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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$110.58 0.18 (0.16%) as of 4:30 Fri 5/10


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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  : 
14.35 (14.91%)  




 
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
159,058
 0.23%
 
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
   Simplicity WealthLLC 16 *New 2024-03-31 486,911 $53,804,000 486,911
   Empowered Funds LLC 13 *New 2024-03-31 345,043 $38,127,000 345,043
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 59 *New 2024-03-31 176,389 $19,490,000 176,389
   ARIEL CAPITAL MANAGEMENT LLC 86 *New 2023-12-31 105,918 $10,897,000 105,918
   South Dakota Investment Council 111 *New 2024-03-31 91,600 $10,122,000 91,600
   Almanack Investment Partners LLC. 19 *New 2024-03-31 61,363 $6,781,000 61,363
   Yeomans Consulting Group Inc. 9 *New 2024-03-31 59,370 $6,560,000 59,370
   MCCORMACK ADVISORS INTERNATIONAL 253 *New 2024-03-31 39,613 $4,377,000 39,613
   Sharkey Howes & Javer 29 *New 2024-03-31 29,619 $3,273,000 29,619
   Concurrent Investment Advisors LLC 184 *New 2024-03-31 26,104 $2,884,000 26,104
   WEISS CAPITAL LLC 41 *New 2023-12-31 26,692 $2,746,000 26,692
   ZEKE CAPITAL ADVISORS, LLC 66 *New 2022-12-31 25,373 $2,187,000 25,373
   FIRST CITIZENS BANK & TRUST CO 196 *New 2024-03-31 17,310 $1,913,000 17,310
   Idaho Trust Bank 22 *New 2024-03-31 14,531 $1,606,000 14,531
   COLONY GROUP, LLC 391 *New 2023-12-31 14,528 $1,495,000 14,528
   Capital Group Private Client Services Inc. 217 *New 2023-12-31 10,755 $1,106,000 10,755
   London & Capital Asset Management Ltd 60 *New 2023-12-31 10,505 $1,081,000 10,505
   Oakmont Partners LLC 361 *New 2024-03-31 9,316 $1,029,000 9,316
   Cardinal Point Capital Management ULC 33 *New 2024-03-31 6,300 $696,000 6,300
   CFO4Life L.P. 82 *New 2022-12-31 7,962 $686,000 7,962
   Aristides Capital LLC 65 *New 2023-12-31 6,571 $676,000 6,571
   MidWestOne Financial Group Inc. 186 *New 2023-12-31 6,460 $665,000 6,460
   SENTINEL PENSION ADVISORS INC 57 *New 2023-12-31 5,439 $560,000 5,439
   Herold Advisors Inc. 166 *New 2024-03-31 5,048 $558,000 5,048
   HARTLINE INVESTMENT CORP/ 203 *New 2024-03-31 4,686 $518,000 4,686
   IPG Investment Advisors LLC 113 *New 2023-12-31 4,933 $508,000 4,933
   Catalina Capital Group LLC 100 *New 2024-03-31 4,587 $507,000 4,587
   MOSAIC FAMILY WEALTH PARTNERS LLC 118 *New 2023-12-31 4,594 $473,000 4,594
   SageView Advisory Group LLC 339 *New 2024-03-31 1,779 $464,000 1,779
   ETF Portfolio Partners Inc. 37 *New 2024-03-31 3,715 $411,000 3,715
   MORNINGSTAR INVESTMENT SERVICES, INC. 320 *New 2023-12-31 3,569 $368,000 3,569
   Edge Capital Group LLC 232 *New 2023-12-31 3,424 $352,000 3,424
   Global Assets Advisory LLC 377 *New 2024-03-31 38,574 $350,000 38,574
   TIAA TRUST NATIONAL ASSOCIATION 508 *New 2024-03-31 2,865 $317,000 2,865
   Blackston Financial Advisory Group LLC 74 *New 2023-12-31 2,913 $300,000 2,913
   Unison Advisors LLC 170 *New 2024-03-31 2,588 $286,000 2,588
   Next Capital Management LLC 110 *New 2023-12-31 2,354 $242,000 2,354
   Derbend Asset Management 105 *New 2024-03-31 2,131 $235,000 2,131
   Facet Wealth Inc. 109 *New 2024-03-31 2,129 $234,000 2,129
   Waterloo Capital L.P. 337 *New 2023-12-31 2,242 $231,000 2,242
   Ascent Group LLC 459 *New 2023-12-31 2,166 $229,000 2,166
   JustInvest LLC 1407 *New 2024-03-31 2,001 $221,000 2,001
   Heartwood Wealth Advisors LLC 148 *New 2024-03-31 1,991 $220,000 1,991
   FINANCIAL COUNSELORS INC 544 *New 2024-03-31 1,942 $215,000 1,942
   Berger Financial Group Inc 341 *New 2024-03-31 1,942 $215,000 1,942
   TFB Advisors LLC 252 *New 2024-03-31 2,010 $214,000 2,010
   AF Advisors Inc. 18 *New 2024-03-31 1,934 $214,000 1,934
   HAVERFORD TRUST CO 362 *New 2024-03-31 1,925 $213,000 1,925
   Revisor Wealth Management LLC 178 *New 2024-03-31 1,967 $212,000 1,967
   Forum Financial Management LP 681 *New 2024-03-31 1,905 $211,000 1,905
   LPWM LLC 69 *New 2024-03-31 1,911 $208,000 1,911
   CITIZENS & NORTHERN CORP 111 *New 2023-12-31 2,000 $206,000 2,000
   Camden Capital LLC 317 *New 2023-12-31 2,002 $206,000 2,002
   Samalin Investment Counsel LLC 251 *New 2023-12-31 2,000 $206,000 2,000
   VERUS CAPITAL PARTNERS LLC 331 *New 2024-03-31 1,836 $203,000 1,836
   Imprint Wealth LLC 286 *New 2024-03-31 1,830 $202,000 1,830
   WESBANCO BANK INC 545 *New 2024-03-31 1,822 $201,000 1,822
   PALISADE ASSET MANAGEMENT, LLC 211 *New 2024-03-31 1,370 $151,000 1,370
   Rakuten Securities Inc. 114 *New 2024-03-31 1,258 $139,000 1,258
   Christopher J. Hasenberg Inc 25 *New 2024-03-31 1,014 $112,000 1,014
   WOODMONT INVESTMENT COUNSEL LLC 283 *New 2024-03-31 695 $77,000 695
   Future Financial Wealth Managment LLC 206 *New 2024-03-31 700 $77,000 700
   Stuart Chaussee & Associates Inc. 56 *New 2024-03-31 464 $51,000 464
   YHB INVESTMENT ADVISORS, INC. 532 *New 2024-03-31 277 $31,000 277
   Turtle Creek Wealth Advisors LLC 174 *New 2024-03-31 181 $20,000 181
   Atlantic Private Wealth LLC 70 *New 2023-12-31 840 $18,000 840
   WHITTIER TRUST CO 1235 *New 2024-03-31 113 $12,000 113
   Steward Financial Group LLC 415 *New 2023-09-30 97 $9,000 97
   ISLAY CAPITAL MANAGEMENT LLC 194 *New 2023-12-31 38 $4,000 38
   Opal Wealth Advisors LLC 284 *New 2024-03-31 25 $3,000 25
   Morling Financial Advisors LLC 79 *New 2023-12-31 15 $2,000 15
   MayTech Global Investments LLC 31 *New 2023-12-31 10 $1,000 10
   FWL INVESTMENT MANAGEMENT LLC 256 *New 2023-12-31 0 $0 0
  73 Records found
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