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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$107.72 0.96 (0.9%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 818    25
Total shares held : 
 68,902,369  
% of shares held : 
 38.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   121  
Amount of shares held : 
 -5,294,624  
% of shares held change : 
   -2.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.68  
Last Quarter's Ending Price : 
 $102.88  
Last Quarter's Average Price : 
 $96.23  
Change from last quarter's     
avg. price to the last closing  : 
11.49 (11.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 863,718
 1.25%
 
Increased Positions :
340
 10,818,732
 15.7%
 
Unchanged Positions :
167
 3,336,877
 4.84%
 
Decreased Positions :
244
-15,866,992
-23.03%
 
Closed Positions :
42
-1,110,082
-1.61%
 
Guru Positions :
2
165,846
 0.24%
 
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
   MORGAN STANLEY 470 - 2023-12-31 4,024,356 $414,026,000 247,296
   BANK OF AMERICA CORP /DE/ 418 - 2023-12-31 3,216,085 $330,871,000 -9,458,977
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2 - 2023-12-31 2,968,986 $305,449,000 710,197
   TEXAS TREASURY SAFEKEEPING TRUST CO 2 - 2023-12-31 2,302,124 $236,843,000 1,082,088
   UBS Group AG 228 - 2023-12-31 2,144,063 $220,581,000 165,474
   ALLIANCEBERNSTEIN L.P. 194 - 2023-12-31 2,073,635 $213,336,000 919,236
   ROYAL BANK OF CANADA 305 - 2023-12-31 2,023,493 $208,178,000 13,006
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 - 2023-12-31 1,979,720 $203,673,000 46,055
   Edgehill Endowment Partners LLC 1 - 2023-12-31 1,959,006 $201,542,000 793,976
   Rockefeller Capital Management L.P. 23 - 2023-12-31 1,857,468 $191,096,000 239,455
   BRANDYWINE TRUST CO 2 - 2023-12-31 1,620,894 $166,758,000 354,491
   Madrone Advisors LLC 3 - 2023-12-31 1,540,461 $158,483,000 1,363,204
   NORTHERN TRUST CORP 546 - 2023-12-31 1,213,811 $124,877,000 212,614
   PARTNERS CAPITAL INVESTMENT GROUP LLP 9 - 2023-12-31 1,020,713 $105,011,000 -102,903
   WELLS FARGO & CO/MN 446 - 2023-12-31 993,221 $102,183,000 62,875
   LPL FINANCIAL CORP 304 - 2023-12-31 897,493 $92,334,000 38,738
   ANGELES WEALTH MANAGEMENT LLC 2 - 2023-12-31 845,682 $87,004,000 61,462
   Wind River Trust Co 1 - 2023-12-31 805,541 $82,874,000 15,688
   RAYMOND JAMES & ASSOCIATES 277 - 2023-12-31 766,180 $78,825,000 433,874
   CITIGROUP INC 220 - 2023-12-31 700,348 $72,052,000 648,957
   GOLDMAN SACHS GROUP INC/ 804 - 2023-12-31 692,077 $71,201,000 -18,522
   ALLIANZ ASSET MANAGEMENT AG 163 - 2023-12-31 679,250 $69,881,000 -100,700
   SAGEWORTH TRUST CO 7 - 2024-03-31 607,166 $67,092,000 -26,930
   EVOKE WEALTH LLC 15 - 2023-12-31 610,546 $62,813,000 595,769
   AMERIPRISE FINANCIAL INC 681 - 2023-12-31 591,680 $60,812,000 68,084
   CI Private Wealth LLC 191 - 2023-12-31 573,621 $59,014,000 -18,539
   AGINCOURT CAPITAL MANAGEMENT LLC 1 - 2024-03-31 519,855 $57,444,000 -6,000
   SCHRODER INVESTMENT MANAGEMENT GROUP 260 - 2023-12-31 512,509 $52,727,000 -3,793
   HIGHTOWER ADVISORS, LLC 239 - 2023-12-31 498,388 $51,272,000 26,866
   Zhang Financial LLC 6 - 2023-12-31 482,612 $49,651,000 37,119
   JANE STREET GROUP LLC 256 - 2023-12-31 475,193 $48,888,000 -2,491,587
   Bleakley Financial Group LLC - 2023-12-31 472,039 $48,563,000 -2,607
   Sawtooth Asset Management Inc. 14 - 2023-12-31 471,911 $48,550,000 -2,531
   PRUDENTIAL CORP PLC 27 - 2023-12-31 466,210 $47,964,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 231 - 2023-12-31 447,640 $46,053,000 95,191
   THREADGILL FINANCIAL LLC 1 - 2024-03-31 411,167 $45,434,000 383,638
   ENVESTNET ASSET MANAGEMENT INC 649 - 2023-12-31 439,718 $45,238,000 55,470
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 8 - 2023-12-31 435,866 $44,842,000 10,576
   Yarbrough Capital LLC 11 - 2024-03-31 390,377 $43,137,000 0
   Cresset Asset Management LLC 65 - 2023-12-31 375,818 $38,664,000 61,768
   MARINER WEALTH ADVISORS, LLC 210 - 2023-12-31 368,654 $37,927,000 32,204
   WELLINGTON MANAGEMENT CO LLP 794 - 2023-12-31 349,959 $36,004,000 -20,697
   Massey Quick & Co. LLC 10 - 2024-03-31 320,824 $35,451,000 36,891
