Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS)  
$114.60 1.66 (1.43%) as of 4:30 Tue 4/30


Download
     
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  : 
7.13 (6.63%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Vontobel Holding Ltd. 118 - 2023-12-31 330,000 $37,960,000 0
   LAM GROUP INC. 10 - 2024-03-31 35,900 $4,195,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 20 - 2023-12-31 28,240 $3,248,000 0
   Arbor Wealth Advisors LLC 9 - 2024-03-31 23,139 $2,704,000 0
   Evanson Asset Management LLC 58 - 2024-03-31 21,688 $2,534,000 0
   Aberdeen Wealth Management LLC 10 - 2023-12-31 20,596 $2,369,000 0
   APEX INVESTMENT SERVICES, INC. 25 - 2023-12-31 14,325 $1,648,000 0
   Private Portfolio Partners LLC 50 - 2023-12-31 14,012 $1,612,000 0
   PARAGON CAPITAL MANAGEMENT LTD 36 - 2024-03-31 10,986 $1,284,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 10,080 $1,160,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 298 - 2023-12-31 8,329 $958,000 0
   Ropes Wealth Advisors LLC 110 - 2023-09-30 8,617 $915,000 0
   Schoolcraft Capital LLC 37 - 2024-03-31 7,529 $880,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 358 - 2023-12-31 6,838 $787,000 0
   WARNER FINANCIAL INC 55 - 2024-03-31 6,294 $735,000 0
   DORSEY & WHITNEY TRUST CO LLC 262 - 2023-12-31 6,242 $718,000 0
   Hill Investment Group Partners LLC 39 - 2023-12-31 5,835 $671,000 0
   CVA Family Office LLC 129 - 2024-03-31 4,815 $563,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 397 - 2024-03-31 4,769 $557,000 0
   GRIES FINANCIAL LLC 120 - 2023-12-31 4,763 $548,000 0
   Clarity Capital Advisors LLC 44 - 2024-03-31 4,633 $541,000 0
   PRIVATE TRUST CO NA 347 - 2024-03-31 4,535 $530,000 0
   Summit Financial LLC 267 - 2024-03-31 4,034 $471,000 0
   COLONY GROUP LLC 567 - 2023-09-30 4,307 $457,000 0
   Red Door Wealth Management LLC 148 - 2024-03-31 2,986 $349,000 0
   Tranquility Partners LLC 146 - 2023-12-31 2,930 $337,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 2,851 $328,000 0
   WEIK INVESTMENT SERVICES INC 81 - 2023-12-31 2,700 $311,000 0
   FIERA SCEPTRE INC. 468 - 2023-12-31 2,644 $304,000 0
   AMERICAN INVESTMENT SERVICES INC. 121 - 2023-12-31 2,637 $303,000 0
   JEPPSON WEALTH MANAGEMENT LLC 158 - 2024-03-31 2,503 $292,000 0
   CSM Advisors LLC 124 - 2023-12-31 2,350 $270,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 359 - 2024-03-31 2,324 $267,000 0
   BARTLETT & CO. LLC 426 - 2023-12-31 2,326 $267,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 426 - 2023-12-31 2,326 $267,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 117 - 2024-03-31 2,100 $245,000 0
   Fullen Financial Group 56 - 2023-03-31 2,050 $228,000 0
   Ironwood Wealth Management llc 136 - 2024-03-31 1,947 $227,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 394 - 2023-12-31 1,969 $226,000 0
   NATIONAL BANK OF CANADA /FI/ 1269 - 2023-12-31 1,900 $215,000 0
   COLLECTIVE FAMILY OFFICE LLC 167 - 2024-03-31 1,810 $211,000 0
   RWM Asset Management LLC 152 - 2024-03-31 1,801 $210,000 0
   Lion Street Advisors LLC 237 - 2024-03-31 1,800 $207,000 0
   Newport Capital Group LLC 44 - 2023-09-30 1,900 $202,000 0
   BARCLAYS PLC 3378 - 2023-12-31 1,745 $201,000 0
   Capital Advisors Ltd. LLC 279 - 2024-03-31 1,595 $186,000 0
