - 2023-12-31 392,433 $21,590,000 247,124
   JANNEY MONTGOMERY SCOTT LLC 297 - 2023-12-31 173,408 $19,947,000 1,652
   25 LLC 4 - 2024-03-31 164,030 $19,165,000 5,610
   Sparta 24 Ltd. 3 - 2023-12-31 138,671 $15,954,000 92,969
   ROYAL BANK OF CANADA 1226 - 2023-12-31 134,238 $15,441,000 10,077
   Wedmont Private Capital 17 - 2024-03-31 126,419 $14,869,000 4,023
   Cetera Investment Advisers 163 - 2023-12-31 127,482 $14,664,000 2,389
   FTB Advisors Inc. 75 - 2024-03-31 121,395 $14,184,000 5,238
   Pallas Capital Advisors LLC 24 - 2024-03-31 120,922 $14,129,000 6,333
   LPL FINANCIAL CORP 1041 - 2023-12-31 122,179 $14,054,000 3,781
   SPINNAKER TRUST 23 - 2023-12-31 120,059 $13,810,000 879
   Capital Analysts Inc. 28 - 2023-12-31 114,294 $13,147,000 1,542
   AMERIPRISE FINANCIAL INC 1551 - 2023-12-31 112,103 $12,891,000 40,637
   N.E.W. Advisory Services LLC 17 - 2024-03-31 109,700 $12,817,000 6,188
   McCarthy Grittinger Financial Group LLC 9 - 2024-03-31 106,737 $12,471,000 1,861
   PORTLAND GLOBAL ADVISORS LLC 19 - 2023-12-31 105,105 $12,090,000 3,183
   J P MORGAN CHASE & CO 1925 - 2023-12-31 101,346 $11,658,000 7,627
   Tanager Wealth Management LLP 13 - 2023-12-31 100,549 $11,566,000 3,791
   FINANCIAL NETWORK 327 - 2023-12-31 93,799 $10,790,000 10,163
   CAUSEWAY CAPITAL MANAGEMENT LLC 65 - 2023-12-31 89,168 $10,257,000 36,882
   Brooklyn FI LLC 9 - 2024-03-31 79,360 $9,272,000 11,860
   Checchi Capital Advisers LLC 40 - 2024-03-31 73,590 $8,598,000 667
   MML INVESTORS SERVICES LLC 435 - 2023-12-31 71,184 $8,188,000 2,015
   Strategic Financial Planning Inc. 6 - 2024-03-31 66,363 $7,754,000 2,845
   Baird Financial Group Inc. 569 - 2023-12-31 59,236 $6,814,000 2,988
   LWS Wealth Advisors Inc. 16 - 2023-12-31 58,545 $6,734,000 4,733
   COLDSTREAM CAPITAL MANAGEMENT INC 77 - 2023-12-31 58,152 $6,689,000 7,031
   MODERA WEALTH MANAGEMENT, LLC 128 - 2023-12-31 57,039 $6,561,000 26,030
   WINDHAM CAPITAL MANAGEMENT, LLC 8 - 2023-12-31 56,254 $6,471,000 930
   SWAN Capital LLC 11 - 2023-12-31 55,202 $6,350,000 8,154
   ADVISOR PARTNERS II LLC 79 - 2023-09-30 50,270 $5,339,000 41,201
   RENAISSANCE TECHNOLOGIES LLC 1312 - 2023-12-31 45,820 $5,271,000 45,820
   Dai-Ichi Life Insurance Company Ltd 176 - 2023-12-31 45,688 $5,255,000 3,487
   GPWM LLC 12 - 2024-03-31 44,072 $5,149,000 655
   Maltin Wealth Management Inc. 5 - 2024-03-31 44,016 $5,143,000 2,627
   Axiom Advisory LLC 7 - 2024-03-31 42,860 $5,008,000 730
   MULTIFINANCIAL SECURITIES CORP 281 - 2023-12-31 43,278 $4,978,000 3,238
   MERRIMAN WEALTH MANAGEMENT, LLC 51 - 2023-12-31 43,221 $4,972,000 33,438