   BABSON CAPITAL MANAGEMENT LLC 16 - 2023-12-31 339,731 $34,952,000 -130,062
   BANK OF MONTREAL /CAN/ 516 - 2023-12-31 338,369 $34,888,000 -18,541
   SCS CAPITAL MANAGEMENT LLC 24 - 2023-12-31 335,579 $34,524,000 38,053
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 97 - 2023-12-31 315,735 $32,483,000 0
   WJ Interests LLC 2 - 2024-03-31 279,934 $30,933,000 -1,716
   Sargent Bickham Lagudis LLC 8 - 2022-12-31 357,647 $30,826,000 -33,769
   BIP Wealth LLC 7 - 2023-12-31 291,497 $29,989,000 8,077
   J P MORGAN CHASE & CO 1363 - 2023-12-31 280,916 $28,901,000 234,554
   TIFF ADVISORY SERVICES INC 3 - 2023-12-31 272,151 $28,102,000 148,093
   Sontag Advisory LLC 39 - 2023-12-31 262,875 $27,045,000 -17,830
   Prentice Wealth Management LLC 3 - 2024-03-31 241,936 $26,734,000 7,284
   WETHERBY ASSET MANAGEMENT INC 10 - 2023-12-31 239,691 $24,659,000 7,169
   HPM Partners LLC - 2023-12-31 237,133 $24,396,000 33,044
   Advisor Group Holdings Inc. 422 - 2023-12-31 230,851 $23,754,000 -53,201
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 251 - 2023-09-30 252,092 $23,490,000 -17,639
   First Financial Bankshares Inc 53 - 2023-12-31 219,577 $22,590,000 0
   BANK OF NEW YORK MELLON CORP 1544 - 2023-12-31 212,837 $21,897,000 17,932
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 210,873 $21,695,000 -88,787
   BESSEMER GROUP INC 216 - 2023-12-31 209,629 $21,566,000 7,036
   BRIGHTON JONES LLC 14 - 2023-12-31 206,697 $21,265,000 21,771
   FINANCIAL NETWORK 179 - 2023-12-31 201,372 $20,717,000 10,559
   BNP PARIBAS ARBITRAGE SA 449 - 2023-12-31 199,870 $20,563,000 100,483
   Aspen Grove Capital LLC 3 - 2023-12-31 198,292 $20,360,000 122,574
   GoalFusion Wealth Management LLC 3 - 2024-03-31 178,969 $19,776,000 41
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 59 *New 2024-03-31 176,389 $19,490,000 176,389
   Heritage Wealth Advisors 30 - 2023-12-31 187,753 $19,316,000 187,548
   ACCREDITED INVESTORS INC. 20 - 2023-12-31 182,956 $18,823,000 -2,990
   Hartland & Co. LLC 21 - 2023-12-31 179,498 $18,467,000 -13,792
   Mangham AssociatesLLC 1 - 2023-09-30 187,041 $17,777,000 -15,623
   MATHER GROUP, INC. 35 - 2024-03-31 169,498 $17,438,000 -3,227
   DHK Financial Advisors Inc. 1 - 2023-12-31 169,436 $17,432,000 942
   Pictet North America Advisors SA 11 - 2023-12-31 167,560 $17,239,000 13,572
   Strategic Blueprint LLC - 2023-12-31 166,616 $17,141,000 16,666
   Ethos Financial Group LLC 2 - 2023-12-31 165,283 $17,004,000 1,580
   Kovitz Investment Group Partners LLC 44 - 2023-12-31 164,904 $16,965,000 -8,545
   Parkwood LLC 7 - 2023-12-31 164,137 $16,886,000 0
   Sarasin & Partners LLP 46 - 2024-03-31 151,922 $16,787,000 11,657
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 547 - 2023-12-31 162,319 $16,699,000 12,379
   Cetera Investment Advisers 145 - 2023-12-31 160,980 $16,562,000 8,375
   WADDELL & ASSOCIATES LLC 14 - 2023-12-31 157,466 $16,200,000 -207,868
   COMERICA BANK 258 - 2023-12-31 156,350 $16,085,000 40,729
   Bank Julius Baer & Co. Ltd Zurich 127 - 2023-12-31 155,917 $16,041,000 -2,251
   NewEdge Wealth LLC 69 - 2023-12-31 155,546 $16,003,000 10,240
   Wealth Architects LLC 15 - 2023-12-31 154,919 $15,938,000 -1,101
   OXFORD FINANCIAL GROUP LTD 18 - 2023-12-31 152,284 $15,667,000 -10,965
   Beaumont Financial Advisors LLC 23 - 2023-12-31 150,685 $15,502,000 -15,741
   TORONTO DOMINION BANK 377 - 2023-12-31 150,000 $15,432,000 -100,000
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 363 - 2023-12-31 148,246 $15,252,000 -3,245
   LAIRD NORTON TYEE TRUST CO 9 - 2023-12-31 144,137 $14,829,000 -58,407
   Red Wave Investments LLC 4 - 2023-12-31 143,826 $14,797,000 -2,143
   Evanson Asset Management LLC 20 - 2024-03-31 133,898 $14,796,000 1
   STIFEL FINANCIAL CORP 630 - 2023-12-31 141,059 $14,512,000 23,695
   Vernal Point Advisors LLC 2 - 2023-12-31 129,650 $13,338,000 0
   BANK HAPOALIM BM - 2023-12-31 126,210 $12,985,000 3,875
   WMS PARTNERS, LLC 19 - 2023-12-31 123,285 $12,684,000 -16,715
   FIFTH THIRD BANCORP 214 - 2023-12-31 123,140 $12,669,000 -13,684
   Resources Investment Advisors Inc. 97 - 2023-12-31 121,830 $12,534,000 -1,663
  100 Records found
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