   City State Bank 195 - 2024-03-31 1,481 $173,000 0
   Key Financial Inc 236 - 2023-12-31 1,489 $171,000 0
   Spire Wealth Management 855 - 2024-03-31 1,320 $154,000 0
   CAROLINAS WEALTH CONSULTING LLC 202 - 2023-12-31 1,145 $132,000 0
   SJS Investment Consulting Inc. 114 - 2024-03-31 1,042 $122,000 0
   McIlrath & Eck LLC 156 - 2023-12-31 939 $108,000 0
   Annis Gardner Whiting Capital Advisors LLC 214 - 2023-12-31 916 $105,000 0
   BALDWIN BROTHERS INC/MA 278 - 2024-03-31 820 $96,000 0
   FinTrust Capital Advisors LLC 386 - 2023-12-31 756 $87,000 0
   Signature Resources Capital Management LLC 82 - 2024-03-31 600 $69,000 0
   SMITHFIELD TRUST CO 506 - 2023-12-31 585 $66,000 0
   JJJ Advisors Inc. 379 - 2024-03-31 515 $60,000 0
   HARBOR INVESTMENT ADVISORY LLC 556 - 2024-03-31 493 $58,000 0
   PARKSIDE FINANCIAL BANK & TRUST 696 - 2023-12-31 413 $48,000 0
   Trust Co 187 - 2024-03-31 400 $47,000 0
   ROBINSON CAPITAL MANAGEMENT LLC 150 - 2023-12-31 400 $46,000 0
   JDM Financial Group LLC 67 - 2023-12-31 400 $46,000 0
   RFP Financial Group LLC 191 - 2023-12-31 401 $46,000 0
   BARRETT & COMPANY INC. 291 - 2024-03-31 346 $40,000 0
   Sargent Bickham Lagudis LLC 479 - 2022-12-31 362 $37,000 0
   BIDWELL C M & ASSOCIATES LTD/ 240 - 2023-12-31 314 $36,000 0
   ST GERMAIN D J CO INC 432 - 2024-03-31 265 $31,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 245 - 2023-12-31 254 $29,000 0
   ARMSTRONG ADVISORY GROUP INC 455 - 2024-03-31 200 $23,000 0
   Financial Perspectives Inc 378 - 2024-03-31 175 $20,000 0
   Bogart Wealth LLC 513 - 2024-03-31 167 $20,000 0
   MCF Advisors LLC 527 - 2024-03-31 162 $19,000 0
   Colonial Trust Co / SC 647 - 2023-12-31 160 $18,000 0
   AYRSHIRE ASSOCIATES INC 397 - 2023-12-31 150 $17,000 0
   Legacy Bridge LLC 251 - 2024-03-31 140 $16,000 0
   Independence Bank of Kentucky 415 - 2024-03-31 128 $15,000 0
   Ulland Investment Advisors LLC 164 - 2024-03-31 125 $15,000 0
   MOTCO 383 - 2023-12-31 129 $15,000 0
   Pinnacle Bank 616 - 2024-03-31 107 $13,000 0
   Fortis Advisors LLC 205 - 2023-12-31 87 $10,000 0
   TORONTO DOMINION BANK 989 - 2023-12-31 90 $10,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 392 - 2024-03-31 81 $9,000 0
   VALLEY NATIONAL ADVISERS INC 649 - 2024-03-31 83 $9,000 0
   GAMMA Investing LLC 2123 - 2024-03-31 69 $8,000 0
   Efficient Wealth Management LLC - 2023-12-31 71 $8,000 0
   Sunbelt Securities Inc. 1271 - 2024-03-31 57 $7,000 0
   CFG ASSET MANAGEMENT LLC 294 - 2023-12-31 60 $7,000 0
   TRUST CO OF VERMONT 626 - 2023-12-31 64 $7,000 0
   TUCKER ASSET MANAGEMENT LLC 561 - 2023-12-31 52 $6,000 0
   Iron Horse Wealth Management LLC 224 - 2024-03-31 50 $6,000 0
   Cordant Inc. 65 - 2024-03-31 39 $5,000 0
   CALDWELL SUTTER CAPITAL INC. 627 - 2024-03-31 40 $5,000 0
   Coston McIsaac & Partners 455 - 2024-03-31 44 $5,000 0
   Sound Income Strategies LLC 919 - 2024-03-31 43 $5,000 0
   CGC Financial Services LLC 253 - 2024-03-31 35 $4,000 0
   Pacifica Partners Inc. 413 - 2024-03-31 36 $4,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 548 - 2023-12-31 35 $4,000 0
   Tradition Wealth Management LLC 1158 - 2023-12-31 37 $4,000 0
   ADIRONDACK TRUST CO 430 - 2024-03-31 27 $3,000 0

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results