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1145 - 2023-12-31 41,539 $4,778,000 37,833
   Adviser Investments LLC 140 - 2023-12-31 39,980 $4,599,000 7,896
   Vawter Financial Ltd. 9 - 2023-12-31 36,710 $4,223,000 10,038
   Boston Standard Wealth Management LLC 14 - 2024-03-31 35,976 $4,203,000 1,178
   SAGE RHINO CAPITAL LLC 34 - 2024-03-31 35,701 $4,171,000 1,987
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 845 - 2024-03-31 35,661 $4,167,000 460
   RAYMOND JAMES & ASSOCIATES 1728 - 2024-03-31 34,425 $4,022,000 102
   Sage Financial Management Group Inc. 14 - 2023-12-31 34,804 $4,004,000 2,559
   Pictet North America Advisors SA 47 - 2023-12-31 33,652 $3,871,000 9,941
   Flower City Capital 7 - 2024-03-31 33,078 $3,865,000 3,314
   One Day In July LLC 39 - 2024-03-31 31,253 $3,652,000 579
   MOLLER FINANCIAL SERVICES 25 - 2024-03-31 31,120 $3,636,000 169
   DFPG INVESTMENTS INC. 92 - 2023-12-31 32,171 $3,618,000 995
   MACKENZIE FINANCIAL CORP 619 - 2023-12-31 31,285 $3,599,000 911
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 31,226 $3,592,000 480
   Traveka Wealth LLC 17 - 2024-03-31 30,424 $3,555,000 2,097
   Rainsberger Wealth Advisors Inc. - 2023-12-31 29,651 $3,411,000 328
   Landmark Wealth Management LLC 20 - 2024-03-31 28,961 $3,384,000 804
   THRIVENT FINANCIAL FOR LUTHERANS 998 - 2023-12-31 27,998 $3,221,000 1,721
   ALLIANCEBERNSTEIN L.P. 1690 - 2023-12-31 27,918 $3,211,000 5,017
   Colony Family Offices LLC 15 - 2023-12-31 27,884 $3,208,000 545
   Total Clarity Wealth Management Inc. 20 - 2024-03-31 27,221 $3,181,000 7,220
   BB&T CORP 1035 - 2023-12-31 27,202 $3,129,000 12,965
   Viewpoint Capital Management LLC 13 - 2024-03-31 26,626 $3,111,000 1,590
   GFS ADVISORS, LLC 49 - 2024-03-31 25,856 $3,021,000 4,583
   Aletheian Wealth Advisors LLC 18 - 2024-03-31 24,560 $2,870,000 464
   St. Louis Trust Co 38 - 2023-12-31 24,435 $2,811,000 29
   Noble Family Wealth LLC 27 - 2024-03-31 23,843 $2,786,000 1,081
   Perigon Wealth Management LLC 186 - 2023-12-31 23,492 $2,702,000 1,841
   PRUDENTIAL FINANCIAL INC 1248 - 2023-12-31 23,410 $2,693,000 12,158
   Cornerstone Wealth Advisors Inc. 18 - 2024-03-31 22,758 $2,659,000 1,019
   INVESTMENT PARTNERS LTD /OH/ /ADV 24 - 2024-03-31 22,696 $2,652,000 416
   CREATIVE FINANCIAL DESIGNS INC /ADV 82 - 2023-12-31 22,718 $2,613,000 1,950
   PATHSTONE FAMILY OFFICE, LLC 412 - 2023-09-30 24,566 $2,610,000 6,527
   Columbus Macro LLC 23 - 2024-03-31 21,839 $2,552,000 90
   Envestnet Portfolio Solutions Inc. 523 - 2023-12-31 22,142 $2,547,000 4,131

  100 Records found
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